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According to South Korean media reports, Samsung Electronics is cooperating with Nvidia (NVDA.O) to develop 8-layer seventh-generation high bandwidth memory (HBM4E), significantly reducing the stacking height compared to the original plans of 12 layers and 16 layers. The speed specification proposed by Nvidia is 17-18Gbps, which is about 20% higher than Samsung's initial HBM4E sample speed of 14.4Gbps. This product is reported to be used for NVHBM.

The Taiwanese prosecutors stated that they are investigating the global leading chip substrate and printed circuit board manufacturer, Unimicron Technology Corporation, which is a key supplier for NVIDIA, Intel, Google, and Amazon. The investigation targets the company for allegedly mislabeling parts made in China as being produced in Taiwan, which may violate laws prohibiting the laundering of origin.Unimicron Technology Corporation is one of the world's top printed circuit board manufacturers, and this investigation occurs against the backdrop of the United States cracking down on transshipment.

BitMine Chairman Tom Lee stated on CNBC that after Nvidia announced strong performance, its stock price rose, breaking the previous trend where positive earnings reports struggled to drive stock prices, indicating that investors still value the company's fundamentals. Software stocks like Salesforce, CrowdStrike, and Okta also strengthened, reflecting a positive market response to downstream AI transactions, with an overall healthy market reaction.Regarding the weak performance of AI-related stocks such as Meta, Amazon, Alphabet, AMD, and Micron, Tom Lee believes that some investors may have previously underweighted Nvidia and might need to sell other tech stocks to raise funds for increasing their Nvidia holdings. He pointed out that Nvidia's earnings expectations have been significantly raised, but the stock price has not fully caught up, and the price-to-earnings ratio is still contracting, with the current valuation remaining relatively low.Tom Lee also mentioned that data center construction is gradually becoming a political issue in the U.S. midterm elections. Even some Republican-led states and states supporting data center development are beginning to consider pausing related projects, which may be one reason for the recent poor performance of AI infrastructure-related stocks, with more funds shifting towards downstream AI targets.

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "Monterrey Open: Diane Parry vs Elise Mertens," the sub-market "Monterrey Open: Diane Parry vs Elise Mertens" saw a dramatic fluctuation in the winning probability of the "Diane Parry" option, soaring from 46.5% an hour ago to the current 63.5% (a fluctuation of 17%). Please note the impact of related breaking news.

According to Bloomberg, a fund under Blue Owl Capital has led a $2.4 billion debt financing to support cloud service provider Iren in purchasing NVIDIA's Blackwell Ultra GPU for its data center campus in Canada.The financing includes a $1.2 billion senior secured term loan and an equivalent amount of senior secured notes, structured to allow Iren to procure equipment in phases over a specific period. Pacific Investment Management Company is also one of the guarantors of this financing. Documents show that the financing interest rate is 9%, with a term of two and a half years.

Bitcoin News posted on the X platform that Core Lightning version 26.06.7 has been released, fixing multiple vulnerabilities disclosed responsibly over the past three weeks. The AI-generated security reports for the open-source Bitcoin project have recently increased, and specific vulnerability information will be kept confidential for two weeks to allow node operators to complete upgrades before the technical details and source code are disclosed.Developers warn that immediate disclosure of the fixes could allow attackers to reverse-engineer the vulnerabilities and subsequently attack nodes that have not yet been updated. All Core Lightning node operators should upgrade immediately. Currently, the Docker image is not available, and developers explicitly warn users not to wait for the Docker image.

According to official news, the Gate Contract Stock Zone will launch the perpetual contract trading for DJT (Trump Media Technology Group), RAM (Roundhill T-REX 2x Long DRAM Daily Target ETF), TEM (Tempus AI), and MARA (Marathon Digital Holdings) on August 28 at 20:00 (UTC+8), with USDT settlement and supporting 1-20x leverage.

According to reports from Seoul Economic Daily, Samsung Electronics is developing HBM4E (seventh generation) 8-layer products that meet NVIDIA's requirements, aiming to secure its position as a core partner in the supply of customized high-bandwidth memory NVHBM. This product reduces the stacking height compared to the originally planned 12-layer and 16-layer designs. The speed specifications proposed by NVIDIA are 17-18Gbps, which is about 20% higher than the speed of Samsung's initial HBM4E samples (14.4Gbps), and will be used for NVIDIA's publicly disclosed NVLink optimized specifications for NVHBM.The use of 8 layers, contrary to the previous logic of increasing capacity by adding more stacking layers in HBM, can reduce the difficulty of post-processing and yield pressure, which is beneficial for expanding supply and is seen as NVIDIA's strategy to alleviate memory shortages. NVHBM is expected to be applied starting with the next-generation AI GPU "Rubin Ultra," which is set to launch next year. This GPU will expand the interconnection scale between GPUs from a maximum of 72 to 576, enhancing overall computing power through hundreds of GPUs equipped with faster HBM.In the customized HBM market, Samsung is more competitive compared to SK Hynix and Micron, as NVHBM requires DRAM and the production capabilities of logic chip-based bare die designs, which Samsung can integrate. Industry insiders say that Samsung has verified the highest speed levels in HBM4, which can provide an advantage in speed competition.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket market. A large whale invested $76,521.25 in the event "Arizona Diamondbacks vs. San Francisco Giants." Based on the current transaction price, the latest corresponding winning probability for this target is 45%.

According to CoinDesk, Nvidia announced the acquisition of the open-source AI platform Hugging Face for $12.9 billion. NBA star Kevin Durant initially invested $250,000, and after this acquisition, his stake may be worth over $60 million, yielding a return on investment of about 240 times.Hugging Face has now become an important aggregation platform for AI models and has extended into the crypto space through decentralized AI-related projects. This acquisition may further promote the integration of the AI and crypto industries.

According to the Wall Street Journal, Nvidia has suspended some transactions in its new financing plan. This plan aims to provide credit support to AI cloud companies in exchange for revenue sharing. Insiders say that the chip giant withdrew from the related arrangements last week but may adjust the plan in the future or incorporate it into other projects.A Nvidia spokesperson stated that the new business model aimed at the rapidly growing AI ecosystem and open computing power access is still progressing and continues to evolve due to strong demand. The plan was announced less than two months ago, intending to support the financing needs of small AI cloud companies: if customers cannot sell computing power, Nvidia can lease back the relevant computing power, acting as a guarantee buyer, thereby facilitating companies in raising funds to purchase Nvidia AI chips; Nvidia would then share cloud revenue generated by customers based on its chips, in addition to hardware sales.Nvidia stated in this week's earnings call that this model is expected to contribute billions of dollars in revenue in the medium to long term. However, recent investor scrutiny regarding its capital flow back to the AI ecosystem has increased, raising concerns that so-called circular transactions may inflate demand. Reports indicate that some employees had expressed antitrust concerns to customers; in the early stages of the plan, Nvidia also faced dissatisfaction from some potential partners due to attempts to limit chip rental targets, preferring to distribute to multiple small customers rather than a single large customer, and requiring a 50% revenue share after reaching a certain threshold.

According to the Wall Street Journal, some Nvidia employees have expressed concerns to current and potential customers, stating that the project may trigger antitrust scrutiny.

According to sources from The Wall Street Journal, Nvidia (NVDA.O) has suspended some deals that provided credit support in exchange for revenue sharing.

NVIDIA (NVDA.O) announced that it will soon hold an event for the financial sector.

According to Gate market data, U.S. stocks closed higher on Thursday, with the Dow Jones Industrial Average initially up 0.2%, the S&P 500 index up 0.7%, and the Nasdaq up 1.57%. Nvidia rose 8.7%, Tesla rose 2.6%, SK Hynix rose 2%, and Broadcom rose 4%. The Nasdaq Golden Dragon China Index fell 0.74%, Baidu rose 4%, and Alibaba fell 3%.

According to Axios, the Trump administration is negotiating with the interim government of Venezuela to seek ownership rights to some of the country's oil fields, involving more than a dozen productive oil fields.In exchange, private companies, including American enterprises, will participate in the development of the oil fields, increasing production and bringing more oil revenue to Venezuela. The negotiations are led by U.S. Secretary of State Rubio and Venezuela's acting president Delcy Rodríguez.