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On September 2, the domestic large model manufacturer Zhipu opened an official flagship store on Tmall, selling products such as the Coding Plan package.Currently available products include personal versions like Lite, Pro, Max, etc., which can be purchased via monthly/quarterly/annual subscriptions. In the future, buying Tokens will also be possible on the e-commerce platform.

According to the latest data from arbdata, Robinhood Chain has been online for only two months, and its cumulative fee revenue has risen to 13.05 million USD, setting a new historical high. Based on the annualized average of the fee revenue over the past 30 days, its annualized revenue scale is approximately 110 million USD. Based on the current cumulative revenue, about 1.3 million USD will directly flow into the Arbitrum ecosystem. According to the cooperation agreement between the two parties, Robinhood Chain is required to return 10% of the net revenue from the agreement to the Arbitrum ecosystem, with 8% flowing into the Arbitrum DAO treasury and 2% going to the Arbitrum Developer Guild.CoinGecko data shows that ARB has increased by a cumulative 46.7% over the past two weeks. The ARB unlocking period will continue until March 2027, with the next unlocking expected to take place on September 23, releasing approximately 139.2 million ARB, which is valued at about 15.2 million USD based on the current price, accounting for about 1.4% of the total supply.

According to on-chain analyst Ai Yi's monitoring, the BIT-related entity's ETH long position, which previously made a profit of $55.095 million, has increased to 33,000 coins, valued at $79.3 million (the fifth largest position in Hyperliquid ETH), with an unrealized loss of $2.48 million. There is still a significant distance to the liquidation price.

The SEMICON Taiwan 2026 Memory Summit took place on the 1st, where Nikhil Cherian, Senior Director of Supply Chain Infrastructure at Google Cloud under Alphabet, pointed out that with the popularity of multimodal and mixed expert architectures, AI computation has shifted from being power-limited to memory-limited, with high-performance memory accounting for over 75% of the cost of AI server hardware bill of materials. In the face of capacity, bandwidth, and power consumption bottlenecks, Google is breaking through the AI memory bottleneck through a dual-track strategy of hardware offloading for inference and training, and lossless quantization software algorithms.Google adopts an offloading strategy in hardware architecture, launching TPU 8i for low-latency inference and TPU 8t specialized for large-scale training. The TPU 8i is equipped with 288 GB of high-bandwidth memory, with SRAM capacity on the chip increased threefold to 384 MiB, placing dynamic conversation states and key-value caches on the chip itself to achieve zero chip-off latency. The TPU 8t forms a super-large computing cluster with 9600 chips, achieving a shared pool of HBM at a scale of 2 PB, eliminating chip-off data transfer bottlenecks, along with TPU Direct Storage technology.Google has developed the training-free TurboQuant lossless quantization algorithm, compressing the key-value cache of large models from 32 bits to 3 bits, reducing memory usage by six times without loss of accuracy, resulting in an eightfold acceleration in attention computation, and integrating old-generation DRAM technology to extend the lifecycle of components.

Hyperliquid's native treasury company Hyperliquid Strategies announced that it has expanded its equity purchase agreement with Chardan Capital Markets from $1 billion to $2.5 billion.After the initial $1 billion is sold, further stock sales below $12.02 will be subject to the Nasdaq 19.99% exchange cap limit, unless approved by shareholders.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $7.206 billion, with long positions totaling $3.466 billion, accounting for 48.1% of the holdings, and short positions totaling $3.74 billion, accounting for 51.9%. The profit and loss for long positions is $284 million, while for short positions it is -$311 million.Among them, the whale address 0x5b5d..60 has shorted ETH with a full margin of 5 times at a price of $2151.87, currently showing an unrealized profit and loss of -$15.0186 million.

Blockchain Capital Markets Figure (NASDAQ: FIGR) announced that it has completed the acquisition of the previously announced AI real estate loan platform Kiavi. Figure acquired Kiavi's technology and operating platform along with some other assets. Kiavi's brand, platform, and technology will be integrated into Figure's network of over 480 ecosystem partners and will expand the coverage of relevant loan technologies through its blockchain-native marketplace Figure Connect.Kiavi's CEO Arvind Mohan will join Figure as Chief Business Officer. Previously, Figure planned to acquire Kiavi for a total price of $717 million and intended to issue a total of $600 million in preferred notes through a private placement for the acquisition of Kiavi.

Robonomics author FD published the China Open-Source LLM Tracker on September 1, 2026, stating that the total ARR of China's open-source large models is approximately $10-15 billion, with core LLM revenue around $6-8 billion after excluding ByteDance / Seedance. Growth has not relied on price wars; after DeepSeek raised prices by about 3-12 times, usage still increased, and the average price of the Zhipu API rose by 101% while token usage exceeded 40 times within the year. The best estimate for overseas revenue is approximately $2 billion.Zhipu MaaS ARR increased from about $250 million in March to an annualized monthly rate of about $1.6 billion in August, with a weekly annualized rate of $2 billion. August revenue has already surpassed its API revenue for the first half of the year; the API gross margin is 24.6%, and inference costs per token decreased by 80%. MiniMax ARR rose from about $100 million in December 2025 to over $800 million in annualized weekly revenue by August 2026, with B2B accounting for about 80%. Kimi ARR increased from about $100 million in March to about $300 million by mid-June. DeepSeek's revenue from January to July was approximately $70 million, with the latest ARR estimated at about $1.2 billion.ByteDance's annualized AI revenue is approximately $4 billion, of which Seedance accounts for about $2 billion.

AI security startup AIR has completed a $50 million financing round, led by Sequoia Capital with an initial $10 million in the first round, followed by Greenoaks leading a second round of $40 million, with participation from Swish, Netz, and several angel investors.The company was founded by Yair Saban and Niv Hoffman, senior members of Israel's Unit 8200, and offers an AI agent security platform that can discover AI agents operating within enterprises, continuously review the skills and tools they use, and prevent them from interacting with non-compliant software or external sources, while providing a vetted AI agent plugin and skills marketplace.

According to TheEnergyMag, Nasdaq-listed Bitdeer Technologies Group (stock code: BTDR) announced that it has acquired approximately 200 acres of undeveloped land in Milam County, Texas, for about $100 million in an all-cash transaction. This parcel is adjacent to its existing Rockdale operational area and will support the development of artificial intelligence and high-performance computing infrastructure. This transaction is a complete ownership acquisition, eliminating the risk of lease renewals and providing site control assurance for the company's financing and development of high-density data centers.After the transaction is completed, Bitdeer's total land area in central Milam County will expand to approximately 255 acres. This parcel is located in an area with a well-developed power interconnection network, currently having about 563 megawatts of grid-connected power capacity, which will increase to 742 megawatts after the expansion plan is completed. The company stated that the new parcel will be used to build dedicated AI/HPC data centers, while not affecting the operation of its existing Bitcoin mining business. After this expansion, Bitdeer's global power capacity pipeline in North America, Europe, Asia, and Africa will total approximately 3.0 gigawatts.

According to Catcher Predict monitoring, in the predicted market event "Milwaukee Brewers vs. Chicago Cubs" on Polymarket, the "Over" option in the sub-market "O/U 10.5" has experienced a dramatic fluctuation in win probability, soaring from 22% an hour ago to the current 45% (a fluctuation of 23%). Please note the impact of relevant breaking news.

According to reports from the investment community, the embodied robot vision company Joint Imaging has completed a new round of financing worth hundreds of millions, with participation from industrial capital, state-owned enterprises, and market-oriented institutions. Investors include Dunhong Asset, Hangzhou Embodied Intelligence Industry Fund, Fuyang Industrial Investment, and Zhi Ping Fang.Joint Imaging is a visual supplier for humanoid robot manufacturers and AI hardware companies such as Yushu, Zhi Ping Fang, Self-Variable, and Rokid, and has achieved revenue at the level of 2 billion. With this round of financing, Joint Imaging will further upgrade its strategic positioning of "the visual infrastructure of the physical AI world," integrating optical design, visual modules, depth cameras, edge AI, data collection, AI Base engineering toolchain, and large-scale manufacturing capabilities to serve customers throughout the complete cycle from Idea to mass production.At the same time, Joint Imaging is advancing a billion-level intelligent vision industry project in Hangzhou.

Pump.fun official X account announced that the limit order feature on the Solana chain is now live. Users can set take-profit and stop-loss orders in the Pump.fun app to protect profits and limit downside risk.

According to on-chain analyst Yu Jin's monitoring, the TRUMP token team address transferred out 11.01 million TRUMP (26.65 million USD) yesterday. After multiple transfers, 2 million TRUMP (4.78 million USD) was transferred to Binance 6 hours ago.

According to BBX data, yesterday global listed companies disclosed the latest developments in digital asset treasury allocation, financial performance, and compliance infrastructure expansion. The core information is as follows:BitMine purchased 51,000 ETH, valued at approximately $126 million: The latest transaction records show that the listed mining company BitMine made a significant purchase of 51,000 Ethereum (ETH) on September 2 through cryptocurrency broker FalconX and digital asset custodian BitGo. Based on the price at the time of the transaction, the total value of this purchase is approximately $126 million.Japanese listed company Eole increased its holdings by 8,709 HYPE: Japanese listed company Eole disclosed its latest treasury movements. Between July 30 and August 31, the company increased its holdings in the secondary market by approximately 8,709.57 HYPE, investing about $730,000. After this increase, its total holdings of HYPE have risen to approximately 9,787.82.OSL Group's total revenue exceeded HKD 55.8 billion in the first half of the year, with payment business dominating: The stablecoin payment and trading platform OSL Group (00863.HK) announced its interim results for the six months ending June 30. The financial report shows that the company's total revenue in the first half reached HKD 55.813 billion (a year-on-year increase of 65.8%). Among them, stablecoin and digital asset payment businesses have become the absolute core, contributing revenue as high as HKD 49.083 billion, accounting for 88% of total revenue.Coincheck Group partners with DFNS to enter the Japanese institutional custody market: Dutch-listed digital asset service provider Coincheck Group announced a strategic partnership with institutional financial infrastructure provider DFNS. The two parties will focus on in-depth cooperation around digital asset wallet technology and custody services in Japan. DFNS's underlying technology will be deployed to its Japanese subsidiary Coincheck, Inc., aiming to provide safe and reliable institutional-level digital asset custody and trading execution services while meeting local stringent regulatory requirements.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "US Open ATP: Juan Manuel Cerundolo vs. Arthur Rinderknech," the sub-market "US Open ATP: Juan Manuel Cerundolo vs. Arthur Rinderknech Spread +/-1.5" for the option "Rinderknech" has experienced significant fluctuations in winning probability, soaring from 26.5% an hour ago to the current 50% (a fluctuation of 23.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "San Diego Padres vs. Cincinnati Reds" on the prediction market Polymarket, the "Over" option in the sub-market "O/U 7.5" experienced a sharp fluctuation in winning probability, dropping from 67% an hour ago to the current 51% (a fluctuation of 16%). Please note the impact of related breaking news.