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Focusing on the forefront of cryptocurrency, gaining insights into the market essence. In-depth analysis of hot topics and key trends to help you grasp industry dynamics and development directions from a professional perspective.
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NVIDIA Supply Constrained: Why Is the AI Computing Bottleneck Spreading from GPUs to HBM and Data Centers?
When NVIDIA’s quarterly revenue surpassed $96.2 billion and its data center business grew 117% year-on-year, the market’s focus in discussions of AI computing power had completely shifted. On August 27 Beijing time, Gate stock market data showed that NVIDIA (NASDAQ: NVDA) closed at $209.66 and rose to $219.53 in after-hours trading following the earnings release, with its market capitalization remaining around $5.07 trillion. More noteworthy than the stock price itself was the guidance provided by management: full-year revenue for fiscal 2028 is expected to grow approximately 70% year-on-year, but NVIDIA made clear that this is a “supply-constrained” figure—the actual demand from customers points to growth of approximately 100%.
Source: Gate stock market data
These figures reveal a key inflection point: NVIDIA’s problem is no longer “whether there is demand,” but whether “the supply chain can withstand the demands posed by it.
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NVIDIA’s FY2028 Revenue May Grow 70%: Can the AI Supercycle Reshape the Tech Giant Landscape Dominated by Apple and Alphabet?
On August 27, 2026, Beijing time, Nvidia released its financial results for the second quarter of fiscal 2027 ended July 26, 2026, while also providing a performance outlook capable of reshaping the revenue rankings of U.S. technology companies: revenue is expected to grow 70% in fiscal 2028.
The direct implication of this guidance is that, based on the market consensus forecast of $396 billion in Nvidia’s fiscal 2027 revenue, fiscal 2028 revenue will reach approximately $673 billion. Current Wall Street forecasts indicate that this scale will surpass Apple and Alphabet, making Nvidia the second-highest-revenue U.S. technology company, behind only Amazon, whose business is primarily retail. A chipmaker that was still considered relatively niche eight years ago now finds itself competing on equal footing with consumer electronics and advertising giants.
The substance of the 70% guidance: far exceeding expectations and proactive transparency
The background behind this figure.
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In-Depth Analysis of NVIDIA’s Q2 Earnings: $96.2 Billion in Revenue—How Long Can the High Growth in AI Computing Power Continue?
NVIDIA’s Q2 revenue was $9.62B, with data center revenue of $8.90 billion, up 117% year over year and accounting for 92.5%, highlighting the shift toward AI infrastructure. The company said fiscal 2028 revenue will increase by approximately 70%, with faster growth if supply chain constraints ease; third-quarter revenue is expected to be approximately $108 billion. Gross margin was 74%, while valuation remains relatively low, and market attention is shifting from GPU hoarding to ROI-driven rational expansion.
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How do Gate contract points cover different types of contract users?
Gate contract points are based not only on trading volume but also incorporate account balances, referrals, and other activities into the points system. Assets are counted toward points through daily balance snapshots, covering diverse scenarios including high-frequency trading, asset management, and ecosystem participation. Points mainly come from trading, balances, and referrals, and can be used for airdrops, lotteries, and benefit redemptions, emphasizing the recording of multidimensional interactions and allowing users to use points according to their own needs.
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Nvidia’s earnings have reignited the AI rally—how can Gate Stock Tokens capture all-weather market opportunities?
On August 27, global markets were once again driven by the AI narrative. NVIDIA’s latest quarterly results showed revenue reaching $96.22 billion, more than doubling year over year, while its revenue guidance for the next quarter came in at $108 billion, above market expectations. Following the announcement, NVIDIA’s after-hours share price briefly rose approximately 4.7%, while Asian technology stocks also received a significant boost. Meanwhile, U.S. inflation remains above the Federal Reserve’s target, meaning interest rate expectations could still disrupt high-valuation technology assets.
This market action highlights a key feature of global stock markets today: more and more price-moving events are occurring outside traditional trading hours. As earnings reports, policies, and macroeconomic data continue to drive rapid repricing, investors’ needs regarding trading hours and ways to participate in asset markets are also changing.
Gate stock tokens provide an option different from traditional sec
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The Era of Mega-IPOs Is Here: How Tech Giants Are Redefining the Value of Next-Generation Assets
Over the past several decades, major opportunities in the capital markets have often emerged alongside industrial transformation. From internet companies driving the development of the digital economy, to mobile internet reshaping consumption and social interaction, and now to the rapid growth of emerging industries such as artificial intelligence and commercial spaceflight, every technology cycle has produced a group of companies that have changed the industry landscape. Today, global markets are entering a new wave of technology company capitalization, with super-unicorn companies becoming the focus of capital attention.
Recently, SpaceX’s listing has become a major event attracting market attention. As one of the most representative companies in the commercial spaceflight sector, SpaceX’s business is no longer limited to traditional rocket launches, but has expanded to satellite internet, space infrastructure, and broader future technology applications. Its listing not only represents a company entering the public market, but also prompts capital markets to reassess how super technology companies should be valued.
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From Buying Stocks to Participating in Corporate Growth: IPOs Are Changing How the World Invests
In the past, IPOs were viewed primarily as financial events occurring after companies entered the public market. Companies raised funds through initial public offerings, while investors waited for the stocks to be listed before participating in trading. But as the global capital market environment changes, the role of IPOs is also evolving.
In recent years, companies in fields such as artificial intelligence, commercial spaceflight, consumer brands, and digital infrastructure have attracted capital, and the IPO market is once again becoming an important channel for global investors seeking growth opportunities. The global IPO market rebounded significantly in 2026, with capital becoming more concentrated in large enterprises, growth companies, and businesses with long-term industry prospects. Data shows that global IPO fundraising reached 186.8 billion U.S. dollars in the first half of 2026, a sharp year-on-year increase, with AI-related companies and large transactions becoming important drivers of the market recovery. Against this backdrop, IPOs are evolving from mere listing events,
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How are Gate Card referral rewards calculated? How can you earn long-term commissions from your friends’ spending?
In the past, digital payment products relied more on cashback, points, and membership benefits to increase user engagement, but as social sharing has gradually become an important driver of growth for digital products, referral mechanisms have also begun to serve as a new entry point connecting users with products. This is especially true for payment products, as users often share their actual experiences with friends, family, or colleagues. As a result, a genuine recommendation may not only bring in new users but also establish long-term spending relationships. Gate Card’s launch of this new referral rewards mechanism is designed to further connect social sharing with actual spending. After successfully inviting a friend to open a card and meet the specified spending requirements, users can receive a 5 USDT reward, while the invitee can receive 2 USDT; on top of that, the invitee’s subsequent spending can continue to generate a 0.1% commission for the referrer for up to 12 months. The mechanism as a whole is not
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From Tool Calls to Autonomous Collaboration, AI Agents Are Reshaping Web3 Workflows
Web3 has always had a relatively obvious characteristic: it offers many capabilities, but is not simple to use. Users may need to check multiple market pages, read information from different sources, analyze on-chain data, and then enter a trading platform or wallet to complete an operation. For people familiar with digital assets, these steps have become established habits, but for ordinary users, complex tools and workflows remain a barrier to entering Web3. The emergence of AI Agent offers another possible solution. Rather than simply turning these pages into a chat window, it attempts to organize the originally scattered operations into tasks. After a user states a goal, the Agent can select different tools based on the task, then link data retrieval, analysis, and execution together.
Therefore, the significance of AI Agent for Web3 may not simply be to add a new form of interaction, but rather to reorgani
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Attention is becoming a scarce resource. How are Gate event markets redefining participation in hot events?
This article proposes that the Gate event market is a digital interactive model centered on future events. It emphasizes going beyond simple information dissemination by helping users form judgments about the direction and impact of events based on public information and personal analysis, and participate. It connects fragmented information and, through events as an entry point, enables continuous observation of high-interest areas such as sports, AI, and crypto, gradually becoming infrastructure for future information interaction.
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September 2026 Fed rate-setting meeting approaches: How is the Gate event market pricing rate hikes and rate cuts?
The Fed’s September 2026 interest rate decision is becoming one of the year’s most closely watched policy junctures for global financial markets.
Inflation remains significantly above the 2% target range, while the labor market is showing signs of weakness, and the U.S. president continues to pressure the Fed to cut rates. Against this backdrop of three competing forces, the final decision at the Federal Open Market Committee (FOMC) meeting in September will have a profound impact on capital flows from traditional assets to the crypto market.
As one of the crypto industry’s key price discovery tools, data from the Gate Events Market provides a unique real-time window into market expectations. As of August 27, 2026, Gate Events Market data shows that market participants are currently pricing in a 67% probability that the Fed will hold rates steady in September, a 33% probability of a 25-basis-point hike, and a 25-basis-point cut.
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South Korea raised interest rates, yet its stock market rose. How does Gate TradFi understand the divergence in Asian stock markets?
Recently, a noteworthy phenomenon has emerged in Asian stock markets: different markets are showing increasingly divergent reactions to interest rates and the technology rally. On August 27, the Bank of Korea raised its benchmark interest rate by 25 basis points to 3%, but South Korea’s KOSPI instead rose about 1.5% in morning trading, mainly boosted by a technology-stock rally fueled by NVIDIA’s strong earnings report; Japan’s Nikkei 225 fell about 0.4%, then at one point recovered with support from chip stocks. Meanwhile, NVIDIA’s latest quarterly revenue reached $96.2 billion, up 106% year on year, and it expects next-quarter revenue to reach $108 billion, significantly higher than market expectations, driving broad gains in Asian technology hardware stocks.
This market action shows that stock markets do not simply respond mechanically to “rate hikes” or “rate cuts.” When interest rates, industry cycles, corporate earnings, and capital flows act simultaneously
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SpaceX IPO Revelation: How Gate Pre-IPOs Capture the Next Trillion-Dollar Unicorn?
On June 12, 2026, SpaceX went public on the Nasdaq at an offering price of $135 per share under the ticker SPCX, raising $75 billion and reaching a listing valuation of nearly $1.77 trillion. This made it the largest initial public offering (IPO) in the world to date. On its first day of trading, it opened at $174, up 19.22% from the offering price.
Behind this landmark IPO, one noteworthy detail is that long before SpaceX officially went public, Gate had already opened a pre-listing asset subscription channel for the project through its Pre-IPOs product. This was not an isolated case—from SpaceX to more unicorn companies waiting in line to go public, Gate’s direct-to-IPO product logic and project screening mechanism are opening up a for investors.
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Traditional Private Equity vs Gate Pre-IPOs: Who Is Redefining the Access Threshold for Pre-IPO Investment?
In 2026, global capital markets are undergoing a rare IPO supercycle. Commercial space giant SpaceX officially went public on Nasdaq in June, OpenAI is expected to go public in the fourth quarter, and the combined valuation of the world’s top ten privately held companies has ballooned to over $4.5 trillion. Demand for Pre-IPO investments in these top unicorns has surged, but the high barriers, low liquidity, and lengthy lock-up periods of traditional private equity markets have long kept the vast majority of investors on the sidelines.
Gate officially launched its digital Pre-IPO participation mechanism in April 2026, opening early-stage investment opportunities previously available only to institutions to more than 59 million users worldwide.
Structural Barriers in Traditional Private Equity Markets
Under the traditional framework, Pre-IPO investment refers to the period before a company goes public.
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Will the Strait of Hormuz return to normal before September 30? Gate’s event market reveals the true view of capital.
On August 27, 2026, data from Gate’s event market showed that the probability of the Strait of Hormuz returning to normal before September 30, as priced in by market funds, had fallen to 8%. At the beginning of July, this probability had been as high as 64%. In less than two months, the market’s timeline expectations for the same event underwent an almost fundamental reversal.
These figures are not random emotional fluctuations. The probabilities in prediction markets are the “collective wisdom” voted on with real money by thousands of participants, representing the combined pricing of complex geopolitical conditions, military maneuvering, and energy supply chains. Understanding the logic behind this probability plunging from 64% to 8% is a key entry point for understanding current global energy markets and crypto asset risk pricing.
From “Recovery in Sight” to “Hope Fading”: The Reversal Trajectory of the Probability Curve
Looking back at the timeline, the market’s expectations for the Strait of Hormuz to return to normal went through a clear
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Gate TradFi’s Golden Grand Prize Season has begun—how can you unlock the first-order lucky draw and XAUT rewards?
Gate TradFi’s brand-new gold-themed campaign officially launched on August 26, 2026. This CFD Gold Grand Prize Season combines CFD trading with gold-related rewards. After registering for the campaign and meeting the specified trading requirements, users can earn chances to enter the draw, with prizes including 10-gram physical gold bars, XAUT spot tokens, and CFD position experience vouchers. In addition to the first-trade task, users can continue increasing their draw chances through daily trading, cumulative trading, and inviting new users.
The campaign runs from 17:00 on August 26, 2026, to 17:00 on September 2, 2026 (UTC+8). In addition to the lucky draw, users who achieve a cumulative CFD trading volume of 50,000,000 USDx during the campaign can also compete for an additional 0.1 XAUT airdrop prize.
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From Trading Frequency to Risk Management: How Does the VIP CFD Summer Campaign Cater to Different Trading Needs?
CFD trading covers multiple traditional financial markets, allowing users to participate in price trading for different instruments based on their own judgments. For active VIP users, in addition to monitoring market movements, managing trading costs and maintaining a steady pace of participation are also considerations during the trading process. As a result, platform promotions are no longer limited to a single reward, but are beginning to offer more diversified benefits designed around different trading behaviors. Gate’s VIP CFD Summer Peak Wave-Breaking Plan combines continuous trading, trading volume, and risk management to provide eligible VIP users with multi-level promotional benefits. The campaign runs from August 17, 2026, at 15:00 to August 29, 2026, at 03:59 (UTC + 8). For VIP users who already have CFD trading needs,
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Idle funds can also earn interest: Gate Idle Money offers a more flexible way to earn stablecoin yields.
In digital asset trading, stablecoins play a relatively unique role. On the one hand, stablecoins such as USDT and USDC are common trading media that can be quickly used for spot trading, futures, and other asset allocations; on the other hand, large amounts of capital are not always actively engaged in trading. Users often leave their funds in their accounts while waiting for market opportunities, adjusting their positions, or temporarily exiting the market.
This gives rise to a very practical question: Can idle funds in an account generate returns while remaining liquid? In the past, users typically had to actively search for corresponding wealth management products and then complete subscription, lock-up, or asset conversion procedures. If the funds were only idle for a short time, the operating costs might not be worthwhile. Especially for users who trade frequently, their funds may be put back into the market at any time, and overly complicated wealth management procedures can instead increase the cost of managing funds.
The product concept behind Gate’s Idle Money Treasure is to turn this step
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WolfBrotherObservesThe:
Get on board quickly! 🚗
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