AI Industry Development & Policy Dynamics

POSCO Future M announced on the 28th a company-wide artificial intelligence (AI) transformation roadmap targeting 30% manufacturing productivity increase and 50% product development time reduction. The battery materials manufacturer presented 'BoT (Battery of Things) Ecosystem Game Changer' as its d

According to MarketWatch, New York University professor Vasant Dhar warned on Monday (July 27) that widespread reliance on the same AI models for investment decisions could trigger herd behavior and amplify financial market volatility. Dhar noted that when large investor populations follow

According to Yonhap Infomax, POSCO Future M unveiled an AI transformation strategy on July 28, aiming to complete the initiative by the first half of 2028. The company plans to boost manufacturing productivity by 30%, reduce product development time by half, and double customer response speed

According to 36氪, Lingguang App launched its one-click deploy feature on July 28, enabling users to publish applications created with Codex, Claude Code, Cursor, Qwerty, Trae, and Workbuddy directly as Lingguang Flash Apps. The apps are automatically distributed across both PC and the Lingguang

According to the State Data Bureau's announcement on July 28, China's National Integrated Computing Power Network validation platform has received 140 million PFLOPS of intelligent computing capacity. The bureau reported that as of June, the data infrastructure backbone connected over 40,000

According to Artificial Analysis, Moonshot AI launched the open-source model Kimi K3, which scored 57 points on the Artificial Analysis Intelligence Index on July 28, making it the third-highest scoring model after Anthropic's Claude Opus 5 (61 points) and Claude Fable 5 (60 points), followed by

According to Bloomberg, Nvidia's 5-year credit default swap (CDS) price surged approximately 14 basis points to around 82 basis points on July 28, marking the largest single-day jump on record. The spike reflects market repricing of credit risk linked to the company's estimated $750 billion in AI in

e-IIM Analytics released the “2026 Q2 China Office Agent Platform Market Insight Report” on July 20, 2026, compiling data on 17 mainstream desktop AI-native office agent platforms. As of June, total visits exceeded 60 million times; Tencent’s WorkBuddy recorded 20.97 million monthly visits, ranking first. The day after the report was released, Alibaba announced the launch of “Qianwen Office,” integrating its agent products. e-IIM Analytics 2026 Q2 Traffic Share: Tencent 32.62 million Accounts fo

Gaon Cable announced on the 28th a ₩50 billion distribution cable supply contract with a US Big Tech company for their power plant project. The unnamed Big Tech firm is building the power plant to secure stable electricity for AI data centers. This marks Gaon Cable's first export of distribution cab

Digital-asset treasury firms shifted into AI-related ventures in recent months as token prices and their own valuations declined, according to a Bloomberg report. The pivot follows the collapse of the crypto treasury trade, where companies raised capital to buy cryptocurrencies expecting their

According to Bloomberg, digital-asset treasury (DAT) firms have shifted into AI-related ventures in recent months as token prices and their own valuations declined. At least a dozen such companies have made the pivot, with early results proving dismal. K Wave Media fell 71% since pivoting to data c

According to Guru Club, on July 28, LG Electronics' 600kW CDU (coolant distribution unit) received Nvidia AI Factory certification, making the company an official infrastructure partner. The device uses direct-to-chip cooling (DTC) technology to deliver coolant directly to high-heat GPU and CPU comp

According to Bridgewater Associates' report on Monday, July 28, the investment firm's three co-chief investment officers—Bob Prince, Greg Jensen, and Karen Karniol-Tambour—warned that government intervention in AI could dampen technology adoption and increase investment uncertainty. While

NVIDIA announced its investment in Safe Superintelligence, founded by former OpenAI chief scientist Ilya Sutskever. The deal will provide SSI with a large number of NVIDIA GPUs and help it shift from relying mainly on Google TPU to using NVIDIA hardware. NVIDIA said the round is “a huge amount,” but the specific figure is kept confidential by both sides. On the day the news was released, NVDA shares fell 5% for the week. NVDA shares fell 5% on Monday, Apple’s $4.95 trillion market cap surpasses

HSBC announced plans to establish a Global AI Centre of Excellence in Singapore in the second half of 2026, with plans to hire over 100 AI experts. The experts will work with HSBC Chief AI Officer David Rice and teams responsible for wealth management and global payment solutions. Initially, the

Nvidia is investing $5 billion in SSI (Safe Superintelligence Inc.), an AI startup founded by Ilya Sutskever, the former chief scientist of OpenAI. SSI previously raised $2 billion in funding last year from leading venture capital firms including Andreessen Horowitz and Sequoia Capital, with a

According to Morgan Stanley's July 27 global strategy report, the recent pullback in the AI infrastructure sector is sentiment-driven rather than fundamental, and the company outlined five key investment directions: AI infrastructure bottlenecks (power suppliers), chip manufacturing ecosystem

US investment media Motley Fool reported on May 26 (local time) that extreme volatility observed in Korean stocks could materialize in US markets, citing concentration risks in major indices and surging use of leveraged exchange-traded funds (ETFs). The S&P 500's top 14 stocks account for

According to Ventureburn, AI robotics company Enigma has completed a $71 million seed funding round led by Index Ventures and Ribbit Capital, with participation from Conviction Partners and individual investors including figures from OpenAI, Anthropic, DeepMind, xAI, Cognition, and Wiz. The funding

According to Motley Fool on July 26, U.S. stock indexes display significant concentration risks similar to South Korean markets. The S&P 500's top 14 companies account for approximately 45% of the index's market capitalization, while Nasdaq 100's top 10 firms represent over 67% of that index. Both t