NVIDIA incurs a $400 million charge due to excess inventory of H200
NVIDIA (NVDA.O) accrued a charge of $400 million in the first half of the year due to excess inventory of H200.
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Wednesday, 08/26/2026
NVIDIA will ship Blackwell and Rubin architecture systems
NVIDIA stated that it will ship both Blackwell and Rubin architecture systems in the future, and is currently facing certain supply constraints.
NVIDIA plans to establish a financing platform to raise $500 billion
In August, Nvidia signed a memorandum of understanding with major capital providers, planning to establish an independent financing platform to raise over $500 billion in third-party capital.
NVIDIA: Single customer contributes 16% of revenue
NVIDIA (NVDA.O) stated that in the second quarter, one direct customer contributed 16% of the company's total revenue.
SATA Buys 645 BTC This Week, Strive Poised to Set Post-Merger Weekly Purchase Record
Odaily News: BitcoinTreasuries.NET posted on X that Strive's SATA raised enough funds today to purchase 177 bitcoins. Wednesday marked the fifth consecutive trading day that SATA traded at par value, the last time this occurred was on May 29. This week, SATA has accumulated 645 bitcoins, and Strive is expected to set a new post-merger weekly purchase record.
Salesforce rose 12% in after-hours trading driven by business growth and returns from its investment in Anthropic
Salesforce's stock price rose 12% in after-hours trading on the U.S. stock market, as its reported performance and guidance exceeded Wall Street expectations. The company's second-quarter revenue was $11.35 billion, with a net profit of $3.53 billion, an 87% year-over-year increase. It gained $2.6 billion from its investment in Anthropic.For the third fiscal quarter, adjusted earnings per share are expected to be between $3.42 and $3.44, with revenue between $11.42 billion and $11.5 billion. The full-year earnings per share are expected to be between $16.67 and $16.71, with revenue between $46.1 billion and $46.4 billion.
NVIDIA: Vera Rubin is in full production
NVIDIA (NVDA.O) announced the full production of Vera Rubin.
NVIDIA's future commitment increases to a total of $279 billion
As of July 26, NVIDIA's total future commitments for the fiscal year increased to $279 billion, primarily related to the procurement of storage chips.
NVIDIA's Q3 revenue outlook exceeds market expectations
NVIDIA's revenue outlook for Q3 of fiscal year 2027 is $108 billion, while the market expectation is $104.196 billion.
Jensen Huang: Computing power is income
NVIDIA CEO Jensen Huang stated that computing power is revenue now.
Core Lightning warns that node operators are offline, and the fix patch has not yet been released
Core Lightning maintains that node operators should shut down their nodes unless they upgrade to an unreleased version. This warning was spread via Discord and amplified by Cashu protocol developer Calle, who stated that there is a serious vulnerability. The fix binary has not yet been released, and the details of the vulnerability are under a two-week confidentiality period.This is the fourth security alert for Bitcoin infrastructure in four weeks. Previously, a Coldcard firmware vulnerability led to approximately $114 million in BTC being stolen, and issues have also arisen with Boltz and BTCPay Server. The CLN team stated that they have received multiple AI-generated CVE reports in the past 10 days and are intensifying verification and fixes.
BTC Sessions Reveals Coldcard Vulnerability Aftermath: Tens of Millions in Bitcoin Moved to Safety
Odaily News: Bitcoin News posted on X platform that BTC Sessions stated its team spent weeks assisting Bitcoin holders affected by the Coldcard vulnerability in moving funds to safety, estimating that a total of tens of millions of dollars in Bitcoin was protected during this period. However, for many, it was too late. A member of its local Bitcoin community lost 90% of their Bitcoin, while another woman with whom they spoke lost all of her Bitcoin. BTC Sessions stated that this may be the most severe self-custody incident in Bitcoin's history. BTC Sessions said that this experience prompted a rethink of asset custody, with diversified security measures becoming a key lesson.
BTC Sessions: Tens of millions of dollars in Bitcoin transferred to safety following the disclosure of the Coldcard vulnerability
Bitcoin News posted on the X platform that BTC Sessions stated their team spent several weeks assisting Bitcoin holders affected by the Coldcard vulnerability in transferring their funds to safety, estimating that they protected Bitcoin worth tens of millions of dollars during this period. However, for many, it was too late.A member of the local Bitcoin community lost 90% of their Bitcoin, while another woman who spoke with them lost all of her Bitcoin. BTC Sessions stated that this could be the most severe self-custody incident in Bitcoin history. BTC Sessions indicated that this experience prompted them to rethink asset custody, with diversified security measures becoming a key lesson.
Ruisui: Nvidia's Q2 earnings report exceeding expectations has become a consensus, and the market is closely watching AI capital expenditure guidance
Mizuho analyst Vijay Rakesh stated that NVIDIA's second-quarter earnings exceeding expectations has become a consensus, with the market focusing on AI spending outlook. Rakesh expects NVIDIA's adjusted earnings per share to be $2.08, with revenue at $92 billion, and the actual figures may be higher. He maintains a "Outperform" rating and a target price of $300.
Core Lightning Warns Users to Upgrade or Take Nodes Offline
Odaily News: Bitcoin News posted on X platform that Core Lightning developers have received a large number of AI-generated CVE reports over the past 10 days and have verified vulnerabilities that need to be fixed. The team has now upgraded its response, will release signed binaries, and will keep vulnerability details confidential for two weeks. Core Lightning strongly urges all users to upgrade during this period; users who do not upgrade should take their nodes offline. Previous versions, including 26.04, will no longer be supported.
The US dollar index rose on the 26th
The dollar index, which measures the dollar against six major currencies, rose by 0.25%, closing at 99.165 in the foreign exchange market.1 euro exchanges for 1.1651 dollars, 1 pound exchanges for 1.3592 dollars, 1 dollar exchanges for 159.4 yen, 0.8055 Swiss francs, 1.3878 Canadian dollars, and 9.5329 Swedish kronor.
Catcher Predict: "LoL: Eintracht Spandau vs Kaufland Hangry Knights - Prime League 1st Division Playoffs" "Odd/Even Total Kills" Win Rate Soars 40%
According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: Eintracht Spandau vs Kaufland Hangry Knights - Prime League 1st Division Playoffs," 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.
Unstoppable Domains abandons ICANN application, refunds Web3 domain names
Matthew Gould, the founder of Unstoppable Domains, stated that the company did not submit an application for its Web3 top-level domains in ICANN's 2026 expansion round and will refund customers who purchased related domains. Gould mentioned that the compliance, application, and bidding costs of incorporating Web3 domains into the ICANN system exceeded the company's expected recoverable sales. This move ends the company's commitment since 2019 that domains like .crypto and .wallet would eventually be resolvable in standard browsers.The application window for this round of ICANN opened on April 30 and closed on August 12, receiving over 1,600 major applications. Gould stated that customers have been notified via email, but the list of affected extensions and refund terms have not been disclosed. Some holders questioned the scope of the refunds, claiming they held the domains based on Unstoppable's commitment to advance the ICANN application. Gould responded that Web3 domains will still serve as on-chain assets for cryptocurrency transactions.Unstoppable continues to participate in ICANN activities as a service provider and previously announced a partnership with Telegram to apply for the .gram domain. Meanwhile, ENS has chosen a different path, with token holders approving the restructuring of the ENS Foundation to pursue the .ens top-level domain in ICANN, but ENS will not apply for .eth, as it is reserved for ISO 3166-1 country codes.
BitBox Credit Card Sales Surge About 10x After Coldcard Incident; Trezor and OneKey See Uptick
Odaily News: Hardware wallet manufacturer BitBox stated that credit card payment sales in August increased approximately 10 times compared to the baseline of previous weeks, with growth mainly coming from North America; Trezor and OneKey also confirmed a rise in sales during the same period, but neither disclosed specific figures.
Trezor, BitBox, and OneKey have all re-reviewed their seed phrase generation, random number generator, entropy, and firmware verification processes. Trezor plans to conduct penetration testing on core firmware functions and publish related security audit reports; OneKey will strengthen reviews of security-critical code paths and transaction signing processes.
Ledger CTO Charles Guillemet stated that AI-assisted attacks necessitate faster patch releases, vulnerability disclosures, and user education. Blockstream Jade has released a firmware update containing multiple fixes and recommends users to simultaneously update applications, operating systems, devices, routers, and home appliances. (Bitcoin.com News)
Global Potentially Taxable On-Chain Crypto Activity Reached $457B in 2025, CARF Coverage Only 14%
Odaily News: Blockchain analysis firm Chainalysis stated that the scale of potentially taxable on-chain crypto activity globally in 2025 reached at least $457 billion, with approximately $112.6 billion in the United States, $134.6 billion in North America, and $125.1 billion in the European Union. The estimates cover realized gains, mining, staking, lending income, and cryptocurrency payments, but exclude activities such as trading on centralized exchanges.
Chainalysis noted that only 14% of the on-chain taxable activities it identified fall under the coverage of the Organisation for Economic Co-operation and Development (OECD) Crypto-Asset Reporting Framework (CARF), while the remaining 86% involve decentralized exchanges, peer-to-peer transfers, on-chain income streams, and payment activities.
CARF was established by the OECD in 2022 and requires eligible crypto service providers to report customer transaction data to tax authorities. CARF data collection began on January 1, 2026, in 48 jurisdictions, including the United Kingdom and EU member states, where relevant platforms are required to collect customer and tax residency information and report transaction data. (Cointelegraph)