compute

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.26%, the S&P 500 index up 0.29%, and the Nasdaq up 0.12%. Computer hardware concept stocks strengthened, with HP up 6.4% and Dell up 3.4%. Cisco fell 7.9%, as the company's performance exceeded expectations but did not meet Wall Street expectations; the Nasdaq Golden Dragon China Index fell 0.65%, and JD.com fell 2.3%.

Super Micro Computer's stock rose about 10.4% in pre-market trading, after the company released a revenue outlook for fiscal year 2027 that exceeded market expectations.

According to The Information, citing informed sources, the AI startup Applied Compute, founded by former OpenAI researchers, is discussing a new round of financing, with a valuation expected to reach around $3 billion, more than doubling the valuation announced four months ago during the last financing round. The company is dedicated to helping businesses utilize their own data to run and customize open-source models.This financing is taking place against the backdrop of the company's recent strong revenue growth. Informed sources indicate that Applied Compute's current annualized revenue is approximately $50 million, nearly quadrupling the revenue level disclosed by its CEO Yash Patil last November. According to the sources, investor Elad Gil is negotiating to lead this round of financing, with the expected amount reaching several hundred million dollars. It is still unclear whether this valuation includes the newly injected funds. This round of financing has not yet been finalized, and specific terms may still change.

According to BBX data, yesterday and in recent days, globally listed companies disclosed the latest developments in cryptocurrency assets and debt restructuring, with the core information as follows:Cipher Digital reports losses in the second quarter due to Bitcoin sell-off: Bitcoin mining and digital infrastructure company Cipher Digital (NASDAQ: CIFR) released its financial report for the second quarter of 2026. Its total revenue was $24.84 million (entirely from mining), with a net loss of $267.5 million (mainly impacted by a $150.5 million loss due to changes in the fair value of warrants), and adjusted EBITDA was a loss of $29.99 million. As of June 30, its total cash and restricted cash amounted to approximately $4.56 billion. Notably, the company's Bitcoin holdings have significantly decreased in book value from $125.4 million at the end of 2025 to $37.8 million, with realized Bitcoin sale losses of approximately $23.51 million in the second quarter.PowerCompute restructures debt with Bitcoin collateral to lower interest rates: Bitcoin mining company PowerCompute successfully restructured three debts totaling $18 million using 307 Bitcoins from its reserves as collateral, replacing previous loans from institutions such as Galaxy Digital. The new financing adopts a non-recourse, 30-day revolving structure with an annual interest rate of about 2% (far lower than some old loans at 12%), allowing the company to significantly reduce interest expenses without selling Bitcoin spot.West Main Self Storage slightly increases holdings: Storage company West Main Self Storage disclosed an increase of 0.155 Bitcoins in the secondary market, bringing its total holdings to 16.188 BTC.

According to Globenewswire, Bitcoin mining company PowerCompute (formerly LM Funding America) announced the completion of a $18 million debt refinancing, using 307 BTC from PowerCompute's inventory as collateral. This replaces previous loans including a $11 million loan from Galaxy Digital, a $5 million loan for the acquisition of a 15 MW facility in Oklahoma, and a $2 million loan for the acquisition of an 11 MW facility in Mississippi.This refinancing will drive its expansion from Bitcoin mining to high-performance computing (HPC) and artificial intelligence (AI) infrastructure.

According to Jinshi reports, Musk stated that the Starmind AI satellite will be optimized for the Vera Rubin computer.

According to Jinshi reports, the CEO of MediaTek stated that AI personal computers powered by chips co-developed with NVIDIA will be launched for sale this holiday season.

At the ISC High Performance Computing Conference held in Hamburg, Germany, the latest edition of the global supercomputer TOP500 and energy efficiency Green500 rankings was officially released. The data shows that NVIDIA technology has powered more than 400 of the world's 500 fastest supercomputers, accounting for 81%, and nearly 90% of the newly ranked systems.In terms of hardware distribution, the list includes 376 systems that utilize NVIDIA networking technology, 238 systems accelerated by its GPUs, and another 26 systems that use Grace CPUs. In the Green500 ranking, which measures green energy efficiency, the top 8 positions are all driven by NVIDIA GPUs, with the KAIROS system based on the Grace Hopper superchip taking the top spot. Additionally, supercomputing systems based on the new Blackwell architecture (B200 and GB200) have also made their debut on this ranking.

According to CoinDesk, Bittensor co-founder Ala Shaabana stated at the Proof of Talk summit in Paris that Bitcoin's computing power exceeds that of the top 100 supercomputers in the world combined by 600,000 times, demonstrating the scale of distributed computing.Shaabana pointed out that true computing power no longer belongs to isolated corporate data centers, but to open, global networks. Shaabana believes that through programmatic goal setting, open networks attract talent and computing power far more efficiently than traditional enterprises. The long-term bullish logic is no longer primarily based on technology, but driven by debt, liquidity, and a decline in trust in traditional sovereign systems.

Axe Compute (NASDAQ: AGPU) announced that the underlying infrastructure provider for its $260 million enterprise-level contract is the global distributed GPU infrastructure Aethir. It is reported that Axe Compute has confirmed receipt of the first payment of $43 million under the contract, and Aethir has officially initiated the computing power delivery process for the corresponding cluster of 2,304 NVIDIA B300 GPUs, with a target launch time in the third quarter of 2026. The contract has a 36-month fixed payment structure, and it is expected to generate approximately $21 million in revenue each quarter after launch.

According to CoinDesk, Securitize, a tokenization platform supported by BlackRock, announced a partnership with global stock transfer agent giant Computershare, allowing U.S. listed companies to issue on-chain tokenized equity (Issuer-Sponsored Tokens, ISTs) outside of the existing stock system.Under the plan, investors will have the option to hold shares through traditional securities accounts or directly hold corresponding on-chain equity assets through digital wallets. Computershare will continue to act as the transfer agent, responsible for managing shareholder registries, dividend distributions, and handling corporate actions such as stock splits.Reports indicate that the core of this structure is to avoid the common "wrapped shares" model found in the traditional crypto market. Unlike derivative tokens that only represent a claim to shares, ISTs will directly represent real equity ownership, rather than a mapping certificate of off-chain stocks.Carlos Domingo stated that ISTs are not derivatives built on existing stocks, but rather allow U.S. issuers to create real equity directly in token form.Data shows that Computershare currently serves over 25,000 companies and acts as the transfer agent for about 58% of S&P 500 companies. The market believes that this collaboration signifies that blockchain infrastructure is gradually entering the backend system of the core U.S. securities market, which may further promote the on-chain settlement, equity registration, and asset circulation of U.S. stocks.

According to official disclosure from 0G Labs, 0G Private Computer has officially launched, providing privacy inference services based on TEE (Trusted Execution Environment) for AI agents and developers. Users can access the service through pc.0g.ai.The official statement indicates that the product utilizes a hardware isolation environment composed of Intel TDX CPU and NVIDIA H100/H200 GPU, with all inference requests completed within the TEE. Input content is transmitted in an encrypted manner, and output results will undergo signature verification, ensuring that service providers cannot directly view user data.Currently, the platform supports models such as DeepSeek DeepSeek Chat V3, Alibaba Qwen3.6 Plus, Zhipu AI GLM-5-FP8, Qwen3-VL-30B, OpenAI Whisper-large-v3, and z-image, and provides an interface compatible with the OpenAI API, allowing developers to complete migration by modifying the base URL.

Project Eleven today awarded the Q-Day prize to researcher Giancarlo Lelli, who successfully derived a 15-digit elliptic curve private key from a public key using publicly accessible quantum hardware, marking the largest scale demonstration of its kind to date, a 512-fold increase from the 6-digit demonstration in September 2025.Lelli used a variant of Shor's algorithm for the elliptic curve discrete logarithm problem, which is the mathematical foundation of the Bitcoin signature scheme, with the awarded hardware featuring approximately 70 qubits. Currently, no known quantum computer can crack real Bitcoin wallets, and the security of Bitcoin's 256-bit elliptic curve remains far beyond current quantum capabilities. Notably, Google lowered its resource estimates for ECDLP-256 on March 31 and set a target for the migration to quantum cryptography after 2029, followed by Cloudflare, and the UK's NCSC also set migration milestones from 2028 to 2035.On-chain data shows that approximately 6.93 million BTC are at potential quantum risk due to exposed public keys. The Bitcoin community has proposed BIP 360 and BIP 361 to promote the migration to quantum-resistant output types, but the coordination challenges of a decentralized network remain the biggest hurdle.

Axe Compute Inc. (NASDAQ: AGPU), a publicly traded company on NASDAQ, announced that it has signed a 36-month AI infrastructure contract with an enterprise client, with a total contract value of approximately $260 million. The deployment includes a dedicated cluster of 2,304 NVIDIA B300 GPUs and a high-speed AI storage system, expected to officially launch in the third quarter of 2026 at a Tier 3 data center in the United States. This is the largest single enterprise contract since the establishment of Axe Compute.Axe Compute's underlying computing power infrastructure is supported by Aethir's decentralized GPU cloud. The contract includes a dedicated 4.8 megawatt N+1 redundant power supply, with deployment locations and service standards specified by the client, utilizing a structured payment arrangement. Daniel Wang, co-founder and CEO of Aethir, stated that this contract is the result of months of deep collaboration between the two teams: "The enterprise-grade workloads supported by 2,304 NVIDIA B300 GPUs are exactly the scale we aimed for when building Aethir's computing power infrastructure. Today's announcement proves that decentralized GPU infrastructure is capable of handling AI workloads from the world's top enterprises."After the announcement, Axe Compute (NASDAQ: AGPU) experienced significant stock price volatility, with an intraday increase of over 166%, reaching $14.47, and the trading volume exceeding one hundred times the average daily level over the past three months.

Applied Compute, which builds dedicated intelligent companies for enterprises, has completed a $80 million financing round, reaching a post-money valuation of $1.3 billion. Kleiner Perkins led the investment, with participation from Elad Gil, Lux Capital, Greenoaks, NEO, Hana Bicapital, among others, bringing the total financing to $160 million.Applied Compute's mission is to bridge the gap between "smart" and "useful" through "Specific Intelligence." These proprietary intelligent agents are trained based on the real operational conditions of the company and are designed for continuous self-evolution. They help enterprises unlock their institutional context, train agents for specific workflows and performance standards, and deploy them to the production front line.

Axe Compute, a Nasdaq-listed company (NASDAQ: AGPU) built on the Aethir decentralized GPU network, released its FY2025 annual report, becoming the first publicly traded company to disclose its decentralized computing power business progress to institutional investors in the form of annual performance.The report shows that the total amount of contracts executed in the past 30 days is approximately $12 million, with estimated monthly revenue of $835,000 for Q2 and over 20 enterprise clients. After the report was released, AGPU saw a maximum single-day increase of +152%, with a trading volume exceeding 900 times the 20-day average, totaling over $300 million in daily trading volume. All enterprise computing power deployments were delivered by the Aethir network, covering 94 countries, over 200 nodes, and more than 435,000 GPU containers, with a cumulative delivery of over 1.8 billion computing power hours.

Google's research shows that future quantum computers may only need 9 minutes to crack Bitcoin private keys, which is 1 minute shorter than the average block time of 10 minutes for BTC.The study warns that memory pool attacks could become a real threat and urges an immediate transition to post-quantum cryptography.

Users on the X platform discovered a feature switch named enable_grok_computer in the source code of the Grok web page, speculating that xAI is preparing to launch a computer control intelligent agent "Grok Computer," which is equivalent to the "trial version" of the previously announced Macrohard project. In response, Musk confirmed in a post sharing related content that it is "coming out soon."Macrohard is an AI automation system jointly developed by Tesla and xAI, using Grok as a high-level reasoning engine, paired with an AI agent to process screen images and mouse and keyboard operations in real-time. Previously, reports indicated that data collection work for this project was paused last month.