News linked to both this project and an event.
Citrini analyst jukan posted on platform X, stating that as the expansion of AI infrastructure demand drives an increase in high-end PCB orders, new bottlenecks have emerged in the upstream CCL supply chain; following T-glass fiber cloth, HVLP4 copper foil is expected to become a key constraint from the second half of the year onwards.Industry insiders say that NVIDIA and its major clients have once again directly intervened in material supply coordination to ensure that the mass production and shipment plans for next-generation AI servers remain on track. Led by NVIDIA, clients are now bypassing CCL manufacturers, directly engaging with upstream material suppliers, managing glass fiber cloth and copper foil themselves, providing suppliers with clearer order visibility, shifting to a direct consignment model, and locking in key material production capacity more than a year in advance.The supply-demand gap is expected to exceed 40% in 2026, and will still be 25% in 2027. As major AI servers and high-speed computing platforms migrate from HVLP2/HVLP3 to HVLP4, the demand for HVLP4 copper foil is rising. The supply shortage is expected to reach 1,500 tons in 2026; Mitsui Kinzoku and Co-Tech are expanding production, but the HVLP4 supply gap is projected to widen to 2,500 tons by 2027.
According to Hyperinsight’s monitoring, the Korea Composite Stock Price Index (KOSPI) surged again during trading hours and triggered a circuit breaker. Samsung Electronics and SK Hynix continued their upward momentum, rising 7.5% and 12.9%, respectively. Notably, SK Hynix led the gains, buoyed by positive news of its collaboration with NVIDIA to jointly develop next-generation memory; its share price rebounded above USD 1,400.
According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical components. The passive co-packaged optics technology increases the configuration volume of 3.2T optical engines per GPU from approximately 2.25 to around 4.0, an increase of 78%. It is estimated that the demand for Rubin Ultra optical engines will reach about 12 million units.This news may directly benefit direct suppliers of optical engines, including Lumentum, Coherent, POET, among others.
: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memory configuration. To address supply chain constraints and ensure timely delivery of the Rubin racks, the memory capacity per rack has been drastically reduced from the original plan of 55TB to 28TB, a cut of approximately 50%. This involves using a scaled-down 96GB SOCAMM memory module instead of the previously planned 192GB high-end module." Following this news, memory-related stocks including Micron and SK Hynix came under pressure and declined.In response, SemiAnalysis founder, CEO, and Chief Analyst Dylan Patel (@dylan522p) stated, "I love it when people share what we say while missing most of the content in the note. Our original report did not use this clickbait-style headline."
"new stock god" Serenity posted on X platform, stating that its number of X platform subscribers exceeded 47,000, surpassing Musk to claim the top spot. Serenity is a highly influential veteran trader on the WallStreetBets (WSB) subreddit. All core research findings are consistently made public for free, with the research framework focused on the key supporting links within the NVIDIA AI chip supply chain. By thoroughly analyzing the indispensable "screw" type components in the chip manufacturing and packaging process, Serenity precisely identifies critical bottleneck points (Chokepoints) in the supply chain, and accordingly uncovers upstream targets with scarcity and pricing power for strategic positioning.
Odaily Odaily News: According to on-chain analyst Ai Yi's monitoring, an address currently holds 3x long positions in NVIDIA and Marvell Technology worth $27.18 million, with a floating profit of $1.382 million. Additionally, it has opened a 3x short position of $4.944 million in ethereum:native, with an entry price of $2,006.6, yielding a floating profit of $72,000. The current total floating profit stands at $1.461 million.
according to on-chain analyst Ai Yi's monitoring, INTC in the NVIDIA portfolio has risen 177.63% year-to-date, CRWV has risen 57.36%, COHR has risen 86.74%, NOK has risen 149.62%, LITE has risen 134.39%, and MRVL has risen 145.47%. Some of these stocks were previously mentioned by Huang Renxun in public settings.
Wintermute stated that, as of May 25, BTC was trading at approximately $76,600 (down 1.5% weekly), while ETH traded at around $2,140 (down 1.7% weekly). Meanwhile, the U.S. equity market’s S&P 500 Index hit a new all-time high during the same period—highlighting a pronounced divergence between crypto and equities. BTC spot ETFs saw outflows of roughly $1.26 billion for the week, bringing cumulative outflows over two weeks to over $2 billion. Institutional buying—previously instrumental in driving BTC from $70,000 to $80,000—has clearly receded. The ETH/BTC ratio hit a fresh 10-month low, down 35% cumulatively from its August peak. On the macro front, the University of Michigan’s Consumer Sentiment Index plunged to a historic low of 44.8, while the one-year inflation expectation rose to 4.8%. NVIDIA reported Q1 revenue growth of 85% year-on-year and issued a Q2 revenue guidance of $91 billion—but saw virtually no after-hours reaction, suggesting AI-related trades are already fully priced in. Wintermute noted that BTC’s key support currently lies between $75,000 and $76,000; holding this range could enable a retest of $80,000, whereas a break below would rapidly open the $70,000–$72,000 zone. The near-term direction hinges on whether institutional capital returns to the market.
According to on-chain analyst Onchain Lens (@OnchainLens), a whale identified as “0x9e2” opened a long position of 40,000 shares in NVIDIA ($NVDA) with 10x leverage, valued at approximately $8.8 million; the liquidation price is near $210.60.
Well-known investor Duan Yongping’s U.S.-based investment account, H&H International Investment, filed an SEC Form 13F for the first quarter of 2026, revealing that as of March 31, 2026, it held 19 securities with a total portfolio value of approximately $20.004 billion; all positions were independently decided. Specifically, the account held 28,945,607 shares of Apple (AAPL), valued at $7.346 billion; 9,147,796 shares of Berkshire Hathaway (BRK.B), valued at $4.384 billion; 13,843,775 shares of NVIDIA (NVDA), valued at $2.414 billion; 19,748,294 shares of Pinduoduo (PDD), valued at $2.018 billion; 3,408,900 shares of Tesla (TSLA), valued at $1.267 billion; and 1,016,000 shares of Microsoft (MSFT), valued at $376 million. Circle was newly disclosed as a position this quarter, with a holding of 200,000 shares valued at $19.082 million, representing approximately 0.1% of the portfolio.
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.
Sam Dare, founder of Covenant AI, announced that Covenant AI has officially exited the Bittensor network. Previously, Covenant AI completed the largest decentralized LLM pretraining project in history—Covenant-72B (a 72-billion-parameter model developed by over 70 independent contributors)—which drew attention from NVIDIA’s CEO and was cited by an Anthropic co-founder. In its statement, Covenant AI accused the Bittensor network of long concentrating actual control in the hands of co-founder Jacob Steeves (“Const”), rendering the so-called “three-signature multisig governance” merely a theatrical performance of decentralization, with real power never truly distributed. Recently, Jacob Steeves unilaterally imposed punitive measures against Covenant AI, including: suspending its subnet earnings, revoking its community channel moderation privileges, unilaterally deprecating its subnet infrastructure, and exerting economic pressure via large-scale token dumping during the ongoing conflict between the two parties. Covenant AI stated it cannot continue fundraising, recruiting talent, or soliciting community resources on a network where the promise of “decentralization” can be unilaterally revoked by a single individual. Its research outcomes, team, and models will depart alongside the team, and a new project—including related progress—will be publicly announced shortly.