AI Industry Development & Policy Dynamics

According to official announcements, Alibaba's Tongyi ChatBot and ByteDance's Douyin will suspend their AI Agent services on July 15, following the implementation of new Chinese regulations on AI anthropomorphic interactive services. The suspension aligns with regulators' guidelines released in

Robinhood CEO Vlad Tenev told CNBC in an interview on May 2 (local time) that the online brokerage platform is expanding AI-based trading services to provide retail investors with institutional-grade automated trading capabilities. Tenev stated the goal is to offer individual investors the

According to CNBC, Robinhood CEO Vlad Tenev said on July 2 that the company is expanding AI-based investment services to enable individual investors to access the same automated trading capabilities historically available only to institutional investors. Tenev stated that agent AI's goal is to

According to ChainCatcher, Moonbeam announced a new protocol transforming the Polkadot parachain into a decentralized AI Agent communication and settlement network for on-chain economy. GLMR token will migrate 1:1 to Base and become a native ERC-20 token. The cross-chain migration is now open

According to UBS Holt's latest analysis, AI infrastructure stocks focused on semiconductors and hardware are forecast to significantly outperform the Magnificent Seven tech giants. The research team, led by analyst John Talbott, found that cash-flow return on investment (CFROI) for AI infrastructure

According to tech blogger Leo, OpenAI may roll out GPT-5.6 as early as July 7, with a window through July 9. The new model will feature more generous quota allocations, and OpenAI is strengthening safety protocols before launch. Google DeepMind's Gemini 3.5 Pro is scheduled for July 17, according t

According to a July 2 report from J.P. Morgan's Chief Technology Strategist Jason Hunter, U.S. equities are showing market divergence similar to the months preceding the 1999-2000 dot-com crash. AI hardware supply chain stocks are surging, with the Semiconductor Index up 87% this year and the

According to Nomura Securities' latest report released July 5, the global storage industry faces severe supply shortages, with AI-driven structural demand growth remaining unsaturated. Nomura emphasized that market concerns about oversupply are exaggerated. South Korea's 4.8 trillion won

According to Guru Club on July 5, Microsoft, Google, and Amazon collectively plan to invest $1 trillion over the next two years in AI infrastructure. However, actual water consumption at data centers far exceeds figures publicly disclosed by these companies, driven largely by indirect water usage in

According to industry insiders on Friday, July 3, artificial intelligence adoption is triggering a structural CPU shortage that mirrors earlier memory market dynamics. Companies purchasing high-end accelerators are now acquiring CPUs at a 4:1 ratio to GPUs, with Intel CEO Pat Gelsinger noting

The Bank of Korea and the World Bank published a guidebook on May 5 to support artificial intelligence adoption and utilization by public asset management institutions. The guidebook targets central banks, sovereign wealth funds, and public pension funds, providing systematic governance frameworks f

According to Yonhap Infomax, the Bank of Korea and World Bank released on July 5 an introductory guide supporting public asset-management institutions—including central banks, sovereign wealth funds, and public pension funds—in adopting and deploying artificial intelligence. The primer outlines

South Korea's exports surged 70.9% year-over-year to a record $102.25 billion last month, driven by semiconductor demand from AI investment expansion and rising memory prices, according to Kiwoom Securities analysis. The dramatic export growth stems from artificial intelligence infrastructure

According to a latest report from SemiAnalysis, Google's next-generation tensor processing unit (TPU), codenamed "Humufish," will abandon TSMC's legacy CoWoS advanced packaging technology and adopt Intel's latest EMIB-T 2.5D packaging process. The move marks Intel's first success securing a

According to Benzinga, Qualcomm's stock surged 12% on June 24 after the company announced a major AI chip deal with ByteDance for its data centers and revealed ambitious growth targets at its investor day in New York. The deal marks Qualcomm's entry into the AI data center market as a key

According to QianWen Platform, personalized interactive AI agents and user-created agent features will be taken offline on July 10, 2026, due to system upgrades and maintenance. Users will lose access to agent configuration details and conversation history once the shutdown takes

Coinbase published on July 1 a monthly recap outlining progress toward making more assets tradable through a single platform, highlighting tokenized stocks, pre-IPO perpetual contracts, stock options, crypto options, and equity index perpetual-style futures. The crypto exchange emphasized its

SK Telecom unveiled a 140 trillion won AI data center investment plan for South Korea's Yeongnam region on the 3rd, starting with an AWS partnership facility in Ulsan targeting second half of 2027 operation. The telecommunications company will develop a 2GW+ AI data center cluster in Yeongnam,

Hanwha Group announced a 55 trillion won investment plan in space, aerospace, and artificial intelligence industries through 2040. Vice Chairman Kim Dong-kwan unveiled the 'AI Space Power' mid-to-long-term strategy on the 3rd at the Yeongnam Regional Advanced Industry Development Vision National

According to Yonhap Infomax, Hanwha Group announced on July 3 a long-term strategy to invest 55 trillion won in aerospace and artificial intelligence sectors through 2040. Vice Chairman Kim Dong-kwan disclosed the plan at a national vision briefing in Gyeongnam province. Hanwha Aerospace will