Midday Key Updates on July 25
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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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