News linked to both this project and an event.
According to Fortune, NVIDIA CEO Jensen Huang stated in an interview with Fox Business that the AI wave will not destroy jobs but instead create hundreds of thousands of new positions. He specifically noted that with the massive construction of infrastructure such as semiconductor fabs and AI data centers, trades like electricians, plumbers, and technicians will see a surge in demand. Huang predicted this will be the "largest infrastructure buildout in human history." NVIDIA has already committed to providing up to $105 billion in financial support for a new OpenAI data center in Ohio. However, the U.S. faces a severe shortage of skilled trades workers, with an estimated 2.1 million trade positions expected to remain vacant by 2030. In response, Blackstone, Ford, Google, and other companies have jointly launched the "U.S. Skilled Trades Alliance," aiming to expand skills training across 30 states nationwide.
According to Chaoxiang research, a Barclays report released on August 31 notes that the core theme of the Hot Chips 2026 conference has shifted from "who has the strongest compute" to "who can deliver the most output with the least power," making token/watt the most critical metric for measuring AI hardware success. Constrained by data center power supply, hardware vendors and hyperscalers alike are pushing system performance to its limits within fixed power budgets. Inference workload partitioning has emerged as a key architectural divergence: NVIDIA and Cerebras employ a partitioned approach that decouples prefill and decode stages, delivering roughly an order-of-magnitude improvement in the token/kW metric, whereas OpenAI's Jalapeno integrates prefill, speculative generation, and decoding entirely on a single chip. Barclays anticipates that both approaches will coexist long-term, with the partitioned strategy likely capturing a larger share over time.
Anthropic has partnered with NVIDIA, signing a cloud computing services agreement totaling $35 billion. The agreement aims to provide compute support for Anthropic’s AI model training.
In a post, "White-Haired Stock God" Serenity stated that following NVIDIA's $3.5 billion investment in MediaTek, NVIDIA seems to be actively "picking" potential winners in the next-generation ASIC (application-specific integrated circuit) space through capital and strategic partnerships, with Marvell and MediaTek poised to represent this cohort. NVIDIA's strategy mirrors its earlier backing of Neocloud's Nebius and CoreWeave. By fostering the growth of potential industry leaders and subsequently forging deep financial and strategic alliances with them, NVIDIA aims to cement its dominance within the AI infrastructure value chain. This strategy could exert a "second-order impact" on Broadcom, eroding its relative edge in the ASIC domain, while simultaneously incentivizing AMD, Broadcom, and select major cloud providers to deepen their collaborative efforts. Serenity argues that NVIDIA's moves warrant particular attention, as they will further solidify its strategic foothold in the AI inference market and potentially undermine the prior bearish thesis that hyperscalers' in-house ASIC development would pose a long-term challenge to NVIDIA.
According to Bloomberg, a fund under Blue Owl Capital led a $2.4 billion debt financing to support cloud computing provider Iren’s purchase of Nvidia Blackwell Ultra GPUs for its Canadian data center campus. The financing consists of a $1.2 billion senior secured term loan and an equal amount of senior secured notes, with a structure that allows Iren to procure the equipment in phases over a set period. Pacific Investment Management Company is also one of the guarantors for the financing. Documents show the facility carries a 9% interest rate and has a tenor of two and a half years.
Bybit announced the launch of Perp Options, the industry's first options product based on stock perpetual contracts, connecting crypto trading accounts directly to US equity derivatives. The initial underlying assets, SPCX (SpaceX) and NVDA (NVIDIA), will officially go live for trading at 20:00 UTC on September 17, 2026.
According to The Wall Street Journal, NVIDIA has suspended certain partnership deals involving revenue sharing in exchange for credit support. This move involves an adjustment to the company's financial strategy, with the market closely watching its subsequent business developments.
Odaily News: According to sources familiar with the matter, NVIDIA plans to establish an employee-funded U.S. Political Action Committee (PAC) named NVPAC, aimed at participating in U.S. political activities and supporting related policy initiatives.Sources indicated that the committee's funding will primarily come from personal donations by NVIDIA employees, with specific operational details and areas of support yet to be announced.In recent years, as artificial intelligence, chip export controls, and technology regulatory policies have drawn heightened attention from the U.S. government, tech companies like NVIDIA have been intensifying their engagement with policymakers. The establishment of NVPAC is also seen as a step by NVIDIA to further participate in shaping the U.S. policy environment.
Odaily News: Uniswap founder Hayden said in a post on X that he cannot ignore the theory of correlation trading pairs when observing various things, and noticed that the second-largest Uniswap pool on Base is the Jito staked SOL/BTC trading pair, which aligns with the logic of correlation trading pairs.In an article titled "Correlation Trading Pairs: How AMMs Win the Biggest Markets," Hayden stated that AMMs have the potential to become the core engine of all financial markets, and tokenization will make markets programmable, changing market types, market makers, and the assets being traded.He said Uniswap has been operating autonomously since its launch in 2018, with cumulative trading volume exceeding $4.6 trillion, and has helped increase the proportion of decentralized exchanges relative to centralized spot trading volume from less than 1% to over 20%. As AMMs have developed, their liquidity has gradually formed a structure of correlation trading pairs.He pointed out that AMMs initially achieved product-market fit in the long-tail asset market, and then stablecoin trading pairs developed. Due to the lower capital costs of passive strategies, the demand for professional market making in stablecoin trading pairs has been squeezed.Hayden said traditional financial markets are dominated by market-making firms that integrate capital, trading strategies, execution technology, settlement, and distribution into a single vertical business. Citadel Securities handles approximately 25% of US stock trading volume, with net trading revenue reaching $12.2 billion last year and trading capital of approximately $21 billion.He believes blockchain can unbundle the different components of traditional market-making businesses: code handles execution, shared services provide custody and settlement, and open-source software replaces proprietary infrastructure. The scarce factor of capital in AMMs is capital itself, and participants who can hold inventory at lower costs gain an advantage.Hayden said liquidity providers face lower inventory risk when holding assets with similar price movements, and liquidity will deepen as a result. Ethereum ecosystem assets typically trade against ETH, Solana ecosystem assets typically trade against SOL, stablecoins trade in pairs with each other, and a few high-liquidity trading pairs are responsible for connecting different asset clusters.He noted that once tokenized assets share the same settlement layer, any asset can trade directly against any other asset. For example, NVIDIA/USD can become NVIDIA/SPY and connect to the dollar through SPY/USD; oil companies can trade against oil ETFs or tokenized oil, and private credit can trade against tokenized US Treasury funds.Hayden said traditional market makers typically pursue delta neutrality, reducing risk by denominating in USD and hedging non-USD exposure, which increases market-making costs. A market structure consisting of low-volatility correlation trading pairs and a few high-
Bitget has launched the latest CandyBomb, featuring a total prize pool of 80 Nvidia shares (rNVDA). This event is open to new users of stock, metal, and commodity contracts. The participation period runs from August 27 at 21:00 to September 6 at 21:00 (UTC+8).
According to TechCrunch, Amazon and NVIDIA have announced an expansion of their partnership, with AWS planning to deploy an additional 2 million NVIDIA GPUs between 2027 and 2028. The deployment will cover Blackwell Ultra, Rubin, and Rubin Ultra to meet the rapidly growing compute demand from startups, AI labs, enterprises, and government clients. This comes just five months after Amazon previously committed to deploying over 1 million NVIDIA GPUs. Neither party disclosed the transaction amount, but based on per-unit GPU pricing, the order is estimated to be worth tens of billions of U.S. dollars. Beyond chip procurement, AWS will also integrate NVIDIA’s networking, CPUs, open-source models, and physical AI and robotics stacks, including Omniverse and Isaac.
According to Yonhap News Agency, NVIDIA CEO Jensen Huang stated on the fiscal year 2027 second-quarter earnings call that the custom AI chips developed by OpenAI and Anthropic are "completely different" from NVIDIA's products. He noted that most custom chip projects are primarily focused on AI inference workloads, whereas NVIDIA provides a complete AI computing platform that can be deployed across multiple cloud environments. NVIDIA has previously invested in both OpenAI and Anthropic; Huang expects both companies to continue serving as both customers and partners of NVIDIA over the long term, and he expressed "100 percent confidence" in the competitiveness of NVIDIA's technology regarding performance and cost.
NVIDIA's Chief Financial Officer released earnings guidance, projecting approximately 70% year-over-year revenue growth for the company in fiscal year 2028. This forecast provides the market with a clear reference for long-term financial expectations.
NVIDIA CFO announced that the company will deploy an additional 2 million GPUs within AWS's global infrastructure between 2027 and 2028 to strengthen both parties' computing power collaboration.
NVIDIA expects third-quarter revenue to reach $108 billion, exceeding the average analyst estimate but falling short of some market forecasts. Following the earnings report, its stock dipped approximately 2% in after-hours trading, sparking market concerns over the pace of AI capital expenditure growth and the potential for an industry bubble.
NVIDIA reported results for the second quarter of fiscal 2027, with its data center business revenue reaching $89 billion, significantly exceeding the market expectation of $85.077 billion and more than doubling year over year.
According to CoinDesk, NVIDIA reported earnings that beat market expectations and announced revenue guidance of up to $108 billion for the next quarter.
NVIDIA is scheduled to release its latest earnings report after U.S. market close, with the market closely focusing on its data center revenue and overall earnings guidance.
xStocks announced that it is advancing its tokenized stock business on Hyperliquid, with MUx, SKHYx, NVDAx, QQQx, and SPYx now live as native spot markets. Each asset has approximately $1 million in liquidity, an average spread of 8–12 basis points, and supports 24/7 trading, with more assets to be listed subsequently.
According to Chaoxiang Research, a Morgan Stanley report dated August 24 indicates that the total disclosed off-balance-sheet commitments from hyperscalers, NVIDIA, and Broadcom have surpassed $3.1 trillion. Lease commitments total $1.1 trillion and procurement commitments $1.7 trillion, while the combined on-balance-sheet debt and lease liabilities of hyperscalers reach $770 billion. Amazon and Google's free cash flow turned negative in Q2 2026, with Meta expected to follow suit next quarter. Financing instruments are restructuring the AI compute capital structure across six dimensions: off-balance-sheet lease and procurement commitments form the first financing layer; the share of debt issuance rises from 2% in 2025 to 19% in 2026; Google frees up $110 billion by reducing share buybacks and issuing equity; Oracle records $4.6 billion in customer advance payments in Q2; and Broadcom and NVIDIA launch chip-leasing SPVs to support unrated AI labs. Morgan Stanley notes that when the financing structure itself becomes a core variable in the AI supply chain, tracking changes in off-balance-sheet commitments and accounting judgments is nearing the importance of tracking chip shipments themselves.