AI Industry Development & Policy Dynamics

According to Axios on Saturday (June 27), the U.S. government has nearly agreed to lift restrictions on Anthropic's Fable 5 AI model. The Trump administration could remove limitations as soon as next week,

According to DeepSeek's official announcement, DeepSeek V4 will launch in mid-July with peak-valley pricing, charging 2x fees during 9:00-12:00 and 14:00-18:00 Beijing time daily. For the high-performance deepseek-v4-pro model, off-peak input cache hits are priced at 0.025 yuan per million tokens, c

According to Goldman Sachs analyst Mark Wilson, global technology stocks plunged last week as markets reassessed the true winners and losers within the AI supply chain, rather than due to Federal Reserve policy uncertainty. Microsoft fell to 52-week lows and Amazon broke below its 200-day moving

According to Serenity, on June 29, General Motors laid off approximately 1,000 employees and replaced some positions with about 50 robots. The company is also in discussions with Nvidia regarding factory robot collaboration, marking a significant step toward large-scale commercial deployment of

According to CCTV News, Japan's Ministry of Defense has decided to introduce artificial intelligence systems for command and control, currently exploring the adoption of Palantir Technologies' Gotham AI system. The government is prioritizing the U.S. company's military AI platform as a key option, t

According to the Financial Times, Google informed Meta around March this year that it cannot supply the full amount of Gemini model compute capacity Meta requires, disrupting and delaying multiple internal AI projects. The source cited three people familiar with the matter. To reduce reliance on

China's State Council announced today (June 29) the launch of its 15th Five-Year Education Development Plan, which promotes artificial intelligence education across all grade levels to enhance students' AI literacy. The plan aims to strengthen students' problem-solving and critical thinking

Thailand-founded enterprise AI firm Amity launched its Singapore office and AI Research & Application Center on June 29 following a US$100 million Series D funding round led by EDBI, an investment arm of SG Growth Capital. The center will develop industry-specific AI models, with the Singapore

According to Zhitong Finance, Boretech Holdings (01333) released an autonomous driving large model targeting mining scenarios on June 29 in Xinjiang, introducing the 'Compute-Power Dual Drive' strategic framework. The model integrates the company's unmanned electric mining trucks, light-storage

According to Beating monitoring, Baidu's AI semiconductor subsidiary Kunlun Chip is planning a Hong Kong initial public offering targeting a $50 billion valuation. The company is conditioning investor allocations on chip purchase commitments, requiring investors to purchase chips valued at three to

According to a Jefferies investment bank research report, storage chip prices are projected to surge 40-50% quarter-over-quarter in Q3 2026 and an additional 30-40% in Q4, driven by sustained global supply shortages and robust AI computing demand. The bank forecasts a 40-45% year-over-year price

According to a Founders podcast episode monitored by Beating, Cognition co-founder and CEO Scott Wu this month criticized companies that evaluate programmer performance based on AI token consumption, calling the practice "overdone." Wu recommended measuring employee performance by actual completed t

According to Guru Club, on June 29, Google has begun restricting Meta's access to its artificial intelligence model Gemini due to Meta's computing demand exceeding Google's current capacity. The supply constraint has disrupted the progress of multiple AI projects within Meta, forcing related

According to SemiAnalysis, Jia Yangqing, founder of LeptonAI and Nvidia's VP of systems software, has left the company less than a year after Nvidia's April 2025 acquisition. CEO Jensen Huang expressed dissatisfaction with DGX Cloud Lepton's operational performance, and the two sides disagreed

According to Guru Club, ByteDance's Doubao AI assistant on June 29 clarified that it has no plans to develop social features, contrary to recent rumors. A Doubao spokesperson confirmed the company is conducting integration efforts with Feishu in enterprise office scenarios and plans closer

According to Kimi B-side executive Huang Zhenxin, model vendors across the industry have raised API prices in recent weeks due to surging global compute costs. He noted that chip supply remains constrained despite explosive downstream demand for AI applications, creating dual supply-demand

According to New York Times, OpenAI filed S-1 documents on June 8 but is considering delaying its IPO to 2027 to maintain CEO Sam Altman's $1 trillion valuation target. The company has not launched investor roadshows or tested market pricing, with insiders confirming that early discussions

According to But Bin, chairman of Oriental Harbour, speaking at Guru Club's mid-year strategy conference on June 29, investors should focus on long-term industry development rather than short-term market fluctuations. But Bin stated that from a long-cycle perspective, the risk of missing the AI

According to Goldman Sachs, the S&P 500 is poised for a strong earnings season in the second quarter, driven by robust macroeconomic conditions and artificial intelligence investment momentum. Ben Snider's strategy team expects AI infrastructure stocks to contribute approximately 60% of earnings

South Korean schools have hastily banned smart wearable devices from exam halls following a viral video showing an influencer completing a university entrance exam simulation paper in just 18 minutes using an AI-powered smart glasses device. The incident, which sparked widespread online attention, p