News linked to both this project and an event.
According to TechFlow Research, Goldman Sachs' July 16 energy storage report pointed out that electricity demand from data centers is surging, traditional grid expansion requires four to eight years, and energy storage has become the fastest solution with a 12 to 18-month deployment cycle. Goldman Sachs estimates that by 2030, behind-the-meter energy storage opportunities in the US will bring about 50GWh of increment, plus 11GWh from 800V DC data centers, total US energy storage deployment will reach 172GWh, significantly upwardly revised from the previous 112GWh. Globally, annual energy storage installations are expected to reach 2100GWh by 2040. Goldman Sachs believes energy storage is transitioning from renewable energy supporting equipment to a necessity for AI infrastructure, which will change the industry valuation logic. In terms of targets, FLNC (Buy) secured exclusive battery partner qualification for Nvidia DSX Vera Rubin, data center pipeline projects reached 12GW, up 30% sequentially; CATL (Buy) has about 30% global energy storage market share, already used in Shanghai SenseTime data center; Tesla (Neutral) 2025 energy storage deployment 46.7GWh, energy business 2028 estimated revenue 29 billion USD; Energy Vault (Neutral) received 6x EV/EBITDA valuation; LGES (Buy) North America ESS capacity expected to reach 50GWh by end of 2026. Canadian Solar, Ford, Samsung SDI, Shoals, Sungrow are also worth watching. Goldman Sachs emphasizes the need to distinguish those with real order support
The Crypto Innovation Council (CCI) announced that Etherealize, Hyperliquid Policy Center, and Tools for Humanity (TFH) have officially joined. CCI stated that the new members will enhance its technical expertise in the fields of on-chain finance, institutional finance, and digital identity to better support policy making.
: Initiated by the Bulk Commodity Warehouse Receipt Registration Center, the "Cangdeng Chain" based on the national blockchain network "Hangmao Chain" has been launched, and Shanghai has implemented the first batch of non-ferrous metal blockchain digital warehouse receipt business. The warehouse receipts were issued by CMST Development's global futures delivery business headquarters, completing a full lifecycle "on-chain"闭环 of issuance, registration, and cancellation. (Pudong Release)
Odaily News: U.S. Senator Ron Wyden has sent a letter to Senate Majority Leader John Thune and Senate Minority Leader Chuck Schumer, urging that any version of the "Digital Asset Market Clarity Act" considered by the Senate retain Section 604 to protect non-custodial blockchain developers who do not control user assets. Ron Wyden stated that developers should not be considered money transmitters simply because they create or publish software that allows users to manage their own digital assets. Coin Center Executive Director Peter Van Valkenburgh, the DeFi Education Fund, and Galaxy Digital Head of Research Alex Thorn have expressed support for this stance. Alex Thorn also noted that supporting developer protections does not mean Ron Wyden will endorse the entire CLARITY Act. Ron Wyden further stated that the provision does not protect developers involved in illegal activities and can direct law enforcement resources toward criminals and unlicensed money transmission businesses, rather than neutral software developers. (Bitcoin.com News).
Bybit’s Baskets Bot Center has been launched, allowing users to browse a curated selection of recommended portfolio strategies and configure a one-stop portfolio management setup with a single click.Whether users aim to diversify their crypto asset holdings through Crypto Baskets or enter the TradFi market with TradFi Baskets, the Baskets Bot Center makes it easier than ever to discover, deploy, and manage portfolio strategies.Baskets Bot Types:- Crypto Baskets: Build a diversified cryptocurrency portfolio with a single bot, enabling automated rebalancing across multiple crypto assets.- TradFi Baskets: Effortlessly enter traditional financial markets with automated portfolios covering stocks, indices, gold, forex, and more.No complex setup required—users simply select a strategy that matches their investment preferences to set up a bot with one click, making automated trading accessible.Additionally, Bybit is launching limited-time campaigns, trading challenges, and exclusive rewards designed specifically for Baskets Bot users.
B.AI 推广返利中心正式上线。即日起，用户通过专属邀请链接或邀请码邀请好友加入 B.AI 生态，新注册好友即可获得 300,000 Credits 新人奖励，而邀请人也将在好友完成充值或订阅后，获得永久有效的金币奖励，并支持随时兑换为 Credits。同时，拥有专属社群或广泛人脉的用户，还可申请解锁更高阶的专属返佣比例，享受更具竞争力的回报。 平台主打实时返利查询与数据全透明，并配套一键分享的专属邀请码，让推广过程更加高效便捷。邀请人获得的金币奖励不仅永久有效、可随时兑换，未来还将陆续解锁更多增值权益。即日起，登录 B.AI 官网复制您的专属链接，即可开启高回报的分享之旅。
AI data center Crusoe Energy Systems is in talks for a new round of financing worth approximately $3 billion. Upon completion of this round, the company's valuation is expected to roughly triple from the previous round, reaching the $30 billion range.Founded in 2018, Crusoe initially started with crypto-related businesses before transitioning into an AI infrastructure and data center service provider. It is currently categorized as one of the "neocloud" firms, a new type of cloud computing company focused on providing computational power support for generative AI. The company has signed compute supply contracts with tech giants including Meta and Oracle. As demand for AI infrastructure construction surges, the scale of its compute business continues to expand.According to previously public information, Crusoe completed a funding round of approximately $1.38 billion last year, with a valuation exceeding $10 billion. If this new round is successfully completed, it would become another large-scale capital move in the AI infrastructure sector.Market sources estimate that the final valuation for this round could be around the $30 billion level, but the deal is still in progress and has not yet been finalized. (Reuters)
Cisco announced the launch of its data center network architecture, Cisco Nexus One, positioned as an open network architecture designed for AI workloads and next-generation security threats, aimed at upgrading its long-evolving ACI system.Cisco stated that Nexus One will integrate into the unified Cisco Cloud Control platform, designed to enhance architectural flexibility, openness, and scalability while maintaining backward compatibility with existing systems. However, Nexus One is not a single product but an "architectural evolution" similar to ACI, shifting the focus from early-stage innovation to standardization and cross-ecosystem interoperability, in order to meet the complex network demands of the AI/ML era.
Helix Infrastructure Partners, an AI infrastructure company backed by private equity giant KKR, has officially entered the AI data center investment sector. The company plans to accelerate the provision of customized computing facilities for hyperscale cloud providers by acquiring existing data center developers.Helix is led by former Amazon Web Services executive Adam Selipsky and has received support from industry capital including Nvidia. The goal is to rapidly acquire mature assets rather than building data centers from scratch, amid persistently high demand for AI computing power.It is reported that the company is evaluating the acquisition of data center enterprises specializing in developing customized facilities for large cloud clients, aiming to alleviate the current market’s “data center supply bottleneck” and accelerate the pace of AI infrastructure deployment. Analysts point out that under the dual constraints of surging AI computing demand and tight power resources, private capital is accelerating its involvement in data center asset consolidation, driving a shift in AI infrastructure from a development-driven model to a merger and acquisition-driven one. (The Information)
Reflection AI, a startup building an open-source AI model network, has signed a data center cabinet lease agreement with SpaceX, with a contract scale of $6 billion. Reflection AI is valued at $25 billion. Following agreements with Anthropic and Google, SpaceX signed the contract with Reflection AI, effective from July 1 to the end of 2029, with an expected monthly revenue of $150 million. Both parties can terminate the contract with 90 days' notice after the initial three-month period. Reflection AI, backed by Nvidia, stated that additional computing resources will provide a foundation for building large-scale open-source models. SpaceX has also recently agreed to acquire AI coding company Cursor in a $60 billion all-stock swap transaction.
the AI boom has led to a surge in electricity demand from data centers across the United States, causing electricity prices to continue rising in many areas and prompting power outage warnings in some regions. To alleviate the power supply dilemma, the U.S. Federal Energy Regulatory Commission on the 18th required regional grid operators to consider new agreements to expedite the grid connection process for large electricity consumers like data centers. The commission also stated that it will no longer proactively consider environmental impacts under the U.S. National Environmental Policy Act when formulating rules going forward.According to data from the Data Center Map website, there are currently over 4,000 operational data centers in the U.S., with a vast number more in the planning or construction phase. However, the pace of data center construction far outstrips the speed at which new power plants can be brought online, compounded by slow grid interconnection timelines. As a result, major tech giants across the country are scrambling to secure electricity quotas for their facilities. Statistics from the Electric Power Research Institute indicate that data centers currently consume about 5% of total U.S. electricity demand, a share that could rise to approximately 20% by 2035. (CCTV Finance)
According to GlobeNewswire, Bitcoin mining company DMG Blockchain Solutions announced that it mined 22 BTC in May, bringing its total Bitcoin holdings to 393 BTC. Additionally, the company disclosed that it has signed a data center托管 agreement, which is expected to become operational within this year to support sovereign AI computing requirements for government and enterprise clients at higher security levels.
according to the "Web3 New Generation Talent Insight Report" released by Bitget, the core challenge facing the industry is not a talent shortage, but a mismatch between recruitment barriers and employment pathways. Data from multi-region surveys based on the Blockchain4Youth (B4Y) initiative shows that 54% of respondents consider the "previous experience" required for entry-level positions as the biggest obstacle to entering the industry, while 52% pointed out a lack of practical skills in school education.From a geographical distribution and trend perspective, Web3 continues to attract highly educated talent and talent from emerging markets. Nearly 46% of respondents are between the ages of 23 and 30, and over 58% hold a bachelor's, master's, or doctoral degree. In terms of career preferences, 61% of respondents see "AI and blockchain integration" as the most desirable career path, while another 62% believe that guidance from seasoned industry professionals is most helpful in accelerating career development.Currently, the Blockchain4Youth Learning Center has registered over 10,000 students. Those who complete the courses can receive certificates and job opportunities. By bridging the gap from learning to career pathways, the initiative provides talent support for the next phase of industry growth.
The Digital RMB International Operations Center announced that, with the adjustment of the Digital RMB measurement framework and the overall upgrade of its infrastructure system architecture, the three major business platforms—the Digital RMB cross-border digital payment platform, blockchain service platform, and digital asset platform—have been upgraded to the “Shu Bi Da” Cross-border Settlement Integrated Service Platform (Cross-border e-CNY Transfer Services, abbreviated as CBETS). It has already signed direct participant service agreements with the first batch of 26 financial institutions.
IREN, an AI infrastructure company transformed from a Bitcoin mining firm, has announced the acquisition of Spanish AI data center developer Ingenostrum, S.L., also known as the Nostrum Group, officially entering the European market.The transaction adds approximately 490 megawatts of secured, grid-connected power resources for IREN and brings a pipeline of AI data center development projects in Spain. The Nostrum team comprises over 50 employees covering development, engineering, construction, and operations.IREN stated that Europe is one of the largest and fastest-growing AI infrastructure markets globally, and Spain, with its abundant renewable energy and strong fiber-optic connectivity, serves as a key gateway to enter the European market.This acquisition is also the latest move in IREN's transformation from a pure Bitcoin mining company into a global provider of AI and high-performance computing infrastructure. This follows IREN's recent announcement to build an 800-megawatt data center campus in South Australia, as well as signing a multi-billion dollar AI cloud agreement with Microsoft and establishing a partnership with Nvidia. Following the news, IREN's stock price rose nearly 4% on Monday to approximately $62.
Sharon AI Holdings, a Nasdaq-listed company, announced a six-year strategic computing cooperation agreement with NVIDIA to jointly expand AI infrastructure capabilities in Australia.Under the agreement, the two parties will collaborate to build approximately 72MW of data center computing capacity and deploy infrastructure based on the NVIDIA DSX AI Factory architecture. The plan is to gradually scale up to 40,000 Grace Blackwell GB300 GPUs to meet the computing needs of AI startups, enterprise clients, and research institutions.The cooperation model adopts a structure combining revenue generation with credit support: Sharon AI will be responsible for selling cloud services based on NVIDIA's computing power, while NVIDIA, upon receiving hardware and basic product revenue, will also participate in a share of cloud service revenue, forming a sustainable "usage-driven revenue model."Sharon AI stated that this collaboration will significantly enhance its capital efficiency, enabling it to expand AI infrastructure capabilities without relying on traditional heavy-asset financing and accelerate the deployment of "sovereign AI computing power" in Australia. With this partnership, Sharon AI's total AI factory capacity will increase to 132MW, of which approximately 102MW is already contracted by clients. The company expects to deploy over 55,000 NVIDIA GPUs by mid-2027. (Businesswire)
the National Computer Network Emergency Response Technical Team/Coordination Center of China (CNCERT) issued a statement, stating that recent comprehensive analysis has found that some AI agent skill packs (Skills) are being publicly disseminated under the guise of "Large Model Jailbreak" or "Mining for Profit," inducing users to bypass the security restrictions of large models or occupy device resources for illegal mining activities.These malicious Skills could lead to models generating illegal information, user accounts being blocked according to law, device performance degradation, and even potentially involving users passively in criminal activities such as money laundering, seriously infringing upon individual legal rights and endangering network security. CNCERT reminds users and relevant operating entities to remain vigilant, strengthen the review of Skills sources and behavioral monitoring, promptly remove suspicious components, and guard against the security risks arising from this.
Wang Lei, Deputy Secretary of the Party Working Committee and Director of the Administrative Committee of the Beijing Economic-Technological Development Area (BDA), chaired a symposium on space computing enterprises. During the meeting, he listened to suggestions from relevant enterprises on building Beijing Yizhuang into a highland for the space computing industry and discussed plans for constructing the space computing innovation center.The attending entrepreneurs unanimously agreed that space computing represents a new track integrating commercial aerospace and the digital economy. It has emerged as a new frontier in global technological competition, carrying significant strategic value and commercial prospects. The BDA recently initiated the establishment of the Beijing Space Intelligent Computing Research Institute. This is a crucial step towards building a high-level Beijing Space Computing Innovation Center, a key move to transform the space computing industry from vision to reality. Enterprises will actively participate in the construction of the institute, leveraging their strengths in areas such as satellite manufacturing, computing chips, communication payloads, energy materials, software scheduling, and precision devices. They will collaborate to overcome key common technical challenges, including space-borne radiation-resistant chips, inter-satellite laser communication, and efficient thermal control and energy supply systems. The goal is to accelerate the in-orbit validation and large-scale networking of computing satellites, building a complete innovation and industrial chain of "constellation + terminal + service". This will promote the development of an autonomous, controllable, secure, and trustworthy space computing technology and standards system, contributing wisdom and strength to China's goal of becoming a leader in aerospace and cyberspace. (Securities Times)
据 The Block 报道，Gemini 推出 AI 驱动的个性化市场信息流 Command Center ，可基于用户偏好提供实时洞察、信号、摘要与预测，该服务已接入其预测市场，并由 Elon Musk 旗下 xAI 开发的大语言模型 Grok 提供支持。报道称，Gemini 正持续从现货加密货币交易扩展至衍生品、预测及其他金融服务。其一季度服务和利息收入同比增长超 120% 至 2450 万美元，占总营收近一半。
According to CoinDesk, cryptocurrency platform Gemini has announced the launch of its “Command Center,” an AI-powered intelligence layer built into its prediction markets platform. This feature integrates the SpaceXAI model to deliver real-time market summaries, sentiment analysis, and personalized signals across cryptocurrency, sports, commodities, economics, and politics—tailored to users’ holdings, watchlists, and prediction activities.