AI Industry Development & Policy Dynamics

According to CNBC, Fidelity International released a report on Aug 26 diagnosing persistent structural inflation driven by government fiscal deficits, massive AI infrastructure investment, tight employment markets, stronger trade barriers, and energy supply disruptions. The firm identified this

OpenAI unveiled its first custom AI chip on Tuesday, reporting that the Jalapeño processor delivered 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 times lower end-to-end latency than Nvidia Corp.'s GB200 and GB300 systems across specific benchmarks. The chip, developed with Broadcom and

According to Stocktwits, OpenAI on Tuesday (Aug 26) unveiled its Jalapeño AI chip, which delivered 1.5 to 1.9 times better energy efficiency and up to 3.6 times lower latency than Nvidia's GB200 and GB300 systems on

Kim Seung-hyun, Head of 1Q ETF Quant Solutions Division at Hana Asset Management, discussed AI investment strategy in an interview with MoneyToday on August 24. Kim stated that investors should focus on companies that will survive AI competition, emphasizing three criteria: superior technology,

According to The Information, DeepSeek is seeking its second funding round at a 500 billion yuan valuation, targeting 50 billion yuan in new capital. In the first seven months of 2026, the AI company generated 475 million yuan in revenue and narrowed net losses to 715 million yuan, compared to 935 m

Marvell Technology (NAS:MRVL) is scheduled to report its fiscal Q2 2027 earnings (covering May-July) on August 27, according to Joe Terranova, Chief Market Strategist at Virtus Investment Partners, who appeared on a CNBC program on August 25. Terranova stated that AI trading currently needs an

According to strategist Joe Terranova of Virtus Investment Partners, speaking on CNBC on August 25, Marvell Technology's Q2 earnings release on August 27 could provide a boost to the stalled artificial intelligence sector. Terranova stated that the semiconductor company's results will serve as a

According to ChainCatcher, Chinese AI infrastructure firm Dawning will release a next-generation token acceleration solution targeting large language model inference, designed to address redundant computations and data scheduling challenges. The company's ParaStor distributed storage is already

According to ChainCatcher, Tencent Group Senior Executive Vice President and Cloud and Smart Industries CEO Tang Daosheng responded recently to external criticism about the company's slower pace in AI development, stating that insufficient computing power has significantly delayed Hunyuan model

According to market sources, AI company Deepseek generated $70 million in revenue as of July, representing 10-fold growth compared to 2025.

Global billionaires including former Disney CEO Bob Iger and venture investor Josh Kushner are acquiring stakes in major US sports franchises on 24th and 25th (local time), driving team valuations to record highs. The Los Angeles Lakers sold for $12.5 billion, the San Diego Padres for $3.9 billion,

Korean AI chip company Rebellions partnered with UK AI computing startup Callotherm to supply over 100 neural processing unit (NPU)-based computing racks to a UK government-supported AI research cluster. The company announced the partnership on the 26th. The collaboration aims to enter the

According to ChainCatcher, AEON, an AI economic settlement protocol, has processed over 1.4 million x402 transactions totaling $14.73 million since launching its AI payment architecture on BNB Chain. The protocol enables AI Agents to autonomously verify and settle on-chain assets in

According to Beating AI, OpenAI now enables ChatGPT Work to log in to user accounts with user-provided credentials. Previously, the AI would pause when encountering a login page; it now redirects login prompts to the user, who enters username, password, and verification codes. After authentication c

According to Tencent Technology, AI robotics company Figure launched the Index project today (August 26) on iOS and Android platforms to collect real-world task data from global users for humanoid robot training. The platform has reached 108 countries and regions, with over 264,000

Securities firms raised target prices for GS Engineering & Construction on the 26th as the company's role in GS Group's Donghae AI Data Center (AIDC) project becomes more concrete. Daishin Securities, Kiwoom Securities, Hanwha Investment & Securities, and NH Investment & Securities all maintained 'b

According to multiple brokerages in South Korea today (August 26), GS Construction's stock target prices were raised amid optimism over the GS Group's planned Donghae AI data center (AIDC) project. Hana Financial Investment raised its target from 41,000 KRW to 50,000 KRW, while Daishin Securities in

Samsung Venture Investment and NVIDIA participated in artificial intelligence software company Emerald AI's Series A funding round, according to industry sources on the 26th. The round, led by Energize Capital and DCVC, raised $150 million (approximately ₩207.7 billion) from global enterprises and v

Salesforce's Agentforce platform generated revenue surpassing $1.2 billion in the first quarter of fiscal year 2027, representing 205% growth compared to the same period a year earlier. The AI agent product launched in late 2024 and closed its first full fiscal year with roughly $800 million in

Salesforce's Agentforce platform saw annual recurring revenue surpass $1.2 billion in Q1 FY2027, representing 205% growth year-over-year. In a single quarter, the company signed 98 contracts with annual contract value exceeding $1 million, a single-quarter record. The company's internal