AI Industry Development & Policy Dynamics

According to Caixin reporting, on July 25, Elon Musk stated in an interview with The Economist that China could potentially become an AI leader in the future, and that US restrictions on Chinese models will not prevent this outcome. On the same day, Nvidia CEO Jensen Huang said in a media interview

According to BlockBeats, on July 26, Anthropic core member Julian Schrittwieser posted on X criticizing NVIDIA CEO Jensen Huang's support for open-weight AI models, sarcastically stating he looks forward to seeing CUDA and GPU driver code open-sourced. This follows Huang's first personal tweet

According to Korea Securities Depository, retail Korean investors purchased over 700 billion KRW worth of SK Hynix American depositary receipts (ADRs) in the past week, as of July 26. The buying surge reflects optimism around artificial intelligence semiconductor growth, with domestic active

According to The Economist, Elon Musk said in a recent interview with the publication's editor that artificial intelligence will surpass human intelligence within five years. When asked if humans would maintain control over AI development within a decade, he admitted the likelihood is low. Musk

According to Nvidia CEO Jensen Huang in a recent Bloomberg Podcast interview, Nvidia and SK Group have agreed on strategic partnerships with an estimated collaboration scale of $500 billion. The cooperation will span memory chip

According to researchers at the Cambridge Centre for Alternative Finance, global Bitcoin mining annual electricity consumption surged from 138 terawatts per hour (TWh) to approximately 190 TWh between June 2024 and December 2025. The data reveals that approximately 10% of mining enterprises have

According to Odaily, South Korea's SK Telecom announced on July 26 the establishment of SK Hyper, a new subsidiary dedicated to artificial intelligence data center development. The company will initially invest 330 billion Korean won with a cumulative investment plan of 750 billion won by

According to PANews on July 25, OpenAI's ChatGPT and Codex encountered a widespread outage, rendering both services unavailable.

Sean Assaf, Head of Business Development at Telebiz, outlined how local-first artificial intelligence brings customer relationship management tasks directly into Telegram without compromising user conversation privacy. Telebiz runs locally in the browser as a client, connecting directly to Telegram'

According to Bloomberg, Chinese AI startup DeepSeek has paused its second funding round in recent days following the leak of internal comments attributed to founder Liang Wenfeng regarding U.S.-China AI competition. Sources revealed the company has notified potential investors that planned

According to Maeil Economics, Google's free cash flow turned negative in the second quarter of 2026 for the first time since going public in 2004, as capital expenditure of $44.9 billion exceeded operating cash flow of $39.1 billion. The company's cloud revenue surged 82% year-over-year to $24.8 bil

According to Odaily, on July 26, Nvidia CEO Huang Ren-Yuan posted his first X (formerly Twitter) post, sharing a joint open letter titled "Open Weights and U.S. Leadership in AI." However, as of now, the three major closed-source U.S. AI laboratories—OpenAI, Anthropic, and Google—have not signed the

According to experts at a Nomura Securities AI conference held recently, near-package optics (NPO) is expected to commercialize ahead of co-package optics (CPO) as artificial intelligence drives demand for high-speed optical communications. Glass Bridge technology is also emerging as a key enabler f

According to Guru Club, Moonshot AI held a celebration event in Beijing on Friday, July 26, for its Kimi K3 model. The company positioned K3 as a capacity upgrade and announced ambitions to push the next-generation K4 model to the extreme, unveiling the slogan "Aim for the Moon." Moonshot AI

According to Axios co-founder Mike Allen, Nvidia CEO Jensen Huang said recently that the chip industry will not face a downturn in the near term. When asked directly about a potential collapse, Huang responded "No, not for now," and confirmed "this time is different." Huang explained that current g

According to Chosun Biz, South Korea's National Pension Service signed memoranda of understanding (MOUs) with six leading Silicon Valley venture capital firms on July 25 (local time) in San Francisco. The participating VCs—Andreessen Horowitz, Sequoia Capital, Khosla Ventures, Lightspeed Venture

According to Jin10, NVIDIA announced on July 25 that it is partnering with Seoul National University to establish the NVIDIA AI Technology Center (NVAITC) in South Korea. The center will focus on AI research, expert training, and educational programs, with joint research areas spanning

According to Elon Musk in an Economist interview on July 25, China could likely become the global leader in artificial intelligence in the future. Musk stated that even if the United States bans Chinese AI models, it would not prevent China from achieving this

President Lee Jae-myung held a dinner meeting with global AI industry leaders and major Korean business executives in San Francisco on May 24 (local time) to discuss Korea-US AI industry cooperation. The meeting brought together NVIDIA CEO Jensen Huang, Broadcom President and CEO Hock Tan,

According to NEWSIS, SK Telecom ended trading on July 26 up 0.50% at 100,000 won but surged nearly 5% during the session amid a market selloff, as analysts raised valuations citing the company's Anthropic stake and AI data center expansion. Securities firms unveiled bullish targets, with Shinyang S