AI Industry Development & Policy Dynamics

According to Reuters, Microsoft tightened oversight of data center projects involving cloud providers Nebius, IREN, and CoreWeave on November 5, prompting sharp stock declines in afternoon trading. Nebius, an AI infrastructure provider, and IREN, an Australia-based data center operator, each fell m

Bitcoin mining giant Core Scientific said at its November 5 third-quarter earnings call that it expects to complete the gradual shutdown of its mining business in the fourth quarter of 2026 and become a high-density hosting provider in 2027, having shifted its focus to AI and high-performance computing. Third-quarter bitcoin mining revenue was $17.5 million, just 7.5% of total revenue, while hosting services contributed $215.4 million. Exit timeline: Complete mining shutdown by the end of 2026,

According to Cailianshe, Sand AI, a China-based video-generation model startup, raised US$200 million in a Series A+ round on November 5, led by Cornerstone Capital and Wangsu Science & Technology. The company said it will use the funds for model research, computing infrastructure, product

According to DSRV, the blockchain infrastructure firm signed a memorandum of understanding (MOU) with Kucon, a business data platform company, on November 6 to develop on-chain financial data services and AI agent payment infrastructure. The agreement combines DSRV's blockchain infrastructure with K

According to DeepSeek Harness, as of November 4, the platform's daily active users reached 1.54 million based on official API usage, up from 271,000 on September 30. The team also disclosed that about 35,000 third-party plugins have been launched, with approximately 60% of active users having

According to Guru Club, semiconductor packaging leader ASE announced on November 6 a NTD 123.7 billion investment to expand advanced packaging capacity for artificial intelligence and high-performance computing. The company will establish smart manufacturing lines at Kaohsiung Science and

According to CCTV, yesterday the National Medical Insurance AI Image Recognition Competition held an awards ceremony in Nanning, Guangxi. The winning AI diagnostic models will be integrated into the Medical Insurance Image Cloud Platform and deployed to county-level healthcare facilities to

According to Wellington Altus Chief Market Strategist James Son on November 5, the recent decline in AI-related stocks in the U.S. market reflects deteriorated investor sentiment and excessive leverage, rather than a collapse in AI industry fundamentals. Son argued that forced selling, not

According to The Verge, Meta announced today (November 6) that it is delaying its controversial new business terms indefinitely, scrapping the previously announced November 20, 2026 implementation date. The updated terms had faced scrutiny over language that appeared to grant Meta broad authority to

According to TechCrunch and Dropbox's official announcement on November 5, 2026, Dropbox plans to acquire Tigris Data, a US-based cloud storage startup, for $350 million to strengthen its AI infrastructure and support the newly unveiled DBX Agent Cloud. The deal is expected to close in Q4 2026. Tigr

According to South China Morning Post, Hua Hong Grace Semiconductor announced plans to expand its silicon photonics business in 2027 to meet growing demand from AI infrastructure. The Shanghai-based contract chipmaker, China's second-largest foundry, aims to participate in all silicon-based

According to CoinDesk, Google agreed to support Anthropic's 20-year lease at TeraWulf's Kentucky campus on November 4, covering $19 billion and 401 megawatts of capacity. If Anthropic defaults or becomes insolvent, Google can assume the lease or pay a termination fee for an equity stake in project s

According to PANews, OpenAI released a National Community Accord and Compute Parks Policy Blueprint on November 6, rebranding its AI data centers as "compute parks." Under the accord, OpenAI commits to covering full costs for electricity and infrastructure, providing financial assurances before

According to COINOTAG, Meta AI published a price projection on Thursday, November 6, forecasting Quant (QNT) between $3,800 and $5,600 by January 2027 under a central bank digital currency adoption scenario.

Xiaomi has listed the global rollout schedule for Xiaomi HyperOS 4, beginning in early November 2026. The update introduces a redesigned interface, performance improvements, Xiaomi HyperAI features, and privacy and security protections. The rollout covers Xiaomi, REDMI, and POCO phones and tablets o

Alibaba Group Chairman Joe Tsai introduced the Qwen series at the 2026 World Internet Conference Wuzhen Summit on November 5, saying that more than 470 models had been open-sourced. The Qwen series has recorded more than 4 billion global downloads and more than 330,000 derivative models. The announc

Huawei Cloud’s OfficeAce documentation, updated on 2026-11-05, lists GLM-5.2 as a main model option when creating experts on HarmonyOS and macOS. The configuration is available for custom AI experts and defines the underlying model that affects their capability ceiling. OfficeAce also supports exper

On November 4, 2026, Tencent Hunyuan released its Hy4 large language model. Tencent said Hy4 had entered the ranks of the strongest open-source models, with its model weights scheduled to be open-sourced soon. The release followed new products from DeepSeek and Kimi during the autumn wave of Chinese