AI Industry Development & Policy Dynamics

According to Caixin, on September 25, Anthropic and Akamai Technologies announced a seven-year partnership worth $11.6 billion. Under the agreement, Akamai will leverage its distributed AI infrastructure and software to support Anthropic's growing CPU workload demands. The deal includes

According to a Bloomberg newsletter published on September 24, Microsoft AI CEO Mustafa Suleyman called for government involvement in evaluating artificial intelligence models before they reach the public, arguing that the industry needs to establish clear "red lines" for AI capabilities. His

According to Google Cloud, BNP Paribas signed a five-year partnership on September 24 to expand access to cloud infrastructure and AI tools, including Gemini Enterprise and Gemini models. BNP Paribas plans to integrate Gemini into its internal assistant LLM@CIB, available to more than 65,000

Akamai Technologies Inc. (AKAM) secured an $11.6 billion seven-year cloud computing agreement with AI developer Anthropic, the company announced Thursday. AKAM stocks soared approximately 20% in after-hours trading following the disclosure. Under the agreement, Anthropic will use Akamai's

AI and semiconductor ETFs in the domestic market reached 64.6856 trillion won in net assets as of September 22, marking a 39 trillion won increase this year across 129 listed funds. The rapid growth of the AI industry drove this expansion, with 34 new ETFs launched this year alone. Investment

According to South Korea's financial investment industry, as of September 22, AI and semiconductor ETFs listed on the domestic market reached combined net assets of 65 trillion won (approximately $50 billion USD), up 39 trillion won since the start of the year. A total of 129 AI and semiconductor ET

According to Reuters, Meta unveiled Muse Charm at its Connect conference, a pocket-sized AI wearable featuring a 2-inch screen, fingerprint sensor, and 5G connectivity, designed to let users interact with Meta's AI agent Muse without unlocking a phone. The company targets December launch, moving

Grok AI, Elon Musk's artificial intelligence platform, predicts XRP can reach $1.80-$2.50 by the end of 2026, with $3.10 representing the bull case scenario. The forecast comes as XRP trades at $1.51 following a +15% weekly move, though the token remains down -8.2% overnight. The prediction is

Meta Platforms Inc. (META) stock jumped 36% in September, bringing the tech giant within 1% of a $2 trillion market capitalization and marking its strongest monthly performance since July 2013. The rally was driven by the launch of its Muse personal AI assistant on Sept. 8 and the resolution of a ma

Meta stock jumped 36% in September, bringing the tech giant within 1% of a $2 trillion market capitalization and marking its best monthly performance since July 2013. The rally was largely driven by strong investor

According to sources close to its financing, SB Energy deferred its initial public offering this week following Oracle's force majeure notice on the Jupiter Project, a major data center in New Mexico. The move has sent ripples through the trillion-dollar AI infrastructure financing market, with

Perplexity AI launched a free Fast Search feature for users of the Hermes Agent platform, available across all Nous Portal tiers. The feature aims to make web searches more efficient for users interacting with web content and applications. NousResearch reported the development via social media. Pe

According to Bitcoin News on X, Block has joined the x402 Foundation and added Bitcoin Lightning Network support for x402, an open payment standard for AI agents. The x402 standard embeds payments directly into HTTP, enabling AI agents to autonomously pay for goods, services, and tools from other ag

According to Axios, President Trump, House Speaker Johnson, and technology company CEOs will convene on September 29 to discuss artificial intelligence.

According to Fortune Magazine, OpenAI will preview GPT-6 Cyber, its latest cybersecurity-focused model, in the coming days. The company will also release a new product to help customers deploy GPT-6 Cyber in a more secure and automated

KB Securities analysts recommended refocusing on semiconductor stocks on the 25th as long-term interest rates showed signs of stabilization. Analyst Kim Min-gyu stated that with interest rate increases temporarily calming long-term rates, now is the time to pay attention to semiconductors again,

According to KB Securities research report on Sept 25, AI infrastructure investment is shifting from graphics processing units (GPUs) to central processing units (CPUs) and memory, potentially boosting Samsung Electronics and SK Hynix's strategic valuations as core AI infrastructure assets. KB Secur

According to media reports citing people familiar with the matter on September 24, Google, OpenAI, and Anthropic are advancing plans to jointly establish an AI safety standards organization tentatively named the Standards Authority for Frontier AI (SAFA). The organization is expected to launch by th

According to Guru Club, Akamai Technologies announced a seven-year partnership with Anthropic on September 25 valued at $11.6 billion, with an option to expand the agreement by up to $9 billion, bringing the potential total commitment to approximately $20 billion. Through its distributed AI