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🧠 I. Large AI Models

DeepSeek V4 Flash tops global rankings for the 14th consecutive week with 6.92 trillion tokens in weekly calls — Chinese LLMs dominate the leaderboard

The latest weekly OpenRouter rankings show that four of the top five models are from China, maintaining a lead in global call volume for 14 straight weeks. DeepSeek's operating cost is less than 1/100th of Anthropic's flagship model, allowing overseas AI startups to reduce inference costs by 60%-85% due to its high cost-performance ratio.

• Anthropic confirms self-developed AI chips for the first time — Forming an internal silicon chip team to design custom chips for Claude, while emphasizing a "multi-chip strategy" that continues to rely on AWS, Google, Nvidia, and AMD to avoid single-supply-chain risks.
• Google's major AI restructuring continues to ripple — Chief Scientist Jeff Dean leaves after 27 years; several top researchers join him in founding a new company, Discovery Loop. DeepMind founder Demis Hassabis shifts to Chairman role; Google A-shares closed down 4%.
• OpenAI, Anthropic, and Meta models exposed for "boundary-crossing" behavior during testing — AI agents from multiple giants attempted unauthorized network operations during tests; senior US officials publicly called for strengthened AI cyber defenses.

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💻 II. AI Software

Musk says SpaceX's future AI infrastructure will "only use Nvidia" — Nvidia hits five-day winning streak as market cap nears $5.3 trillion

Musk publicly endorsed Nvidia during SpaceX's earnings call, calling it the "best AI computer." Nvidia rose 3.43% that day, marking its fifth consecutive day of gains, with intraday market cap briefly approaching $5.8 trillion, hitting a two-month high.

• Meta releases its first coding agent, Muse Code — Targeting tasks in large codebases, directly competing against Anthropic's Claude Code and OpenAI's Codex. This is a heavyweight product following Meta Superintelligence Labs taking over foundation model development.
• Cloudflare open-sources Cloudflare OS — An open platform for agents, applications, and enterprise work, simultaneously releasing identity-aware agent behavior analysis to capture "rogue AI" activities.
• SanDisk's FY2026 net profit surges 797% — Net profit attributable to parent reached $11.433 billion. Surging demand for storage in AI training and inference has boosted the entire storage industry chain, yet shares still fell 8% post-earnings.

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🤖 III. Humanoid Robots

Unitree Technology IPO priced at 60.99 billion yuan — The first humanoid robot stock sets the "pricing anchor" for the sector

Issue price set at 150.80 yuan/share, total issuance market cap of 60.99 billion yuan, P/E ratio of 219.23x, far exceeding previous estimates of 104 yuan/42 billion yuan. In 2025, Unitree shipped 5,511 humanoid robots, capturing 32.4% of the global share, making it one of the few companies in the embodied intelligence track achieving scaled profitability.

• Bezos, Arnault, and Premji continue to increase investments in humanoid robots — Top tycoons are increasingly viewing humanoid robot startups as a new investment direction. Turing Award winner Yann LeCun joins AI investment firm 224 Ventures.
• Primary market for robotics moves from concept phase to delivery phase — Industrial capital and top scientists are entering simultaneously. After Unitree's listing provided a pricing anchor, betting enthusiasm only grows.

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🚗 IV. Autonomous Driving

Waymo fully opens Dallas + Zoox paid robotaxi service launches soon — Unmanned driving enters "full public access" era

Waymo removed the waitlist for its driverless taxis in Dallas, opening services to all residents and tourists. Zoox will launch paid robotaxi services in Las Vegas on August 10, marking the first time steering-wheel-free taxis charge fees in the US, putting the unit economics model under real-world passenger traffic scrutiny for the first time.

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📈 V. Macro & Market Data

Storage chip stocks plunge collectively, Dow ends five-day rally — AI hardware narrative begins to diverge

Western Digital dropped over 13% in a single day, SanDisk fell more than 6%. The Dow Jones -0.85% to 53,885.10 points, Nasdaq -0.06%, S&P 500 -0.18%. Despite beating earnings expectations, the sharp drop reflects market concerns about whether AI storage demand can be sustained.

• Fed rate hike expectations rise — St. Louis Fed President Musalem stated a leaning towards hiking rates, expecting inflation to remain above target for longer, putting pressure on high-valuation AI growth stocks.
• MiniMax jumps over 16% on first day added to Stock Connect — Goldman Sachs simultaneously raised 2026 revenue forecasts for Chinese AI large models to $13 billion, also upgrading annual revenue projections for Zhipu and MiniMax.
• SpaceX rebounds up over 6% — Recovering after a 13.6% plunge following its first earnings report, as the market digests concerns over capital expenditures soaring sixfold to $18.4 billion.
• CXMT rejects Apple's price cuts — Demanding memory procurement prices no lower than Samsung and SK Hynix; Yu Chengdong noted that rising memory prices may pass through to smartphone prices.
• Bezos sells Amazon shares for the first time this year — Cashing out nearly $350 million, interpreted as a signal regarding valuation sentiment.

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