AI Industry Development & Policy Dynamics

According to Bloomberg, the Silicon Valley Data LLM Token Expenditure Index has fallen nearly 20 percent from its May high, suggesting AI enterprises are losing pricing power as customers become cost-sensitive. The index, which tracks per-unit AI token payment prices, nearly doubled since its

Ben Snyder, Goldman Sachs Chief US Equity Strategist, stated in a recent Business Insider interview that AI bubble concerns in the market are excessive. Snyder cited continued expansion of AI infrastructure investment and ongoing earnings growth at related companies as reasons the AI investment

Anthropic and OpenAI are preparing for stock market listings, drawing attention to investment products that hold unlisted shares of both artificial intelligence companies. Jang Chi-young, a researcher at Hana Securities, identified exchange-traded funds and closed-end funds as methods for

According to Business Insider, Goldman Sachs Chief U.S. Equity Strategist Ben Snyder recently argued that market concerns about AI bubble are overblown. Snyder noted that while some worry large cloud companies might cut AI spending if returns disappoint, continued infrastructure investment will

According to a research report released by JPMorgan on Wednesday, July 1, the valuation gap between AI semiconductor and memory chip makers versus hyperscale cloud service providers such as Amazon, Microsoft, and Google has widened to an unsustainable level over the past year. The investment

According to CCTV News, yesterday, Shanghai authorities announced a case in which defendant Huang was sentenced to 2 years and 6 months in prison for participating in telecom fraud targeting cryptocurrency investments while abroad in Myanmar. Huang used AI face-swapping and foreign models to gain

According to Seoul Economic Daily, Meta is considering a collaboration with Samsung to produce custom AI chips valued at 10 trillion Korean won, as reported on July 3.

According to Jiemian News, Kingsoft Cloud has signed a five-year GPU rental agreement with Alibaba's AI team in H2 2026 for over 3,000 eight-GPU servers, with annualized revenue projected to exceed 4 billion yuan following full delivery. Separately, Xiaomi's GPU demand has expanded significantly, wi

Samsung Electro-Mechanics and Jusung Engineering led South Korean stocks in the first half with gains exceeding 600%, according to Korea Exchange data released on July 4. Samsung Electro-Mechanics rose 756.47% to top the KOSPI index while Jusung Engineering surged 625.63% to lead KOSDAQ, both

AI-related stocks dominated the top performer rankings on South Korea's KOSPI and KOSDAQ exchanges during the first half (January to June), with the leading KOSPI stock posting an eightfold price surge, according to data from the Korea Exchange released on the 4th. Securities firms dismissed

According to Korea Exchange, artificial intelligence-related stocks dominated the highest returns on both the KOSPI and KOSDAQ markets during the first half of 2026. Among KOSPI-listed stocks, one AI-related company registered an 8-fold gain in share price, securing the top position as of

According to BlockBeats, Samsung Heavy Industries plans to launch its first commercial floating AI data center by 2028, with a capacity of approximately 50MW, leveraging natural seawater cooling to reduce power consumption and address land scarcity challenges. Singapore-based Keppel is pursuing a

Alphabet announced a $80 billion equity financing plan to fund massive artificial intelligence infrastructure expansion, the company's largest capital raise on record. The financing comprises a $30 billion underwritten public offering, a $40 billion at-the-market program beginning in Q3 2026, and a

According to Goldman Sachs on July 4, the investment bank maintained its buy rating on MiniMax with a HK$860 price target. The M3 model, priced identically to M2.7, features upgraded training and inference architecture that doubles inference efficiency, offsetting the cost increase from doubled mode

Mintellect, a ContentFi infrastructure platform, announced a strategic partnership with ChainAware, an AI platform specializing in blockchain data analysis, on July 2, 2026. The collaboration aims to strengthen the development of intelligent and secure Web3 applications by combining blockchain infra

According to Mintellect's announcement on X on July 2, 2026, the ContentFi infrastructure platform partnered with ChainAware, an artificial intelligence platform specializing in blockchain data analysis, to strengthen Web3 application development. The collaboration combines Mintellect's

According to CNBC, French President Emmanuel Macron and Indian Prime Minister Narendra Modi are leading personal diplomatic pushes to attract major AI investments and infrastructure projects to their countries in 2026. Macron convinced SoftBank CEO Masayoshi Son to invest tens of billions of

Autonomous AI agents require programmable payment infrastructure available around the clock, according to Alex Kozenko, WhiteBIT's chief marketing officer, in statements to Bitcoin.com News this week. Kozenko argued that crypto infrastructure naturally fits this need because autonomous

According to a Bitcoin Policy Institute study released March 3, 2026, 36 frontier AI models from Anthropic, DeepSeek, Google, OpenAI and others favored Bitcoin in 48.3% of responses across 9,072 monetary scenarios, with stablecoins following at 33.2%. More than 90% of responses favored digitally