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Apple lobbied the Trump administration to allow it to purchase DRAM chips from China's Changxin Memory Technologies Co., Ltd.
According to Mars Finance, on June 27, the Financial Times reported that Apple lobbied the Trump administration to allow it to purchase DRAM chips manufactured by the Chinese company Changxin Memory Technologies.
Apple invests over $30 billion to deepen its partnership with Broadcom and expand its domestic chip manufacturing operations in the United States.
According to ChainCatcher, citing CNBC, Apple announced on Wednesday a multi-year partnership with chipmaker Broadcom, expected to exceed $30 billion. This is Apple's largest commitment to U.S.-made manufacturing to date. Under the agreement, Broadcom will continue to develop and supply customized ASIC chips (increasingly used in AI workloads) and wireless components for cellular networks, Wi-Fi, and Bluetooth connectivity for multiple generations of Apple products until 2031. The report indicates that the partnership is expected to facilitate the production of more than 15 billion U.S.-made chips and includes a $1.5 billion expansion of Broadcom's Fort Collins, Colorado factory. Outgoing Apple CEO Tim Cook stated that this move is the largest single project in Apple's $600 billion U.S. investment plan announced in 2025, aimed at responding to the Trump administration's call to promote domestic manufacturing and helping to establish an end-to-end silicon supply chain in the United States.
MiniMax plans to launch a large model with 2.7 trillion parameters.
PANews reported on July 8th that, according to sources, AI company MiniMax is developing a new large-scale language model with 2.7 trillion parameters, exceeding the scale of all currently available domestic AI models. The sources stated that this new model is expected to be released as early as the third quarter of this year. Internal employees involved in the development have designated it as M3 Pro, but it is unclear whether the company will use this name in the official release. MiniMax plans to open-source the model. This new model is significantly larger than MiniMax's current flagship model, M3 (428 billion parameters). Larger-scale AI models are better suited for handling complex reasoning and multi-step instruction tasks.
Analysis: Bitcoin mining companies are shifting towards AI infrastructure, and their performance continues to outperform Bitcoin.
PANews reported on July 8th that, according to BIT analysis, AI-related stocks such as semiconductors and memory chips have recently undergone a round of valuation repricing, resulting in a slight price correction. However, Bitcoin mining companies have significantly outperformed Bitcoin. In fact, since the beginning of 2025, Bitcoin mining company stocks have risen by 167%, while Bitcoin has fallen by 35% over the same period. This divergence, which began in the third quarter, now appears to be more of a structural change than a short-term fluctuation. As mining companies gradually transform into AI infrastructure providers, the market is beginning to re-evaluate these companies using different valuation logics. If this round of correction in the AI sector stabilizes, some Bitcoin mining companies may still be worth watching.
A-shares closed lower: The ChiNext index rose initially but then fell back, closing down 1.7%, with robotics and lithium mining concepts experiencing a collective correction.
PANews reported on July 8th that, according to Cailian Press, the market experienced volatile adjustments, with all three major indices closing lower. The combined turnover of the Shanghai and Shenzhen stock exchanges was 2.56 trillion yuan, a decrease of 17.6 billion yuan compared to the previous trading day. Market hotspots were scattered, with over 3,700 stocks declining. In terms of sectors, the computing power leasing concept bucked the trend, with YunSai Zhilian, DataPort, Wangsu Science & Technology, Nanxing Shares, and 263 all hitting their daily limit. The AI server concept was active, with Inspur Information hitting its daily limit. Gold stocks fluctuated and rose, with Zhaojin Gold rebounding to its daily limit. The information security concept saw unusual upward movement, with Green Alliance Technology hitting its 20% daily limit and Zhongcheng Technology rising over 16%. On the downside, the humanoid robot concept fluctuated and adjusted, with Estun, Dayang Electric, and Rifeng Precision Machinery hitting their daily limit. The lithium mining concept collectively weakened, with Tianqi Lithium, Rongjie Shares, and Shengxin Lithium Energy hitting their daily limit. At the close, the Shanghai Composite Index fell 0.49%, the Shenzhen Component Index fell 1.87%, and the ChiNext Index fell 1.7%.
GPT-5.6, Gemini 3.5 Pro, and Grok 4.5 will all be released soon.
PANews reported on July 7th that, according to market sources, Gemini 3.5 Pro will be officially released on July 17th. Its front-end and visual code generation capabilities are said to have seen a significant leap forward, outperforming Anthropic's Fable 5 in multiple tests. However, it still lags behind its competitor in hardcore inference and complex engineering tasks. Furthermore, Google DeepMind has abandoned the original 2.5 Pro platform, opting instead for completely new pre-training on Gemini 3.5 Pro, thus delaying the release date from the original June 2026 to July 17th. Elon Musk previously announced that xAI's latest large model, Grok 4.5, has begun beta testing within SpaceX and Tesla.