Jupiter to distribute over $600 million in ‘Jupuary’ airdrop today

According to The Information, Google is developing the Frozen V2 chip to more efficiently serve Gemini artificial intelligence models.

AMD has released its first rack level AI system, Helios, which Microsoft will deploy in Azure data centers. Meta plans to deploy the Helios system with a maximum capacity of 1 million watts, and companies such as OpenAI and Oracle have also adopted related solutions.

According to TechRepublic, Musk has acquired mobile power generation company APR Energy, with a transaction valuation exceeding $1 billion. According to regulatory documents, Duos Technologies sold its 5% non voting shares in New APR Energy for a net profit of $50.4 million, estimating the overall valuation of the company to be over $1 billion. APR Energy is headquartered in Jacksonville, Florida, USA, and specializes in rapidly deployable gas and diesel generators that provide temporary or supplemental power for data centers and other scenarios. The total power generation capacity of the generators exceeds 1GW, and partial project deployment can be completed within 15 to 30 days.

According to on chain analyst Yu Jin's monitoring, Strategy holds 843775 BTC with a total value of 54634 million US dollars, an average cost of 75476 US dollars, and a floating loss of 9.05 billion US dollars; Bitmine holds 5777468 ETH with a total value of $1086.1 million, an average cost of $3376, and a floating loss of $8.643 billion.

Morgan Stanley analysts refer to the recent sell-off of US memory stocks as a 'healthy reset' and believe that this is not a turning point in the memory cycle. Morgan Stanley expects DRAM prices to continue rising by more than 20% -30% month on month in the third quarter of 2026. This judgment points to some channels and product categories, and cannot be simply equated with the official contract price of server DRAM in the entire industry.