AI Industry Development & Policy Dynamics

According to Cathie Wood's forecast shared by Guru Club on September 7, artificial intelligence could drive global real GDP growth of up to 15% over coming years as part of a broader tech revolution spanning AI, robotics, energy storage, blockchain, and life sciences. Wood also projects that global

According to Korea Economic TV, South Korea's KOSPI index surged 3.33% to 6,909.61 on the morning of September 7, reclaiming the 6,900 level following OpenAI's debut of new AI model Astra. Foreign investors and institutional buyers net purchased 536.3 billion and 473.1 billion Korean won

Nouriel Roubini, the New York University professor known as 'Dr. Doom' for predicting the 2008 global financial crisis, warned on the 6th (local time) that while the economic boom from artificial intelligence (AI) industry expansion could continue, a US-Iran war could significantly impact

According to ChainCatcher, Amazon recently raised its 2026 capital expenditure forecast from $200 billion to $220 billion, primarily for AI infrastructure. The increase will fund data centers, servers, and networking equipment as AWS expands AI server shipments with key supply chain partners

According to Guru Club, Beijing Economic-Technological Development Area released China's first AI4Chip (artificial intelligence-powered integrated circuit) policy on September 7. The "AI4Chip 20-Point Action Plan (2026-2028)" outlines five major initiatives and 20 key tasks aimed at advancing chip-A

According to ChainCatcher, citing IT Home, major GPU manufacturers Asus and Gigabyte raised prices for graphics cards in the Chinese market in September, with maximum increases reaching 500 RMB. Asus increased prices for Nvidia RTX 5070

According to Money Today, South Korea's Ministry of Science and Information and Communication will allocate 27.5 billion won per rack for Nvidia's next-generation Vera Rubin AI chips next year, exceeding earlier foreign media estimates. The ministry will spend 3.85 trillion won total to

According to ChainCatcher, South Korea plans to consolidate five state-owned power companies by October 2027 to accelerate investments and meet rising energy demand from the country's artificial intelligence and semiconductor manufacturing

SK Hynix and major Korean semiconductor stocks surged on the morning of the 7th at 9:08 AM following OpenAI's GPT-6 Astra announcement. The rally was driven by heightened expectations for expanded AI computation demand. SK Hynix rose 5.95% to 1.745 million won, while Samsung Electronics

Meritz Securities recommended on June 7 that investors maintain holdings in memory-focused semiconductor stocks following OpenAI's GPT-6 Astra launch, citing renewed expectations for AI infrastructure demand. Analyst Hwang Su-wook stated that AI model advancements create new workloads even as

According to Meritz Securities, the firm recommends continuing to hold memory chip stocks on September 7, as lower token prices will expand AI workloads rather than reduce semiconductor demand. Researcher Hwang Soo-wook noted that as AI model efficiency improves and token costs decline,

According to ChainCatcher, Nvidia CEO Jensen Huang said today that OpenAI's GPT-6 Astra was trained on over 100,000 Nvidia Grace Blackwell NVLink72 chips.

Samsung Electronics and SK Hynix recorded gains of approximately 4% in NXT pre-market trading on the morning of the 7th, driven by a US semiconductor stock rally. As of 8:06 AM on the 7th, Samsung Electronics traded at 265,500 won, up 10,000 won (3.91%) from the previous trading day, while SK Hynix

According to Goldman Sachs analyst Rich Privorotsky, OpenAI's new Astra model represents a significant artificial intelligence breakthrough that sparked overnight gains for key investors. SoftBank, a major OpenAI backer, jumped over 10% yesterday, while Oracle rose approximately 5.5%. Privorotsky n

Several asset managers including Direxion, Tradr, Leverage Shares, and GraniteShares have announced plans to launch leveraged ETFs tracking Anthropic ahead of the AI company's expected IPO in late September or October. Anthropic has confidentially filed for an IPO

According to Jin10, President Trump posted 27 messages containing AI-generated images over a roughly four-hour period on Sunday (Sept. 6), from approximately 11:54 a.m. to 4 p.m. EDT. The posts covered diverse themes including Iran, criticism of Democrats, proposed territory

According to Richard Windsor, founder of independent research firm Radio Free Mobile, NVIDIA acquired open-source AI platform Hugging Face for $13 billion on Friday as a strategic move to maintain its competitive edge amid rising custom chip competition. Windsor characterized the deal as buying

South Korea's government-led 'Everyone's AI' project announced a differentiation strategy against foreign AI services on September 4 at a business meeting held at Korea Press Center in Seoul, with Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon stating the project would fail wit

Greg Abel, CEO of Berkshire Hathaway, outlined two core monetization strategies tied to artificial intelligence growth during an interview on May 2nd in Japan: expanding AI datacenter energy supply through subsidiary Berkshire Hathaway Energy (BHE) and scaling investment in Alphabet, Google's

Na Jung-hwan, a researcher at NH Investment & Securities, stated in a recent report that domestic AI platforms and services, along with secondary batteries, are positioned to become leading sectors in the Korean stock market. The report noted that stock price volatility has peaked and is now