AI Industry Development & Policy Dynamics

According to a CNBC interview on June 1, Softbank CEO Masayoshi Son said the current artificial intelligence wave will be 50 times larger than the internet bubble era, with the boom having just begun. He noted that while the internet faced a bubble and crash, it later achieved far greater scale

According to Axios, Anthropic has confidentially filed for an initial public offering on June 2, amid growing scrutiny over enterprise AI spending returns. A Bain survey of nearly 1,000 companies found 40% reported AI cost savings below 10%, raising concerns about return on investment. Since enterpr

According to AXIOS, citing an OpenAI report released June 2, OpenAI Codex's weekly active users have exceeded 4 million, up more than five times since the company launched its desktop application in February. Knowledge workers now account for approximately one-fifth of Codex users, growing at more t

Fundstrat's Tom Lee predicts 2027 and 2028 could deliver some of the biggest stock market gains in a lifetime, citing US economic growth potentially reaching 4% and America's position as an exporter of AI products. In a CNBC interview, Lee acknowledged stocks could face challenges between now and

According to Latent Space podcast, Ethan He, former World Model lead at xAI, recently disclosed his departure was driven by frequent business priority shifts at the startup that misaligned with long-term research goals. He cited the Colossus GPU cluster's staggering hourly operational costs,

According to Beating, OpenAI on June 1 ended its Codex double quota promotion that began in early April and tightened quota reset cycles for free and Go plan users. The reset period for both tiers shifted from weekly to monthly, effectively reducing daily available quota by approximately 75%

According to Foresight News, NEAR will launch post-quantum cryptography by the end of Q2 (June 2026), co-founder Illia Polosukhin announced. The move follows recognition of EigenCloud's approach to addressing quantum algorithm challenges using artificial

According to Tencent Cloud, the company will reduce prices for its DeepSeek-V4 series models on its AI Agent Development Platform effective June 3, 2026, 00:00 Beijing time. The maximum discount reaches 97.5%, aimed at lowering user

According to xAI's official recruitment page, the company is hiring AI Tutors for Chinese (Grok voice trainers) on a fully remote, global basis. The role involves training and optimizing Grok's Chinese voice interaction, speech recognition, and multilingual audio capabilities, including annotating a

According to Yonhapnews, on June 1 local time, Nvidia CEO Jensen Huang held the first-ever 'Korea Partner Night' at the annual GTC Taipei AI conference, bringing together over 80 representatives from Korean companies including SK Hynix, Naver Cloud, Samsung, and LG Science Park. Prior to the

According to Onchain Beating surveillance, during a three-week early enterprise trial, Palo Alto Networks consumed over $1 million in API tokens using Anthropic's Mythos security model—Anthropic's large language model purpose-built for cybersecurity—while detecting over 20 critical vulnerabilities i

South African consumers are showing an emerging preference for AI voice agents over human debt collectors when discussing overdue credit accounts, according to Bruce von Maltitz, CEO of 1Stream. This trend is developing against the backdrop of South Africa's escalating household debt crisis, where a

According to Booking.com, the company launched four new AI car rental tools on June 2. The tools include a ChatGPT app, an AI Car Rental Helper, AI-generated review summaries, and Smart Search filters. The rollout spans multiple international markets and builds on Booking.com's broader AI travel

According to BlockBeats, on June 2, Sivers Semiconductors announced a strategic partnership with GlobalFoundries to integrate SIVE's laser arrays into GF's silicon photonics platform and SCALE optical engine reference designs. The collaboration supports CPO and LPO-based AI data center optical

According to South China Morning Post, Tencent shares rose as much as 8% on Tuesday after reports confirmed the company is testing a prototype AI agent for WeChat. The company plans to begin the compliance process this month, with limited external testing to follow. In China, generative AI

At Computex 2026, Asus unveiled an expanded lineup of AI-focused devices, including creator laptops ProArt P16 and P14 powered by Nvidia's RTX Spark, mainstream notebooks, desktops, all-in-one PCs, a tablet, and AI software. The company also expanded AI capabilities across its Zenbook, Vivobook, and

According to Beating, xAI announced that Grok Build, its command-line AI agent development tool, has integrated Composer 2.5, a high-performance coding model developed by Cursor. X Premium+ and SuperGrok subscribers can now switch to Composer 2.5 directly from the terminal menu. Composer 2.5,

SK Hynix Chair announced plans to double memory production capacity within five years as the company focuses on artificial intelligence chip output. The executive indicated that the company aims to become a primary HBM (high-bandwidth memory) supplier for NVIDIA Vera Rubin systems, highlighting SK's

The Sui Network resumed normal operations after the Sui Core Team fixed software issues that caused three separate outages on May 28 and May 29. The disruptions resulted in more than 15 hours of total downtime, temporarily preventing users from processing transactions. The outages originated from a

According to Chosun Daily, on June 2, Naver Cloud expanded its partnership with Nvidia beyond GPU supply to include model development and physical AI infrastructure. Naver Cloud plans to deploy over 60,000 GPUs as part of the expansion. Under the broader initiative, South Korea aims to