SSI与NVIDIA宣布长期战略合作
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Samsung begins mass production of next-generation enterprise-grade SSDs for Nvidia Vera Rubin.
According to BlockBeats, on July 8th, Samsung Electronics began mass production of its most advanced data center storage hard drive, which will be used in NVIDIA's upcoming Vera Rubin platform. This enterprise-class solid-state drive, named PM1763, was first announced earlier this year at NVIDIA's GTC conference. Samsung also showcased its next-generation high-bandwidth memory (HBM4) and low-power SOCAMM2 modules at the time, as part of a comprehensive solution for AI data centers. Samsung stated on Wednesday that the PM1763 features the company's latest V-NAND flash memory chips and a newly developed 4nm controller, offering more than double the read and write speeds of its predecessor. The PM1763 is designed to reduce data latency for advanced processors and AI accelerators. To maintain high-speed performance during AI training and inference, the drive employs a liquid-cooling design.
Sources indicate that Saudi Arabia plans to expand its oil pipeline along the Red Sea, bypassing the Strait of Hormuz and increasing its daily transport capacity by 2 million barrels.
According to five sources familiar with the Odaily, Saudi Arabia is considering expanding the capacity of its crude oil pipeline to the west coast of the Red Sea, enabling Saudi Arabia and its neighbors to transport more oil without passing through the Strait of Hormuz. Built in the early 1980s, this east-west pipeline has become increasingly strategically important since the outbreak of the Iran-Iraq War in February and the disruption of shipping through the Strait of Hormuz. The pipeline can transport up to 7 million barrels of crude oil per day to the Red Sea port of Yanbu. In May, the CEO of Saudi Aramco stated that approximately 2 million barrels would supply refineries on the west coast, and about 5 million barrels would be exported. Sources say that Saudi Arabia is in preliminary discussions with some neighboring countries regarding pipeline expansion, planning to add approximately 2 million barrels of pipeline capacity per day. It is unclear whether Aramco's planned expansion involves upgrading existing infrastructure or building a new pipeline. One source said the expansion plan also includes a smaller refined oil pipeline. Two sources said the expansion could be between 1 million and 2 million barrels per day, with refined oil products also under consideration. Another source indicated that the project would take several years, cost billions of dollars, and require adjustments to Saudi Arabia's crude oil pricing mechanism. (Jinshi)
SpaceX was officially included in the Nasdaq 100 today; the short-term impact of passive funds on the stock price may be less than expected.
According to BlockBeats, on Tuesday, July 7th, SpaceX will be officially included in the Nasdaq 100 index. This adjustment is expected to trigger passive buying by mutual funds and exchange-traded funds (ETFs) tracking the index, thus providing some support for the stock price. JPMorgan's calculations show that, based on three times its current outstanding shares of $75 billion, SpaceX's weight in the index is approximately 1.3%, roughly ranking 21st among the constituent stocks, lower than companies such as Nvidia (NVDA.O), Walmart (WMT.N), Intel (INTC.O), and Tesla (TSLA.O). However, due to the relatively limited weight, analysts generally believe that the short-term impact of passive funds on the stock price may be less than some market expectations.
South Korea's Financial Supervisory Service has once again warned of the risks of excessive leverage in investment.
According to ChainCatcher, Lee Chan-jin, head of the Financial Supervisory Service of Korea, reiterated his warning at the third Consumer Risk Response Meeting yesterday that "leveraged investment is spreading throughout the financial industry and could seriously damage the financial health of households." Lee emphasized that when households concentrate their financial assets excessively in a specific asset or use leverage beyond their means, they not only face huge risks of loss but also severely weaken their overall financial health. Furthermore, Lee demanded that financial companies fully explain the structure and risks of leveraged investment throughout the design, manufacturing, and sales of financial products, and strictly manage and prevent sales practices that induce "borrowing money to invest."
NVIDIA's core energy ecosystem partners stated: "The 800V rollout is progressing normally."
According to Mars Finance, AI servers are becoming increasingly power-hungry, forcing data center power supply methods to a critical juncture. 800V high-voltage direct current (HVDC), originally considered a key component of Nvidia's next-generation AI data center solution, has recently been embroiled in controversy regarding "mass production delays": are cloud vendors unwilling to pay, or has the pace been misjudged? Sources from Nvidia's core energy ecosystem partners, such as Delta and ABB, indicate that the 800V solution is still progressing normally. However, the speed of this power supply revolution may not be determined by Nvidia alone, but by the entire still-developing energy infrastructure industry chain. Morgan Stanley stated that Nvidia clearly stated at the GTC Taipei conference that 800VDC development is progressing normally, and the corresponding power supply racks are expected to be ready for mass production in the third quarter of 2026. Furthermore, core supplier Delta Electronics is also expected to begin initial small-batch deliveries of 800V independent power supply racks to leading North American cloud vendors in the fourth quarter of 2026. (21st Century Business Herald)
SemiAnalysis: NVIDIA Delays or Adjustments to Multiple AI Rack-Scale Architectures, Limiting Rubin Ultra's Expansion Path
According to Mars Finance, on July 6th, SemiAnalysis reported that NVIDIA's latest rack-mount interconnect architecture, Kyber NVL144, has undergone a major adjustment just three months after its release, being delayed by more than 12 months to 2028. The main reason is the ongoing challenges in PCB planar design regarding manufacturing feasibility. Simultaneously, the NVL72x2 back-to-back rack architecture has been cancelled. This solution was originally intended to enhance the scalability of pure copper NVLink by deploying two Oberon racks back-to-back, but its complex structure and high operational burden on hyperscale cloud providers (CSPs) led to strong market skepticism and its eventual abandonment. Furthermore, due to the immaturity of CPO (Co-packaged Optics) technology, NVIDIA's larger-scale scaling solutions based on CPO NVSwitch (such as NVL576) may also continue to be delayed, or limited to small-batch trial production. This means that NVIDIA lacks a stable large-scale scale-up solution until CPO matures. Furthermore, the Rubin Ultra product roadmap has also changed: the originally planned "four-computing-chip" version has been cancelled, with only a "dual-computing-chip" version remaining, and the overall system-level performance is expected to drop to about half of the original solution. These adjustments mean that Nvidia's scale-up capabilities in the Rubin Ultra generation are limited. With the CPO NVSwitch unable to be deployed before the Feynman architecture, competitors such as the AMD MI500X or Google TPU v8i may have a relative window of opportunity in terms of scaling capabilities for large-scale training clusters. Meanwhile, Nvidia is expected to fill market demand during the product transition period and maintain overall supply chain pacing by shipping large quantities of Oberon Rubin racks and their "Ultra" versions.