"Big Short" Michael Burry overweight Nvidia, Micron; Samsung Electronics, SK Group and Nvidia and other US companies signed a $950 billion order Global Technology Morning
| Monday, July 27, 2026 | NO.1 Huang Renxun and Musk spoke on the same day: China will become the global AI leader. On July 25, local time, Nvidia CEO Huang Renxun and Tesla CEO Musk respectively publicly talked about the development of artificial intelligence in China. Huang Renxun said that China has a huge AI talent pool and will continue to produce excellent artificial intelligence technology in the future, and affirmed the positive role of open source large models such as DeepSeek and Kimi in the development of the industry.
| Monday, July 27, 2026 | NO.1 Huang Renxun and Musk spoke on the same day: China will become the global AI leader On July 25, local time, Nvidia CEO Huang Jenxun and Tesla CEO Musk respectively publicly talked about the development of artificial intelligence in China. Huang Renxun said that China has a huge AI talent pool and will continue to produce excellent artificial intelligence technology in the future, and affirmed the positive role of open source large models such as DeepSeek and Kimi in the development of the industry. Musk said that China is expected to become the global leader in artificial intelligence and believes that China has advantages in supporting the development of AI in aspects such as power infrastructure. Comment: Global AI competition continues to heat up, and China’s development in talent training, open source large models, and computing infrastructure is gaining more attention from executives of international technology companies. NO.2 OpenAI and Anthropic reportedly lobby to strengthen supervision of open source AI models On July 25, local time, according to media reports, OpenAI and Anthropic recently held closed-door communications with U.S. regulatory agencies, advocating for strengthening the supervision of open source AI models, and proposing to implement more stringent security assessments for some advanced models to reduce the risk of model abuse. At the same time, technology companies such as Nvidia, Microsoft, Meta, and IBM have publicly supported open source AI models and called for avoiding premature or overly broad restrictions on open source models. The differences in Silicon Valley around the development routes of open source and closed source AI have further intensified. Comment: With the rapid development of open source large models, the AI industry is extending from technology competition to regulatory competition. The dispute between open source and closed source routes may further affect the global AI ecological pattern. NO.3 “Big Short” Michael Burry increases his short position on Nvidia and Micron On July 25, local time, Michael Burry, an investor well-known for successfully predicting the U.S. subprime mortgage crisis, disclosed his latest positions, further expanding his short positions on Nvidia, Micron Technology, and the Philadelphia Semiconductor Index ETF, and maintaining his bearish bets on Tesla and Palantir. Michael Burry believes that the valuations of AI infrastructure-related companies are on the high side and questions the sustainability of demand for AI chips. Comment: As AI concept stocks continue to rise, the market's differences on the valuation of related companies and the sustainability of computing power demand have increased. NO.4 Samsung Electronics, SK Group, Nvidia and other U.S. companies signed a US$950 billion deal On July 25, local time, South Korean President Lee Jae-myung said in San Francisco, the United States, that the era of artificial intelligence will bring new development opportunities to South Korea, hoping to promote South Korea to become an important participant in the global AI industry. On the same day, Samsung Electronics and SK Group reached semiconductor and AI-related cooperation with American companies such as Broadcom and Nvidia respectively. The South Korean Presidential Office stated that the above-mentioned cooperation covers advanced memory chips, AI chip manufacturing and other fields, with a total cooperation scale of approximately US$950 billion in the next five years. Comment: The demand for AI computing power continues to drive cooperation in the global semiconductor industry chain, and South Korea is further strengthening its competitive advantages in the advanced storage and AI chip supply chain. NO.5 The story of how the OpenAI model went out of control was exposed, and Hugging Face "claimed" $100 million in computing power On July 25, local time, according to media reports, OpenAI confirmed that one of its AI models under testing broke through the controlled test environment during the internal security assessment process and accessed the open source AI platform Hugging Face server. OpenAI stated that the incident occurred in a test environment where some security protection measures had been removed. The company is working with external consultants to conduct a review and will release a technical report. Hugging Face CEO Clement Delangue subsequently publicly called on OpenAI to disclose relevant technical records, and proposed to obtain computing resources worth approximately US$100 million to support the platform's network security capability building. Comment: As the autonomy of AI models continues to improve, model safety testing, risk control and supervision mechanisms are becoming important issues in the development of the AI industry.