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When asked about the current situation in the Strait of Hormuz, a spokesperson for the Iranian Foreign Ministry stated that there has been no change in the navigation situation.Iranian Foreign Ministry spokesman: Negotiations between Iran and Oman regarding the Strait of Hormuz have been fruitful. Technical and political consultations between the two sides are ongoing.On July 26th, British Artificial Intelligence Minister Michel Narayan stated that chip manufacturing and drones will be central to Prime Minister Burnhams efforts to promote the UKs "reindustrialization," emphasizing that these technologies will occupy a "top priority" in the new prime ministers plans. However, Narayan stated that the government rejects blindly promoting "technological fanaticism" and will address the "substantial risks" that artificial intelligence poses to employment and national security through regulation and other measures. Regarding the US governments unexpected decision last month to impose export controls on Anthropics Mythos model, Narayan pointed out that artificial intelligence "has become a central point of contention in geopolitics, and the way to deal with this situation must be to build our own capabilities to gain influence and leverage."On July 26th, NVIDIA announced on the 25th that it is collaborating with Seoul National University to establish the "NVIDIA AI Technology Center (NVAITC)". The two companies plan to use this center as a core to focus on AI research, expert training, and educational program operations. Joint research areas will cover foundational models, accelerated computing, physical AI, and scientific AI. Furthermore, the two companies will jointly explore solutions for building computing infrastructure to support large-scale AI research. In addition, they plan to utilize NVIDIAs open AI model "NVIDIA Nemotron" and the worlds foundational model "Cosmos" for related research.July 26th - According to foreign media reports, "Big Short" Michael Burry continues to short Micron, Nvidia, and other semiconductor companies. In a Substack post, Burry stated that he further shorted Micron Technology (MU.O) at $933.86 and increased his short position in Nvidia (NVDA.O) at $210.28. Burry also further shorted Caterpillar (CAT.N) at $893.49 and increased his short position in the iShares Semiconductor ETF (SOXX) at $535.83.

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