AI Industry Development & Policy Dynamics

According to BlockBeats, OpenAI purchased tens of thousands of Mac computers on August 31 for reinforcement learning training, while Anthropic has opted to lease Mac systems for AI development. Nvidia has identified Apple as the primary competitor in the local AI sector, citing growing adoption of M

According to Nvidia CEO Jensen Huang, AI is bringing manufacturing back to the United States and driving reindustrialization after decades of offshoring. In a statement released today (August 31), Huang said AI is creating demand for investments in the nation's aging power grid and sustainable

Hyundai Motor Group is pursuing a data-driven catch-up strategy in autonomous driving after delays in transitioning to end-to-end (E2E) artificial intelligence technology. The automaker currently produces Level 2 advanced driver assistance systems such as Highway Driving Assist 2 (HDA2) and plans to

According to Yonhap Infomax on August 31, the autonomous driving industry is experiencing a major technological shift from hardware-centric systems to AI-driven software solutions. Tesla, using only eight cameras with advanced neural networks, has abandoned expensive LiDAR sensors and pre-built HD m

According to Yonhap Infomax, Hyundai Motor plans to debut its first mass-produced software-defined vehicle (SDV) equipped with Level 2+ autonomous driving technology in 2028 in collaboration with Nvidia. The company is currently in the demonstration phase for end-to-end (E2E) AI-based autonomous dri

Hanwha Investment & Securities raised its target price for LG CNS stocks to 100,000 won on August 31, an 11.1% increase from 90,000 won. The brokerage maintained a 'BUY' rating. Analyst Kim So-hye stated that LG CNS is positioned to benefit from expanding domestic artificial intelligence (AI) data c

According to Hana Financial Investment, on August 31, the brokerage raised its target price for LG CNS to 100,000 Korean won (KRW) from 90,000 KRW, an 11.1% increase, while maintaining a buy rating. The firm expects LG CNS to benefit from rising domestic AI data center investments without bearing

Hanwha Investment & Securities raised its target price for Samsung SDS stocks from 250,000 won to 300,000 won on May 31, maintaining a 'Buy' rating, citing the company's secured key tenants for its AI data center expansion. Analyst Kim So-hye stated Samsung SDS has already confirmed core leasing

According to Asia Economics, KB Investment, the venture capital arm of KB Financial Group, announced a strategic partnership with AI semiconductor company Rebellion in May. The collaboration integrates Rebellion's domestically developed AI chips into KB Financial's broader infrastructure. KB Investm

Evercore ISI raised its price target for Amazon.com (NAS:AMZN) from $315 to $355 on 28일 (미국 현지 시각), citing artificial intelligence technology as a powerful catalyst driving the company's e-commerce revenue. The 12.7% upgrade maintains an Outperform rating and suggests approximately 40% upside from t

According to CNBC reporting Evercore ISI analysis, on August 28, the investment firm raised Amazon's (NASDAQ: AMZN) price target from $315 to $355, a 12.7% increase, citing Agent AI as a powerful catalyst for e-commerce revenue growth. The firm maintained its "Outperform" rating and said the new tar

NVIDIA's AI circular financing model, where the chip giant invests in AI developers and data center operators who then purchase NVIDIA GPUs, has drawn criticism from investor Michael Burry this year. The model involves NVIDIA providing financial support to AI companies and data center businesses, wh

According to Yonhap InfoMax, Nvidia expanded investments and financial support to AI companies and data center operators to $54 billion this year (excluding OpenAI), as of late July. The investments have sparked debate on Wall Street about whether rapid revenue growth in AI firms reflects actual

Meta is testing robots from multiple vendors to perform cable management, server resets, and power cycling tasks inside its data centers, according to current and former workers familiar with the projects. The effort aims to manage labor costs as the company's AI infrastructure spending increases. M

According to Daily AN, Meritz Securities will launch an AI-powered investment platform called MOUM on September 1. The platform combines artificial intelligence with investor communities to enable real-time communication among global investors and support investment decisions. Merit's MOUM

Construction stocks surged over 30% in August as nuclear power plants and artificial intelligence data centers emerged as new growth drivers for Korean construction companies. The KOSPI construction sector index rose 33.11% during the month, recording the highest gain among all sectors on the Korea

According to CNBC and The Information, the Trump administration is drafting new rules to restrict Chinese AI companies' remote access to advanced U.S. AI chips through overseas data centers. White House official Michael Kratsios publicly named Moonshot AI in July for renting Nvidia GB300 chips

According to Choson Ilbo's Money Lectures YouTube channel, Park Jung-ho, special professor at Myongji University, said on August 31 that the artificial intelligence chip competition between the U.S. and China has escalated to "actual war" level and predicted the astronomical investment flowing

According to Wired, Meta is recently testing robots from multiple vendors, including Kinova and ABB, to perform maintenance tasks in its data centers, such as power cycling servers and swapping networking cables. The company is evaluating whether robotic arms could eventually reduce reliance on

According to The Energy Mag, Northern Data AG and HIVE Digital subsidiaries faced Swedish Tax Agency VAT decisions in September 2025 and December 2022 respectively, with proposals to deny input-VAT deductions totaling €48 million for Northern Data and confirmed liabilities of €76.6 million for HIVE.