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Elon Musk stated that he is confident that SpaceX will deploy the NVIDIA VR NLV72 artificial intelligence computer in space next year.

Arthur Hayes posted on the X platform that, aside from AI safety risks, if companies like Anthropic, OpenAI, and SpaceX no longer act as buyers of computing power, the U.S. government may need to take on that role; another scenario is that if the demand for computing power disappears, leading to defaults on related AI debts, the Federal Reserve may need to "print money" to rescue the insurance institutions holding those debts. Hayes stated that regardless of which option is chosen, it will ultimately need to be resolved through monetary expansion, jokingly referring to this situation as "Yachtzee."

According to the Science and Technology Innovation Board Daily, at the Pujiang Innovation Forum results release conference focused on the integration of science and industry, Jin Xianmin, the founder of Turing Quantum, officially launched the TuringQ Gen3 large-scale chip-level scalable optical quantum computer, which is the world's first cabinet-level chip-scale scalable optical quantum computer.The TuringQ Gen3 is equipped with a high-speed programmable thin-film lithium niobate optical quantum chip, integrating core modules such as quantum light sources, programmable optical quantum processing chips, single-photon detection, and quantum-classical heterogeneous computing. It supports single-chip calculations with tens of thousands of photons and millions of modes, achieving chip-level quantum superiority verification, and will explore directions in AI such as world models. Recently, Turing Quantum has obtained registration for listing guidance and plans to IPO on the A-share market, with Guotai Junan as the guiding institution.

According to Bloomberg, Jon Cunliffe, the former Deputy Governor for Financial Stability of the Bank of England, has joined the blockchain payment company Fnality and will serve as the Chairman of its UK entity. Jochen Metzger, the former Director General for Payment and Settlement Systems of the German central bank, has been appointed as a member of the Supervisory Board of Fnality Europe and is expected to serve as its Chairman; Ron Berndsen, the former Head of Supervision and Head of Market Infrastructure Policy at the Dutch central bank, will also join the Supervisory Board.Fnality operates a wholesale payment system that allows banks to settle debts using central bank currency balances. Its pound sterling system, regulated by the Bank of England, went live in 2023 and is currently seeking regulatory approval to launch versions in US dollars and euros. Fnality states that the system is designed to support the tokenized trading of traditional assets such as stocks and bonds, enabling the synchronized flow of securities and payment funds across interconnected digital networks, thereby shortening settlement times and supporting round-the-clock trading. Fnality was established in 2019, with investors including major financial institutions such as Goldman Sachs, UBS Group, Santander Bank, Bank of America, and Citigroup.

Liquid Compute CEO Ronit Jain published an article introducing the hedging of computing power prices. Purchasing computing power, holding GPUs, or lending based on this has exposed them to computing power price fluctuations. Hedging is a cash-settled contract that locks in future prices against an index without the need to transfer GPUs.Companies can buy forwards to fix the cost of next year's capacity as a budget item while still being able to purchase from any supplier. Neocloud can sell forwards to convert uncontracted hours into fixed cash flow, making it easier for lenders to provide loans based on this. Regarding the residual value of sale-leaseback, recent forwards can be rolled over when entering a tradable range, or put options can be bought on forwards, with more liquid near-term options available to pay for the option premium.Hedging locks in prices rather than quantities, and does not completely match actual rates, nor is it free: it requires giving up favorable price movements or paying option premiums. Legally, it usually requires signing an ISDA Master Agreement with the counterparty, obtaining permission for the settlement index, and determining the ratio of hedging exposure.

Pantera Capital Junior Partner Jay Yu published an article titled "The Rise of Compute Markets," stating that computing power and data center spending have become a trillion-dollar category, but GPU procurement is still mainly done through group chats, over-the-counter brokers, and bilateral agreements. He noted that the financialization of computing power is still in its early stages, constrained by SKU, time, and location, but could become a commodity asset similar to electricity or oil in the next 5 to 10 years. Jay Yu believes that the computing power market may form a "hardware-supplier-cluster" structure similar to the electricity "grid-operator-node," with new cloud vendors being structural shorts on GPUs, while on-demand platforms and application layers are longs.He mentioned that for every $100 spent on inference at the application layer, about $45 flows to the on-demand layer, about $50 flows to the new cloud or GPU layer, and about $5 flows to routing layers like OpenRouter. NVIDIA can be seen as the "central bank" of computing power, having announced support for up to 25% residual value. He also stated that physical delivery has a more enduring moat, and indices, cash-settled exchanges, and financing tools will subsequently emerge, with participants including SF Compute, Vast AI, Runpod, Compute Exchange, and others. The computing power market does not have mandatory price transparency requirements, and basis risk may be greater.

According to the New York Times, OpenAI expects its computing power expenditure to reach $750 billion by 2030.

Indonesian AI infrastructure platform Zankore has received support from NVIDIA, signing a $3.1 billion loan agreement to purchase advanced chips, highlighting the surge in demand for computing power in Asia.Citigroup, Dutch International Bank, and others are underwriting this loan, with Citigroup as the sole debt advisor. This is one of the largest AI infrastructure financings in Asia.

Pequity Research cited FundaAI stating that the training computing power used by GPT-6 is approximately 10 times that of GPT-5.FundaAI indicated that based on industry discussions, the total computing power consumed by experiments, reinforcement learning, synthetic data generation, and supporting infrastructure could be several times that of the main pre-training run, potentially reaching up to ten times. Once TPU 8t and Vera Rubin are shipped on a large scale, the next round of pre-training acceleration can begin, with large-scale interconnection and optics benefiting the most during this cycle.

The Kremlin stated that Russian President Vladimir Putin had a phone call with U.S. President Donald Trump, which lasted for one hour. Trump focused on ending the Ukraine conflict as soon as possible, and both sides evaluated the visit of the U.S. envoy. Putin supported the restoration of U.S.-Russia relations and discussed prisoner exchange matters.

The Ministry of Industry and Information Technology of China released the "14th Five-Year Plan for the Development of the Information and Communication Industry," setting the national intelligent computing power target at 9800 EFLOPS by 2030. According to data from the National Bureau of Statistics, as of the end of July, the national intelligent computing scale was approximately 2450 EFLOPS (FP16), indicating that it needs to expand by about 4 times in the next four years based on this standard.The plan proposes an orderly deployment of intelligent computing clusters with tens of thousands and hundreds of thousands of cards, building inference computing power for different scenarios, and increasing the adaptation of domestic computing power chips. Currently, 52 intelligent computing facilities with more than ten thousand cards have been established nationwide. The Ministry of Industry and Information Technology disclosed that the intelligent computing power scale at the end of June was 2185 EFLOPS, a year-on-year increase of 177%. The plan uses 1590 EFLOPS in 2025 as a benchmark, aiming to reach 9800 EFLOPS by 2030, which is an expansion of about 6.2 times. During the same period, the cumulative investment target for information infrastructure in the information and communication industry is 3.8 trillion yuan, which also includes communication networks and is not all allocated for AI computing power.

A British man named Chris has recovered 61 bitcoins, currently worth about 4.4 million dollars, after a 12-year legal dispute following the closure of the UK cryptocurrency exchange Intersango in 2014. Chris purchased the bitcoins in 2011 and subsequently left the assets in the exchange's custody, without transferring them to a self-custody wallet.Intersango, formerly known as Britcoin, was one of the first exchanges in the UK to offer bitcoin trading in pounds. Ryan Sweetnam, the financial litigation director at CEL Solicitors, assisted in recovering the assets. The law firm took 4 months to submit the necessary documents to a US court, ultimately completing the return through negotiation. Chris stated that he now opens the wallet where the bitcoins are stored about 20 times a day.

According to statistics from The Information, Anthropic has signed at least 14.8GW of computing power in the past 11 months, which can be gradually utilized in the coming years. Based on currently public contracts, the potential total cost could reach up to $517 billion, with most expenditures occurring over the next decade. In addition to the 1-2GW already secured before October last year, the total computing power signed by Anthropic is approximately 16GW.This round of expansion is primarily driven by the demand for Claude. This year, the growth of Claude Code and Cowork has exceeded Anthropic's expectations, prompting the company to focus on acquiring computing power. The new agreement with Amazon provides up to 5GW, while Google and Broadcom offer another 5GW, and Microsoft and NVIDIA provide approximately 1GW. Anthropic has also rented all computing power from SpaceX's Colossus 1, acquiring over 220,000 NVIDIA GPUs, including H100, H200, and GB200.Anthropic has secured about 16GW, with many contracts extending beyond 2030. OpenAI has set a target for investors to reach 30GW by 2030, expecting to invest approximately $750 billion in computing power by that year. The $517 billion figure is the potential maximum cost estimated by The Information based on existing cloud services, chip, and data center contracts, with some computing power potentially being delayed or unused, and some contracts allowing for early cancellation.

According to a report from Xinhua News Agency, the Supreme People's Court issued opinions on September 7 regarding the legal handling of disputes involving artificial intelligence. The opinions consist of 5 parts and 24 articles, focusing on issues such as "AI face-swapping and voice imitation," "AI hallucinations" infringement, "online unpacking," "big data price discrimination," autonomous driving, AI model training, open-source software, and intellectual property protection.The opinions clearly address the substantive judgments and litigation procedural rules for cases involving artificial intelligence, aiming to strengthen the judicial protection of civil rights in the digital age and promote the healthy and orderly development of artificial intelligence.

Ethereum co-founder Vitalik Buterin stated that the Poseidon hash function series, developed over many years, has generated significant practical value in Ethereum and other fields, and will continue to play a role in the coming years.Modern privacy protocols can quickly generate SNARK proofs on the client side, and Poseidon is one of the important reasons for this. Vitalik pointed out that today's general-purpose STARK has achieved extremely high performance, with the proof overhead for almost any batch computation reduced to three-digit levels, and it is expected to further drop to two-digit levels or even lower in the future, a development that has even exceeded expectations from the early 2020s.

According to The Defiant, the dispute between AMC Entertainment CEO Adam Aron and Robinhood over tokenized AMC stock has escalated into a debate among tokenized stock issuers about which model should become the industry standard.Gabriel Otte, co-founder of Dinari, criticized Robinhood's synthetic tokens with Ondo as "worse for end investors than regular stocks," while Uniswap founder Hayden Adams compared it to early stablecoins, stating that it meets users' demands for programmability and 24/7 trading.Currently, three models are competing in the $2.91 billion tokenized stock market: Robinhood's stock tokens are debt securities issued by a Jersey entity, available only to non-U.S. persons; Ondo, xStocks, and Dinari hold the underlying stocks through regulated intermediaries and pass on economic benefits; Securitize and Superstate directly put company-registered stocks on-chain. The U.S. SEC's Division of Corporation Finance has legally defined the three models as of January 28. Data from rwa.xyz shows that the total scale of tokenized stocks reaches $2.91 billion, with a 14.4% growth over 30 days, and Ondo leads with $869.6 million.Securitize CEO Carlos Domingo also supports Aron's position, stating that he does not wish for others to create offshore derivatives of company stocks. Brian Huang, co-founder of Glider, believes that the trading venue is more important than the packaging format, as AMMs cannot guarantee users the best execution.

GLM-5.3-Flash has become the most frequently used and popular model on the B.AI platform, with a cumulative token throughput exceeding 2.41 trillion.As the first native multimodal model in the GLM-5 series, GLM-5.3-Flash features a total of 320 billion parameters and 18 billion active parameters, employing a hybrid architecture that combines sparse and linear attention, supporting 1 million ultra-long contexts, while ensuring rapid response, powerful reasoning, and high cost-effectiveness.Starting today, developers can still call this model for free through the B.AI platform, covering diverse scenarios such as high-frequency APIs, code writing, complex agents, and ultra-long document processing.