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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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Al Jazeera Analysis: US Leads in AI Spending and Computing Power, China Leads in Research and is Closing the Gap in Advanced Models
Al Jazeera analysis indicates that the United States dominates AI spending and hashrate, accounting for nearly three-quarters of global AI hashrate, while China accounts for over 14%. However, China l
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Blackstone President Jon Gray: AI has translated into enterprise productivity and revenue growth, with "hard shortages" in hashrate, power, and data centers forming core investment opportunities.
Jon Gray, President and COO of Blackstone, stated in a closed-door presentation to top investors on September 20 that AI deployment has translated into tangible productivity gains and revenue growth f
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NVIDIA VP: Agentic AI to Boost Computing Power Demand 100-fold, Altering Traditional Scheduling Models
NVIDIA VP Ian Buck stated that the shift from Chat mode to Agentic AI removes the human-in-the-loop buffer, allowing hashrate to operate at seamless, high-frequency full load. In AgentX benchmarks, th
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Bridgewater Associates Co-CIO Greg Jensen suggests regulating AI computing power giants, potentially by setting a "cap on computing power holdings."
Jensen stated that major global AI hashrate holders need to accept additional regulation similar to large financial institutions. He proposed that if a company controls more than 5% of the hashrate re
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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.
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OpenAI to Spend $750 Billion on Compute by 2030, a 25% Increase from Earlier Estimates, Still Faces Capacity Shortfall
OpenAI to Spend $750 Billion on Compute by 2030, a 25% Increase from Earlier Estimates, Still Faces Capacity Shortfall
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China's Ministry of Industry and Information Technology (MIIT) released its "15th Five-Year Plan," targeting smart computing power to reach 9,800 EFLOPS by 2030, with information and communication industry revenue hitting 4.1 trillion yuan.
China's Ministry of Industry and Information Technology recently issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." The plan proposes that by 2030, Ch
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Anthropic spent $517 billion in the past 11 months to secure at least 14.8 GW of hashrate, with revenue exceeding OpenAI but hashrate reserves still falling short of its target.
According to The Information on September 6, Anthropic has intensively signed computing power agreements since October last year, with a total potential expenditure of up to $517 billion, securing at
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Moody's Ratings Report: Chinese AI giants are "punching above their weight" in the computing power race, with lower domestic costs and state support enabling them to achieve significantly more computing power per dollar than their US counterparts.
Moody's Ratings Report: Chinese AI giants are "punching above their weight" in the computing power race, with lower domestic costs and state support enabling them to achieve significantly more computi
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Guojin Securities Report: The profit center of China's computing power industry is shifting from hardware manufacturers to scheduling operators and application service providers, and the billing logic is moving from "selling cabinets" to "selling tokens."
Guojin Securities, in its latest industry research report, points out that with the national integrated computing power network being elevated to a national-level infrastructure, China's computing pow
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Gavin Baker, a renowned tech investor, states that the real risk in the AI industry is under-building, not over-building, due to severely underestimated demand and limited supply.
Baker noted in a recent a16z podcast that he found no deteriorating quantitative data points during his industry visits, and that the AI industry's fundamentals continued to accelerate in July and Aug
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Zhongtai Securities Research Report: The explosion of AI inference demand accelerates the evolution of hashrate interconnection, reallocating industry chain value towards NPO and CPO and other segments.
Wang Fang and Sun Yuewen, analysts at Zhongtai Securities, released a research report on August 29, stating that the demand for AI inference tokens is expected to grow by over 300 times within two yea
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India's AM Intelligence Orders 9,000 NVIDIA Vera Rubin Systems
Indian AI infrastructure company AM Intelligence announced it has signed a binding contract to order 9,000 NVIDIA Vera Rubin systems, becoming one of the first purchasers of this top-tier computing pl
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NVIDIA invests $1.5 billion to build hashrate parks in partnership with SB Energy, OpenAI secures 20-year lease
NVIDIA announced on August 17 an agreement with SB Energy to build the PORTS-Pike hashrate park in Ohio, with OpenAI holding a 20-year lease for the park, and NVIDIA will be the sole hashrate provider
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NVIDIA and OpenAI Reach $600 Billion hashrate Commitment by 2030, Marking the Largest Single Customer Agreement to Date
NVIDIA management disclosed that OpenAI's existing and planned commitments have reached approximately 12GW, scalable to 16GW of NVIDIA hashrate, corresponding to cumulative revenue of about $600 billi
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Northeast Securities Analyst: The profit distribution pattern of the China-US AI industry chain is being reshaped, with upstream hashrate realizing scarce dividends and midstream models becoming commoditized.
Song Xinzhu, an analyst at Northeast Securities, pointed out in her analysis of the Token economy industry chain that the mismatch between the rapid increase in large model hashrate and the slow monet
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Amazon AWS is facing a CPU shortage, as the popularization of AI Agents has led to a surge in hashrate demand, requiring internal engineers to wait several days to obtain resources.
According to tech media The Information on August 7, Amazon Web Services (AWS) executives convened an engineering meeting in May this year, demanding that they do everything possible to save hashrate
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Demand for Kimi K3 has far exceeded expectations; new subscriptions have been suspended and computing power is being expanded.
Svmuu News: Kimi posted on X stating that the market response to the K3 launch has far exceeded expectations, and user demand over the past 48 hours has approached the upper limit of the platform’s cu
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Paul Chan: Hong Kong Will Be Able to Provide Approximately 180,000 PFLOPS of Computing Power by 2032; AI Development Has Entered the System-Level Planning Phase
Svmuu News: Hong Kong Financial Secretary Paul Chan published a column in which he noted that artificial intelligence is being applied at various levels, including embodied intelligence—which extends
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Meta Platforms is in talks with Anthropic regarding a $10 billion computing power leasing agreement
Svmuu News: Meta Platforms (META.O) is in talks with Anthropic regarding a computing power leasing agreement; the deal could be worth up to $10 billion and last for two years. (The New York Times)
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Nebius Sells Over $1 Billion in Computing Power to AI Startup Reflection AI
Svmuu News: Cloud computing service provider Nebius Group announced that it has reached an agreement with AI model developer Reflection AI to sell it more than $1 billion worth of computing power. Acc
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Zhipu Plans to Develop Its Own AI Chips and Has Already Approached Chip Manufacturers to Accelerate Efforts to Address Its Computing Power Shortfall
Svmuu News: Sources familiar with the matter revealed that Zhipu is evaluating the possibility of designing its own AI chips to address the rapidly growing demand for its GLM series of open-source lar
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Did Meta “Drag Down” Tech Stocks? Industry Insiders: The Notion of Excess Computing Power Is a Misinterpretation
Svmuu News: A-share tech stocks plummeted, with sectors such as semiconductors, computing power hardware, and memory chips seeing particularly sharp declines. Taking the “Dual Innovation Boards”—which
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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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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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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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