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Project Overview
NVIDIA Corporation (NVIDIA) is a technology company focused on accelerated computing innovation. With GPU (graphics processing unit) as its core technology, it promotes the revolution of artificial intelligence (AI), graphics rendering and high-performance computing (HPC). NVIDIA's ecosystem covers hardware (such as GPU, CPU), software platforms (such as CUDA, Omniverse) and cloud services, sustainable computing and digital twin technology.
Serenity: Unitree's Listing Provides a Valuation Benchmark for Humanoid Robot Companies in the Public Market
"White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.
HIVE Digital Signs $350M Five-Year AI Cloud Services Contract, Deploying 2,016 NVIDIA Blackwell Ultra GPUs
Odaily News - Digital infrastructure company HIVE Digital Technologies' high-performance computing division, BUZZ High Performance Computing, has signed a five-year AI cloud services contract worth approximately $350 million with an undisclosed investment-grade enterprise client. The contract is expected to generate approximately $70 million in additional annual revenue, bringing BUZZ HPC's annualized revenue to approximately $180 million. BUZZ HPC will deploy 2,016 NVIDIA Blackwell Ultra GPUs, utilizing the GB300 NVL72 system, NVIDIA Quantum-X800 InfiniBand networking, and VAST Data storage. The cluster is expected to become operational later this year at Bell's AI Fabric facility in Merritt, British Columbia, Canada, which runs on renewable hydroelectric power and closed-loop liquid cooling technology. HIVE estimates the project's capital expenditure at approximately $185 million, which will be funded through previously announced financing and new equipment debt. The company expects daily revenue of approximately $500,000 from its HPC and AI business once the cluster is fully operational, and plans to achieve $200 million in annualized GPU cloud services revenue by year-end. The company holds approximately 400 megawatts of capacity in Canada, which can support over 120,000 GPUs over the next two years. (Bitcoin.com News)
AI chip startup Groq completes $350 million funding round, with NVIDIA participating
Odaily News AI chip startup Groq has completed a $350 million funding round, but the company's valuation has dropped to $3.5 billion—about half of what it was nearly a year ago. The round was led by Dallas-based investment firm Disruptive, with NVIDIA also participating. Founded in 2016, Groq was once considered one of the key competitors to NVIDIA in the AI chip space, focusing on developing specialized hardware for AI computing. The company is now transitioning into an AI data center operator, with a primary focus on serving AI model inference needs. (Bloomberg)
Bank of America: NVIDIA $500 Billion Third-Party Financing Diversifies Risk, No Need to Tap Balance Sheet
According to TechFlow Research, a Bank of America research report on August 10 pointed out that NVIDIA signed a memorandum of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital through an independent platform. Previously, NVIDIA invested approximately $70 billion in equity in ecosystem partners such as OpenAI and Anthropic, accounting for only 15% of the expected free cash flow of $470 billion from 2026 to 2027, without affecting the commitment to return 50% of free cash flow to shareholders. Bank of America believes the financing structure shifts the capital burden from NVIDIA to the consortium. GPU computing power can be transferred across operators, and CUDA extends the service life, with the asset quality itself resisting depreciation. The $500 billion fund pool allows non-investment grade buyers to acquire GPUs at preferential rates, transforming AI computing power acquisition from capital-intensive purchases to financial leasing, supporting the $1.7 trillion AI system TAM by 2030. Bank of America maintains a Buy rating with a target price of $350, corresponding to 26 times the expected earnings per share in 2027. The upcoming earnings conference call is the next important catalyst.
NVIDIA Partners with Six Institutions to Establish Financing Platform, Plans to Mobilize Over $500 Billion for AI Infrastructure
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform. The platform aims to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.
River AI Completes $1.1 Billion Financing, NVIDIA and AMD Participate in Investment
According to River AI's announcement, River AI, founded by xAI co-founder Igor Babuschkin, has completed a $1.1 billion financing round led by General Catalyst and AMP, with strategic investment from NVIDIA and AMD. Other investors include Y Combinator and Temasek.
DRAM supply shortage expected to persist through 2027; NVIDIA evaluates reducing HBM configuration on Rubin Ultra
Odaily News, Citrini analyst jukan posted on X platform, according to TrendForce's latest memory industry research, the DRAM supply shortage is expected to persist through 2027, and the HBM4e certification timeline remains uncertain. NVIDIA has been reassessing the HBM configuration for Rubin Ultra since the third quarter of 2026.The original plan called for a 12-layer stacked HBM4e configuration, but NVIDIA is currently evaluating multiple designs in parallel, including HBM4e 8-layer stacking, HBM4 12-layer stacking, and HBM4 8-layer stacking, with the final specifications yet to be confirmed. In addition to NVIDIA, some CSPs are reportedly also considering reducing HBM capacity for their next-generation custom ASICs.From 2025 to the first half of 2026, NVIDIA used 12-layer stacked HBM4e as the baseline design for Rubin Ultra. However, since the beginning of the third quarter of 2026, NVIDIA has begun reviewing lower-spec alternatives. TrendForce attributes this change to two major supply-side constraints: first, the overall DRAM shortage expected in 2027 will limit the wafer capacity that memory manufacturers can allocate to HBM production; second, uncertainty remains regarding the certification timeline for 12-layer stacked HBM4e and the pace of yield improvement in mass production.TrendForce stated that NVIDIA's primary focus for the Rubin Ultra generation is improving I/O speed, with expanding GPU shipments as a secondary priority. If NVIDIA ultimately decides to downgrade the HBM specifications, it is expected to do so by reducing the number of DRAM stacking layers. Whether HBM4e can complete certification and enter mass production as planned will determine whether Rubin Ultra's I/O speed can be improved from the previous generation Rubin's 8 to 11.7Gbps to 14 to 16Gbps, or be maintained at 11 to 12Gbps through an optimized HBM4 design. Within the same product generation, the number of DRAM stacking layers determines the trade-off between HBM capacity per GPU and the number of GPUs that can be shipped.TrendForce also believes that the final configuration will depend on wafer allocation decisions made by memory manufacturers. On the supply-demand front, HBM bit shipments in 2027 are expected to grow 50% to 60% year-over-year, but are still projected to fall short of demand growth. With supply constraints persisting, HBM suppliers are expected to maintain pricing power throughout 2027. The industry has broadly anticipated significant HBM price increases, and AI chip makers will face the dual pressure of limited HBM supply and rising procurement costs, further strengthening the incentive to adopt lower HBM capacity configurations.
Bitget US Stock Tokens (rToken) rJMKE Now Listed
According to the official announcement, to meet users' diversified investment needs, Bitget's US stock token rToken has listed rJMKE (Jersey Mike's Subs). As of now, the Bitget platform supports a total of 608 US stock tokens. It is reported that rTokens, identified by the letter r + stock ticker (e.g., NVIDIA as rNVDA), are issued by Bitget's licensed RWA protocol Reality, directly connecting to global liquidity pools such as Nasdaq and NYSE through cooperation with compliant broker Alpaca. Its features include: underlying assets 1:1 reserved and custodied by licensed custodians, stock dividends distributed 1:1 in token form, support for synchronized mapping of corporate actions (stock splits, etc.), and holdings can serve as joint margin for unified accounts and USDT-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
NVIDIA Employee Detained by Taiwan Prosecutors, Suspected of Assisting Smuggling of AI Chips to China
According to Bloomberg, Taiwanese prosecutors detained an NVIDIA employee and searched their company office, as part of the ongoing expansion of an investigation into the suspected smuggling of AI accelerators to China. This marks the first time government authorities have taken legal action against an NVIDIA employee. Previously, Taiwanese officials launched the first round of arrests in May, involving Super Micro Computer (Super Micro) employees, AI server distributors, and data center operators. Those arrested were accused of forging documents to evade U.S. export controls and illegally export NVIDIA AI chips to China.
Anthropic Supports FCA "Super Sandbox" Second Batch AI Experimental Projects
According to an official announcement by the FCA, Anthropic will provide access to its suite of Claude products (including Claude Code and Claude Cowork) for the second batch of participating enterprises in the UK Financial Conduct Authority (FCA) "Super Sandbox" to accelerate their AI development process. A total of 21 institutions were selected for the second batch, including Scottish Widows, Money Advice Trust, and TrueLayer, among others. The number of applications this time increased by 51% compared to the first batch, with a total of 199 applications received. Participating enterprises will test AI solutions focusing on the following areas: agent payment security, fraud and financial crime detection, AI governance and accountability, financial inclusion for vulnerable groups, and compliance and business automation. Additionally, the FCA simultaneously launched the "Agentic Academy"—a 10-week AI specialized training program co-hosted by the FCA and the Centre for Finance, Technology and Entrepreneurship (CFTE). Participating enterprises will continue to have access to NayaOne digital sandbox infrastructure and NVIDIA accelerated computing resource support.
UBS: Semiconductors Enter Differentiation Phase, AI Crowded Trade Continues
According to Chaoxiang Research, UBS released a SemiBytes Flash Note on July 20, 2026, judging that the semiconductor sector is transitioning from a broad-based rally to a phase of severe divergence, while the AI-themed crowded trade continues. The report covers five core topics. The release of Kimi K3 drives another upgrade in open-source model scale; longer context windows boost demand for HBM and storage, with NVIDIA being the biggest beneficiary. Micron's cumulative free cash flow over the next few years is expected to exceed $400 billion; after the buyback ban is lifted, the theoretical buyback ratio could exceed 40%, which is not yet fully priced in by the market. Divergence within the analog chip sector is intensifying; stocks with higher AI exposure have gained a 42x P/E premium, while valuations for stocks with automotive and industrial exposure remain near historical averages. Position crowding data shows that Lam Research, Broadcom, Seagate, Micron, and AMD remain in a state of extreme long positioning crowding.
Bitget Adds 16 US Stock Tokens (rToken) Including Kroger, Jabil Inc., and More
Bitget has listed 16 US stock tokens, including rXBI (S&P Biotech ETF-SPDR), rDIA (SPDR Dow Jones Industrial Average ETF Trust), rKSTR (SSE STAR 50 Index ETF), rJBL (Jabil Inc.), and rKR (Kroger), covering sectors such as finance, healthcare, information technology, and industrials. It is reported that rTokens, identified by the letter 'r' + stock ticker (e.g., NVIDIA as rNVDA), are issued by Reality, a licensed RWA protocol under Bitget. They directly connect to global liquidity pools such as Nasdaq and NYSE through cooperation with compliant broker Alpaca. Their features include: underlying assets 1:1 reserved and custodied by licensed custodians, stock dividends distributed 1:1 in token form, support for synchronous mapping of corporate actions (stock splits, etc.), and holdings can serve as combined margin for unified accounts and USDT-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
NVIDIA Partner Hon Hai Precision Q2 Net Profit Beats Expectations with 35% Growth, Far Exceeding Forecasts
According to Bloomberg, Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry) announced second-quarter results ended June, with net profit increasing 35% year-on-year to NT$60 billion (approximately US$1.9 billion), exceeding analysts' average expectation of NT$58.4 billion; quarterly revenue had previously recorded a 40% increase. July single-month revenue surged 54.2% year-on-year to NT$946.5 billion, far exceeding analysts' average expectation of a 32% increase for the quarter. The company's strong performance reflects sustained robust global demand for AI hardware.
DRAM supply shortage expected to persist through 2027; NVIDIA evaluates reducing HBM configuration on Rubin Ultra
Odaily News, Citrini analyst jukan posted on X platform, according to TrendForce's latest memory industry research, the DRAM supply shortage is expected to persist through 2027, and the HBM4e certification timeline remains uncertain. NVIDIA has been reassessing the HBM configuration for Rubin Ultra since the third quarter of 2026.The original plan called for a 12-layer stacked HBM4e configuration, but NVIDIA is currently evaluating multiple designs in parallel, including HBM4e 8-layer stacking, HBM4 12-layer stacking, and HBM4 8-layer stacking, with the final specifications yet to be confirmed. In addition to NVIDIA, some CSPs are reportedly also considering reducing HBM capacity for their next-generation custom ASICs.From 2025 to the first half of 2026, NVIDIA used 12-layer stacked HBM4e as the baseline design for Rubin Ultra. However, since the beginning of the third quarter of 2026, NVIDIA has begun reviewing lower-spec alternatives. TrendForce attributes this change to two major supply-side constraints: first, the overall DRAM shortage expected in 2027 will limit the wafer capacity that memory manufacturers can allocate to HBM production; second, uncertainty remains regarding the certification timeline for 12-layer stacked HBM4e and the pace of yield improvement in mass production.TrendForce stated that NVIDIA's primary focus for the Rubin Ultra generation is improving I/O speed, with expanding GPU shipments as a secondary priority. If NVIDIA ultimately decides to downgrade the HBM specifications, it is expected to do so by reducing the number of DRAM stacking layers. Whether HBM4e can complete certification and enter mass production as planned will determine whether Rubin Ultra's I/O speed can be improved from the previous generation Rubin's 8 to 11.7Gbps to 14 to 16Gbps, or be maintained at 11 to 12Gbps through an optimized HBM4 design. Within the same product generation, the number of DRAM stacking layers determines the trade-off between HBM capacity per GPU and the number of GPUs that can be shipped.TrendForce also believes that the final configuration will depend on wafer allocation decisions made by memory manufacturers. On the supply-demand front, HBM bit shipments in 2027 are expected to grow 50% to 60% year-over-year, but are still projected to fall short of demand growth. With supply constraints persisting, HBM suppliers are expected to maintain pricing power throughout 2027. The industry has broadly anticipated significant HBM price increases, and AI chip makers will face the dual pressure of limited HBM supply and rising procurement costs, further strengthening the incentive to adopt lower HBM capacity configurations.
"The Big Short" Michael Burry Latest Holdings Adjustment: Increases Short Positions on Micron, NVIDIA, and Semiconductor ETF, Adds to Lululemon and Other Stocks
"The Big Short" prototype Michael Burry disclosed his latest portfolio adjustments via his personal Substack account. On the short side, he further increased his short position on Micron Technology (MU), with an average entry price of approximately $880; continued to increase his short exposure to NVIDIA (NVDA), and added to his short position on the semiconductor ETF SOXX, with an average price of approximately $506, indicating that he maintains a generally cautious stance on the semiconductor sector overall.
Profit of $2.953 million, trader Beaumont closes short position on Micron and opens $29.417 million 2x short on NVIDIA
: According to monitoring by on-chain analyst Ai Yi, trader Beaumont's two addresses (0x9e8...816, 0x7fa...11b) closed and took profit on a total of $28.95 million in short positions on Micron over the past half hour, accumulating a profit of $2.953 million; subsequently, they opened a $29.417 million 2x short position on NVIDIA at an entry price of $193.15.
100% short positions: A Hyperliquid whale deposited 31.12 million USDC in 3 days and holds a $64.9 million short position
According to Onchain Lens monitoring, a Hyperliquid whale has deposited 31.12 million USDC into Hyperliquid over the past 3 days, currently holding a $64.9 million short position. The latest deposit was 5.12 million USDC. Current positions include a $43.93 million short on SKHX, a $17.07 million short on BRENTOIL, as well as other shorts on SMSN, HIMS, and NVIDIA. This wallet is currently 100% short.
A Hyperliquid whale holding $43.9 million in long-term short positions has deposited 16 million USDC into Hyperliquid in 24 hours
According to Onchain Lens monitoring, a Hyperliquid whale has just deposited 11 million USDC, bringing total deposits to 16 million over the past 24 hours. This wallet currently holds $43.9 million in short positions, which have been held for a long time, including $28.3 million in SKHX shorts, $14.56 million in BRENTOIL shorts, as well as other short positions in HIMS, SMSN, and NVIDIA.
One week after the NVIDIA-led AI Safety Alliance OSAA was established, it has already gathered over 120 companies.
According to TechCrunch, the Open Safety AI Alliance (OSAA), led by Nvidia, has exceeded 120 member companies just one week after its establishment, including tech and financial giants such as Adobe, BlackRock, Cisco, Intel, Microsoft, and Visa. During the Black Hat Cybersecurity Conference held in Las Vegas this week, the alliance established a working group named "Shared AI Findings Exchange" (SAFE) and has submitted multiple proposals open for public comment, managed by the Linux Foundation. The proposals cover confidential reporting mechanisms for AI cybersecurity incidents, alert processes for affected parties, and no-fault attribution analysis frameworks. Meanwhile, member companies are also actively contributing open-source technologies: Nvidia open-sourced the LLM vulnerability scanning tool Garak, Amazon contributed the agent building tool Strands Agents and authorization language Cedar, and Okta and Red Hat are advancing agent identity authentication and governance technologies respectively. Notably, Anthropic, OpenAI, and Google have not yet joined the alliance, although OpenAI and Google previously co-signed the open letter that spurred the creation of the alliance.
Jensen Huang: Establish Open Security AI Alliance to Strengthen Cyber Defense Capabilities with Open Models
NVIDIA CEO Jensen Huang stated that attackers have begun using frontier AI, and defenders similarly need to establish a frontier AI ecosystem composed of the best open-source and closed-source models, and leverage the global community to enhance defense capabilities.
Serenity: Unitree's Listing Provides a Valuation Benchmark for Humanoid Robot Companies in the Public Market
"White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.
NVIDIA Supports Atomic Canyon Launching Nuclear Energy Industry AI Virtual Assistant NIVA
According to Axios, Atomic Canyon will launch NIVA, an AI virtual assistant for the nuclear energy industry. The tool was developed in collaboration with the Institute of Nuclear Power Operations, the Electric Power Research Institute, and the Nuclear Energy Institute. It aims to help nuclear power plant operators retrieve operational records, technical documentation, and corrective procedures more efficiently, thereby supporting decision-making and issue resolution.
Bitget Launches US Stock FCN Fixed Coupon Notes, Offering Up to 71% APR
: Bitget has officially launched FCN (Fixed Coupon Notes), bringing structured products from traditional finance into the tokenized US stock sector, becoming the first crypto exchange to combine the FCN structure with USDT settlement and US stock rToken delivery.The initial underlying assets and reference APR ranges include: SanDisk SNDK 56%–71%, Marvell MRVL 49%–61%, SK Hynix SKHY 46%–58%, Micron MU 39%–48%, and NVIDIA NVDA 13%–16%. In addition, Bitget has simultaneously launched a limited-time cashback campaign. Users who reach specified cumulative subscription tiers will receive corresponding cashback rewards, with a maximum of 10,000 USDT per individual. The campaign runs until September 18. For more details, please refer to Bitget's official platform.Bitget FCN (Fixed Coupon Note) is a type of structured wealth management product linked to a single US stock rToken. Users can subscribe using USDT and set a strike price. Upon maturity, if the observed price is not lower than the strike price, the USDT principal and fixed interest will be returned; if it is lower than the strike price, the principal will be converted into the corresponding rToken at the strike price, while still earning the fixed interest.
HIVE Digital Signs $350M Five-Year AI Cloud Services Contract, Deploying 2,016 NVIDIA Blackwell Ultra GPUs
Odaily News - Digital infrastructure company HIVE Digital Technologies' high-performance computing division, BUZZ High Performance Computing, has signed a five-year AI cloud services contract worth approximately $350 million with an undisclosed investment-grade enterprise client. The contract is expected to generate approximately $70 million in additional annual revenue, bringing BUZZ HPC's annualized revenue to approximately $180 million. BUZZ HPC will deploy 2,016 NVIDIA Blackwell Ultra GPUs, utilizing the GB300 NVL72 system, NVIDIA Quantum-X800 InfiniBand networking, and VAST Data storage. The cluster is expected to become operational later this year at Bell's AI Fabric facility in Merritt, British Columbia, Canada, which runs on renewable hydroelectric power and closed-loop liquid cooling technology. HIVE estimates the project's capital expenditure at approximately $185 million, which will be funded through previously announced financing and new equipment debt. The company expects daily revenue of approximately $500,000 from its HPC and AI business once the cluster is fully operational, and plans to achieve $200 million in annualized GPU cloud services revenue by year-end. The company holds approximately 400 megawatts of capacity in Canada, which can support over 120,000 GPUs over the next two years. (Bitcoin.com News)
Jensen Huang: A100 GPU Can Remain in Service Until 2029, NVIDIA Computing Power Has Asset Attributes
NVIDIA CEO Jensen Huang stated that A100 GPU clusters will remain available from 2020 to 2029, emphasizing that the core value of the NVIDIA computing platform lies not only in the chips themselves, but more in CUDA providing a unified platform for developers and NVIDIA engineers, enabling Ampere, Hopper, and Blackwell architectures to continue receiving upgrades throughout their lifecycle.
NVIDIA Partners with Six Institutions to Establish Financing Platform, Plans to Mobilize Over $500 Billion for AI Infrastructure
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform. The platform aims to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.
Related news
NVIDIA Stock Buzz Kicks Off Today: Enter Before Earnings, Top 200 Share Up to 100,000 USDT
Bybit officially launches the NVIDIA Stock Buzz Trading Competition today at 18:00 (Beijing Time). Participating users will be ranked by cumulative trading volume of NVDAUSDT Perpetual Contracts within 14 days, with the top 200 sharing the prize pool. This competition lasts until September 2 (14 days in total). The top 200 users can share a prize pool of up to 100,000 USDT, with a platform guarantee of 2,000 USDT; the prize pool is unlocked in stages based on total trading volume, and a cumulative trading volume of 5,000 USDT is required to participate. This competition coincides with NVIDIA's earnings window: NVIDIA will announce its Q2 FY2027 results after the US market close on August 26. Entering today marks the starting point for positioning ahead of the earnings window.
Serenity: Unitree's Listing Provides a Valuation Benchmark for Humanoid Robot Companies in the Public Market
"White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.
NVIDIA Supports Atomic Canyon Launching Nuclear Energy Industry AI Virtual Assistant NIVA
According to Axios, Atomic Canyon will launch NIVA, an AI virtual assistant for the nuclear energy industry. The tool was developed in collaboration with the Institute of Nuclear Power Operations, the Electric Power Research Institute, and the Nuclear Energy Institute. It aims to help nuclear power plant operators retrieve operational records, technical documentation, and corrective procedures more efficiently, thereby supporting decision-making and issue resolution.
Bitget Launches US Stock FCN Fixed Coupon Notes, Offering Up to 71% APR
: Bitget has officially launched FCN (Fixed Coupon Notes), bringing structured products from traditional finance into the tokenized US stock sector, becoming the first crypto exchange to combine the FCN structure with USDT settlement and US stock rToken delivery.The initial underlying assets and reference APR ranges include: SanDisk SNDK 56%–71%, Marvell MRVL 49%–61%, SK Hynix SKHY 46%–58%, Micron MU 39%–48%, and NVIDIA NVDA 13%–16%. In addition, Bitget has simultaneously launched a limited-time cashback campaign. Users who reach specified cumulative subscription tiers will receive corresponding cashback rewards, with a maximum of 10,000 USDT per individual. The campaign runs until September 18. For more details, please refer to Bitget's official platform.Bitget FCN (Fixed Coupon Note) is a type of structured wealth management product linked to a single US stock rToken. Users can subscribe using USDT and set a strike price. Upon maturity, if the observed price is not lower than the strike price, the USDT principal and fixed interest will be returned; if it is lower than the strike price, the principal will be converted into the corresponding rToken at the strike price, while still earning the fixed interest.
HIVE Digital Signs $350M Five-Year AI Cloud Services Contract, Deploying 2,016 NVIDIA Blackwell Ultra GPUs
Odaily News - Digital infrastructure company HIVE Digital Technologies' high-performance computing division, BUZZ High Performance Computing, has signed a five-year AI cloud services contract worth approximately $350 million with an undisclosed investment-grade enterprise client. The contract is expected to generate approximately $70 million in additional annual revenue, bringing BUZZ HPC's annualized revenue to approximately $180 million. BUZZ HPC will deploy 2,016 NVIDIA Blackwell Ultra GPUs, utilizing the GB300 NVL72 system, NVIDIA Quantum-X800 InfiniBand networking, and VAST Data storage. The cluster is expected to become operational later this year at Bell's AI Fabric facility in Merritt, British Columbia, Canada, which runs on renewable hydroelectric power and closed-loop liquid cooling technology. HIVE estimates the project's capital expenditure at approximately $185 million, which will be funded through previously announced financing and new equipment debt. The company expects daily revenue of approximately $500,000 from its HPC and AI business once the cluster is fully operational, and plans to achieve $200 million in annualized GPU cloud services revenue by year-end. The company holds approximately 400 megawatts of capacity in Canada, which can support over 120,000 GPUs over the next two years. (Bitcoin.com News)
OpenAI Partners with SB Energy and NVIDIA to Build Large-Scale AI Infrastructure Project in Ohio
OpenAI announces a partnership with SB Energy, NVIDIA, and the U.S. Department of Energy to build a data center project with approximately 8 gigawatts of IT capacity at the PORTS-Pike Technology Park in Pike County, Ohio. The project is expected to create 35,000 construction jobs during the six-year construction period by 2032 and bring 2,500 long-term operational jobs.