AI Industry Development & Policy Dynamics

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

According to official announcement on June 29, Astarter, an autonomous AI economic infrastructure project on BNB Chain, has received strategic support from Vega Ventures, UZ Capital, Go2Mars, and BitBT Ventures. The funding aims to strengthen its AI ecosystem development. Astarter is building a

According to Glalley founder Gelong, speaking at the Glalley Mid-Year Strategy Summit on June 29, the carbon-based era has essentially ended and the silicon-based era is arriving. He outlined AI's three major disruptions: widespread replacement across all industries and applications; fundamental tra

According to Citrini Research analyst Jukan, AI inference performance is more dependent on memory than GPU. The analyst noted that GPUs often face memory bottlenecks during inference, operating at low utilization rates, and emphasized that inference return on investment ultimately depends on memory

According to 36氪, Baidu released and open-sourced its end-to-end OCR model Unlimited OCR on June 29. The model topped GitHub Daily Trending and Python trending charts the day after release, and ranked first on both HuggingFace's global model trends

According to Elon Musk, SpaceX's latest large language model Grok 4.5 has entered beta testing at SpaceX and Tesla on June 28. Musk stated that SpaceX plans to release one "entirely new" AI model trained from scratch each month for the remainder of 2026, following initial internal testing.

According to an eToro survey, retail investors hold a contradictory view on technology stocks this year: they believe artificial intelligence remains the sector's best long-term investment opportunity, while simultaneously ranking tech as the highest-valuation sector among U.S. equity classes. eToro

SK Group Chairman Choi Tae-won announced plans to construct a total of 15 gigawatts of artificial intelligence data center capacity in South Korea, according to reports.

AI, DeFi, real-world assets, memecoins, and Layer-2 networks remain among the market’s most-watched crypto sectors. TAO, AAVE, ONDO, PUMP, and MNT each represent different blockchain narratives with distinct growth drivers. Analysts continue watching broader market conditions for

The abnormal quota consumption vulnerability of OpenAI's coding agent Codex remains unresolved. Core product lead Tibo Sottiaux announced over the weekend that after reviewing logs in the war room on Sunday, a second hard reset has been implemented for all users. The initial reset on June 27 failed to resolve the issue, with some users reporting that within just 36 hours after manually resetting their quota, their allocation dropped by 75% again. Sottiaux Announces Second Hard Reset After the in

According to Peipei News, embodied AI company ZhiPingFang recently completed a new fundraising round totaling approximately 5 billion yuan (around 700 million US dollars), with a valuation exceeding 200 billion yuan. The company became the first embodied AI enterprise in the Greater Bay Area to

According to the Bank for International Settlements (BIS), excessive AI investment spending poses a potential flashpoint for systemic risk on June 29. The surge in AI financing has relied on enormous debt and highly leveraged nonbank structures that can rapidly unwind, creating instability in

According to Serenity, on June 29, the 2020-2030 decade may become the fastest period of technological advancement in human history. The forecast points to breakthroughs across multiple domains: reusable rockets advancing orbital infrastructure through companies like SpaceX and Rocket Lab;