Midday Key Updates on July 25

金色财经2026/07/25 04:11

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7:00 (UTC+8) - 12:00 (UTC+8) Keywords: Lisa Su, Nvidia, Anthropic, Claude Opus 51. The three major closed-source frontier AI labs in the United States—OpenAI, Anthropic, and Google—have not yet signed the joint open letter initiated by Jensen Huang.2. Moody's warns that the AI investment boom is impacting tech giants’ financial stability, putting free cash flow for companies like Microsoft and Oracle under pressure.3. Nvidia: Naver, Nvidia, and Brookfield will invest up to 10 billion USD to expand their artificial intelligence data center.4. Elon Musk: X will open source all system code in August.5. Anthropic CEO: Has signed supply agreements with Samsung Electronics and SK Hynix.6. Anthropic: Claude Opus 5's ability to detect cybersecurity vulnerabilities is close to that of top models like Mythos 5.7. AMD CEO Lisa Su: The AI chip market will reach 1.4 trillion USD by 2030.

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Harvard University Investment Management Company disclosed that it holds $2.2 billion worth of SpaceX shares, making it the largest single stock position in its $4.3 billion US equity portfolio. This holding originated from Harvard’s early investment in SpaceX through venture capital funds, and the position has significantly appreciated after SpaceX’s public listing in June this year. The University of California also disclosed a roughly $1 billion position in SpaceX during the same period. Over the past decade, endowment funds from several universities have made substantial bets on private tech assets.

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