According to BlockBeats, on August 2nd, analyst qinbafrank clarified market discussions regarding the downgraded specifications of Nvidia's Rubin HBM. He pointed out that the actual situation is not a downgrade of the already delivered standard Vera Rubin NVL72, but rather that the configuration specifications of the upgraded Rubin Ultra, originally planned for release in the second half of 2027, have not yet been finalized. The standard Vera Rubin is progressing smoothly. Dell was the first to deliver the initial batch of NVL72 systems to CoreWeave in early June, completing the industry's first full launch verification. By July, dozens of customers had received test racks or initial shipments, including Microsoft, OpenAI, Anthropic, Google Cloud, Oracle, Nebius, and SpaceX AI. Some are already running in customer data centers, and larger-scale deliveries will begin in the fall. The overall progress is better than Blackwell, with rackless assembly time significantly reduced to approximately 5 minutes.

The aggressive Rubin Ultra configuration originally announced at GTC 2026—four compute chips approaching the limit of photomask size plus 16 HBM4E stacks to achieve approximately 1TB of memory in a single package—was questioned in a report by SemiAnalysis and other institutions at the end of June. Due to TSMC's CoWoS-L substrate warping, photomask size limitations, and yield problems, the four-chip solution was reportedly canceled. It may be replaced by the same dual-chip design as the standard version plus eight HBM4E stacks, with a single package capacity of approximately 384GB. This is a significant reduction from the original target, but rack-level expansion can partially compensate for the system-level performance.

In late July, TrendForce further pointed out that the HBM specification for Rubin Ultra was still not finalized. Given the tight supply and continuously rising prices, Nvidia prioritized ensuring shipment volume and I/O speed, and might consider lower specification options, including an 8-layer HBM4E stack. The core issue was balancing capacity with supply certainty. The final specification was expected to be finalized after verification in the second half of 2026. Nvidia's target remained 2027 shipments, but the overall pace had shifted from aggressive to pragmatic.

According to BlockBeats, on August 2nd, according to on-chain analyst Ai Yi (@ai_9684xtpa), the whale address 0x751…8a90A bought ETH at $2459 in 2024 and sold at $3159, making a profit of $700,000 from the ETH swing.

Half an hour ago, this whale re-established its position after two years, withdrawing 3,500 ETH from Binance, worth $6.495 million, at a price of $1,856.

According to BlockBeats, on August 2nd, according to on-chain analyst Ai Yi (@ai_9684xtpa), a whale once again added to its HYPE position after two weeks to lower the average price, and is now showing a floating loss of $3.53 million.

Address 0x008…E295f withdrew 20,000 HYPE from Coinbase 1 hour ago, worth $1.03 million; since June 11, it has withdrawn a total of 240,000 HYPE from exchanges, worth $15.88 million, with an average withdrawal price of $66.17.

According to BlockBeats, on August 2nd, data from BIT (bit.com) showed that Berkshire Hathaway's Class A and Class B shares rose this week, reaching an eight-month high. Analysts point out that although Berkshire Hathaway's stock price has significantly underperformed the S&P 500 this year, the current rally has sustained momentum. The substantial year-to-date gains of three of the company's top holdings—Apple, Coca-Cola, and Bank of America—have provided support for the stock price.

Berkshire Hathaway's largest holding, Apple, is now valued at over $70 billion, with a year-to-date increase of over 13%; its third-largest holding, Coca-Cola, is worth $35 billion, with its share price rising 25% year-to-date; and its fourth-largest holding, Bank of America, has risen over 12% year-to-date. UBS analysts raised their target price for Berkshire Hathaway stock and maintained a "buy" rating, while also raising their earnings forecasts. Market speculation suggests that Berkshire Hathaway's second-quarter stock buybacks could reach as high as $11 billion, with the exact figure to be disclosed in the company's second-quarter earnings report released on August 8th.

Berkshire Hathaway's top ten holdings (based on the latest publicly released Q1 2026 13F filing, as of March 31, 2026):

Apple (AAPL): Approximately 22.0% of the portfolio.

American Express (AXP): Approximately 17.4% of the portfolio.

Coca-Cola (KO): Approximately 11.6% of the portfolio.

Bank of America (BAC): Approximately 9.5% of the portfolio.

Chevron (CVX): Approximately 6.6% of the portfolio.

Occidental Petroleum (OXY): accounts for approximately 6.5% of the portfolio.

Alphabet (Google's parent company, GOOGL/GOOG combined): Approximately 6.3% of the portfolio.

Chubb Insurance (CB): Approximately 4.2% of the portfolio.

Moody's (MCO): Approximately 4.1% of the portfolio.

Kraft Heinz (KHC): Approximately 2.8% of the portfolio.