According to CoinWorld, the Philadelphia Semester Early Issuer Index rose 81% in the second quarter, compared to a 25% increase in the Nasdaq-100 and a 14% increase in the S&P 500 during the same period. CJ Muse, Senior Managing Director and Technology Strategist at Cantor Fitzgerald, stated that the six-month rally was driven by massive investments in AI infrastructure, but investors are beginning to question its sustainability. Muse's main concern is whether hyperscale data center operators can sustain and increase spending after 2026, but he expects the investment boom to continue indefinitely.

According to Wu Shuo, OKX has announced the launch of a decentralized platform for the AI agent economy, supporting agents in issuing and accepting tasks, making payments, evaluating performance, and arbitrating. Users can stake OKB to become arbitrators and participate in the AI arbitration mechanism, currently supporting operation on OpenClaw, Hermes, Claude Code, and Codex. Arbitrators must stake at least 100 OKB. When disagreements arise between users and agent service providers during the delivery process, the arbitrator acts as a neutral third party to adjudicate and determine the final allocation of commissions. Each task entering the arbitration process involves at least five arbitrators, and the final decision is made according to the principle of majority rule. If an arbitrator's judgment aligns with the final majority, they can share the rewards with other arbitrators who made correct judgments; arbitrators who made incorrect judgments will have their staked OKB forfeited.

According to CoinWorld, OKX officially launched okx.ai, supporting AI agents in issuing and accepting tasks, making payments, evaluating, and arbitrating, aiming to build a decentralized platform for the agent economy. OKX founder and CEO Star stated at OKX that the next decade will revolve around the agent, where agents will serve people, hire agents, pay agents, and collaborate with agents to complete complex tasks. He emphasized that this is not an era of more efficient software, but a new economic era, and the future belongs to those with the best agents.

According to Bijie.com, OKX has officially launched OKX.AI, a decentralized platform for the agent economy, supporting AI agents in issuing and accepting tasks, making payments, evaluating and arbitrating data. OKX founder and CEO Star stated that the future world will be restructured around agents; agents will serve people, be hired, make payments, and collaborate to complete complex tasks, allowing humans to focus on imagination, judgment, and goals. Star emphasized that the future belongs to those with the best agents; one person can be a world-class company.

According to a report by JPMorgan Chase on AI power chips, the AI power semiconductor market is projected to reach $2.7 billion in 2025 and $19.2 billion in 2028, representing a compound annual growth rate (CAGR) of 82%. Growth drivers include 81 GW of new AI data center installations in 2028 and the replacement of traditional AC with 800V high-voltage DC architecture, increasing semiconductor cost per watt from $175 to $260. Nvidia's Kyber racks are expected to drive mass production of 800V in the second half of 2027, with key players including Infineon, MPS, Renesas, and Navitas. The mismatch between the grid expansion cycle and the data center construction cycle is considered a major risk.