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In a leaked internal conversation from the DeepSeek investor conference, DeepSeek founder Liang Wenfeng elaborated on his core views regarding the development of the domestic AI computing power industry and ecosystem. He stated that the current domestic AI chip replacement is facing a historic opportunity, with no compatibility barriers in hardware and ecosystem, and that NVIDIA cannot block the replacement process. The only current issue is insufficient production capacity, and it is expected that within a year, the market's perception of domestic chips as "unusable and poor-performing" can be reversed.He pointed out that NVIDIA's CUDA ecosystem moat is rapidly collapsing, and multiple industry transformations combined with export controls have opened a development window for domestic AI chips. He revealed that DeepSeek has partnered with Huawei to obtain 16,000 950 cards to run the ecosystem, and Huawei's 950 super nodes can completely replace NVIDIA's GB200 and GB300 in terms of performance and price, showing an optimistic attitude towards the development of the domestic computing power industry.

Michael Kratsios, the Director of the White House Office of Science and Technology Policy, stated that information has been obtained showing that Moonshot AI is distilling Anthropic's Fable model by building a large-scale internal platform for the development of its K3 model, and has switched access methods multiple times to evade detection. He also pointed out that Moonshot AI has purchased GB300 servers and accessed GB300 equipment in Thailand, which may be used for training AI models. Kratsios stated that the U.S. supports legitimate distillation and open innovation but opposes the theft of U.S. technology through large-scale secret industrial distillation methods. Currently, Moonshot AI has not publicly responded to this.

According to Gate market data, U.S. stocks closed lower on Wednesday, with the Dow Jones Industrial Average initially down 0.01%, the S&P 500 index down 0.14%, and the Nasdaq down 0.57%. SpaceX (SPCX.O) fell 6.7%, hitting a new closing low. Nvidia (NVDA.O) rose 2.3%, SK Hynix (SKHY.O) fell 3.8%, Supermicro (SMCI.O) rose nearly 20%, and Dell (DELL.N) rose 9%.The Nasdaq China Golden Dragon Index closed down 1.8%, with NetEase (NTES.O) falling over 6%.

According to CNBC, AMD has officially launched its first rack-scale AI system for artificial intelligence, Helios, which is seen as AMD's important product to compete with NVIDIA's Grace Blackwell and Vera Rubin AI systems. It has been adopted by enterprise customers such as Microsoft, Meta, OpenAI, and Oracle, attempting to initiate more direct competition with NVIDIA in the AI infrastructure market.Microsoft announced that it will deploy the AMD Helios system in its Azure data centers, becoming the latest customer to adopt this platform. AMD stated that Helios is expected to start delivering to customers later this year and will be used to support cutting-edge AI model inference, Azure AI services, and enterprise-level AI applications.Market analysis firm Futurum Group data shows that NVIDIA currently holds over 95% of the data center GPU market share, while AMD accounts for about 4.5%. Analysts believe that if Helios is deployed successfully, AMD has the opportunity to capture 20%-25% of the market share in the future, corresponding to a potential market space worth hundreds of billions of dollars.

According to TechFundingNews, Nvidia's venture capital division NVentures previously invested approximately $196 million in the UK fintech company Revolut.A confirmation statement disclosed by the UK Companies House shows that a shareholder entity suspected to belong to NVentures LLC holds about 141,834 shares of Revolut. Based on the issuance price disclosed in this round of financing by Revolut, this portion of shares is valued at approximately $195.9 million.Previously, neither Nvidia nor Revolut publicly disclosed the specific investment amount and shareholding scale of NVentures in the company. The exposure of this document indicates that Nvidia is further positioning itself in the fintech sector through strategic investments.Founded in 2015, Revolut is one of Europe's leading digital banking platforms, covering areas such as payments, foreign exchange, investment, and cryptocurrency services. In recent years, Nvidia has continuously invested in AI, fintech, and next-generation internet infrastructure companies through NVentures, and this investment in Revolut is also seen as part of its expansion into the AI and digital finance ecosystem.

Citrini analyst Jukan posted on platform X that he received news from an expert conference call stating that the release date of Nvidia's next-generation Rubin architecture products may be delayed again, to the point where he "can't even take a break on Saturday."However, as of now, Nvidia has not made a formal response to the rumors regarding the delay of the Rubin project. Rubin is seen as Nvidia's new generation AI chip architecture following Blackwell, and its research and production progress has been highly monitored by the market. The above news remains an unverified market rumor, and the specific release date will need to wait for Nvidia's official disclosure.

According to TechCrunch, Paris-based AI voice startup Gradium has completed a $100 million seed round of financing, with new investors including Nvidia. Gradium was spun off from the Kyutai AI Lab and co-founded by researcher Neil Zeghidour, who has worked at Google Brain, DeepMind, and Facebook, focusing on ultra-low latency voice AI models.The company emerged from stealth mode last December with $70 million in funding, with investors including FirstMark Capital, Eurazeo, DST Global Partners, Eric Schmidt, and French telecom magnate Xavier Niel. The company plans to use the new funds to open an office in the Bay Area to compete for AI talent and has signed clients including French automaker Renault.

According to data from the Gate platform, NVIDIA (NVDA) is currently priced at $204.15, up 3.66%, with a 24-hour high of $205.16. The strong stock performance has driven active trading in related contracts. According to Coinglass data, the Gate NVDAX contract had a 24-hour trading volume of $3.3947 million and an open interest of $3.8168 million, both ranking first in the entire network.

Wintermute announced on platform X that it has executed its first power forward trade, referencing the pricing of NVIDIA H100.The market maker stated that computing power is becoming an independent market, and tools for pricing and hedging are now beginning to emerge.

According to reports, three informed sources revealed that the Chinese AI startup DeepSeek is developing its own AI chip. This chip is primarily designed for the inference stage of AI computing, rather than for training new models. This move aims to reduce the company's reliance on chips from Nvidia and Huawei.The report noted that the chip development plan began about a year ago and is still in the early stages. DeepSeek is discussing with external partners such as chip design firms, foundries, and storage companies, and has increased its recruitment of chip design engineers through private channels in recent months. Additionally, following the news, Nvidia's pre-market stock price fell slightly by about 1.6%.Analysts believe that if the development is successful, it will mark a significant strategic shift for DeepSeek, aligning with the global trend of leading AI developers seeking hardware autonomy, and may also pose a challenge to Huawei's position in the domestic AI chip market. However, the project still faces challenges such as long design cycles, high funding requirements, and manufacturing barriers like U.S. export restrictions on advanced processes and high-bandwidth memory (HBM). This chip development initiative also aligns with recent reports about DeepSeek's plan to raise $7 billion in its first round of financing.

According to Gelonghui, Samsung Electronics disclosed in its preliminary earnings report that its operating profit for the period from April to June this year is expected to reach 89.4 trillion won, approximately 58.4 billion dollars, setting a new quarterly historical record, with a quarter-on-quarter increase of 56%, surpassing analysts' previous average expectation of 84.2 trillion won.During the same period, Samsung Electronics' revenue is expected to reach 171 trillion won, exceeding the market estimate of 169.2 trillion won, and growing approximately 129% compared to the same period last year. The company plans to announce its complete financial report on July 30, at which time it will disclose net profit and classified data for each business segment.The report states that Samsung Electronics' quarterly operating profit has surpassed NVIDIA, making it the company with the highest quarterly operating profit in the world. The image shows that in the ranking of quarterly operating profits among major tech companies, Samsung Electronics ranks first with 58.4 billion dollars, NVIDIA ranks second with 53.5 billion dollars, Alphabet (Google) ranks third with 39.7 billion dollars, Microsoft ranks fourth with 38.4 billion dollars, and Apple ranks fifth with 35.9 billion dollars.

According to a report by the Financial Associated Press, Nvidia announced a new AI infrastructure collaboration model on July 1 local time. Through revenue-sharing and credit-support mechanisms, it will jointly build large-scale, multi-tenant AI factories with AI cloud service providers, helping startups, model developers, enterprises, and research institutions to access AI computing power more quickly, while creating a sustainable revenue stream for Nvidia linked to computing power usage.According to the plan, AI cloud vendors will deploy AI factories based on the Nvidia DSX AI Factory architecture to provide cloud computing services. The first batch of partners includes Sharon AI and Firmus. Among them, Sharon AI plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs; Firmus will build a DSX AI factory park on Batam Island, Indonesia, with plans to expand to a power scale of 360 megawatts and deploy up to 170,000 Nvidia GPUs.

According to Gate market data, the Philadelphia Semiconductor Index fell over 5%, Micron Technology fell over 8%, Intel fell over 7%, Arm fell 6%, and Nvidia fell 2.6%.

According to the official announcement, Bitget has completed the dividend distribution for 20 US stocks and ETFs including rNVDA (NVIDIA), rGOOGL (Google), and rMETA (Meta). Bitget has proportionally settled the USDT dividend distribution for users holding the relevant stocks at the snapshot time, with the entire process handled automatically, requiring no action from users. This dividend distribution covers multiple asset categories including technology, healthcare, communication, and index ETFs.Users can check the specific details by going to the APP "Assets" - "Financial Records" - "Spot" - "Others" - "Dividends" or on the Web "Asset Overview" - "Spot Orders" - "Fund Flow" - "Others" - "Dividends". The final amount and time of receipt are subject to the actual receipt and display on the platform.

The semiconductor research organization SemiAnalysis published an article stating that Nvidia is expected to experience a significant ramp-up in production capacity in the second half of this year (i.e., the second half of fiscal year 2027), with its data center computing business revenue projected to exceed current market consensus expectations by 20%.The organization noted that the issues previously delaying Nvidia's next-generation Rubin architecture chips due to technical bottlenecks with HBM4 have now been resolved, and initial reserves of front-end wafer supply have been completed, with large-scale mass production about to begin.In addition, SemiAnalysis emphasized that its forecast data is based on in-depth research across the entire industry chain, covering dynamics from upstream materials, wafer foundries, components, and server integrators, to downstream hyperscale cloud service providers and cutting-edge AI laboratories. Its tracking model also includes major AI chip ecosystem participants such as Broadcom, AMD, MediaTek, and Marvell.

According to Jinshi reports, NVIDIA announced that Anthropic's Claude series models are now available on Microsoft's Azure NVIDIA GB300 Blackwell Ultra platform.