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BlockBeats News, June 28th, Critini Research analyst Jukan refuted the bearish view on Micron's future. Jukan stated that although Micron is not Nvidia, in the future it may be even more important than Nvidia. Currently, Inference (AI Inference) is directly linked to profitability, but the problem is that simply stacking Nvidia GPUs cannot improve the inference performance because GPUs are often idle due to memory bottlenecks. During the AI inference phase, adding memory is more valuable than adding GPUs, and the ultimate return on investment for inference depends more on memory than on GPUs. Therefore, everyone should not use the Nvidia framework to evaluate Micron, but should focus on a larger fact — Inference is memory. Jukan believes that in the later stages of the AI era, memory, especially high-bandwidth memory (HBM), will become a more critical bottleneck and source of value than GPUs, so Micron's strategic position may exceed what everyone imagines at present.

Golden Ten Data reported on June 28, citing Saudi media outlet Al Hadath: The foreign ministers of Iraq and Iran held a press conference in Baghdad. The Iraqi foreign minister stated that the Iranian foreign minister’s visit is of great significance. Iran is an important neighboring country to Iraq. Iraq has played an important role in communication between the US and Iran. I discussed many topics with Aragchi, including bilateral relations and the US-Iran memorandum of understanding. The importance of opening the Strait of Hormuz and lifting the maritime blockade was emphasized. Military operations and the blockade of the Strait of Hormuz have had a negative impact on our economic situation. The closure of the Strait of Hormuz has led to a disruption in Iraq’s oil supply. Iraq does not support expanding the war, nor does it support aggression against Iran. The continuation of the war will lead to the destruction of the region. The region must protect itself.

BlockBeats news, June 28, OpenAI is considering postponing its initial public offering (IPO) to 2027, instead of the previously expected Q4 2026. According to the report, OpenAI secretly submitted its S-1 filing in May this year, but due to a cooling technology stock market and declining enthusiasm for the SpaceX IPO, the company is inclined to slow down its listing pace while still maintaining an estimated valuation of around 1 trillion dollars. Meanwhile, Anthropic completed a new round of financing in May, raising its valuation to approximately 965 billion dollars, and has also submitted a confidential S-1 document, with its private market valuation surpassing OpenAI for the first time. The report also pointed out that the U.S. government is intensifying its regulation of frontier AI models. Previously, Anthropic's Mythos 5 and Fable 5 were temporarily suspended due to export control measures; Mythos 5 has now been permitted to reopen access to about 100 key U.S. infrastructure institutions, but Fable 5 has yet to resume operations. In addition, at the request of the U.S. government, OpenAI has adopted a phased rollout strategy for the GPT-5.6 model. Analysis suggests that as OpenAI and Anthropic move toward trillion-dollar valuations, the U.S. government is gradually becoming a key player influencing the release, deployment, and commercialization process of frontier AI models. ---------------------------------Click the link below to join Beating · Feishu AI News Channel, providing 24/7 uninterrupted monitoring of global AI trends and news.