News linked to both this project and an event.
Odaily News "White-Haired Stock God" Serenity shared insights on the AI industry chain on the X platform, noting that AI infrastructure demand is driving multiple sectors—including storage, advanced packaging, computing power financing, optical communications, power supply, and electronic components—into a long-term expansion cycle. The AI supply chain remains in a phase of rapid growth.In the storage sector, Serenity cited UBS forecasts indicating that traditional DRAM manufacturers (such as Micron) could see gross margins reach an unprecedented 95% by 2027, potentially even surpassing the gross margin levels of HBM products. Additionally, SanDisk's long-term agreements already cover approximately two-thirds of its 2028 production capacity, with minimum contracted revenue reaching $93 billion. Given its current market cap of around $239 billion, this suggests its future revenue targets could persist for years, making it difficult to simply classify the company as a traditional cyclical stock.On the cloud computing infrastructure front, CoreWeave has signed agreements to use Nvidia A100 GPUs through 2029. This is a positive development for emerging cloud computing companies such as Nebius and Iren, and it also weakens some investors' bearish thesis centered on the rapid depreciation of older GPUs.AI model companies are also continuing to grow at a pace that exceeds expectations. Frontier AI labs are still maintaining extremely rapid growth rates, and a slowdown in growth would actually be a cause for concern. The market projects that Anthropic's 2028 revenue could reach $190 billion to $200 billion.However, advanced packaging and semiconductor infrastructure remain core bottlenecks. The head of advanced packaging at TSMC has stated that in the coming years, the industry may face not only memory shortages but also tight supply of ABF substrates.Serenity concluded that the AI infrastructure supply chain is continuously expanding. From GPUs, storage, and advanced packaging to power, optical communications, and electronic components, every segment is showing a long-term demand growth trend. The AI supply chain is still in a high-speed development stage.
Odaily News - Analyst qinbafrank posted on X platform, stating that the latest earnings reports from CoreWeave (CRWV) and Nebius show the AI cloud computing (CSP) industry is entering a phase of rapid expansion. The competitive focus is shifting from simply providing GPU leasing to building AI infrastructure platforms that encompass computing power, software, data, and operational capabilities.Currently, AI computing demand still significantly exceeds short-term deliverable supply. Meanwhile, pricing power for AI computing is strengthening, but price increases are mainly concentrated on high-value resources. CoreWeave stated that prices for various GPU computing SKUs rose by approximately 25% on average in July; Nebius disclosed that prices for previous-generation GPUs increased by over 30% compared to Q1, with new contracts signed in Q2 averaging over $20 million in annualized revenue per MW, some projects reaching $20 million to $25 million, and short-term emergency capacity prices even reaching $40 million to $50 million per MW.However, price increases are mainly occurring in short-term capacity, next-generation GPUs, large-scale clusters, and production-grade AI inference scenarios. Traditional low-priority, long-term locked-in bare computing power has not seen concurrent price increases. From a profitability model perspective, project-level returns on AI computing are becoming clearer, but overall corporate return on invested capital (ROIC) still needs time to be validated. Nebius has for the first time disclosed relatively clear project payback periods, while CoreWeave is reducing GPU investment pressure through long-term contracts and asset-level financing. However, both companies remain in a high-capital-expenditure phase, with depreciation and financing costs continuing to compress profit margins.Nevertheless, an increasing number of individual projects are achieving closed-loop economic models, indicating that the AI infrastructure business model is gradually maturing. Additionally, both CoreWeave and Nebius are upgrading toward becoming "AI infrastructure operating systems." Future CSP competition will no longer be just about renting out GPU hours but will cover complete service systems including AI training, inference, storage, networking, model deployment, monitoring, security governance, and Agent runtime environments.In terms of capital models, the two companies are also taking different paths: Nebius leans more toward an asset-light model, building AI data centers through capital partners while providing AI infrastructure operations and software capabilities itself; CoreWeave, on the other hand, is promoting a hybrid cloud model through its Omni strategy, deploying complete AI cloud platforms to customers' own data centers and GPU resources, placing greater emphasis on enterprise-level and sovereign AI delivery.Overall, the AI cloud computing industry is evolving from "GPU rental providers" to "AI infrastructure platforms." Short-
Odaily News Nvidia-backed AI cloud computing provider Lambda is raising $917 million through the leveraged loan market to procure AI chips. As artificial intelligence infrastructure construction accelerates, chip financing is emerging as a new avenue for capital investment in the AI industry.Lambda belongs to the rapidly growing camp of "neoclouds" in recent years, primarily offering GPU computing power and AI infrastructure services to enterprises and developers. This financing plan will be carried out through a GPU-backed loan based on GPU asset-related rights, designed to support the company in expanding its AI computing resources.According to reports, AI infrastructure companies are actively exploring new financing methods to meet the massive capital investments required to build large-scale computing clusters. Previously, AI cloud service provider CoreWeave completed the first chip financing transaction in the institutional leveraged loan market, providing a new financing model for the industry.As demand for generative AI continues to grow, Nvidia GPU supply has become a core resource for AI companies' expansion. By using GPU assets as a financing basis, AI cloud providers can rapidly scale up computing capacity without relying entirely on equity financing, while also bringing traditional credit markets into the wave of AI infrastructure investment. (Bloomberg)
According to the market weekly report released by market maker Wintermute (@wintermute_t), the macro and crypto markets experienced multiple shocks over the past week: On the macro level, the Federal Reserve maintained interest rates unchanged at 3.50-3.75% with a 9-3 vote. Officials Hammack, Kashkari, and Logan rarely voted together to support a 25bp rate hike, marking dissent at the second meeting since Chairman Warsh took office. The 30-year US Treasury yield once touched 5.24%, hitting a new high since July 2007, while the 10-year yielded 4.67%. The yield curve bear-steepened, indicating market doubts about the Federal Reserve's inflation credibility. On the stock market level, AI leveraged fund Situational Awareness (under Leopold Aschenbrenner) encountered margin calls due to leverage as high as 400%. Its size plummeted from $45 billion in early July to about $10 billion, forced to sell all public positions to Citadel at a discount. Long positions in AI infrastructure such as SK Hynix and CoreWeave fell sharply, partially explaining the reason for the continuous decline in chip stocks in July. On the crypto level, BTC fell 2.84% weekly and ETH fell 3.63% weekly, but Wintermute believes major sellers are nearly exhausted, and the painful trade direction has turned upward. ETH has outperformed BTC for two consecutive months,
sources familiar with the matter revealed Galaxy Digital Inc. plans to issue approximately $3.5 billion in high-yield bonds for the first time, aiming to fund data center projects associated with CoreWeave Inc. According to the sources, Galaxy Digital is marketing the bond issuance to investors at a yield of around 9%. Morgan Stanley and Goldman Sachs are acting as underwriters for this issuance, with pricing expected to be finalized on Thursday. The sources requested anonymity as the information has not yet been made public.
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral assets to Cross Margin, Portfolio Margin, and Portfolio Margin Pro on July 22, 2026 at 13:30 (UTC), including SouthKoreaBull3XETF (KORUB), AXT (AXTIB), CoreWeave (CRWVB), DirexionMUBull2XETF (MUUB), GraniteShares2XLongMRVLETF (MVLLB), Tradr2XLongSNDKETF (SNXXB), GraniteShares2XLongINTCETF (INTWB), ProSharesUltraProQQQ (TQQQB), Quantinuum (QNTB), and Oracle (ORCLB). Margin trading for the corresponding bStocks trading pairs will be enabled simultaneously. This feature is available only to VIP3 and above users; borrowing is not currently supported.
According to the official announcement, Binance will open 10 bStocks trading pairs—AXT (AXTIB), CoreWeave (CRWVB), GraniteShares 2X Long INTC ETF (INTWB), South Korea Bull 3X ETF (KORUB), Direxion MU Bull 2X ETF (MUUB), GraniteShares 2X Long MRVL ETF (MVLLB), Oracle (ORCLB), Quantinuum (QNTB), Tradr 2X Long SNDK ETF (SNXXB), and ProShares UltraPro QQQ (TQQQB)—on July 22, 2026 at 21:30, simultaneously supporting spot algorithmic trading bots and Binance Convert zero-fee trading.
According to Bloomberg, humanoid robot startup Walden Robotics, spun off from Toyota's robot research lab, announced the completion of approximately $300 million in seed funding, reaching a valuation of $1.1 billion, and officially emerging from stealth mode. This round was co-led by Deviation Capital and Toyota Motor Corporation, with Toyota's strategic investment and early venture capital arm also participating. Nvidia, Boeing, AE Ventures, Samsung Ventures, and CoreWeave Ventures participated as investors. Headquartered in Cambridge, Massachusetts, Walden Robotics was founded in January this year. It independently develops hardware, software, and AI models, focusing on building general-purpose humanoid robots capable of continuous learning and evolution in real-world environments, currently primarily deployed in the manufacturing and logistics sectors. The company has launched multiple commercialization projects, including a pilot program at a Toyota factory in North America, where robots work alongside human teams to complete 8-hour shifts daily, handling repetitive tasks such as parts loading and unloading, machine cleaning, and equipment preparation. Morgan Stanley predicts that the global humanoid robot market size is expected to surpass $5 trillion by 2050.
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
Hydra Host, a data center software startup and AI server intermediary platform, has completed a $100 million funding round at a post-money valuation of nearly $800 million. The round was led by Kindred Ventures. Other investors include Nvidia, ARK Invest, Magnetar Capital (an early investor in CoreWeave), and existing shareholders Founders Fund and Flume Ventures.Founded in 2021, Hydra Host initially served cryptocurrency miners but has since pivoted to providing automation software for data center operators. This software enables them to rent out idle Nvidia AI server computing power and operate a GPU matching marketplace connecting GPU holders with renters. The company has now deployed its technology across 50 data centers globally, expanding from 30 in February of this year. (The Information)
former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
According to the latest 13F filing, as of the end of Q1 2026, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion—significantly up from $13 billion at the end of 2025. The portfolio is highly concentrated in AI-ecosystem-related names (semiconductors, cloud computing infrastructure, EDA, optics, networking, and biopharmaceuticals). Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to approximately 47.21 million shares, raising the holding’s value by roughly $1.78 billion. It also initiated new positions in Coherent Corp. (approximately 7.8 million shares) and Generate Biomedicines (approximately 833,000 shares). Intel remains NVIDIA’s largest holding, with over 214.7 million shares. This reflects Jensen Huang’s strategic initiative to support the entire AI ecosystem—from chips and cloud computing to networking, photonics, and drug discovery.
It is reported that Bybit today launched perpetual contracts for three popular AI-related stocks: CoreWeave (CRWV), Lumentum Holdings (LITE), and Broadcom (AVGO), offering traders tracking AI market trends more new options. These three assets—spanning AI computing cloud services, optical interconnect infrastructure, and AI chips and network cores—cover the most capital-intensive segments of the AI industrial chain. Bybit’s contracts support USDT margin, allow both long and short positions, and remain tradable even when U.S. equities markets are closed.
Galaxy Digital released its first-quarter 2026 financial results, reporting a net loss of $216 million and a diluted loss per share of $0.49. The primary driver was the broad downturn in cryptocurrency markets during the quarter, with total crypto market capitalization shrinking by approximately 20%. Its crypto asset holdings declined from $1.67 billion in Q4 2025 to $1.36 billion. As of the end of March, its largest crypto holding was 6,894 BTC (approximately $431 million), followed by $61 million worth of SOL and $42 million worth of ETH. Despite the pressure on earnings, Galaxy Digital’s AI infrastructure business is progressing smoothly: the company confirmed delivery of its first data center facility to CoreWeave and expects to fulfill its full commitment of 133 megawatts of AI/IT infrastructure by the end of Q2. Boosted by this news, the company’s stock (NASDAQ: GLXY) rose 5% intraday—a move that diverged from Bitcoin’s concurrent decline. Wall Street analysts currently assign GLXY an aggregate rating of “Moderate Buy,” with a consensus target price of $39.40—implying roughly 50% upside from its share price of $26.30 at the time of writing.
Galaxy Digital has released its financial results for the first quarter of 2026, showing a net loss of $216 million for Q1, impacted by the downturn in the crypto asset market during the quarter. The diluted and adjusted loss per share was $0.49. Adjusted gross loss for the period was $88 million, and adjusted EBITDA loss was $188 million. As of March 31, Galaxy Digital's total equity stood at $2.8 billion, holding $2.6 billion in cash and stablecoins.In terms of digital asset business, Galaxy's assets under management reached $5 billion, with staked assets totaling $3.2 billion. BlackRock has selected Galaxy as the validator for its staked Ethereum exchange-traded fund, the iShares Staked Ethereum Trust ETF. Additionally, Galaxy has delivered the first data hall at the Helios data center to CoreWeave, officially beginning revenue recognition, and expects to complete the delivery of the first phase's 133 megawatts of critical IT load by the end of Q2 2026. (PRNewswire)
According to Cointelegraph, publicly listed AI cloud infrastructure company CoreWeave announced a $6 billion agreement with quantitative trading firm Jane Street to provide AI cloud computing services across multiple data centers, supporting Jane Street’s trading and research operations. Per the announcement, Jane Street also purchased $1 billion worth of CoreWeave’s Class A common stock at $109 per share. CoreWeave transitioned from a cryptocurrency mining business to an AI cloud computing infrastructure company as early as 2019 and has since established itself as a leader in the “new cloud computing” space.
According to The Block, Galaxy Digital released its full-year 2025 financial results. Although the company reported a net loss of $241 million for the year, its core business achieved profitability on a non-GAAP basis. Specifically, its digital asset business segment—which includes trading, lending, asset management, and staking services—generated adjusted gross profit of $505 million. Boosted by this performance, GLXY’s stock closed up 11.3% that day at $21.15. CEO Mike Novogratz stated that the company’s Helios data center has received ERCOT approval to expand capacity to 1.6 gigawatts, and CoreWeave has signed a long-term lease for 800 megawatts of that capacity, securing a stable, long-term revenue stream. He emphasized that the industry is shifting from “narrative-driven” to “infrastructure-driven,” and Galaxy will continue to focus on core areas including the institutional market, asset management, onchain infrastructure, and AI data centers.