AI Industry Development & Policy Dynamics

On Tuesday, September 29, Robinhood introduced Robinhood Agents, an AI assistant that can answer market questions, build customized investment strategies from scratch, and automatically monitor positions and execute trades while users are offline. The AI agent operates through conversational

Korea Casting entered Doosan Enerbility's gas turbine supply chain in the first half of this year, delivering its first batch of large-scale gas turbine housings with additional shipments currently underway. The company's order backlog grew approximately 30% from 6,441 tons at the end of last year t

According to SpaceX’s regulatory filing submitted in May, Anthropic pays SpaceX $1.25 billion per month to use computing capacity under an agreement effective through May 2029, amounting to $15 billion annually. After the deal came to light, Elon Musk admitted that his view of Anthropic was “obviously wrong” and praised Anthropic’s Mythos/Fable models. Deal Scale and Contract Terms: Anthropic Pays $1.25 Billion Monthly, $15 Billion Annually, and Either Party May Terminate with 90 Days’ Notice Sp

Shinhan Securities initiated coverage on Hyundai AutoEver with a 'Buy' rating and target price of 540,000 won on the 30th, positioning the company as a core player in Hyundai Motor Group's artificial intelligence and robotics transformation. The target price represents a 45.9% premium to the

According to CNBC on September 29, strategist Jim Cramer warned that deteriorating public sentiment toward artificial intelligence could pressure not only AI-related stocks but the broader U.S. market. Cramer noted that while cultural attitudes have turned against AI companies and their products, AI

According to Calcalist, Israeli cybersecurity startup Rig Security announced a $12 million seed funding round led by Ten Eleven Ventures and Brightmind Partners, with CrowdStrike's Falcon Fund participating as a strategic investor. Founded in early 2025 by former Wiz employee Guy Kozliner, Rig Secur

According to Bitcoinist, Verona launched verUSD, a dollar-denominated stablecoin, on September 28 with over $100 million in institutional launch commitments from investors including Animoca Ventures, Figment Capital, and others. The stablecoin is specifically designed for machine-to-machine and AI-a

According to DeepSeek, on September 30, the company open-sourced infrastructure components for Huawei Ascend platform, including TileLang advanced language compiler, computing library, and distributed communication library. All components correspond one-to-one with previously released components for

According to the Sept. 30 DevDay 2026 developer conference announcement, OpenAI released the new GPT-6.1 Sol model through its official X account and blog, positioning it as “the most cost-effective” mid-range flagship model available today. In terms of performance, official benchmark tests show that GPT-6.1 Sol improved by 6.4 percentage points over its predecessor, GPT-6 Sol, on DeepSWE v1.1. API Pricing: Cached Input Reduced to $0.10 (95% Cheaper Than Standard Input and 50% Lower Than Its Pre

According to Bloomberg, as of September 29, OpenAI is seeking at least $30 billion in new funding at a roughly $1.4 trillion valuation. CEO Sam Altman said the company would not go public in 2026 while addressing AI safety concerns, with the funding to provide bridge financing. The move comes as Ope

On September 30, OpenAI officially unveiled a new AI Agent product called “dots” via its official X account and blog. Powered by GPT-6 Astra, dots is positioned as a “digital coworker” capable of running always-on in the background 24 hours a day. As of press time, the related post had attracted more than 400k views. dots can connect to more than 4,000 applications through plugins. dots’ Core Capabilities: Powered by GPT-6 Astra, Always-On 24 Hours a Day, Connecting to More Than 4,000 Applicatio

According to BlackRock's report 'Machine-Native Economy' released as of September 2026, stablecoins reached over $300 billion in circulation with adjusted trading volume exceeding $11 trillion in 2025, representing an 80% compound annual growth rate from 2020 to 2025. BlackRock stated that as AI

According to TrendForce, high-bandwidth memory (HBM) blended average selling prices will jump 121% in 2027 compared to 2026 as AI server demand continues to expand amid tightening supply. The price surge is driven by increased HBM4 adoption, gradual rollout of HBM4e, and competition between HBM and

According to information disclosed by Anthropic in confidential IPO documents, Anthropic has agreed to purchase up to $84.5 billion worth of AI computing resources from SpaceX through 2029, powered by NVIDIA chips. Reportedly, most of the contracts can be canceled with 90 days’ advance notice. The company’s projected revenue for 2025 is close to $4.6 billion, while its operating loss for the same year exceeds $8 billion. SpaceX Agreement Terms: Up to $84.5 Billion Through 2029, with Most Contrac

Crypto asset management firm Bitwise announced on September 29 that the Bitwise NEAR ETF had officially begun trading on the New York Stock Exchange (NYSE Arca), making it the first spot NEAR exchange-traded product (ETP) in the U.S. market. NRR has an expense ratio of 0.75% and includes staking functionality operated by Bitwise’s in-house institutional-grade staking team. NRR’s Product Structure: 0.75% Expense Ratio, Staking by Bitwise’s In-House Institutional-Grade Team, 5% Annualized Target N

Semiconductor equipment stocks rose on the Korean stock market on September 30, with Jusung Engineering climbing 3.38% to 229,500 won as of 10:11 AM, overtaking Ecopro BM to claim the 3 market capitalization position on KOSDAQ at approximately 10.66 trillion won. The gains followed strong

According to Korea Exchange data, on September 30, Jusung Engineering (036930) advanced 3.38% to 229,500 Korean won, with market capitalization reaching approximately 10.66 trillion won. The chipmaker surpassed EcoPro BM to claim the 3rd position in KOSDAQ market cap rankings. Other semiconductor e

According to PANews, Multicoin Capital announced on Sept 30 that its hedge and venture funds have invested in DePIN project Grass, which provides pre-training data to AI labs through a decentralized network powered by crypto incentives. Grass generated $17 million in revenue during the first half

OpenAI is seeking at least $30 billion in financing at a valuation close to $1.4 trillion. Negotiations remain at an early stage, and the terms may change before a final agreement is reached. This follows the completion of $122 billion in committed financing at an $852 billion valuation in March. CEO Sam Altman recently ruled out the possibility of an IPO in 2026, citing concerns about the pace and safety of AI development. Financing Size and Valuation: OpenAI Seeks $30 Billion, a Significant In