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Samsung SDS stated in its earnings call that its strategic investment in the South Korean cryptocurrency exchange Dunamu is a "strategic layout for entering the digital asset infrastructure business." Both parties are discussing cooperation on stablecoin infrastructure, next-generation AI payments, and virtual asset financial system integration (SI). Samsung SDS President Lee Joon-hee mentioned that they will combine Dunamu's blockchain operation experience with Samsung SDS's capabilities in IT services, AI, cloud computing, and security to strengthen the digital financial infrastructure business.The earnings report disclosed on the same day showed that Samsung SDS's revenue for the second quarter was 3.7178 trillion won (approximately 2.6 billion USD), a year-on-year increase of 5.9%; operating profit was 231.8 billion won (approximately 160 million USD), a year-on-year increase of 0.7%. Among them, the cloud computing business revenue was 779.4 billion won, a year-on-year increase of 17%, with external cloud computing business revenue surging 75% year-on-year. The company plans to expand its AI infrastructure from the current 110MW to 230MW by 2029, and further expand to over 800MW by 2031. Samsung SDS previously announced an investment of approximately 20 billion won in Dunamu in May 2024.

Microsoft released its Q4 fiscal year 2026 financial report, with revenue of $90 billion, a year-on-year increase of 18%, exceeding market expectations of $87.7 billion; adjusted earnings per share of $4.74, a year-on-year increase of 23%, which is 11.5% higher than expected; operating profit of $40.6 billion, a year-on-year increase of 18%. Intelligent cloud revenue was $39.3 billion, a year-on-year increase of 32%, with Azure and other cloud services revenue growing by 43%, significantly higher than the market expectation of 39.6%. Total revenue from Microsoft Cloud was $59.3 billion, a year-on-year increase of 27%. CEO Satya Nadella disclosed that Azure's annual revenue has surpassed $100 billion for the first time, and paid users of Microsoft 365 Copilot exceeded 30 million.In terms of capital expenditure, the fourth quarter's property and equipment acquisition expenditure was $35.8 billion, a year-on-year increase of approximately 110%; total capital expenditure including finance leases was $41 billion, a year-on-year increase of 70%, but lower than the market expectation of $42.5 billion. The remaining performance obligations (RPO) for cloud business surged 84% year-on-year to $678 billion, about twice the annual revenue. Microsoft disclosed in a regulatory filing that new unexecuted data center lease commitments in the fourth quarter exceeded $130 billion, with the total unexecuted lease commitments increasing by 67.4% quarter-on-quarter to $329.1 billion. Annual revenue was $331.8 billion, a year-on-year increase of 18%; net profit was $133.7 billion, a year-on-year increase of 31% (GAAP).

According to Jinshi reports, Microsoft's fourth fiscal quarter revenue growth for AZURE and other cloud services, excluding the impact of exchange rates, increased by 43%, exceeding market expectations.

According to news from Alibaba Cloud, the Alibaba Cloud Zhenwu M890 super node instance has been Day0 adapted to Kimi K3. Both parties will further develop domestic computing power cooperation, and the Qianwen AI platform and Alibaba Cloud Bailian will also provide the model API for Kimi K3.

According to Catcher Predict monitoring, in the market prediction event on Polymarket "LoL: Team Liquid vs. Cloud9 - LCS Regular Season," the "Yes" option win rate for the sub-market "Any Player Quadra Kill" has experienced a sharp fluctuation, dropping from 50% an hour ago to the current 25% (a fluctuation of 25%). Please note the impact of related breaking news.

The reporter learned that the Alibaba Zhenwu M890 super node has successfully adapted to Qwen3.8 and has launched on the Alibaba Cloud Bailian platform to provide model inference services.Alibaba Cloud claims that this is the first super node in the country to successfully run a large model with over 20 trillion parameters.Qwen3.8 is Alibaba's latest flagship model, with a parameter scale of up to 24 trillion. The Zhenwu M890 is the new generation training and inference integrated AI chip from PingTouGe. The Zhenwu super node instance connects 64 Zhenwu M890 chips through the ICN Switch 1.0 interconnection chip, achieving high-speed interconnection of 800GB/s, with a video memory scale reaching 9TB, allowing a single instance to support the expert parallel requirements of a large-scale 20 trillion parameter MoE model.

Fluidstack, a cloud computing startup focused on AI computing power leasing Neocloud, announced that it completed an $830 million Series A funding round in January, with a valuation of $7.5 billion. The round was led by the Situational Awareness fund of former OpenAI researcher Leopold Aschenbrenner, with participation from multiple investors.According to reports, Fluidstack builds infrastructure for AI laboratories, aiming to become the company that can deploy hundreds of gigawatts of computing power the fastest in the world.

Neocloud company Nebius announced the completion of its first senior secured debt financing of approximately $775 million. This financing will be used to expand its AI cloud platform and is supported by deployed GPU infrastructure and cash flow from investment-grade customer contracts.This debt financing will mature in 2030, with an interest rate of SOFR + 2.5%. Nebius currently has over $40 billion in contract revenue from clients such as Microsoft and Meta.

B.AI announced a strategic cooperation with Tencent Cloud, and both parties will jointly build enterprise-level financial infrastructure for the era of AI agents. With the rapid development of AI agent technology, higher demands have been placed on the stability, security, and scalability of underlying financial systems. This cooperation fully integrates B.AI's pioneering experience in on-chain finance with Tencent Cloud's world-leading cloud computing capabilities, aiming to build a solid technological foundation for the on-chain ecosystem. In the future, both parties will continue to enhance the stability and performance of on-chain financial infrastructure, providing sustained momentum for the growth of the digital economy.

According to reports from Jiemian News, Kingsoft Cloud will accelerate the construction of GPU computing clusters in the second half of the year to meet the explosive growth in computing power demand from major clients. Among them, Xiaomi's demand for Kingsoft Cloud's GPU computing power has upgraded from a ten-thousand-card cluster, with the related budget significantly increasing from nearly 4 billion yuan to over 10 billion yuan. In addition, Alibaba's large model team has signed a 5-year computing power leasing contract with Kingsoft Cloud, involving more than 3,000 eight-card GPU servers. Based on the contracted price, the annualized revenue after full delivery will exceed 4 billion yuan.To meet the surging customer demand, Kingsoft Cloud's capital expenditure plan for 2026 has been raised to 15 billion yuan, with an annual revenue target of 12.5 billion to 13.5 billion yuan. It is reported that due to tight upstream supply, Kingsoft Cloud is currently only accepting long-term contracts from clients for 3 to 5 years, and some orders are facing delivery delays. Due to concerns about the risk of impairment of high-level card assets, Kingsoft Cloud is currently pausing aggressive hardware expansion, anticipating that the prices of computing hardware may reach a turning point for decline in the third quarter of this year.

According to a report by the Financial Associated Press, Nvidia announced a new AI infrastructure collaboration model on July 1 local time. Through revenue-sharing and credit-support mechanisms, it will jointly build large-scale, multi-tenant AI factories with AI cloud service providers, helping startups, model developers, enterprises, and research institutions to access AI computing power more quickly, while creating a sustainable revenue stream for Nvidia linked to computing power usage.According to the plan, AI cloud vendors will deploy AI factories based on the Nvidia DSX AI Factory architecture to provide cloud computing services. The first batch of partners includes Sharon AI and Firmus. Among them, Sharon AI plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs; Firmus will build a DSX AI factory park on Batam Island, Indonesia, with plans to expand to a power scale of 360 megawatts and deploy up to 170,000 Nvidia GPUs.

According to Jinshi reports, Meta Platforms' pre-market stock price rose by more than 8%, as the company is building a cloud business to sell excess AI computing power.

According to The Information, cloud computing startup Runpod announced the completion of a $100 million financing round and stated that it has rejected multiple acquisition offers, with specific investor information not yet disclosed.The company focuses on providing GPU computing power rental services for developers, supporting the deployment of open-source models and AI applications. Currently, this sector generally relies on NVIDIA GPU servers for computing resources. As AI applications expand, the market demand for low-cost, highly flexible computing infrastructure continues to rise, driving up the valuations and financing enthusiasm for cloud service providers like Runpod.

Amazon announced plans to invest an additional $13 billion to expand its AI and cloud computing infrastructure in India. Combined with its previously announced $35 billion investment plan in 2025, Amazon's total investment in India will reach $48 billion from 2026 to 2030.It is reported that the new funding will focus on expanding the capacity of AWS data centers located in Mumbai and Hyderabad, providing customized AI chips, AI hosting services, and reliable cloud technology support for local startups, enterprises, and government agencies. In addition, Amazon plans to add more than 20 operational centers and over 100 distribution stations across India this year to deepen its e-commerce and logistics business layout. It is expected that by 2030, Amazon's cumulative total investment in India will exceed $88 billion.