OpenAI founder Altman said rising compute and memory costs are undoubtedly a headwind.

Ant Group has open-sourced LingBot-Video, described as the world’s first open-source video foundation model for embodied intelligence built on a Mixture-of-Experts (MoE) architecture. By replacing traditional dense architectures with MoE to expand capacity while controlling per-inference cost, the 30B-parameter model activates roughly 3B parameters during generation—about three times the inference efficiency of a comparable dense model—aiming to combine large-scale visual expressiveness with the efficient inference required for embodied intelligence.

HSBC says firmer memory-chip prices could push Samsung Electronics to record results. Analysts Ricky Seo and Han Kil Chang forecast Q3 operating profit rising 25% QoQ on a 20% sales increase, assuming DRAM and NAND prices rise about 15%, OLED panel demand seasonal strength from a new foldable launch, and smartphone margins rebounding. HSBC says continued compute expansion by cloud-service providers makes this year’s operating profit rise to more than eight times to KRW 376 trillion, with a further 37% increase next year. HSBC maintains buy and a KRW 450,000 target price.