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On August 12, the enterprise blockchain infrastructure provider Aventus announced the official launch of Aventus Cloud node sales. The program aims to allow individuals and institutions to run nodes using available computing resources, expanding participation in the Aventus network infrastructure.Founded in 2017, Aventus has provided blockchain infrastructure for enterprise applications in industries such as aviation, energy, and telecommunications, and has become a Polkadot parachain. Aventus Cloud will go live on the mainnet in April 2026, with nodes capable of processing network activity verification, and eligible operators can earn network rewards. The current price for Genesis Tranche node licenses is $1,755, with a final network plan of up to 40,000 nodes, and over 2,500 nodes are currently active.

According to a report by Investing.com, neocloud company Nebius (NBIS) announced its second-quarter financial report, with Q2 revenue reaching $582.3 million, a 454% increase compared to $105.1 million in the same period last year. The adjusted EBITDA for the second quarter was $236.2 million, compared to a loss of $21 million in the same period last year, achieving a turnaround from negative to positive; the adjusted net loss was $33.2 million, narrowing from a loss of $91.5 million in the same period last year by 64%. However, the company reported a net loss from continuing operations of $190.4 million in the second quarter, while it had a net profit of $502.5 million in the same period last year.In the first half of 2026, Nebius accumulated revenue of $981.3 million, a year-on-year increase of 529%; the adjusted EBITDA reached $365.7 million, compared to a loss of $74.7 million in the same period last year. According to market news, NBIS rose 12.05% in pre-market trading, currently reported at $217.5.

According to informed sources, Anthropic PBC has reached a deal worth $9.1 billion with cloud computing company Riot Platforms. This deal highlights Anthropic's efforts to meet customer demands and ensure access to sufficient computing resources.Recently, Riot disclosed that the company has signed a 20-year agreement with a business to provide 191 megawatts of computing capacity from its facility in Rockdale, Texas.

According to the "Science and Technology Innovation Board Daily," based on its pioneering fully modular design architecture, Alibaba Cloud has shortened the delivery time of large AIDC data centers to 100 days, while the traditional delivery cycle in China is 6 to 12 months, and in the United States, it is 12 to 18 months. While shortening the construction period, the overall construction cost has been reduced by more than 10%. Alibaba Cloud plans to double the global capacity of modular data centers this year.This modular design refers to parallel production in various stages, with factory manufacturing pre-adjusted to containers, which are then transported to the site for hoisting and assembly, achieving a "building blocks" style of construction. Alibaba Cloud stated that this model will effectively support the rapid expansion demand for AI computing infrastructure.

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "LoL: Cloud9 vs Disguised - LCS Regular Season," the "Odd" option in the sub-market "Odd/Even Total Kills" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

According to Gate market data, Cloudflare's stock price rose by 11.5%, reaching a historic high, after the company raised its annual revenue forecast.

Cloudflare announced its Q2 2026 financial report, with revenue of $696.1 million, a year-on-year increase of 36%; GAAP operating loss of $205.7 million, non-GAAP operating profit of $96.1 million (profit margin of 13.8%); GAAP net loss of $170 million, non-GAAP net profit of $107.8 million (diluted earnings per share of $0.29). Operating cash flow was $117.6 million, free cash flow was $56.4 million (profit margin of 8%), and cash and cash equivalents totaled $4.163 billion at the end of the period.CEO Matthew Prince stated that as the internet transitions to AI question-and-answer engines and agent-driven businesses, it is undergoing a fundamental restructuring towards machine-to-machine traffic. Cloudflare positions itself as a core service provider for "agent internet" infrastructure, development tools, and payment tracks. The company expects Q3 revenue to be between $736 million and $737 million, with non-GAAP operating profit between $129 million and $130 million, and has raised its full-year revenue guidance to between $2.864 billion and $2.870 billion. The current cRPO has increased by 35% year-on-year.

According to TechCrunch, AI research startup Mirendil has reached a multi-year partnership agreement with Google Cloud to gain large-scale computing resources to support its "self-improving AI" development.Mirendil co-founder and CEO Benham Neyshabur revealed that the total value of the agreement exceeds $100 million, which is about half of the $1 billion valuation seed round financing amount completed by the company at the end of June.Under the agreement, Mirendil will receive TPU and NVIDIA GPU computing resources provided by Google Cloud, as well as managed AI training clusters, to develop AI systems capable of continuously optimizing their own capabilities.It is reported that Mirendil is dedicated to developing "recursive self-improving" AI, which means AI systems can enhance their performance through continuous iteration, self-learning, and optimization. This direction is also a research area of interest for some of the top AI laboratories currently.

According to Counterpoint Research analysis, if the proposed import ban on Chinese optical modules by the Federal Communications Commission (FCC) in the United States is implemented, it will primarily impact American cloud providers rather than Chinese suppliers. InnoLight leads the global data center optical module revenue with approximately 27% market share, while Coherent ranks second with about 17%. Chinese manufacturers collectively account for about two-thirds of the global unit supply and approximately 60% of the optical communication module revenue.The analysis points out that Western suppliers like Coherent and Lumentum lack sufficient cleanroom capacity, automated packaging infrastructure, and yield scale in the short term, making it impossible to fill the capacity gap left by Chinese manufacturers within 12-24 months. This could lead to delays in AI cluster deployments by several quarters and increase material costs for cloud providers. At the same time, Chinese module manufacturers rely on high-end 800G/1.6T module revenue from North American hyperscale customers for over 90%, but have achieved partial capacity relocation by establishing factories in Thailand.Counterpoint emphasizes that the optical module supply chain is a highly interdependent system. Chinese manufacturers heavily procure DSP chips from Broadcom and Marvell, as well as lasers and optical chips from Lumentum, Coherent, and Mitsubishi Electric. A forced separation would disrupt the entire ecosystem.

According to BBX data, yesterday global listed companies, large asset management institutions, and treasury protocols disclosed the latest real dynamics in the purchase and reserve allocation of crypto assets, with the core information as follows:Cardone Capital increased its holdings by 350 bitcoins: Grant Cardone, CEO of the real estate investment company Cardone Capital, announced that Cardone Capital has recently increased its holdings by 350 bitcoins (worth approximately $22.3 million) in the secondary market, further expanding the proportion of digital asset allocation in its real estate asset management system.Ethereum treasury protocol ETH Strategy increased its holdings by 2,520 ETH: The Ethereum treasury protocol ETH Strategy announced that it has again increased its holdings by 2,520 ETH. After this increase, its total Ethereum holdings have significantly risen from the previous amount to 6,920 ETH.OranjeBTC steadily increased its holdings by 30 bitcoins: Brazilian listed company OranjeBTC (B3: $OBTC3) disclosed the latest treasury data, stating that the company has again purchased 30 bitcoins. After this accumulation, its total bitcoin holdings have steadily risen to 3,948 BTC.Ruihe Smart (03680.HK) obtained 32.73 BTC through cloud mining: Hong Kong listed company Ruihe Smart (03680.HK) announced that the company successfully obtained 32.73 bitcoins as rewards through its cloud mining business on August 2 (worth approximately $2.71 million), continuously acquiring native crypto assets through its main business liquidation.

According to technology analyst Ed Zitron, citing estimates from institutions such as Barclays, UBS, and Wells Fargo, Microsoft, Google, and Amazon, the three major cloud providers, may see over 70% of their AI revenue coming from OpenAI and Anthropic. Specifically, Barclays analyst Ross Sandler estimates that about 73% of Amazon AWS's AI revenue in 2026 will come from these two companies; UBS analyst Stephen Ju estimates that approximately 28% of Google Cloud's revenue in 2026 and over 48% in 2027 will come from them; Wells Fargo estimates that about 23% of Microsoft Azure's revenue in FY2026 and about 35% in FY2027 will come from these two AI labs.The analysis indicates that AWS's AI revenue in 2026, excluding OpenAI/Anthropic, is expected to be only about 8.5 billion dollars, while Amazon's capital expenditure for that year is expected to reach 220 billion dollars. Google's Vertex AI platform revenue in 2026 is expected to be about 28.3 billion dollars, but during the same period, the computing power expenditure for OpenAI and Anthropic is expected to exceed 35.6 billion dollars. Microsoft's AI revenue in FY2026 is about 34.5 billion dollars, with capital expenditure during the same period of about 115.9 billion dollars. This analysis has raised market concerns about the overbuilding of AI data centers and the sustainability of demand, questioning whether the three major cloud providers should disclose customer revenue concentration risks more transparently. Currently, Microsoft, Google, and Amazon have not publicly responded to this.

According to official news, Cloudflare announced the launch of Cloudflare Wallets, providing payment and identity infrastructure for AI Agents.Cloudflare stated that currently, when AI Agents attempt new APIs, they typically need to go through registration, login, payment, and API key generation processes designed for humans. This lack of stable identity and native payment capabilities makes it difficult for agents to autonomously explore and compare different services, limiting the development of agent commerce. The newly launched wallet system aims to address this issue, allowing AI Agents to more conveniently purchase APIs, content, and other digital services.Cloudflare Wallets will support two modes: Account Wallets and Virtual Wallets. Among them, Account Wallets are aimed at individual and business users, allowing them to recharge, manage funds, and allocate budgets for AI Agents; Virtual Wallets are specifically designed for AI Agents, operating through API keys and allowing users to set spending limits, whitelists, and single transaction caps as security rules, enabling agents to autonomously call APIs and purchase services within a controlled range.In addition, Cloudflare Wallets will support stablecoin storage, micropayments based on the x402 protocol, and will integrate with Cloudflare's previously launched Monetization Gateway, providing automated trading capabilities for websites and applications aimed at AI Agents.Cloudflare stated that the future internet will gradually form a new "agent economy" driven by AI Agents, where wallets, payments, and identity verification will become key infrastructure. Through the cloudflare.pay identity identifier, AI Agents can obtain a readable identity name, helping merchants identify their associated accounts and organizations while enhancing transaction transparency.Cloudflare claims it will continue to improve the agent commerce ecosystem, providing developers and businesses with the foundational tools to support AI Agents in autonomously purchasing, selling, and interacting, promoting the transition of the internet from a human-oriented service model to an agent-oriented automated market.

According to Bloomberg, AI cloud infrastructure company Volta Infra Holdings announced the completion of $300 million in venture financing, with a valuation of $2.4 billion, led jointly by Andreessen Horowitz and Altimeter Capital, with participation from Nvidia and Dell Technologies founder Michael Dell.In addition, Volta has also secured a $5 billion customer financing pool to help small and medium-sized AI companies lower the threshold for purchasing Nvidia's high-end chips.The company simultaneously disclosed that it has signed a $10 billion, six-year cloud computing services contract with an unnamed leading AI developer, which will collaborate with Bitdeer to deliver services based on its 133-megawatt data center located in Norway.Volta was co-founded earlier this year by former Brookfield Asset Management infrastructure executive Ricard Boada and Sofia Gumuzio, and has currently secured 1 gigawatt of data center power resources, with plans to develop new sites in Texas and Wyoming, aiming to deploy multi-gigawatt computing capacity before 2030.

According to Jinshi reports, Anthropic has signed a $10 billion computing services agreement with an artificial intelligence cloud startup.

According to Jinshi News, Sharon AI announced the signing of a five-year, $373 million artificial intelligence cloud service agreement. The company stated that the agreement was signed with a global artificial intelligence platform.

According to Jinshi reports, SoftBank expects artificial intelligence and cloud business to achieve a 30% annual growth before the fiscal year 2027.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: Cloud9 vs Dignitas - LCS Regular Season," the "Yes" option win rate for the sub-market "Both sides kill a dragon" has experienced a dramatic fluctuation, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.