[Kaiyuan Computer] Daily AI Key Information Summary | 2026.07.29

English summary

#Large Model and AI Application Progress# 1. AI short drama scale exceeds RMB 22 billion in half a year, industry explosion reshapes content production logic. #Industry Views Summary# 1. NVIDIA CEO Jensen Huang called on multiple Senate offices to support open-weight AI models, saying these models are crucial to AI safety. 2. Benefiting from the AI computing power demand explosion, MLCC supply-demand was tight and prices rose in H1, driving strong sector performance; the industry expects AI and automotive high-end high-capacity MLCC prices to continue rising in H2, with high industry prosperity expected to persist. 3. The surge in AI data center power consumption has sparked heat in the solid-state transformer track, with many vendors accelerating layout; this year is the first year of industrialization, and large-scale commercialization is expected by 2028, but industry standards are lacking and core technologies are scarce, so computing power customers still prefer mature power supply solutions. 4. ...