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Since Liquid Capital (formerly LD Capital) founder Li Hua expressed optimism about Axe Compute (NASDAQ: AGPU) on July 27, the company's stock has risen over 50%, bringing its market capitalization to $123 million. Li initially believed that 'the most certain Alpha opportunities in the computing power sector are often hidden in extreme valuation gaps! Recently, AGPU has secured over $1.6 billion in contracts, with a forward ARR reaching $384 million, yet its market cap is under $100 million, resulting in a P/ARR of only 0.2 times! In comparison to CRWV, which is burning cash and deep in losses with a market cap of $50 billion, AGPU's 'light asset Access + exclusive Build' hybrid model is a significant advantage.' Today, he reiterated that the company is severely undervalued, with Q2 earnings report revealing four major positives.

On August 11, HashKey Cloud, a leading global Web3 infrastructure provider, and Cactus Custody, a third-party institutional-grade digital asset custodian, reached a strategic partnership. The two parties will deeply integrate Cactus Custody's secure custody capabilities with HashKey Cloud's staking infrastructure advantages to jointly build secure and efficient one-stop institutional-grade staking services for global institutional clients. They will hold a strategic cooperation signing ceremony at HashKey's Hong Kong headquarters on August 27, inviting ecosystem partners such as Babylon, Stacks, Solana, and Lido to witness the occasion and engage in in-depth discussions on institutional staking and multi-chain yields. This cooperation focuses on institutions' growing demand for digital asset yields. Based on the non-custodial concept, institutional clients can participate in staking while retaining control of their assets. Meanwhile, the slashing risk protection mechanism jointly designed by both parties can effectively hedge against on-chain penalty risks, allowing both security and returns to be achieved. The partnership will connect the entire chain of services from asset custody to on-chain staking, covering core scenarios such as BTC staking and multi-chain ecosystem yields, providing end-to-end one-stop staking solutions for institutional investors, funds, CEXs, and Web3 enterprises, and further safeguarding asset security with strict risk control standards and operational transparency. The achievement of this strategic partnership marks an important step for HashKey Cloud and Cactus Custody in exploring and building a secure and efficient institutional-grade staking ecosystem. The two parties will fully leverage their respective core advantages in secure custody and staking infrastructure, work together to deeply cultivate institutional needs, continuously promote innovation and practice in institutional-grade on-chain yield services, and jointly inject strong momentum into the sustainable development of the global digital asset market.

On July 20, during the 2026 World Artificial Intelligence Conference (WAIC), RoboSense and the UAE-based AI-native technology company Origen officially established a strategic partnership. The two parties will leverage RoboSense's strengths in 3D perception technology and large-scale production, along with Origen's resources in AI-native solutions and the Middle Eastern market, to collaborate on embodied intelligence, spatial intelligence, and AI system applications, jointly promoting the construction of the physical AI ecosystem. As a robotics platform company focused on physical AI, RoboSense continues to rely on its self-developed core chips, digital perception product matrix, and large-scale production capabilities to provide the core components and infrastructure necessary for robots to enter the real world. This collaboration further expands RoboSense's global ecological cooperation network, accelerates the large-scale application of robots and AI systems in smart cities, intelligent manufacturing, and other scenarios, and continuously drives the global industrial deployment of physical AI technology.