CFTC launches investigation into Polymarket, with multiple U.S. states and consumer groups simultaneously pressuring the platform.

Investment research firm Silicon Data released data showing that the widespread adoption of low-cost open-source models has led to a drop in spot rental prices for H100 GPUs and a decline in the token price index. However, the firm noted that this does not indicate a weakening of overall AI demand, adding that the large-scale shift of users to low-cost open-source models has instead driven an increase in total computing consumption, sustaining demand for high-end computing resources.

According to a report by the Financial Times, Apple Inc. has lobbied the Trump administration to allow it to purchase DRAM chips manufactured by Chinese firm Changxin Memory Technologies.

Elon Musk has received regulatory approval to acquire Mesh Optical Technologies, an optical communications startup founded by former SpaceX engineers that specializes in 1.6T OSFP pluggable modules. Documents indicate the fast regulatory approval and highlight the high-reliability DFB laser technology of the firm’s optical engines. Mesh’s technology is designed for high-speed, low-power data transmission in AI data centers, and could be expanded to SpaceX’s Starlink laser communications and space AI computing programs. Serenity believes such acquisitions are favorable to component suppliers like SIVE, POET, LITE, and MTSI that provide lasers and related parts, and signal that the optical interconnect sector is gaining recognition from key industry players, which may drive relevant M&A activity and revenue growth.

According to monitoring by Onchain Lens, after two years of inactivity, whale address 0x064 sold 5671 ETH at a price of $1576, receiving 8.938 million USDS in exchange.

According to the Financial Times, Apple has lobbied the Trump administration to allow it to purchase DRAM chips manufactured by Chinese company Changxin Memory Technologies.

According to public information, Roundhill Memory ETF (ticker: DRAM) has included GigaDevice Semiconductor in its holdings with a weighting of 2.91%. Jukan, an analyst at Critini Research, noted that GigaDevice is the parent company or an affiliated entity of Chinese DRAM manufacturer Changxin Memory Technologies (CXMT). The DRAM ETF focuses on memory chip firms, with core holdings including industry giants such as Samsung, Micron, and SK Hynix. CXMT was co-founded by Zhu Yiming, founder of GigaDevice, and the two entities have technical, foundry, and investment partnerships. This move highlights the initial exposure of China’s domestic DRAM sector in international ETFs.