AI Industry Development & Policy Dynamics

AMD CEO Lisa Su officially announced at the AMD Advancing AI annual conference that the first Helios rack-scale AI solution has entered full-scale mass production. The roster of Instinct partner ecosystem displayed on the event venue backdrop includes multiple Taiwan publicly listed companies, with TSMC accounting for 14 of them. Helios AI rack specs: 15% more performance than NVIDIA NVL72 According to an AMD official blog post, the key technical specifications of the Helios rack system are as f

Microsoft released two new models for public preview on July 23: MAI-Image-2.5-Pro and MAI-Voice-2-Flash. It also shared internal data showing that after the Customer Support Center switched to MAI-Voice-2-Flash, Hashrate costs fell by 89%. Microsoft CEO Satya Nadella said that when its own models match or surpass frontier alternatives, it routes traffic to MAI. Function positioning and pricing of MAI-Image-2.5-Pro and MAI-Voice-2-Flash MAI-Image-2.5-Pro is positioned for high-end image generati

According to the Ministry of Public Security on July 24, Chinese police investigated over 170 cases involving AI-generated online rumors in the first half of 2026, resulting in the detention of more than 190 people. The cases are part of a broader crackdown on new-type AI-related crimes, which

Google announced the new feature “Selfie for sign-in (selfie video sign-in)” on July 23 on its official blog, by Claire Forszt, Product Manager for Identity & Engagement, and John Gronberg, Director of Product Management. On that day, when users are locked out of their accounts or can’t receive SMS verification codes, they can record a new video, compare it with stored records, and replace older account recovery methods. Selfie video sign-in setup flow: Liveness detection mechanism Google’s “Sel

According to Morgan Stanley, the investment bank initiated coverage of multiple bitcoin miners that have transitioned into AI infrastructure suppliers on July 24. Hut 8 received a "buy" rating with a $263 price target, while Riot Platforms was rated "buy" with a $36 target. Applied Digital was

Alibaba Cloud announced on July 23 that its Zhenwu M890 super node has been successfully adapted to Qwen3.8, and it has gone live on Alibaba Cloud’s Bailian platform to provide model inference services. Alibaba said this makes it the first super node in China to successfully run a model with more than 2 trillion parameters. Alibaba has not yet disclosed a breakdown of Qwen3.8’s architecture or parameters, but the publicly released Qwen3 version is a mixture-of-experts model with a total of 235 b

Roundhill Memory ETF (DRAM-US), which focuses on the global memory chip industry including DRAM, high-bandwidth memory (HBM), NAND flash, and SSD makers, gained over 8% in the past 5 trading days, driven by surging AI server demand and strength in major holdings like Micron (MU-US) and SK Hynix.

According to economist Fu Peng speaking at WIKIEXPO on July 24, crypto assets are fundamentally bound to global liquidity dynamics. Fu Peng indicated that Bitcoin and mainstream cryptocurrencies now serve as leading indicators of liquidity strength in traditional markets. Following a critical

According to CEO Livio Weng speaking at WIKIEXPO on July 24, Xinhuo Group is accelerating its AI strategic investment business to provide compliance services for crypto funds entering AI primary and secondary markets. Weng noted that the company has established itself as a representative digital

South Korean construction stocks Kumho Engineering & Construction and Namhwa Engineering & Construction declined sharply on the 24th after surging earlier this month on government mega-project announcements. As of 11:09 AM on the 24th, Kumho E&C traded down 8.94% at 10,290 won while Namhwa Engineeri

AMD unveiled its new AI accelerator, the Instinct MI455X, at its annual event “AMD Advancing AI 2026,” held on July 22 at the Moscone Convention Center in San Francisco, California. Compared with the previous-generation MI355X (with 8-layer stacked HBM3E and 288GB capacity), capacity is up 1.5x and speed is up 2.9x. HBM4 specs for AMD MI455X The HBM4 specs built into the MI455X are driven by the following key improvements: · Generation comparison (MI455X HBM4 vs MI355X HBM3E) · Number of stacked

According to Morgan Stanley, Google's cloud business revenue surged 82% to $24.77 billion in Q2, while TPU contributed over $1 billion for the first time. Order backlog reached $514 billion, up $52 billion sequentially, signaling strong AI compute demand. Morgan Stanley maintained an overweight

Anthropic has expanded its Claude certification program with three new role-based certifications, bringing the total certification framework to four offerings since launching in March 2026. The initiative has already attracted over 36,000 certified advisors across more than 1,300 organizations.

According to AMD at the Advancing AI conference, Helios has entered full production and will begin shipments in Q3 2026, with further capacity increases planned for Q4. The new-generation AI rack system is positioned as AMD's response to Nvidia's Grace Blackwell and Vera Rubin AI

According to BlockBeats, on July 24, SK Hynix initiated recruitment for 3D stacked DRAM design engineers and plans to collaborate with U.S. customers on technology development. The South Korean chipmaker is actively developing 3D stacked DRAM—a next-generation semiconductor technology that stacks me

Google (Alphabet) shares fell by about 4.5% after the release of the 2026 Q2 earnings report, even though Q2 total revenue reached $119.8 billion, beating analysts’ expectations. As reported by Ars Technica, this quarter’s capital expenditures (Capex)—mainly used for AI data centers—totaled $44.9 billion, directly causing Q2 free cash flow to come in at -$5.8 billion. Google Q2 2026 Earnings Breakdown by Segment Based on Google’s Q2 2026 earnings report, the key figures by business line are as f

Anthropic this week officially allows paid Claude users to run voice conversations on the Opus and Sonnet models. The upgrade also introduces Claude’s app connectors into voice mode, letting users access Gmail, Google Calendar, Slack, Canva, and Notion through voice. Supported languages expand to 11, including English, French, and more. Claude Voice Mode Upgrades from Haiku to Opus/Sonnet According to reports from TechCrunch and 9to5Mac, the core of this upgrade is a tier-level increase in the m

Nokia shares fell about 5% on July 23, dropping from near €10 at the open to about €8.66, despite the Finnish telecom equipment maker’s second-quarter results coming in stronger than expected. Based on data from LSEG (London Stock Exchange Group), Nokia’s Q2 2026 comparable operating profit rose 18% year over year to €434 million, beating the average analyst estimate of €382 million. Nokia Q2 2026 earnings: Comparable operating profit of €434 million, ahead of expectations The key financial figu

Coinbase announced on X on July 23 that business users can now directly receive USDC payments from AI agents via x402 using standard payment methods, without any additional setup. At the same time, Coinbase launched an AI trading tool and a software development kit (SDK). Coinbase also disclosed that in June, traffic generated by AI agents first surpassed human traffic on Coinbase’s Base profile pages. Coinbase Business Directly Receives AI Agent USDC According to Coinbase’s official announcemen