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Crypto

Fundstrat\'s Tom Lee says AI investment money shifting from memory chips to Ethereum

Ethereum could be the next beneficiary asset in the artificial intelligence investment cycle, as early signs suggest AI-related money is shifting from chipmakers, especially memory-chip stocks, to Ethereum, an analysis said. Fundstrat\'s Tom Lee cited a 72 percentage-point one-month performance gap between Ethereum and the Roundhill Memory ETF. Fundstrat did not provide direct fund-flow data, prompting calls for further verification.

AI & Enterprise

HBM shortage puts AI cloud on alert; CoreWeave hedges prices to tackle \'chipflation\'

A surge in AI infrastructure demand is pushing memory chip prices higher, adding pressure to cloud providers’ profit structures. CoreWeave plans to respond with a risk management strategy combining long-term supply contracts and financial techniques. Micron’s results and TrendForce forecasts highlight persistent shortages of high-bandwidth memory used in AI servers. Morgan Stanley said “chipflation” is reshaping pricing. CoreWeave says it is considering hedges such as derivatives, though discussions remain at an early stage.

Industry

China\'s top DRAM maker CXMT launches $4.3 billion Shanghai IPO, test for AI memory push

ChangXin Memory Technologies (CXMT), China’s largest DRAM maker, is launching a Shanghai IPO worth about $4.3 billion as AI data centre demand drives a surge in memory needs. Subscriptions on the STAR Market are set to begin on July 16. The company plans to raise 29.5 billion yuan by selling about 6.69 billion shares, around 10 percent of total shares after listing, with an overallotment option also secured.