MarsBitNews

Mars Finance news, September 3: Market news: The Bank of Japan is reportedly inclined to raise interest rates by 25 basis points and plans to adopt flexible policy measures going forward.

LG and Microsoft have expanded their strategic partnership, focusing on AI data centers, physical AI, and AI transformation. The two companies will explore LG’s provision of cooling, power supply, and IT infrastructure solutions, initially focusing on large-capacity cooling data centers in key locations before expanding to prefabricated data centers. LG plans to deploy Microsoft AI and cloud platforms, including Copilot, across its entire workforce and accelerate physical AI research and development through Microsoft Cloud.

On the evening of September 21, the Gates Foundation and several organizations from the global AI ecosystem jointly announced a commitment aimed at narrowing one of the most significant accessibility gaps in artificial intelligence: enabling people around the world to use AI services safely and effectively in the languages they use every day. The first 60 signatories include OpenAI, Authopic, Google, Microsoft, Amazon, NVIDIA, and several other organizations from the global AI ecosystem. (Sina Finance)

Trueo announced that it will migrate back to the Ethereum mainnet from Base, where it launched an experimental sandbox in March 2025. Its vision is to create a widely adopted, widely integrated, permissionless, fundamentally immutable, and highly trusted platform. It will also launch next-generation oracles, with a seamless migration process that will not affect operations. Please do not create new markets on Base that expire after January 31, 2027. Existing markets will remain accessible, TRUE tokens can be migrated indefinitely, and future staking and liquidity rewards will be provided on Ethereum.

On September 21, VNET Group announced that the strategic investment by an affiliate of CATL had been completed. PJ Millennium I Limited and PJ Millennium II Limited acquired a total of approximately 650.4 million Class A ordinary shares, giving the buyers an aggregate ownership interest of approximately 38.1% in the company following the transaction. Both buyers are wholly owned subsidiaries of PJ Millennium Limited Partnership. Their general partner is Lochpine BG I GP Limited, which is affiliated with Lochpine Capital Limited, a non-controlled, non-consolidated affiliate of CATL.

Mars Finance reports that stablecoin issuer Agora announced on X that it has received preliminary conditional approval from the Office of the Comptroller of the Currency (OCC) to organize as a national trust bank. Agora said this is an early milestone on its path toward obtaining a full license and establishing regulated stablecoin infrastructure.

Mars Finance reports that Grass, a decentralized bandwidth-sharing and AI data infrastructure project, announced that its foundation’s wholly owned subsidiary, Grass DataCo Ltd., provides data infrastructure to AI labs training frontier models and released an independent revenue verification conducted by Regen Financial, covering through the second quarter of 2026. Grass stated that revenue generated from customer contracts flows directly into Grass DataCo Ltd., rather than Wynd Labs; Wynd Labs is an independent vendor that assists with product development and handles sales and marketing. This structure is intended to keep DataCo’s revenue within the Grass ecosystem.
The verification documents show that 100% of the work orders for the two periods were reviewed and traced to cash receipts: Period 1 was 2025.

Mars Finance reports that Bitcoin on-chain analyst Willy Woo said this market move still appears to have room to run over the next 2–4 weeks, after which it will become overbought and need to cool off. He also said that the oscillator cooled from late August to mid-September while prices remained strong, indicating that buying demand had overcome short-term profit-takers.

Andrew Ng said on X that warnings about AI dangers are often driven by PR, that AI risks have not increased significantly, and that claims of human extinction belong to science fiction. The biggest change is in cybersecurity, which should be taken seriously but will not bring about the apocalypse. Reports about the OpenAI “swarm of agents invading Hugging Face” incident were overblown; the core issue was vulnerabilities in sandboxing and monitoring, which can be fixed without pausing AI development. AI should not be anthropomorphized; responsibility lies with its creators and users. Halting progress would only cause harm—we should continue addressing problems through empirical evidence and promoting beneficial applications.

A research report by China Securities notes that, driven by artificial intelligence demand, the semiconductor cycle is strengthening. Global memory manufacturers’ earnings and capital expenditures have reached record highs, with capacity expansion surpassing that of previous cycles. Demand for equipment components is supported by both capacity expansion and replacement of existing equipment. Domestic equipment manufacturers and the main industry chain have global influence, but specialized components and materials remain bottlenecks. The external political environment is complex, with export controls tightening and lead times lengthening. The country’s third phase of the Big Fund is specifically targeting semiconductor equipment components and materials, promoting domestic development. Measured by the gap between domestic and imported products and the degree of monopoly, MFCs, blank photomasks, and electrostatic chucks have relatively high potential for domestic substitution.

Meta’s AI agent Muse quickly topped the free app charts on the U.S. iOS App Store and Google Play after its launch, signaling progress in the highly competitive consumer AI assistant market. Sensor Tower data shows that Muse accumulated more than 902,000 downloads in the six days since its September 8 launch, surpassing the previous record of 773,000 downloads achieved by Meta AI in its first six days.

Driven by AI, the power semiconductor sector has entered a strong upcycle, with Infineon, TI, STMicroelectronics, onsemi, and others raising prices one after another. Overseas IDM inventory strategies have shifted, with companies building up redundant inventories to hedge against supply shortages, supporting the continued rally. Taiwan-based manufacturers such as Panjit and Taiwan Semiconductor raised prices by another 10%-15% in October. In the first half of the year, Hua Hong Grace, Dongwei Semiconductor, Cancon, Leon Micro, and others posted year-over-year net profit growth of more than 100%, while institutions expect growth to remain above 40% this year and next.

On September 22, market data showed that the crypto market continued to strengthen. Bitcoin broke above the $87,000 level and is currently trading at around $86,400; Ethereum broke above $2,800 and is currently trading at $2,774. The total market capitalization surged 5.4% over 24 hours, returning to above $3 trillion, and currently stands at $3.042 trillion. The total market capitalization of altcoins has risen more than 13% over the past week, with multiple tokens posting strong gains. Data from BIT (bit.com) also showed that crypto-related stocks rose across the board, with MSTR, COIN, CRCL, BMNR, SBET, and others gaining.

According to invoice data from the State Taxation Administration, national industrial sales revenue increased 7.3% year on year from January to August, with mining up 8.3%, manufacturing up 7.5%, and electricity, heat and other utilities up 5%. Equipment manufacturing increased 10.1%, including computer and communications equipment manufacturing, electrical machinery manufacturing, and instrumentation manufacturing, which rose 18.8%, 14%, and 14.1%, respectively. Sales in high-tech industries increased 15.7%, while high-tech manufacturing increased 18.9%. AI-related integrated circuits and intelligent in-vehicle equipment grew by 67.7% and 38.8%, respectively.

New Jersey Attorney General Announces Settlement in Warner Bros./Paramount Lawsuit. The settlement requires Paramount to invest at least an additional $1.5 billion to increase domestic film and television production. If it fails to meet the production target in any year, it will be required to divest Miramax Studios. There is also a five-year court-enforceable commitment under which it will be fined $30 million for each film it falls short of producing.

On September 21, the three major A-share indices rose across the board, with the Shanghai Composite up 0.97% and the pharmaceutical and real estate sectors among the active performers. Market focus is shifting from range-bound trading to earnings and industry-cycle strength. The pullback in oil prices and long-term U.S. Treasury yields eased external pressure, creating conditions for capital to flow back into sectors with strong growth momentum. In terms of allocation, investors should focus on supply-constrained segments of the computing power industry chain and industrial metals, use dividend-paying assets as core holdings, and also consider opportunities in domestic-demand sectors. Going forward, attention should be paid to the impact of overseas interest rates, oil prices, and the Federal Reserve’s October policy meeting.

Tesla’s robotics team has conducted factory audits at Ningbo-headquartered listed companies such as Tuopu Group, Sanhua Intelligent Control, and Joyson Electronics, preparing for the mass production of its humanoid robot Optimus. If all goes smoothly, related orders may be placed with Chinese supply chain companies. Industry insiders believe that as intelligent technologies advance, the experience Chinese companies have accumulated in the automotive sector is expanding into robotics. As Tesla ramps up production, it will significantly increase demand for robotic components, favoring Chinese companies that have robotics R&D capabilities and already cooperate with Tesla in the new energy vehicle sector as suppliers.

According to U.S. Securities and Exchange Commission (SEC) filings, Nvidia announced Monday that it will purchase an additional $1.5 billion worth of shares in SB Energy, a data center developer backed by SoftBank, ahead of the company’s U.S. IPO, bringing its total equity investment commitment to $3 billion. SB Energy is advancing the development of data centers and supporting power infrastructure, and its large-scale data center project in Ohio will provide services to OpenAI. (Cailian Press)