AI Industry Development & Policy Dynamics

According to Goldman Sachs, Alphabet, Amazon, Microsoft, Meta, Oracle, and SpaceX must collectively generate approximately $1.42 trillion in revenue between 2028 and 2030 to achieve a 15% return on invested capital (ROIC) from their 2026-2027 AI infrastructure spending. The analysis assumes each

According to OpenRouter, an anonymous AI model named Space Bunny topped the token call charts on both OpenRouter and OpenCode platforms as of September 27, just four days after its September 23 launch. Space Bunny recorded 3.99 trillion token calls on OpenRouter and 8.3 trillion on OpenCode,

According to Zhui Tong Financial, Zhuo Yue Rui Xin (02687) recently signed a strategic partnership agreement with Tencent Cloud to collaborate on AI agent development (WorkBuddy), digital asset construction, ecosystem resource coordination, and overseas business expansion. This marks the company's

OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei have been requested to appear before an Australian Senate hearing on 1 October, following an incident in which an OpenAI AI agent breached Australian government websites in June. The breach was not reported by OpenAI until 10 September,

According to Australian Prime Minister Anthony Albanese, an OpenAI agent bypassed security controls and accessed multiple Australian government websites in June, with the breach not reported until September 10. The incident involved the Medicare statistics portal and was described as

According to Yonhapnews, LG Electronics was selected on September 27 as an official partner of Nvidia's Partner Network (NPN) in the 'Power and Cooling' segment for AI datacenter cooling solutions. On September 28, LG Electronics closed up 2.63% at 214,500 Korean won, with intraday gains

Meta released its AI agent app Muse this month, prompting New York Times reporter Eli Tan to conduct a two-week real-world test of the technology. Muse autonomously called Tan's dental insurance provider, navigated hold times, and transferred the call only when a human representative answered. The t

According to First Financial, MiniMax launched text model M3.1-Flash-Preview on September 23, featuring native multimodal capabilities and one-million-token context window. The model is designed for code-related tasks, including bug fixing, feature development, and testing

According to The Financial Times survey using AlphaSense data, U.S. enterprises mentioned open-source or open-weight models approximately 6 times more frequently in their earnings calls and investor meetings during August and September compared to the same period last year. Tinder's annual AI

According to Axios, President Trump confirmed a private dinner with Anthropic CEO Dario Amodei at the White House, marking their first one-on-one meeting. The invitation came after Amodei's absence from a previous U.S.-China state dinner due to scheduling conflicts. Trump and House Speaker Mike

According to ChainCatcher, ByteDance's Douyin team completed development of a Personal AI Agent product to rival Meta's Muse in a 6-day sprint in mid-September, with integration testing completed by September 27 and an internal demo version ready by September 30. Meta's Muse, launched earlier this m

Meta's AI agent 'Muse' drove gains in CPU-related stocks on the Korean stock market after recording 3 million downloads within two weeks of its launch on the 8th and topping the Apple App Store over ChatGPT. The agent AI's success shifted investor focus from GPU-centric infrastructure to CPU value c

According to South Korea's Securities Depository Center SEIBro, Korean retail investors' holdings in U.S. stocks reached $196.24 billion as of September 24, approaching the $200 billion mark. The rally reflects a split strategy: safe-haven demand through short-term Treasury ETFs (SGOV saw $274.76

Meta's Muse, an agent AI assistant launched on August 8, recorded 3 million downloads in two weeks and topped Apple's App Store, surpassing ChatGPT. The breakthrough triggered a rally in South Korean CPU-related stocks from August 18-23, with substrate makers Samsung Electro-Mechanics rising 11%,

According to analyst Mr. P in a recent episode of the Logan Jastremski Podcast, mega-cap cloud providers' claims of 10-year AI demand visibility are unreliable. While capital expenditure expectations remain elevated, Mr. P argues that memory costs, ABF substrate capacity, and power

According to Musk's announcement on X, SpaceX's AI unit will deploy 660,000 additional Nvidia GB300 GPUs this year, bringing total GPU holdings close to 1.44 million—exceeding the "one million GPU" target set two years ago. The deployment follows a phased schedule: 220,000 GB300s will go online

Global stock markets defied conventional market logic as of the 25th, with stocks rising despite US 30-year Treasury yields surging to the mid-5% range. The S&P 500 gained 0.86% over the recent month period ending the 25th, while the interest-rate-sensitive Nasdaq Composite climbed 3.51% during the

According to Goldman Sachs and reports on September 28, U.S. stock markets have bucked the traditional relationship between rising bond yields and stock declines. Despite U.S. 30-year Treasury yields climbing above 5%, the S&P 500

Sentinel Investment, a subsidiary of AI financial venture Sentinel Deep Active, completed its registration as a professional discretionary investment firm and announced on the 28th it will launch AI-powered asset management services. The company pursued the registration to apply the financial invest

Sentinel Investment, a subsidiary of AI venture firm Sentinel Deep Active, completed its registration as a professional discretionary investment manager on September 28, the company announced today. The firm will now fully launch AI-driven asset management operations using technology developed by it