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Wednesday, 26/08/2026

Amazon, Apple, Microsoft, Dell Raise Prices; IDC Warns Global Memory Shortage May Last Until 2027

Odaily News: The rapid growth in AI computing power demand has driven up memory chip prices significantly, with upstream price pressures transmitting to downstream terminal devices. Recently, Amazon has raised prices on several hardware products. Among them, the entry-level Echo smart speaker, which has the highest sales volume, saw the largest increase, rising from $49.99 to $79.99 (approximately RMB 538), an increase of about 60%. The 16GB basic version of the e-book reader rose from $109.99 to $149.99 (approximately RMB 1,000), an increase of about 36%.

Prior to Amazon's price hikes, tech companies such as Apple, Microsoft, and Dell had already responded to cost pressures by raising product prices and reducing standard memory configurations. Market research firm IDC had previously warned that the global memory shortage could last until 2027, and industry forecasts suggest that memory chip prices may peak in 2028 before gradually stabilizing. (CCTV Finance)

South Korean President Lee Jae-myung to Meet Samsung's Lee Jae-yong, Discuss Semiconductor Cluster Investment in Southwest Region

Odaily News: Lee Jae-myung has already met with SK Group Chairman Chey Tae-won, and plans to meet with Samsung Electronics Chairman Lee Jae-yong on the 26th, followed by a meeting with Hyundai Motor Group Chairman Chung Eui-sun. Discussions will cover topics such as semiconductor cluster investment in the southwestern region.

During the talks, the implementation plans for three major super projects totaling 4,755 trillion won, including semiconductors, physical AI, and AI data centers, will be the focus. Samsung Electronics and SK Hynix announced plans in June to build semiconductor clusters in the southwest, and discussions will also cover power and water supply systems.

Lee Jae-myung's meeting with Chung Eui-sun will place the construction of the 9 trillion won Saemangeum AI data center and robot cluster as a core agenda, while also discussing obstacles such as permits, electricity, and land use. Exceptions to the 52-hour workweek for R&D personnel, pressure from U.S. investment, and labor issues will also be discussed. (ZDNet)

The on-chain investment strategy platform Alloco announced that it has received investment from YZi Labs

Alloco was founded by a team with a quantitative background, and the core team has over $1 billion in institutional asset management experience. The platform packages institutional-level trading strategies into on-chain fund products, covering hedge fund strategies, thematic asset baskets, and tokenized Pre-IPO products, with the first batch of products set to launch soon.This round of funding will be used for product development, compliance framework construction, and market expansion.

Report: Moonshot AI in Talks with US Cloud Giants for Up to 30% Revenue Share on Kimi K3 Model

Odaily News: Sources familiar with the matter revealed that Moonshot AI is in talks with Microsoft, Amazon, and Google over revenue-sharing agreements that would allow these US cloud computing giants to host its Kimi K3 model. If an agreement is reached, it could mark the first significant revenue-sharing deal between a Chinese AI company and major US cloud providers. The sources said Moonshot AI is seeking up to a 30% share of revenue generated from K3-related services on Microsoft Azure, Amazon Web Services (AWS), and Google Cloud, which is broadly in line with the terms the startup has offered to major customers using its open-weight models.

The sources also revealed that Moonshot AI has already signed similar agreements with some smaller cloud platforms. Alibaba is also seeking revenue-sharing agreements with major users of its new open-source AI model.

The night before Jackson Hole, the "inflation thunder" will be revealed! July core PCE may rise to 3.3%, and expectations for interest rate hikes in September are heating up

At 20:30 Beijing time tonight, the U.S. Department of Commerce will release the July Personal Consumption Expenditures (PCE) Price Index. The market expects the overall PCE in July to rise by 0.1% month-on-month, with the year-on-year growth rate falling from 3.7% in June to 3.6%; the core PCE month-on-month may rise from 0.1% to 0.2%, while the year-on-year remains at 3.3%, marking the 65th consecutive month above the Federal Reserve's 2% inflation target.It is noteworthy that rising prices in the AI industry chain, high valuations in the stock market driving up portfolio management fees, and the situation in the Middle East leading to increased energy costs may all become potential drivers of core inflation. Goldman Sachs predicts that stock market valuation factors may contribute approximately 0.11 percentage points to the month-on-month increase in core PCE in July.What draws more market attention is that the Bureau of Economic Analysis plans to comprehensively adjust the PCE statistical methods by the end of September, which may lead to adjustments in the price calculations for categories such as computer hardware, stock portfolio management, and legal services, and may also retroactively revise historical data, increasing the difficulty of interpreting inflation data.Currently, the market's divergence regarding the Federal Reserve's policy path in September has intensified. The CME "FedWatch" shows that the probability of the Federal Reserve keeping interest rates unchanged in September is 59.9%, while the probability of a 25 basis point rate hike has risen to 40.1%. The market is also waiting for this week's Jackson Hole annual meeting to seek the latest signals from Fed Chair Powell regarding inflation and subsequent interest rate policies.

Robinhood Chain RWA Daily Trading Volume Hits Record $85.1M, Tokenized Stocks Contribute $66.6M

Odaily News: On August 25, Robinhood Chain's daily on-chain RWA trading volume reached $85.1 million, setting a new all-time high. Among this, tokenized stock trading volume was approximately $66.6 million, accounting for about 78% of the day's total trading volume; Meme coin and stock token trading pairs were approximately $10.4 million, ETF and U.S. Treasury-related trading was approximately $4.8 million, and commodities were approximately $3.3 million.

Data shows that the trading structure on Robinhood Chain has changed significantly recently. On July 26, Meme coin and stock token trading pairs once contributed about 73% of daily trading volume, but by August 25, this had dropped to about 12%, while the share of pure stock token trading rose to about 78%. In addition, Robinhood Crypto added 100 new stock tokens this month, and the number of on-chain stock tokens has now exceeded 190. (cryptopolitan)

Trader Turns $24K into $275K on Aster in Under a Month, an ~11x Return

Odaily News: According to Lookonchain monitoring, an address on Aster_DEX turned $24,000 into $275,000 in less than a month, achieving an 11x return. The address deposited $24,000 into Aster, used up to 100x leverage to go long on Bitcoin, ETH, and LINK, and realized over 10x gains on each trade. The address has withdrawn $91,000 in profits, with $184,000 still remaining on Aster.

Robinhood Chain RWA's single-day trading volume reached a new high of 85.1 million USD: tokenized stocks contributed 66.6 million USD

On August 25, Robinhood Chain's RWA daily on-chain trading volume reached $85.1 million, setting a new historical high. Among them, the trading volume of tokenized stocks was about $66.6 million, accounting for approximately 78% of the total trading volume for the day; Meme coin and stock token trading pairs accounted for about $10.4 million, ETF and U.S. Treasury-related trades accounted for about $4.8 million, and commodities accounted for about $3.3 million.Data shows that the trading structure of Robinhood Chain has changed significantly recently. On July 26, Meme coin and stock token trading pairs once contributed about 73% of the daily trading volume, but by August 25, this had dropped to about 12%, while the proportion of pure stock token trading rose to about 78%. In addition, Robinhood Crypto added 100 stock tokens this month, bringing the total number of on-chain stock tokens to over 190.

Morgan Stanley: AI computing power $3.1 trillion off-balance-sheet commitments emerge, financing structure becomes a new variable in the supply chain

According to Chao Xiang Research, a Morgan Stanley report points out that the total off-balance-sheet commitments disclosed by hyperscale vendors, Nvidia, and Broadcom have exceeded $3.1 trillion. Among them, lease commitments amount to $1.1 trillion, procurement commitments to $1.7 trillion, and the total on-balance-sheet debt and lease liabilities of hyperscale vendors is $770 billion.Amazon and Google's free cash flow turned negative in the second quarter of 2026, and Meta is expected to follow suit next quarter. Financing tools are restructuring the capital structure of AI computing power from six aspects: off-balance-sheet lease and procurement commitments constitute the first layer of financing, the proportion of debt issuance rises from 2% in 2025 to 19% in 2026, Google frees up $110 billion by cutting buybacks and issuing equity, Oracle's customer prepayments in the second quarter amount to $4.6 billion, and Broadcom and Nvidia launched a chip leasing SPV to support unrated AI labs.Morgan Stanley believes that as the financing structure itself becomes a core variable of the AI supply chain, the importance of tracking off-balance-sheet commitments and changes in accounting judgments is approaching that of tracking chip shipments themselves.

Revolut: Launches Euro stablecoin EURR, initially covering Denmark, Poland, and Portugal

According to Bloomberg, the fintech company Revolut has launched a euro-pegged stablecoin EURR, which will initially be available to eligible customers in Denmark, Poland, and Portugal.Revolut stated that EURR is the "first step" in its stablecoin strategy, with plans to launch tokens pegged to other fiat currencies in the future to expand the application of digital currencies in cross-border payments and corporate transaction scenarios.

DeepSeek API has a gross margin of up to 82.9%, while the overall gross margin of the company is 44.6%

According to The Information, DeepSeek is seeking a second round of financing with a valuation of 500 billion yuan, planning to raise 50 billion yuan. The company's revenue from January to July 2026 reached 475 million yuan, approximately 10 times the total revenue for 2025; during the same period, the net loss narrowed to 715 million yuan, compared to a net loss of 935 million yuan for the entire year of 2025. The gross margin is 44.6%, with the API business gross margin reaching 82.9%, mainly due to reduced inference costs from optimized computing infrastructure.Recently, DeepSeek raised its API pricing, with the V4-Pro peak output price increasing from $0.87 to $3.96, but still far below Kimi K3's $15 and Claude Opus 5's $25. The company's investment in computing infrastructure surged from 1.2 billion yuan in 2025 to 11 billion yuan from January to July 2026, primarily for server leasing and AI chip procurement. DeepSeek completed its first round of external financing of 50 billion yuan in June, and the company has hired investment banks to prepare for an IPO in Shanghai next year.

Bitcoin Long Positions Remain Stable, Shorts Continue to Decline

Odaily News: Since Aug. 23, Bitcoin long positions have remained at a relatively stable level, with the market showing a neutral consolidation trend after the price increase. Since Aug. 17, Bitcoin short positions have been continuously declining, with some short funds steadily exiting the market. Currently, longs have not yet significantly increased their positions.

Race for the 5th Seed: predict.fun Puts KT's Odds of Beating BRO in LCK Play-In at 74%

Monitoring shows that in the predict.fun prediction event for the LCK Play-In match between KT and BRO, the probability of KT defeating BRO is currently reported at 74%.

At 4 PM today, the winners' bracket final of the LCK Play-In will feature KT against BRO in a best-of-five series. KT enters the Play-In as the 5th seed in the regular season's Summit Group, while BRO advances as the 1st seed in the regular season's Nirvana Group; the winner will directly secure the 5th seed for the playoffs, while the loser will compete in the losers' bracket final on Aug. 28 for the last playoff spot.

In the final stretch of the regular season, KT's form declined sharply, suffering six consecutive losses and finishing 5th in the Summit Group with a 15-11 record; BRO, with a 10-16 record, claimed the 1st seed in the Nirvana Group thanks to a tiebreaker advantage.

Zhongke Shuguang will release a token acceleration solution for large model inference

Sources from relevant personnel at Zhongke Shuguang reveal that the company will launch a new generation of token acceleration solutions aimed at large model inference, focusing on addressing issues of redundant computation and data scheduling during the inference process.Currently, Zhongke Shuguang's ParaStor distributed storage has been applied to the country's first fully domestically produced 100,000-card AI supercluster Shuguang 8000 (Dengfeng), providing data throughput and elastic scaling support for large-scale computing tasks. The latest report from CCID Consulting shows that Zhongke Shuguang ranks first in four sub-industries: AI, education, embodied intelligence, and autonomous driving.

Manus Reopens Data Recovery and Will Compensate Affected Accounts

Odaily News: Manus announced on X that its services have resumed normal and stable operation, and the data recovery feature is now open. Users who previously backed up their data can recover it at any time, with no deadline for recovery.

Manus stated that due to exceptionally high demand for data recovery yesterday, some users were unable to complete the recovery in time. The team has now increased the capacity and reliability of the relevant processes. Additionally, Manus will issue a "Welcome Back Bonus" to accounts affected by this incident.