AI Industry Development & Policy Dynamics

According to TheEnergyMag, AI cloud provider Nebius (NASDAQ: NBIS) reported Q1 revenue of $399 million, surging 7 times year-over-year and beating analyst expectations of $371 million. The stock jumped approximately 17% in premarket trading and has gained over 100% year-to-date. The company

Alibaba CEO Wu Yongming stated on an earnings call that current AI development trends resemble manufacturing, requiring investment in two core infrastructure components: AI training factories and AI inference factories, both backed by AI data center construction, according to First Financial.

According to Alibaba CEO on May 13, the company's capacity to meet artificial intelligence demand is not keeping pace with demand growth. The CEO added that rapid expansion in the model-as-a-service business will have a very positive impact on gross margin over the coming

SoftBank released its annual report for the fiscal year ending March 2026: Vision Fund’s full-year investment gains were 7.29 trillion yen; its investment contribution from OpenAI was nearly 6.64 trillion yen, about $4.5 billion. Cumulative investment totals $34.6 billion, fair value is $79.6 billion, unrealized gains are about 130%, and the stake is 13%. In addition, it increased investment by $30 billion through SVF2; if completed, it would reach $64.6 billion. OpenAI has become SoftBank’s largest single AI investment and is driving the integration of the semiconductor layout with AI computing business. The risk is that the unrealized value could be affected by an IPO.

According to Guru Club, AI job postings surged 8.7-fold year-on-year in January-April 2026, while embodied AI roles skyrocketed 15-fold, according to a spring recruitment insight report released by Maimai's talent intelligence platform on May 13. Beijing and Hangzhou led in AI job concentration,

According to Beating, at a Peking University discussion, Moonshot AI president Zhang Yutong disclosed operational details of the 300-person company. The firm has no job titles and maintains an extremely flat structure, with no more than one or two organizational levels between any two employees.

According to Alibaba, disclosed during its Q4 FY2026 earnings call on May 13, AI-related products accounted for over 30% of Alibaba Cloud's external commercial revenue for the first time. The company's AI business achieved annualized revenue of 35.8 billion yuan (approximately $5.5 billion). Alibaba

According to Foresight News, Gensyn Foundation will transfer a large amount of tokens to a new wallet in the coming days as part of internal management operations. All transferred tokens will remain locked and not

According to Alibaba's latest earnings report, the company released Qwen 3.6-Plus in March with significant performance improvements across programming and agent-based coding tasks. The model supports a native context window of up to 1 million tokens and offers enhanced multimodal reasoning

According to Tencent's Q1 earnings report released on May 13, the company reported revenue of 196.46 billion yuan, up 9% year-over-year, with Non-IFRS operating profit reaching 75.63 billion yuan, also up 9%. CEO Ma Huateng stated: "We achieved significant breakthroughs in new AI products and

Kim Yong-beom, South Korea's presidential policy chief, posted a late-night essay on Facebook discussing how the country should allocate potential record-breaking tax revenue from the AI infrastructure boom. The post sparked controversy, and the market tanked the following morning after trading

According to The New York Times, OpenAI opened its first lobbying office in Washington this week, located blocks from the White House, to advance data center expansion and copyright policy. The company's federal lobbying spending in the first quarter of 2026 reached $1 million, double the

According to OpenAI's status page, the company experienced outages across multiple services on May 13. Codex 5.5 engine reported high error rates affecting free-tier users, while gpt 5.5 latency increased across all Codex users. Additionally, Realtime API's SIP/WebRTC stream was interrupted and

According to BlockBeats, Tencent Chairman and CEO Pony Ma gave his most candid response on May 13 to criticism about the company's AI progress at the shareholder meeting. Ma used a metaphor to describe Tencent's current position: "We thought we had boarded the ship a year ago, but later found it

The AI infrastructure investment wave is sweeping the globe; however, the market is now entering a new turning point. In its latest issue of “Semis Memo: Supply Chain Inheritance,” market research firm Citrini Research pointed out that the investment logic for AI infrastructure has evolved from the intuitive thinking of “buying GPUs” to the more complex stage of “re-pricing power infrastructure and supply chains.” This article will deep-dive into Citrini’s core views and explain how investors sh

According to Foresight News, developer jnix.base.eth announced that x402 has launched batch settlement functionality, enabling AI agents to manage funds on-chain and initiate payments via off-chain credentials. Multiple payment requests can be packed into a single on-chain transaction at minimal

According to Solid Intel, SBI and Startale plan to launch Japan's first yen stablecoin backed by a trust bank in Q2, designed for B2B settlements, cross-border payments, and AI agent transactions.

According to Beating, Andrew Ng issued a statement today dismissing widespread claims of AI-driven mass unemployment, describing the narrative as unsupported by data. Citing software engineering—the field most exposed to AI coding agents—Ng noted that hiring remains robust and the U.S. unemployment

According to The Chosun Daily, on May 13, Korea Exchange deployed AI in core market operations with Fair Labs, a South Korean AI startup it acquired in February. The first use case is a system that scans local and overseas news for disclosure issues at listed firms that could trigger trading

According to China Daily, Tesla plans to bring more AI and intelligent products to China, with Vice President Grace Tao highlighting the company's deep supply chain integration in the country. As of March 2026, Tesla works with over 400 Chinese suppliers, more than 60 of which supply its global