News linked to both this project and an event.
据 CrowdFundInsider 报道，ARK Invest 首席执行官 Cathie Wood 表示，投资者判断下一轮技术趋势时，应从关注开发者投入时间转向追踪 AI Agent 的消费行为，即观察自主软件将资金支付给哪些服务。随着 AI Agent 从回答问题发展到自主执行任务，市场需要关注这些智能体如何选择服务、完成交易以及资金流向，未来 AI Agent 产生的支付活动可能比产品发布本身更能反映技术真实采用情况。 Cathie Wood 预测 2027 年市场发展时表示，OpenAI、Anthropic 以及英伟达（NVIDIA）将继续成为 AI 基础设施竞争核心，算力供应、能源、资本投入和模型可靠性仍是行业扩张面临的关键限制因素，如果 AI Agent 已经开始自主选择服务并进行支付，那么追踪其资金流向可能成为衡量 AI 商业化落地的重要方式。
According to research, Goldman Sachs' September 28, 2026 research report indicates that Goldman Sachs hosted an investor meeting with Palantir CFO Dave Glazer, maintaining a Neutral rating with a 12-month price target of $204, reflecting 7.6% upside. Approximately 97% of clients utilize AIP Evolve, with contracts typically spanning around three years, and clients often expand engagements roughly 18 months post-deployment. One major potential competitor withdrew from direct competition after evaluating this growth strategy. Goldman Sachs believes that Palantir's frontline deployment engineer (FDE) moat offers greater stickiness than standard FDE deployment. Competitive pressure mainly stems from internal enterprise IT, while model vendors and data platforms provide complementary positioning. The three vertical focus areas are: Financial Services, which will add a former AIG CEO; Semiconductors, partnering with NVIDIA; and Next-Gen Cloud, collaborating with Nebius. The $204 price target is based on a 60x multiple applied to free cash flow estimates for Q5 through Q8.
OpenAI launches the GPT-6.1 Sol model and Dots autonomous agents, with annual recurring revenue nearing $70 billion. Meanwhile, NVIDIA seeks insurers to help share financing risks for AI chips, while India plans to invest $25 billion to support domestic deep tech startups.
Odaily News NVIDIA has launched a suite of software security tools for AI agents, claiming that these tools could have prevented the hacking incident involving Hugging Face. Hugging Face is an AI programming hub, and NVIDIA acquired it for $13 billion months after it was breached by OpenAI's rogue AI agent. The tool, called OpenShell, leverages NVIDIA CPU hardware features to constrain AI agents and is partnering with Arm and Intel to ensure compatibility. Another system, Sentry, can cut off rogue agents attempting to escape their containers. NVIDIA CEO Jensen Huang has refused broad AI security regulation, treating rogue agents as an engineering problem. (Reuters)
NVIDIA has officially released the open-source AI agent runtime platform OpenShell 0.1.0. The platform is designed to establish security boundaries and runtime controls outside the workload without modifying the AI agent's own code. OpenShell integrates technologies such as kernel-level sandbox execution, external oversight services, external credential injection, and formal policy verification, enabling fine-grained interception of HTTP, GraphQL, and MCP network traffic (such as permitting data reads while blocking writes) to prevent sensitive credentials from leaking.
Odaily News: U.S. President Trump will hold an event next Tuesday to launch a new government website, America.gov, which aims to consolidate information and resources scattered across multiple federal agencies and will introduce AI tools to help citizens access government services. WEARThe event is expected to focus on topics including AI, energy, healthcare, space, and agriculture. NVIDIA CEO Jensen Huang, Tesla CEO Elon Musk, Anthropic co-founder Tom Brown, and U.S. Vice President JD Vance are expected to attend. (Bloomberg)
Odaily reports: Nate posted on X that LONG builds liquidity around tokenized stock trading pairs. The main problem in the current crypto market is not a lack of trading activity, but a lack of stability; deep liquidity raises the cost of market manipulation and concentrated supply, and helps the market absorb extreme volatility. Stock trading pairs can serve as a secondary market for tokenized stocks, enabling liquidity providers to participate in trading, arbitrage, and subsequent lending applications.Taking the AI/NVIDIA trading pair as an example, when NVIDIA stock rises 20%, the USD value of NVIDIA in the liquidity pool will simultaneously rise to approximately 1.2x. Selling the same amount of AI can yield a higher USD value, but the actual effect depends on liquidity depth. Arbitrage activity between AI/NVIDIA, AI/USDG, and NVIDIA/USDG is used to maintain on-chain implied price synchronization; the deeper the NVIDIA liquidity in the pool, the more stable the arbitrage process. Nate stated that at this stage, LONG places greater emphasis on asset distribution and scale growth, rather than immediately providing high yields to holders through fees or dividends. Once asset scale expands, value can be returned to holders through dividends, voting rights, or accumulating NVIDIA. The team previously provided approximately $200,000 worth of liquidity to the AI/NVIDIA pool and LongX-related assets respectively; if included in the community treasury, the value of NVIDIA held could increase by approximately double. Regarding high-tax-rate trading pools and token-holding dividend mechanisms, Nate stated that such models are easily replaced by low-fee pools and rely on highly concentrated and active liquidity management. Therefore, LONG will not support such mechanisms by default, but instead hopes to encourage users to hold for the long term through stock correlation, liquidity, and organic growth.
Odaily — The financing will be used to support an undisclosed borrower in deploying 32 NVIDIA GB200 NVL72 systems in British Columbia, Canada. USD.AI is an on-chain lending protocol.
Alibaba Group has launched the new Zhenwu V900 AI accelerator, claiming its performance reaches three times that of the previous generation. It aims to compete with NVIDIA while supporting data center capacity expansion for years to come. Developed by its T-Head division, the chip can form clusters of up to 500,000 chips for frontier model training.
According to disclosure documents from the U.S. Securities and Exchange Commission (SEC), Bitnomial Exchange, which has been acquired by Payward, the parent company of Kraken, has filed a rule change application proposing to establish common listing standards and related trading rules for cash-settled single-stock security futures. The exchange plans to launch cash-settled security futures based on individual stocks, including "perpetual security futures" with no fixed expiration date. These products will support 24/5 trading and employ a funding rate mechanism for payments between long and short positions. Additionally, Bitnomial intends to implement a daily cash settlement mechanism for security futures, specify that each contract represents 100 shares of the underlying stock, and set a standard maximum position limit of 200,000 contracts. Separately, Payward revealed plans to initially launch perpetual futures linked to 10 U.S. listed stocks, including Tesla, NVIDIA, Apple, Microsoft, and Amazon among others.
Global-leading digital asset exchange CoinW has launched perpetual contracts for the popular Meme token AINVDA, supporting up to 25x leverage. AINVDA is an animal-themed token focused on the convergence of artificial intelligence, NVIDIA, and on-chain culture. Featuring an Artificial Inu dog as its mascot, the project’s core narrative revolves around the growing demand for AI computing power, GPUs, and NVIDIA-related infrastructure. Risk Warning: Meme tokens are highly volatile, and contract trading may result in the loss of principal. Please participate rationally and bear all risks independently. CoinW has no affiliation whatsoever with any publicly traded companies mentioned herein. This service may not be available in certain jurisdictions.
According to TechCrunch, AI infrastructure company Cornelis announced the completion of a $205 million funding round led by IAG Capital Partners. The company also launched Active Compute Fabric networking technology, designed to improve communication efficiency between AI chips and reduce GPU idle time caused by waiting for data transmission.
According to an official announcement, Binance has introduced its US stock recurring buy feature, enabling eligible users to set up automatic purchasing plans for designated US equities and Exchange-Traded Funds (ETFs) at fixed intervals, without the need to manually execute trades each time. The feature will support 100 stocks and ETFs starting from September 10, 2026, at 18:00 (UTC+8), including assets such as Apple, NVIDIA, Tesla, Microsoft, Amazon, and the S&P 500 ETF. Binance advises that related products or features may not be available in certain regions; users should verify any location-based restrictions and note that execution prices may differ from those indicated when creating the plan.
According to official announcements, Bitget has launched compute pre-market perpetual contracts H100 and B200 for retail users, which are linked to the NVIDIA H100 and B200 GPU rental price indices, respectively, with quotes denominated in USD per GPU hour.Bitget's compute pre-market perpetual contracts further extend trading underlyings into the AI compute sector. By tracking GPU rental market index prices, users can participate in price discovery for global GPU compute rental rates and the AI infrastructure market ahead of time, capturing potential trading opportunities arising from shifts in demand for high-performance GPUs such as the H100 and B200. The product adopts a USDT-settled perpetual contract model, supports leverage of up to 10x, and offers 24/7 trading.
Odaily News NVIDIA CEO Jensen Huang stated in a post on Platform X that GPT-6 Astra was trained on over 100,000 NVIDIA Grace Blackwell NVLink72 units, with the journey from ChatGPT to o1 and then to Astra taking just 4 years. He stated that artificial general intelligence has arrived, congratulated the OpenAI team, and noted that 400,000 more GPUs are set to come online.
According to Reuters, AI data center optical interconnect company iPronics announced the completion of a $125 million Series B financing round, co-led by Maverick Silicon and Light Street Capital, with participation from NVIDIA, Triatomic Capital, Bosch Ventures, Catalight Capital, the European Innovation Council Fund, and others, bringing the company's total funding to $177 million. iPronics primarily provides rack-mounted optical switching equipment for AI infrastructure. Through its programmable optical layer, it enables AI clusters to dynamically adjust network connections in real time according to training and inference workloads. The new capital will be used to scale operations and accelerate commercial deployment.
NVIDIA announced the acquisition of Hugging Face for $12.93 billion, while OpenAI released the GPT-6 Astra model and claimed to be close to AGI. The Tesla Cybercab officially entered service, and Samsung and Texas Instruments are simultaneously expanding chip production and raising prices.
AI computing company Nscale has announced a multi-year strategic partnership with Figure, expanding the scale to over $6 billion. The deal represents the potential to deploy up to 100,000 NVIDIA Vera Rubin platform GPUs.
Binance announced the launch of options trading for approximately 1,000 U.S. stocks and ETFs, covering popular underlying assets such as Tesla and NVIDIA, further expanding into traditional financial services.
SoftBank-backed SB Energy has filed for an IPO, with a backlog of signed contracts totaling $439 billion and 8.8 GW of data center capacity. OpenAI is its primary customer, having invested $500 million and received approximately $5.5 billion in warrants, while also signing leases expected to contribute to near-term primary leasing revenue. NVIDIA has committed to investing $1.5 billion at the IPO price and provided a guarantee capped at $105 billion for OpenAI’s 4.25 GW lease in Ohio, which will be activated in phases as the facilities are completed.