News linked to both this project and an event.
analyst KawzInvests stated that Moonshot AI's upcoming Kimi K3 could become a significant event in the open-source AI space, and the infrastructure demand behind it may drive growth for AI cloud service platforms. Kimi K3 has approximately 2.8 trillion parameters, making it one of the ultra-large-scale open-source models. According to Moonshot's official evaluation, the model's performance is only slightly behind frontier models like Claude Fable 5 and GPT 5.6 Sol, and the full model weights are expected to be released on July 27.KawzInvests pointed out that a model of this scale cannot run on an ordinary laptop or even a single server; users need a computing cluster composed of a large number of GPUs to complete model loading and inference. When top-tier open-source models are made available for free, the biggest beneficiaries might not be ordinary users, but rather platforms that offer model hosting and inference services. For example, $DOCN (DigitalOcean) already supports serverless inference services for models like Kimi K2.6. Developers do not need to deploy hardware; they can call the model via API and pay per Token. Additionally, the platform hosts over 70 models and covers GPU leasing, model fine-tuning, and AI Agent development tools.As more large-scale open-source models are released, developers' demand for low-barrier AI infrastructure will continue to increase. Model hosting, inference services, and GPU cloud platforms may become key beneficiaries in the open-source AI wave.
According to TechFlow Research, on July 14, 2026, Nomura Securities released a research report citing data from Japan's Ministry of Economy, Trade and Industry. Japan's packaging substrate shipment value in May reached 27.8 billion yen, a year-on-year increase of 36%, hitting a record high; shipment area increased by 10%, and the average price rose 23% to 1.356 million yen per square meter. The report pointed out that NVIDIA Rubin packaging demand will ramp up this summer (at latest by August), but the variable worth paying more attention to is that Rubin Ultra may shift from a four-die structure to a dual-module structure, as well as the large interposer integration challenges brought by HBM4 wiring upgrades. Intel released EMIB-T technology at ECTC, expected to complete mass production readiness in 2026, capable of integrating up to 12 HBM4 units under an interposer-less solution, with power supply voltage drop improved by 68-80% compared to EMIB; TSMC maintains its lead relying on 3DFabric Alliance and advantages in power delivery and heat dissipation. Nomura Securities believes that the core battlefield of the next-generation packaging competition lies in power delivery, heat dissipation, CPO, and 3D hybrid bonding, and excess returns in the packaging substrate industry will come from the ability to bind to customer technology roadmaps.
Apple is shifting its reliance to NVIDIA GPUs to support its artificial intelligence operations, as the company's self-developed M2 Ultra chip has failed to meet expectations when running advanced AI workloads.Sources indicate that Apple previously attempted to use its own servers to run Google's Gemini model to power AI capabilities for the new Siri. However, the performance of its chips fell short of requirements, ultimately forcing the company to turn to NVIDIA GPUs deployed on Google Cloud. Additionally, the development of Apple's next-generation AI server chip, "Baltra," has been delayed, while the M7 Ultra chip, which is expected to rival the performance of NVIDIA's Blackwell architecture, is unlikely to be launched before 2029 at the earliest. (Coin Bureau)
Quickswap has adopted Orbs Perpetual Hub Ultra 2.0 following a community governance vote, making it the default infrastructure for perpetual contract trading across all supported chains, with 81.8% of QUICK token holders supporting the migration. This vote replaces Quickswap's previous Falkor deployment on Polygon PoS, which was supported by Orderly, and expands its Orbs perpetual contract platform launched on Base at the end of 2025. Orbs disclosed that its decentralized Layer 3 network currently has over 1.12 billion ORBS staked.
SemiAnalysis posted on X, stating that just three months after Jensen's GTC demonstration of the Kyber NVL144, the product has encountered a major setback and is delayed by more than 12 months, with its launch postponed to 2028. NVIDIA's NVL72x2 back-to-back rack architecture has also been cancelled, thereby limiting the expansion domain of the Rubin Ultra.
Odaily Planet Daily reported that Intel adjusted the prices of its PC and server processors on the 3rd. The prices of the Core Ultra 200S Plus and Xeon 6 processors, launched at the end of March, have been increased, while the prices of the Core Ultra 200S processors, released in 2024, have been slightly reduced. The suggested price of the Core Ultra 7 270K Plus has been raised by $50 from its launch price of $299 to $349, and the price of the Core Ultra 5 250K Plus has been increased by $30 to $229. Prices for the server-grade Xeon 6 processors have been raised by up to several thousand dollars, with the suggested price of the Xeon 6980P rising to $13,955. Intel stated that this price adjustment reflects the current market environment, rising supply chain costs, and strong demand for specific product lines. (ZDNet Korea Semiconductor).
UBTECH (09880.HK) has launched its full-size, super-bionic humanoid robot, the U1, which features 88 degrees of freedom across its body. The U1 Pro is priced at 169,800 yuan, the U1 Ultra (male and female versions) at 990,000 yuan and 880,000 yuan respectively, and the lightweight, lower-body-only U1 Lite at 119,800 yuan.UBTECH Chairman and CEO Zhou Jian stated that orders for the U1 have exceeded 11,000 units, with a target to complete delivery of these over 10,000 robots this year. (Source: Kan Kan News)Possibly influenced by this news, UBTECH (09880.HK) closed up 7.48%, currently trading around 102 Hong Kong dollars.
Odaily Planet Daily reported, according to official announcements, the Gate CFD stock section has listed CFD trading for UVXY (ProShares Ultra VIX Short-Term Futures ETF), SONY (Sony Group), EWZ (iShares MSCI Brazil Index ETF), DKNG (DraftKings), RDDT (Reddit), ONDS (Ondas Holdings), KBHLD (KB Group 00148.HK), KBLAM (KB Laminates 01888.HK), and POPMART (Pop Mart 09992.HK), offering 4x fixed leverage.Additionally, from 16:00 on June 30 to 16:00 on July 9 (UTC+8), the Gate CFD stock section is launching the fifth phase of its new token airdrop campaign. During the campaign, users who register and complete tasks can receive 300 USDT and share in the 900,000 USDT prize pool by trading newly listed assets, with a maximum reward of 31,300 USDT per person.
Recently, a new dispute has erupted between two well-known research institutions, Citrini and SemiAnalysis. Citrini researcher Zephyr cited relevant sources, stating, "The performance of the Rubin Ultra HBM has actually degraded to the 12 Hi level, and they haven't even started using HB technology yet.In 2027, they won't be using 16 Hi chips. Currently, hybrid bonding technology is very expensive for HBM due to its extremely low yield rates.BESI's biggest short-term advantage lies in TSMC's adoption of hybrid bonding technology in its chip manufacturing and packaging processes. This enables the integration of EIC and PIC, thereby improving CPO production efficiency." In response, Citrini researcher Jukan commented with a related tweet, saying, "I told you this back in April."Regarding this matter, SemiAnalysis founder Dylan Patel shared a screenshot from Discord and stated: "As early as March, clients using the SemiAnalysis Memory and Accelerator models were already informed that the Rubin Ultra 16 Hi would be replaced by the 12 Hi version."Previously, Citrini researcher Jukan had cited sources claiming "Nvidia plans to significantly cut the memory configuration of its new generation rack systems," which led to a sharp collective decline in the US and Korean stock memory sectors at the time. SemiAnalysis founder Dylan Patel clarified that the report was taken out of context and was overly sensationalized with its headline.
According to the official announcement, Binance Wallet stated that the Binance Alpha airdrop claim will open today at 17:00 (UTC). This campaign adopts the updated Binance Alpha Box model, with the airdrop prize pool comprising tokens from multiple projects. Users holding at least 242 Binance Alpha Points can claim one token reward on a first-come, first-served basis. Claiming the airdrop will consume 15 Binance Alpha Points. Additionally, this airdrop features three reward tiers: Common (80% of the reward pool), Rare (15%), and Ultra-Rare (5%), each corresponding to different Alpha Box values. Upon claiming, users will be assigned to one of these tiers. Rewards will be distributed proportionally across these tiers. If all rewards are not fully claimed, the point threshold will automatically decrease by 5 points every 5 minutes.