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NVIDIA's Chief Financial Officer stated that the company will provide selective credit enhancement support for another cutting-edge AI laboratory's nearly 2 gigawatt computing power project.

NVIDIA (NVDA.O) Chief Financial Officer stated that for every 1 gigawatt of computing power deployed by Vera Rubin, there corresponds approximately $40 billion in revenue opportunities.

NVIDIA CEO Jensen Huang stated that computing power is revenue now.

Anthropic has agreed to pay Nscale $45 billion over the next 6 years to rent approximately 460 megawatts of AI computing power at its Monarch data center in West Virginia. Nscale will use NVIDIA's Vera Rubin chips, which are expected to be operational by the end of next year. The project was originally planned to be rented by Microsoft, but after Microsoft withdrew, Anthropic became the tenant.

One-stop AGI infrastructure platform B.AI released the latest ecological data: On August 25, the number of new API users reached 23,432 in a single day, with a total of 79,500 new API users during the period; the single-day token throughput exceeded 594.71 billion, with a total of 74.108 million calls during the period and a cumulative throughput of over 3 trillion tokens.Two core indicators simultaneously refreshed historical records. The continuous influx of developers and explosive growth in computing power demand confirm B.AI's exceptional stability and extreme cost-effectiveness in high concurrency and complex load scenarios. B.AI is committed to becoming the preferred inclusive computing infrastructure for global teams, accelerating the comprehensive implementation of AGI.

On August 26, according to WEEX TradFi market data, the nuclear energy and AI power sectors strengthened. Among them, OKLO rose 11.08% in 24 hours, URA rose 5.62%, and IREN rose 5.18%. In addition, NVDA rose 2% in 24 hours, with the market focusing on today's earnings report performance. Overall, the market's main line is a crossover of growth and energy security. WEEX Labs reminds that related assets are affected by policies and orders, and short-term fluctuations may be amplified. Currently, WEEX has launched stock token trading with a 0 fee rate.

In the latest podcast, SemiAnalysis founder Dylan Patel predicts that by 2028, OpenAI and Anthropic may account for 70% to 80% of the world's new AI computing power, with the total computing power scale potentially exceeding 100GW. Patel stated that the two companies currently account for about 30% of the world's annual new computing power, and this proportion is still rising rapidly.Patel pointed out that the business model of leading AI laboratories is changing, with a significant increase in the efficiency of AI computing power output. Currently, Anthropic's revenue per megawatt of computing power has reached about $50 million and may further rise to $100 million. This allows OpenAI and Anthropic to procure or lease computing power at high prices ranging from $25 million to $50 million per megawatt.Patel expects that global AI-related capital expenditures will reach about $11 trillion from 2024 to 2029, with over $5 trillion needing to be financed through debt. Due to the potential return on investment of AI infrastructure being far higher than that of traditional industries, tech giants may accept higher financing costs, thereby pushing up overall credit rates and squeezing the valuations of traditional assets and highly leveraged economies. Additionally, Patel believes that the new computing power may not primarily be used for providing model inference services externally, but may instead flow more towards internal research and development and self-improvement of models within AI laboratories.

According to Chao Xiang Research, a Morgan Stanley report points out that the total off-balance-sheet commitments disclosed by hyperscale vendors, Nvidia, and Broadcom have exceeded $3.1 trillion. Among them, lease commitments amount to $1.1 trillion, procurement commitments to $1.7 trillion, and the total on-balance-sheet debt and lease liabilities of hyperscale vendors is $770 billion.Amazon and Google's free cash flow turned negative in the second quarter of 2026, and Meta is expected to follow suit next quarter. Financing tools are restructuring the capital structure of AI computing power from six aspects: off-balance-sheet lease and procurement commitments constitute the first layer of financing, the proportion of debt issuance rises from 2% in 2025 to 19% in 2026, Google frees up $110 billion by cutting buybacks and issuing equity, Oracle's customer prepayments in the second quarter amount to $4.6 billion, and Broadcom and Nvidia launched a chip leasing SPV to support unrated AI labs.Morgan Stanley believes that as the financing structure itself becomes a core variable of the AI supply chain, the importance of tracking off-balance-sheet commitments and changes in accounting judgments is approaching that of tracking chip shipments themselves.

Tencent Group Senior Executive Vice President, CEO of Cloud and Smart Industries Group, Tang Daosheng, published an article in Tencent's internal publication, responding to external doubts about "Tencent being slow in AI." He stated that it is impossible to be completely untroubled; the Hunyuan large model has undergone multiple reconstructions, and Hunyuan Hy3 has shown outstanding performance among large models with equivalent parameters. However, due to the company's overall lack of computing power, the training of models and product development has been significantly slowed down, resulting in a considerable impact.Tang Daosheng mentioned that waking up early may not be the most critical factor; the second half of AI has just begun, and enduring longer provides the opportunity to seize the continuously emerging new opportunities.

The B.AI platform's daily computing power throughput has surpassed 59.078 billion tokens, achieving nearly an 8-fold explosive growth in just 8 days since August 18, continuously breaking historical peaks.From the hundred billion level to nearly 600 billion, the demand curve for B.AI's computing power continues to rise. The platform maintains stable operation amidst sustained high concurrency peaks and massive automated scheduling tasks, demonstrating extremely high system resilience and scheduling efficiency. Behind this steep growth curve is the global developers' high recognition of B.AI's exceptional cost-performance ratio and very low access threshold, which is accelerating the large-scale implementation of production-level AI Agents and automated workflows on the platform.At the same time, with the full launch of the MiMo series and the ongoing popularity of free model activities, the platform's ecosystem activity and developer stickiness are rising in tandem. B.AI will continue to deepen its focus on AI computing power and Agent financial infrastructure, providing more inclusive computing power supply and more stable infrastructure, fully accelerating the comprehensive implementation of AGI.

Stablecoin issuer Tether entered Uruguay in May 2023, planning to engage in sustainable Bitcoin mining and invest in energy production with local licensed companies. The project has two mining sites in the Florida province, with an estimated investment of 60 million USD each, totaling approximately 120 million USD.Uruguay's state-owned electricity company UTE had a disagreement with Tether regarding the electricity supply contract amount. Tether's Uruguayan entity Microfin stopped paying electricity bills in May 2025 and notified of its intention to terminate the contract in June; on July 25, UTE cut off power to the mining site, with Microfin owing nearly 5 million USD and monthly electricity costs of about 2 million USD.On November 25, 2025, Tether notified the Uruguayan labor department of its cessation of operations, with 30 out of 38 local positions being eliminated. UTE stated that Microfin had settled its debts by December; in 2025, 98% of Uruguay's electricity generation came from renewable energy.

On August 25, CITIC Construction Investment Research reported that on August 21, OpenAI reduced the price of GPT-5.6 SolAPI by over 20%, further lowering the cost of high-performance model calls, which is expected to drive growth in high Token scenarios such as Agent and code generation, continuously boosting demand for inference-side computing power.Alibaba's latest quarterly AI Cloud and Compute Services revenue was approximately 48.4 billion yuan, a year-on-year increase of 45%. Revenue from AI-related products has seen triple-digit growth for 12 consecutive quarters, confirming that AI demand is accelerating towards commercialization. We remain optimistic about the opportunities in the industrial chain driven by the commercialization of large models and the increase in computing power demand, including optical modules, servers, liquid cooling, and cloud computing.

The one-stop AI infrastructure platform B.AI has set new operational data records: yesterday's single-day computing power throughput exceeded 456.94 billion tokens, with 7,913 new registered users and 7,402 API users, all three metrics breaking historical records.This achievement fully validates the exceptional stability of the B.AI platform architecture under ultra-high concurrency and heavy load, and demonstrates that its inclusive computing vision is accelerating the attraction of global developers to access production-level AI agents and automated workflows at extremely low costs. B.AI will continue to optimize its one-stop AGI infrastructure, lower the threshold for AI applications, and drive cutting-edge intelligence efficiently into real productivity.

According to PRNewswire, Nasdaq-listed company BTC Digital Ltd. announced that its 10MW cryptocurrency computing power infrastructure project located in Georgia, USA has completed construction and is entering the deployment preparation stage.The company expects to deploy high-performance mining machines and start digital asset mining operations within approximately the next two months.

The research director of Galaxy posted on the X platform stating that even with a high probability of witch nodes, the peak proportion of BIP-110 nodes is only about 20% of the entire network.He mentioned that it is quite ridiculous to see Mechanic and others so shocked by the failure of BIP-110; even accounting for this approximately 20%, its hash power proportion is still far from sufficient, the scale of hash power is very small, and the node proportion is only about one-fifth, still a long way from the target.

According to Business Insider, OpenAI CEO Sam Altman expressed in the David Senra podcast that he is concerned that AI may one day be controlled by a few companies, models, or individuals, causing the vast majority of consumers to lose their voice in how technology shapes the world. He stated that the correct approach is to ensure that people firmly control the future, and society and models will evolve together.Altman is also worried about AI escaping human control. He pointed out that an excessive fear of the latter risk could lead to the former situation becoming a reality, as some advocate sacrificing a significant amount of freedom for security out of anxiety. The article suggests this may indirectly refer to Anthropic CEO Dario Amodei, who has repeatedly warned about AI risks and called for increased government regulation. Anthropic is the only mainstream AI company that has not signed the open letter supporting open-weight models.Although OpenAI has not yet open-sourced its cutting-edge models, it released two open-weight models last year: gpt-oss-120b and gpt-oss-20b. Altman also stated that U.S. AI leaders have failed to adequately demonstrate to the public how the technology enhances life autonomy, and he anticipates the largest wave of entrepreneurship, as AI is empowering more people to start small businesses.

According to a report by Reuters, Tether's Bitcoin mining project in Uruguay has ultimately come to a halt due to a power supply contract dispute with the local state-owned electricity company UTE, with an estimated investment scale of about $120 million. The two parties have differences regarding the contracted power supply amount, with Tether believing the relevant figure is the minimum guaranteed supply, while UTE considers it the maximum supply limit.Due to the failure to sign a new agreement and overdue electricity payments, UTE cut off power supply to two mining sites on July 25, 2025. Tether subsequently ended its local operations and laid off most of its employees. The Uruguay project was seen by Tether as the "first step" into the South American Bitcoin mining market. However, Tether continues to expand its regional energy and mining layout, having previously acquired a 70% stake in the renewable energy company Adecoagro and plans to utilize its remaining electricity for Bitcoin mining.

NVIDIA is in deep negotiations to invest hundreds of millions of dollars in Cloverleaf Infrastructure, a developer of power infrastructure for data centers. Cloverleaf primarily secures stable power supplies and land with power supply conditions for large data center projects, with a current project reserve scale exceeding 10 gigawatts. This potential deal will further expand NVIDIA's layout in the artificial intelligence infrastructure field to ensure the data center capacity needed for its chips in the future.Previously, NVIDIA has also invested in power developers such as Lancium and SB Energy, a subsidiary of SoftBank.