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Strive CRO: Strategy's sale of 3,500 Bitcoins helps buy more BTC.
Odaily Odaily News | _2024111120230_ | An article published on the X platform states that Strive's CRO, PunterJeff Walton (@PunterJeff), explained that Strategy's recent sale of 3,500 Bitcoins is actually positive and will help it buy more BTC. He stated that this will provide more support for STRC and its future growth potential, enabling it to buy more BTC, and MSTR shareholders should take a positive view of this.
CleanSpark: Sold 429 Bitcoins in June, total BTC holdings: 13,924.
Odaily Odaily reports that CleanSpark, a Nasdaq-listed Bitcoin mining company and data center operator, released its June 2026 mining data. The data shows that the company mined a total of 614 Bitcoins in June, while approximately 429 BTC were sold on the market during the same period, resulting in a net retention of 185 Bitcoins. As of the end of June, CleanSpark's total Bitcoin inventory reached 13,924. (PRNewswire)
The South Korean government is considering extending the sovereign AI core GPU guarantee project, with a budget of up to 4 trillion won next year.
According to Odaily Odaily, the South Korean government is considering extending its support project for GPUs, a core resource for AI. On July 7th, industry sources indicated that the Ministry of Science and ICT is investigating the capacity of major South Korean cloud service providers to build additional GPUs, aiming to extend the "AI Computing Resource Utilization Infrastructure Enhancement Project." The core of this project involves government-funded purchases of GPUs, deployment in cloud service provider data centers, and support for industry-academia-research collaboration. Last year, the South Korean government allocated a budget of 1 trillion won, and this year it allocated 2 trillion won, securing over 20,000 GPUs. The project was originally scheduled to end this year, but with the surge in demand for advanced resources such as NVIDIA's next-generation GPU Vera Rubin, the South Korean government is developing comprehensive countermeasures, including data center efficiency optimization and new space security plans. It is reportedly already applying to the Planning and Budget Office for a "limited additional budget" for GPU security. Industry estimates suggest that, considering this year's GPU security budget and the government's intentions, next year's budget could reach a maximum of approximately 4 trillion won. Industry experts say that compared to the GPU supply itself, "equipment installation space" will be the key to the success or failure of the project, because running thousands of high-performance GPUs simultaneously requires a large power supply and advanced cooling systems, and the equipment installation space held by South Korean companies is nearing saturation. (ETNews Electronics)
Bitcoin rebounds from a two-year low, while the rally in storage and semiconductor stocks cools.
According to Odaily Odaily, in 2026, Sandisk rose by over 530% and Micron by over 230%, reflecting market demand for companies benefiting from AI growth in the first half of the year. Subsequently, the Roundhill Memory ETF (DRAM) fell 25% from its June peak, and the VanEck Semiconductor ETF (SMH) fell approximately 12%. AI infrastructure stocks and computing service providers were sold off after Meta was reported to be moving forward with the sale of excess GPU capacity, and Bitcoin rebounded from a two-year low. (CoinDesk)
Kingsoft Cloud accelerates GPU computing power construction, securing a 10 billion yuan budget from Xiaomi and a multi-billion yuan long-term contract from Alibaba.
According to a report by Jiemian News, as reported by Mars Finance, Kingsoft Cloud will accelerate the construction of its GPU computing power clusters in the second half of the year to meet the explosive growth in computing power demand from leading clients. Xiaomi's GPU computing power requirement for Kingsoft Cloud has been upgraded from a 10,000-GPU cluster, with the related budget increasing significantly from the initial nearly 4 billion yuan to over 10 billion yuan. In addition, Alibaba's big data model team has signed a 5-year computing power leasing contract with Kingsoft Cloud, involving more than 3,000 eight-GPU servers. Based on the contract price, the annualized revenue after full delivery will exceed 4 billion yuan. To meet the surging customer demand, Kingsoft Cloud has increased its 2026 capital expenditure plan to 15 billion yuan, with a full-year revenue target of 12.5 billion to 13.5 billion yuan. It is understood that due to tight upstream supply, Kingsoft Cloud is currently only accepting long-term contract customers for 3 to 5 years for its GPU computing power, and some orders are facing delivery delays. Due to concerns about the risk of asset impairment from stockpiling high-priced computing cards, Kingsoft Cloud is currently suspending its aggressive expansion of hardware, anticipating that computing hardware prices may reach a turning point in the third quarter of this year.
Hyperscale Data increased its holdings by 67 bitcoins, bringing its total reserves to approximately 849 bitcoins.
According to Foresight News , Hyperscale Data, Inc. (NYSE American: GPUS), an artificial intelligence data center company, announced that it acquired 67 bitcoins between June 30 and July 1, bringing its total bitcoin holdings to approximately 849.