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NVIDIA Launching a new partnership model for AI infrastructure to drive computing power development with AI cloud providers through a revenue-sharing mechanism
Svmuu News NVIDIA announced on July 1 (local time) the launch of a new AI infrastructure partnership model. Through revenue-sharing and credit support mechanisms, it will collaborate with AI cloud ser
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Serenity: Meta Is Not Cutting Capital Expenditures Due to "Overcapacity"; Computing Power Remains Limited at Present
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X stating that reports claiming Meta cut capital expenditures due to “overbuilding” are highly misleading. Meta only sells compu
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Hive Digital will raise $100 million through a bond offering and has signed a letter of intent to deploy approximately 10,000 NVIDIA GPUs
Svmuu News Bitcoin Mining company and data center operator Hive Digital Technologies announced that it will raise $100 million through the issuance of zero-coupon exchangeable senior notes maturing in
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Over the past 30 days, the price of computing power has fallen by 18.34%.
Svmuu News reported that Bitcoin News posted on X, stating that the price of hashrate has fallen by 18.34% over the past 30 days.
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Due to a shortage of computing power, Google. has restricted Meta's use of the Gemini AI model
Svmuu News: According to the Financial Times, Google has imposed limits on Meta’s use of its Gemini AI model, as Meta’s computing power requirements exceed what Google can provide.The report states th
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Cloud computing startup Runpod raises $100 million in funding
Svmuu News: Cloud computing startup Runpod announced that it has secured $100 million in funding and stated that it has rejected multiple acquisition offers. Specific details about the investors have
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Ornn Closes $33 Million Seed Round Led by a16z Crypto
Svmuu News: Computing power company Ornn announced the completion of a $33 million seed round led by a16z Crypto, with participation from Galaxy Ventures, Nordstar, SV Angel, Vine Ventures, Crucible C
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SpaceX (SPCX.O) Signs Computing Power Agreement with AI Startup Reflection
Svmuu News: According to CNBC, SpaceX (SPCX.O) has signed a computing power agreement with U.S. AI startup Reflection, with the deal valued at up to $6.3 billion. (Jin Shi)
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CITIC Securities: Domestic Models Are Undergoing Rapid Iteration, and the Computing Power Sector Remains Robust
Svmuu News: CITIC Securities believes that as domestic models continue to evolve, GLM-5.2 and Kimi K2.7—with enhanced 1M context, long-range agents, agentic coding, and real-world engineering capabili
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Nansen CEO: AI Infrastructure May Be Priced Differently; the Bubble Will Burst Once Companies Adopt Chinese Models
Svmuu News: Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the AI industry bubble may burst once companies begin to effectively utilize Chinese large language models,The U.S
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National Financial Regulatory Administration: Encourages large financial institutions with the necessary capabilities to provide computing power services to small and medium-sized financial institutions
Svmuu News: The National Financial Regulatory Administration has issued guidelines on the secure development and application of artificial intelligence in the banking and insurance sectors. The guidel
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Seven Government Departments: Promote the Opening Up of Computing Resources and Guide Platform Companies to Connect Distributed Computing Resources and Integrate Them into Management Platforms
Svmuu News: Seven government agencies, including the Ministry of Industry and Information Technology, the Cyberspace Administration of China, and the State Administration for Market Regulation, recent
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Jane Street Plans to Build New Data Center to Increase Computing Capacity Tenfold
Svmuu News: As computing power resources become increasingly scarce, Jane Street plans to build its own data center to meet operational expansion needs. The company is in preliminary talks with severa
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Beijing Economic-Technological Development Area holds a space computing enterprise symposium to discuss and plan the construction of a space computing innovation center
Svmuu reports that 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 sympos
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The nation's first full-stack green computing AI platform has officially launched
Svmuureported that China's first full-stack AI platform for green computing power has officially launched, filling the gap in regional integrated services for computing power, models, and token tradin
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Aethir officially launches compute delivery for Axe Compute's $260 million B300 cluster, with first payment of $43 million already received
Svmuu News: Axe Compute (NASDAQ: AGPU) has announced that the underlying infrastructure provider for its $260 million enterprise-level contract is Aethir, a globally distributed GPU infrastructure net
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Sugon announced that its operating revenue for the first three quarters of 2026 reached 12.238 billion yuan
Sugon announced that its operating revenue for the first three quarters of 2026 reached 12.238 billion yuan, a year-on-year increase of 38.75%; net profit attributable to the parent company was 1.725
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Deputy Secretary of the Party Committee and Vice President of Fudan University, unveiled the deployment plan for the "Star Hub Program."
At the 2026 Satellite Internet Industry Ecological Conference, Chi Nan, Deputy Secretary of the Party Committee and Vice President of Fudan University, unveiled the deployment plan for the "Star Hub P
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From January to September, profits of China's high-tech manufacturing enterprises above designated size increased by 52.0% year-on-year
From January to September, profits of China's high-tech manufacturing enterprises above designated size increased by 52.0% year-on-year, 36.5 percentage points higher than that of all industrial enter
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Anthropic to spend up to $120.5B on SpaceXAI NVIDIA compute
Anthropic to spend up to $120.5B on SpaceXAI NVIDIA compute
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As of September 30, over 1,900 customers contributed more than $1 million in revenue over the trailing twelve months (TTM)
Anthropic: Capital expenditures are expected to increase significantly with the continued expansion of computing infrastructure. Related investments are expected to result in substantial net cash outf
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shows that the computational power consumption for training humanoid robot full-body motion controllers can be compressed by over 1000 times
Nomura International (Hong Kong)'s latest report indicates that the SuperMimic paper from the University of California, Berkeley, shows that the computational power consumption for training humanoid r
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Elon Musk says he expects to see a lot of stranded compute in partially complete data centers.
Elon Musk says he expects to see a lot of stranded compute in partially complete data centers.
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CryptoQuant CEO calls rising Bitcoin hashrate an "indirect bullish signal" from institutions.
CryptoQuant CEO Ki Young Ju stated that the rise in Bitcoin's hashrate is an "indirect bullish signal" from institutions. Ki Young Ju noted that public mining companies backed by major traditional fin
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Goldman Sachs research estimates: Hashrate giant CoreWeave faces $60 billion in capital expenditures to fulfill its $129 billion order backlog, but customer prepayments could reduce new debt requirements to $23 billion.
Goldman Sachs noted in its October 21 research report that CoreWeave, a major hashrate infrastructure provider, faces approximately $60 billion in capital expenditures to fulfill its order backlog of
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Citadel founder Ken Griffin warns of "localized bubbles" in the AI market, detailing three major pitfalls including "marginal pricing collapse."
Citadel founder Ken Griffin stated at the annual Global Markets Summit that the market is shifting from the "thematic buying" of the past two years to fundamental research. He warned that there is "al
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Google CEO Pichai: Cloud business is ceding hashrate for frontier AI, securing hashrate for 2027 is "extremely difficult."
Google CEO Sundar Pichai recently made a rare admission in an interview, stating that the company's cloud business is actively ceding hashrate resources for the development of cutting-edge AI models,
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Media reports: Amazon Web Services (AWS) has billions of dollars worth of NVIDIA chips backlogged in its warehouses due to power shortages, leading to negative free cash flow.
According to internal Amazon documents obtained by Business Insider and an audio recording of an employee meeting, Amazon's cloud computing division, AWS, is temporarily storing NVIDIA GB300 racks in
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Musk: Viewing "Power Shortage" as a Bottleneck for AI Hashrate Deployment Is an Oversimplification
Responding to a post about AI hashrate bottlenecks, Musk stated that summarizing the problem as "lack of electricity" is overly simplistic; bringing large-scale computing power online at extremely hig
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Musk posted about his experience renting AI/SI hashrate.
Musk posted about his experience renting AI/SI hashrate.
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Musk: 10 GW computing power target may be underestimated, actual demand could exceed this figure
Musk posted that his 10 GW hashrate target might be an underestimate, and actual demand could exceed this figure. Previously, NVIDIA CEO Jensen Huang stated that Musk plans to achieve 10 GW of hashrat
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Ricursive Intelligence is developing AI-designed chips to tackle the compute crisis
Ricursive Intelligence, a startup founded by Anna Goldie and Azalia Mirhoseini, is developing AI that can design chips, learn from each iteration, and improve subsequent designs. The founders stated a
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Microsoft added over $130 billion in data center leases in a single quarter, planning to more than double its computing capacity by 2032.
Microsoft's regulatory filing on Wednesday revealed that the company added over $130 billion in data center leases in a single quarter, bringing its total commitments to $329.1 billion, a significant
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Google AI Infrastructure Head: Advancing orbital data center project, ground rack power consumption expected to reach several megawatts by 2036.
Amin Vahdat, head of Google's AI infrastructure, recently discussed the future of computing power over the next decade, predicting a significant increase in ground-based rack integration, with individ
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NVIDIA-backed AI startup Reflection, with an $800 million investment, is set to release its first open-source model and has secured over $2.5 billion in hashrate.
AI startup Reflection, which received an $800 million investment from NVIDIA, is preparing to release its first open-weight model, Axios reported on October 4. To support model training and scaling, R
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Anthropic and SpaceX Hashrate Agreement Scale Revealed, Up to $84.5 Billion
Anthropic's confidential IPO prospectus reveals a compute power leasing agreement with SpaceX, with a total cap of up to $84.5 billion and extending until 2029, Reuters reported on Tuesday. This figur
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Anthropic Files for IPO: Targets $4.6 Billion Revenue, $8.06 Billion Operating Loss in 2025, Aiming for Over $2 Trillion Valuation
AI company Anthropic's revenue is projected to grow twelvefold to nearly $4.6 billion in 2025, with operating losses expanding from $2.98 billion in 2024 to $8.06 billion in the same period, according
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Anonymous analyst Mr. P: The AI hashrate bottleneck is shifting from GPUs to electricity, ABF substrates, and storage, with gas turbine deliveries booked beyond 2030.
On September 26, anonymous analyst Mr. P stated in a podcast that while used H100 chips can still sell for $25,000 and B-series GPU hourly rentals have risen to $7-8, the sheer number of GPU dies is n
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Anthropic signs $11.6 billion computing power agreement with Akamai, marking the latter's largest contract in history.
AI developer Anthropic has signed a seven-year, $11.6 billion hashrate contract with Akamai, marking the largest order in Akamai's history. Under the agreement, Akamai will provide Anthropic with cent
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Jensen Huang: AI computing demand will skyrocket "a billion times," and NVIDIA's computing systems are evolving into a "new asset class."
NVIDIA CEO Jensen Huang stated in a podcast interview released on September 23 that the market has not fully grasped the paradigm shift in computing brought about by AI, and that future computational
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Bitcoin Mining Transformation: Hashrate Breaks New High of 1 ZH/s, How Are Mining Companies Shifting Towards "Hashrate Banks"?
Bitcoin's network hashrate surpassed 1 ZH/s in October 2026, reaching an all-time high. Facing challenges post-2024 halving, the Bitcoin mining industry is undergoing a structural transformation. Large mining companies are consolidating resources through mergers and acquisitions and actively expanding their businesses into artificial intelligence (AI), high-performance computing (HPC), and data center services, evolving from pure miners into digital infrastructure providers, moving towards a "hashrate bank" model.
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Seasonal Fluctuations in Bitcoin Mining: An Analysis of Impacts on Hashrate, Difficulty, and the Market
Bitcoin mining activity is significantly influenced by seasonal factors, particularly in terms of hashrate, mining difficulty, and miner profitability. Following the 2021 Chinese mining ban, which led to a large-scale migration of miners, new seasonal patterns have emerged due to electricity billing mechanisms in North America, especially Texas. These fluctuations impact network stability through Bitcoin's difficulty adjustment mechanism and may indirectly affect prices. Meanwhile, some miners are diversifying their revenue streams by pivoting towards the AI/HPC sector.
hashrate
24H Trending
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The 10-year U.S. Treasury yield is down approximately 8 basis points from its previous close, currently at 4.96%.
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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