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Goldman Sachs: AI deal recreates July-style deleveraging, storage and data center segments are the most attractive

Comparing the news, Goldman Sachs believes that this week's market trend is a typical deleveraging market, similar to the underlying logic of the July sell-off. Goldman Sachs's high beta momentum portfolio fell 12% this week, and the AI hedging portfolio fell 10% on the 5th. Although leverage levels in the AI sector have fallen from extremely high levels, inertial funds are still driving rapid and indiscriminate bargain purchases. Goldman Sachs said that AI trading is not over, but the stage of relying on the overall rise in the sector to obtain excess income is changing. Currently, the focus should be on finding opportunities for a clear divergence between stock prices and earnings per share. Among them, the storage and data center sector has the most prominent valuation gap, and profit recovery has not been fully reflected in stock prices, so it is the most tactically attractive. Nvidia's second quarter earnings report and September industry conference will be the next catalyst. At the same time, the momentum factor is being readjusted. Software has replaced semiconductors as the maximum weight for the three-month momentum multi-head combination, while semiconductor/AI complexes have entered the short mix. Goldman Sachs said that capital is still shifting to areas previously overlooked, such as the Bank of Europe and Japan, gold miners, and copper stocks.

1m ago

Starcloud closes a new round of funding with $250 million led by Manhattan West Ventures

Comparatively, according to TechCrunch, the space computing power startup Starcloud announced the completion of a new round of financing of 250 million US dollars, led by Manhattan West Ventures, with Nvidia, Cisco, Benchmark, EQT and other institutions participating. Of these, Nvidia invested about 25 million US dollars in this round of financing. The new funding will be used to expand satellite manufacturing facilities and advance research and development of the next-generation orbital data center satellite Starcloud-3. Starcloud revealed that the company is already running the Nvidia H100 data center GPU in orbit and has completed model training based on that GPU. Currently, most space computing projects use edge computing chips, and Starcloud is collaborating with Nvidia to provide test data for future Vera Rubin Space-1 GPUs designed specifically for space environments. Starcloud CEO Philip Johnston also previously indicated plans to mine Bitcoin in space. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

10h agoburnking#financing

Stanley Druckenmiller buys Bitdeer and Hyperliquid Strategies shares for $87.8 million

According to news, Duquesne Family Office founder Stanley Druckenmiller bought 4.1 million shares of high-performance computing company Bitdeer Technologies Group (BTDR) in the second quarter, with a position value of over $64.7 million, with an average purchase price of $12.26. The company produces cryptocurrency mining hardware and operates data centers in the US and beyond. Additionally, Druckenmiller bought 2.9 million shares of HYPE digital asset treasury company Hyperliquid Strategies (PURR), holding positions worth $23.1 million, and indirectly gained HYPE exposure. Hyperliquid Strategies aims to provide US and institutional investors with HYPE token-related investment channels. Druckenmiller's operation is similar to Jane Street and Citadel's increase in BTDR over the same period. Jane Street currently holds shares worth more than $112 million in BTDR. BlackRock, State Street, and Citadel also increased their PURR holdings in the second quarter; HYPE previously rose to record highs due to related compliance developments.

13h ago

Tencent's chip leader Gao Jianlin left his job and started a business to target the RISC-V high-performance AI CPU circuit

According to MaxForAI, according to MaxForAI, the core head of Tencent's chip research and development, has recently left Tencent and started a business. He plans to develop high-performance CPUs based on the RISC-V architecture around high-performance AI servers and agentic AI (intelligent AI). Gao Jianlin is regarded as one of the early core promoters of Tencent's self-developed chip system. According to data, he formed an FPGA hardware team within Tencent in 2013, began setting up AI chip research and development in 2018, established the Penglai Laboratory in 2020, and promoted Tencent's development of various AI chips and data center deployment. This startup focuses on CPUs rather than the currently competitive AI GPU market. According to the report, Gao Jianlin believes that with the rapid development of Agentic AI, the AI inference process will involve model call, tool execution, search, database interaction, and large-scale task scheduling, and the CPU will assume a more important scheduling and control role in the AI system. According to reports, Gao Jianlin was involved in RISC-V related research and development during his time at Tencent, and participated in various technical directions such as chip architecture, verification, and back-end. Its new company plans to build high-performance server CPUs based on the open instruction set RISC-V to enter the AI infrastructure market. Currently, the name of Gao Jianlin's new company, financing conditions, and specific product launch dates have not been disclosed. The market is concerned about whether it will become another emerging force in the field of AI chips in China targeting server CPUs and smart body infrastructure.

13h ago

Review of this week's macro hot topics: the US debt crisis, AI infrastructure, and geopolitical conflicts are the main lines of the market this week

Comparing news, the global market this week focused on US debt pressure, AI capital expansion, and the US-Iran economic game. After the US Treasury expanded the scale of long-term treasury bond repurchases, US bond yields declined briefly, but the market feared that fiscal deficits and debt growth pressure would be difficult to ease through liquidity tools. The US federal government debt surpassed 40 trillion US dollars for the first time. The yield on 30-year US bonds once rose to a high level since 2007, and the global long-term bond market was under pressure simultaneously. The minutes of the Federal Reserve's July meeting show that internal hawkish forces are growing, and there are more than three voting members supporting interest rate hikes. Some officials are concerned that tariffs, energy prices, and AI infrastructure investments could drive up inflation. Meanwhile, Federal Reserve Chairman Walsh suggested that in the future, consideration could be given to reducing the number of annual meetings from 8 to 6. Driven by the weakening dollar and risk aversion, gold broke through the 4,600 US dollars/ounce mark this week and rose for the third week in a row; crude oil was higher, supported by the risk of the Strait of Hormuz and expectations of US sanctions against Iran. Geographically, the US-Iran relationship is shifting to putting pressure on the economy. The US plans to weaken Iran's economy by expanding sanctions and economic isolation, while Iran is studying countermeasures against energy transportation nodes, and the safety of the Strait of Hormuz has become the focus of market attention. In the field of technology, AI infrastructure competition continues to escalate. Nvidia guarantees up to $105 billion for the OpenAI data center project, and Broadcom is also planning an AI financing plan of up to $100 billion. Meanwhile, Anthropic's revenue surpassed OpenAI for the first time, and plans to advance IPOs, further intensifying AI companies' commercialization competition. On the capital market side, Yushu Technology skyrocketed on the first day it landed on the Science and Technology Innovation Board. At one point, its market capitalization exceeded 44 billion yuan, and founder Wang Xingxing's net worth increased dramatically. South Korean semiconductor giant SK Hynix announced a repurchase plan of approximately 40 trillion won, and Samsung is also planning to increase shareholder returns. Furthermore, trade negotiations between the US and Canada ushered in a critical window. The US suspended the imposition of up to 50% tariffs on Canadian goods for three days, and the two sides continued to seek trade agreements. The core logic of the market this week still revolves around three themes: whether US fiscal pressure worsens further, whether AI capital investment is forming a new round of asset bubbles, and whether global geopolitical risks are driving safe-haven assets to continue to rise.

16h ago

Nvidia Rubin begins mass production and delivery: Microsoft's first devices have arrived

Comparing news, AI News, Microsoft CEO Satya Nadella published a data center site map. Microsoft's first mass-produced version of NVIDIA Vera Rubin has arrived. Nvidia later confirmed that Vera Rubin is entering full mass production. Vera Rubin is a next-generation rack-scale AI computing platform after Blackwell. The NVL72 incorporates 72 Rubin GPUs and 36 Vera CPUs. Nvidia says that compared to the GB200 NVL72, it can reduce the inference cost per million tokens to about one-tenth, and the number of GPUs required to train the MoE model to one-quarter.

18h ago

Trump boosts AI data centers, says it will create lots of jobs and taxes

Comparing news, according to Fox News, US President Trump said earlier that any governor or local government official should welcome the construction of artificial intelligence (AI) data centers. Trump said: This will create a large number of jobs in the construction industry. We are building some of the largest factories in the world. I can say that if I were the mayor of a city or the governor of a state, and I had the chance to land a large AI factory or data center, I would definitely want it to land because it can create a large number of jobs, and the capital and tax revenue it brings in is very impressive. Trump also said that since most Americans oppose building data centers in their own communities, the AI industry needs a little help with PR.

19h ago

[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓ AI · News [Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus]. According to CNBC, Anthropic is expected to list the public's negative sentiment about artificial intelligence and data centers as a risk factor in the IPO prospectus to be released in the next few weeks. According to people familiar with the matter, Anthropic recently held a pre-listing “market trial” meeting with bankers and investors. Investors focused on competitive pressure, the impact of open source models on profit margins, and the risks that may be brought about by a slowdown in data center construction. Anthropic is currently valued at close to $1 trillion in the private equity market and is preparing to hit a major IPO. However, as Americans' concerns about AI replacing employment and data center expansion heat up, the related backlash sentiment is becoming a new challenge facing the company's listing. The company has previously achieved an annualized revenue operating rate of more than 65 billion US dollars. [Apple cuts Siri and Vision Pro team positions, and resources shift to AI and new devices] Compared to news, Apple (AAPL.O) is laying off employees from various teams responsible for Siri's digital assistants and Vision Pro headsets. The total impact of this layoff is more than 200 people. Of these, about 100 jobs in the Vision Pro department have been abolished, and about 100 other positions in the Siri and software teams have been cut. The move is part of the company's efforts to focus resources on new devices and artificial intelligence. People familiar with the matter said that in this adjustment, Apple has basically shut down a team dedicated to the Vision Pro game business, while also reducing the size of the department responsible for producing immersive video content for the device. Apple admitted in a statement that the company is making adjustments to some teams “to drive business development and provide the best experience for users.” [Castle Securities: Over 80% of the overall risk in the Situational Awareness Fund portfolio has been divested] According to the Financial Times, Castle Securities founder Ken Griffin responded to the company's acquisition of Situational Awareness assets under Leopold (Leopold) in a letter to clients on Friday. According to a letter obtained by CNBC, Griffin told clients that Castle Securities had divested more than 80% of the overall risk in the original purchased portfolio by conducting more than 100 major transactions (with a market value of more than $4 billion). In his letter, Griffin wrote, “A transaction of this scale would not have been possible without the full cooperation of the transaction teams and lead brokerage teams of the banks serving the two companies. I am very grateful for their dedicated efforts to complete the portfolio transfer quickly.” Griffin also confirmed that the company's flagship multi-strategy fund, the Wellington Fund, had a return of 5.94% in July, which is the fund's best monthly performance since 2022. [AI cloud company Nscale seeks to raise 3 billion US dollars in US IPOs] In comparison, AI cloud company Nscale is reportedly seeking to raise 3 billion US dollars in a US IPO. In the crypto market [Strategy stock price hit a two-month high, STRC returned above $96], the Bitcoin treasury company Strategy (MSTR) stock price rose to a two-month high today as the Bitcoin price briefly broke through $79,400. It broke through $120 during the intraday period, then partially regained its gains. Meanwhile, the price of STRC, Strategy's preferred stock product, also surpassed $96 for the first time since June. Previously, STRC's price once fell below $70 due to concerns about its ability to pay dividends and the ability of the stock price to maintain the $100 target for a long time. [Bernstein: Even if the Clarity Act is not passed, the SEC and CFTC will speed up rulemaking] Comparing news, the Bernstein analyst team led by Gautam Chhugani released a report stating that regardless of the procedural voting results of the “Clarity Act” on September 15, the certainty of US crypto regulation is expected to increase. They expect the SEC and CFTC to accelerate rulemaking in areas such as native crypto asset issuance, tokenized stocks, perpetual futures, computing power derivatives, and predictive markets. This regulatory clarity of expectations has become one of the broader supporting factors in the crypto market. 【A...

21h agoBitpushNews#Compare Daily Picks

Nvidia expands AI infrastructure layout and invests in power developers

Comparatively, according to the Wall Street Journal, the potential deal will expand Nvidia's layout in the field of artificial intelligence infrastructure and help the company secure future data center production capacity for its chips. Nvidia has recently invested heavily in other power developers, including Lancium and SoftBank's SB Energy.

1d ago

Nvidia plans large-scale investment in data center power

Comparatively, Nvidia is in advanced negotiations and plans to invest hundreds of millions of dollars in data center power developer Cloverleaf Infrastructure. Cloverleaf provides reliable electricity and power delivery land for large-scale data center projects, with over 10 gigawatts of capacity in the project pipeline. This potential deal will expand Nvidia's advance in the field of artificial intelligence infrastructure and help secure future data center capacity for its chips. Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank's SB Energy.

1d ago