NVIDIA's core energy ecosystem partners stated: "The 800V rollout is progressing normally."
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NVIDIA launches new AI infrastructure partnership model, sharing revenue with AI cloud providers to boost computing power.
According to ChainCatcher, NVIDIA announced a new AI infrastructure partnership model on July 1st (local time). This model, based on revenue sharing and credit support, will collaborate with AI cloud service providers to build large-scale, multi-tenant AI factories. This will help startups, model developers, enterprises, and research institutions access AI computing power more quickly, while generating continuous revenue for NVIDIA based on computing power usage. Under the plan, AI cloud providers will deploy AI factories based on NVIDIA's DSX AI Factory architecture, providing cloud computing services. Initial partners include Sharon AI and Firmus. Sharon AI plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs; Firmus will build a DSX AI factory campus in Batam, Indonesia, with a planned power capacity of 360 megawatts and a deployment of up to 170,000 NVIDIA GPUs.
Samsung Electronics Announces 2nm Process and AI Semiconductor Ecosystem Collaboration Plan
Samsung Electronics held SAFE Forum 2026 in Odaily, announcing its next-generation 2nm process, DTCO design and process co-optimization technology, high-performance SRAM roadmap, and announcing a strategy to expand cooperation in the Korean AI semiconductor ecosystem and next-generation wafer foundry technology. Samsung Electronics stated that it will strengthen communication with customers and partners through SAFE Forum and enhance its platform role in the Korean system semiconductor industry beyond wafer foundry production. Korean AI fabless company Rebellions stated that it has developed the REBEL100 NPU based on Samsung Electronics' 4nm foundry process and advanced packaging, and will continue to cooperate in the AI semiconductor field. Samsung Electronics also participated in the alliance promoted by the Korean Ministry of Trade, Industry and Energy to advance the development of low-power, high-performance edge AI semiconductors for the automotive, home appliance, robotics, and defense sectors, and will continue to support the MPW project to reduce the burden of initial sample production for Korean fabless and the K-CHIPS talent training program.
Circle CEO: USDC remains the world's most trusted stablecoin and will continue to expand its ecosystem and welcome market competition.
According to BlockBeats, on July 1st, Circle co-founder and CEO Jeremy Allaire stated that as the internet continues to reshape the global infrastructure for storing and transferring funds, stablecoins will become one of the biggest market opportunities globally. This is the core reason why Circle founded and continues to build the world's largest compliant stablecoin network. Allaire stated that USDC remains the most trusted, widely used, and institutional-facing stablecoin globally, currently boasting thousands of partners across multiple sectors including banking, payments, capital markets, and enterprises. Circle will continue to expand the USDC ecosystem, including supporting more blockchain networks, improving cross-chain interoperability, and encouraging more partners to participate in sharing the economic value of the USDC network. Furthermore, Allaire stated that Circle welcomes continued innovation and competition in the stablecoin field and will continue to expand the support for more USD and non-USD stablecoins across its Arc, CCTP, StableFX, Circle Wallets, and CPN platforms, promoting the construction of an internet finance system centered on stablecoins.
Shangwei New Materials held a closed-door meeting with its channel partners, where the new management team unveiled the Qiyuan Robotics rollout plan for the first time.
Mars Finance reported on June 30th that Shangwei New Materials held a closed-door exchange meeting for channel partners on June 29th. This was the first collective public appearance of the core management team since the new management team took over at the end of 2025. CEO Tian Hua, Global Marketing and Service President Zhang Peng, CFO Zhang Biao, and heads of R&D and CTO were all present. The meeting focused on the overall strategic vision, the Qiyuan consumer-grade embodied intelligence strategy, and the construction of an omnichannel system. Participating channel partners spanned 3C digital products, automobiles, trendy toys, and home furnishings, including leading partners such as Shangpin Home Collection, Shanghai Yongda, and Pukang. The company plans to open more than ten offline experience stores this year, covering core cities such as Shanghai, Shenzhen, and Xi'an. Opening dates and product pricing have not yet been disclosed but are expected to be announced soon. (Wide Angle Observation)
Opinion: Despite weak stock performance, the AI industry "still revolves around Nvidia".
According to BlockBeats, on July 7th, CNBC stock commentator Jim Cramer stated that despite recent weakening market sentiment towards Nvidia and continued pressure on its stock price, Nvidia remains the core of the AI industry. He believes the current market sell-off of Nvidia is excessive, with its forward price-to-earnings ratio falling to near its lowest level this year. He pointed out that while some companies, including the Chinese AI company DeepSeek, are developing their own AI chips, they still heavily rely on Nvidia technology, and he has not seen any indication that Nvidia will lose its industry-leading position. Furthermore, he stated that some investors recently sold Nvidia stock to free up funds for other technology stocks, including the recently listed SpaceX.
Sanhua Intelligent Control: Liquid Cooling Business Progressing Smoothly, Bionic Robots Becoming the Third Growth Curve
Mars Finance reports that Sanhua Intelligent Control (002050.SZ) released an investor relations activity record announcement, stating that the company has established a dedicated liquid cooling project team, with related liquid cooling products deployed across various business units, covering both primary and secondary cooling systems. Currently, the company's liquid cooling-related businesses are progressing smoothly, entering new liquid cooling business scenarios as a thermal management component supplier. The company already supplies products for both primary and secondary cooling systems, with core categories including valves, pumps, and heat exchangers. Simultaneously, the company continues to conduct R&D based on customers' long-term application needs, constantly improving its product line, and has already provided related products to some global customers. The bionic robot component business is gradually becoming an important third growth curve for the company, and emerging businesses such as energy storage and data center thermal management are accelerating their implementation, continuously injecting new momentum into the company's long-term development. (Cailian Press)