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AI Memory Is Emerging as the New Core of AI Infrastructure: The HBM Supercycle and the Revaluation of Memory Chips

AI Memory Is Emerging as the New Core of AI Infrastructure: The HBM Supercycle and the Revaluation of Memory Chips

Analyzing Industry Chain Opportunities and Gate Stock Trading Strategies

Blog Team06/30/2026

AI Infrastructure Enters Phase Two: Why Are Capital Markets Refocusing on Profitability?

AI Infrastructure Enters Phase Two: Why Are Capital Markets Refocusing on Profitability?

This article examines the debate over return on investment behind $725 billion in capital expenditures, the progress of AI commercialization, and shifts in the industry’s competitive landscape, helping investors understand emerging trends in the AI market.

Blog Team06/30/2026

ACT vs AI Agent Tokens: The Value Divide Between AI Memes and AI Infrastructure

ACT vs AI Agent Tokens: The Value Divide Between AI Memes and AI Infrastructure

AI narratives are reshaping the framework for classifying crypto assets.

Blog Team06/30/2026

When AI Narratives Meet Meme Culture: How ACT Is Igniting the Attention Economy in the Crypto Market

When AI Narratives Meet Meme Culture: How ACT Is Igniting the Attention Economy in the Crypto Market

This article explores the rise of AI meme coins from three perspectives: narrative cycles, meme propagation mechanisms, and capital rotation dynamics.

Blog Team06/30/2026

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The Gap Between New Tech Companies and Traditional Markets Is Widening

The Gap Between New Tech Companies and Traditional Markets Is Widening

As innovative technology companies specializing in AI and commercial space exploration accelerate their entry into public markets, the gap between traditional valuation models and emerging asset structures continues to widen.

Blog Team06/30/2026

Tesla Deliveries Set to Return to Growth? Robotaxi and AI Narrative Drive the Stock

Tesla Deliveries Set to Return to Growth? Robotaxi and AI Narrative Drive the Stock

Tesla’s Q2 deliveries are expected to rebound, but its stock price is increasingly driven by the Robotaxi and AI narrative. This article examines market expectations, demand dynamics, and key investment indicators.

Blog Team06/30/2026

AI Supply Chains Are Growing More Complex: Why Advanced Packaging Matters More Than Chips

AI Supply Chains Are Growing More Complex: Why Advanced Packaging Matters More Than Chips

The AI supply chain is shifting focus from chip competition to advanced packaging and system-level integration. CoWoS, HBM, and packaging capacity have emerged as new bottlenecks, now determining the pace of AI computing power expansion and driving a revaluation of the industry.

Blog Team06/30/2026

Gate Stock Zone: Exploring AI Growth and the Future of Global Digital Investing

Gate Stock Zone: Exploring AI Growth and the Future of Global Digital Investing

Gate’s Stock Zone brings together AI technology, global equities, and digital finance trends to help investors stay ahead in semiconductor, cloud computing, stock tokenization, and Web3 developments. Our platform delivers a more convenient and flexible global investment experience.

Blog Team06/30/2026

The Era of Autonomous AI Agent Economies Begins: How Does Gate for AI Agent Integrate Access Control, Payments, and Orchestration Systems?

The Era of Autonomous AI Agent Economies Begins: How Does Gate for AI Agent Integrate Access Control, Payments, and Orchestration Systems?

Gate for AI Agent delivers a comprehensive infrastructure for AI Agents to autonomously perform financial operations, leveraging its permission system, payment system, and scheduling system.

Blog Team06/30/2026