DeepSeek tops rankings, Nvidia hits $5.3T, Unitree IPO prices at 60.99B yuan, Waymo opens Dallas, storage stocks plunge.
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.
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.
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.
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.
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.
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