AI Industry Development & Policy Dynamics

Broadcom and Meta have entered a strategic partnership to enhance Meta's AI infrastructure, focusing on MTIA chips, projected to extend through 2029. Hock Tan will leave Meta's board, transitioning to an advisory role on chip development.

ChainGPT ($CGPT), an advanced Artificial Intelligence (AI) infrastructure project built to merge AI with blockchain technology, is excited to announce its strategic partnership with alloxdotai, an AI-Powered, non-custodial capital allocation platform operating within the blockchain and

Anthropic announced a full redesign of the Claude Code desktop application, supporting multiple Claude sessions running side by side within the same window, and adding a sidebar to manage all work sessions—making it easier for developers to switch tasks. In addition, it introduces IDE features such as an integrated terminal, a file editor, and real-time preview, signaling that Claude Code is transforming from a terminal-based AI tool into a complete AI developer workstation.

Bittensor's TAO token fell 6.9% to $238.91 amid a week-long decline linked to Covenant AI's exit due to centralized control concerns. Competing AI tokens had smaller declines. Despite the downturn, TAO remains the top AI token by market cap, with Grayscale increasing its allocation.

In brief SoftBank, NEC, Honda, and Sony each took 10%+ in a new AI development company, joined by major banks and steelmakers. The company's trillion-parameter model targets Physical AI—robots, autonomous vehicles, and industrial machines—not conversational chatbots. Japan's government NE

Howard Marks revised his view of artificial intelligence (AI) in a memo, acknowledging that he had previously underestimated its potential, and noting that AI is not only an investment topic but is also changing how businesses operate. His shift in perspective is significant for credit markets, underscoring the link between the expansion of debt and AI, and reminding the market to be alert to the reasonable pricing of related assets. After using AI tools to analyze, he recognized that AI will become a key driver of productivity and the labor force.

The U.S. Treasury Secretary and the Federal Reserve Chair convened top executives on Wall Street, warning that the AI model Mythos could pose systemic risk to the financial system. Mythos can autonomously discover large numbers of vulnerabilities. Anthropic chose to limit its public release and launched the “Glass Wing Program” to strengthen cybersecurity.

Google DeepMind launches Gemini Robotics ER 1.6, a embodied reasoning robot model that emphasizes visual and spatial reasoning capabilities, and makes it accessible through the Gemini API to lower the development barrier. This model can accurately understand the environment and handle complex tasks, showing Google’s continued progress in the robotics AI field.

Anthropic introduces Claude Code’s “Routines” feature, allowing developers to trigger AI tasks through scheduling, API calls, or Webhook events, automatically running in the cloud without needing to keep a machine powered on. Routines supports scheduled execution, API requests, and listening for external events, aiming to boost automation in development workflows and integrate with existing capabilities so the AI can carry out tasks unattended.

LinkLayerAI, a renowned AI-led Web3 platform, has collaborated with Quantra RWA, a popular Web3 infrastructure firm for real-world assets (RWAs). The collaboration aims to combine RWAs with cutting-edge on-chain intelligence. As LinkLayerAI mentioned in its official social media announcement, the

The report of the White House Council of Economic Advisers analyzes the U.S. economy in 2025. Under the impact of policy adjustments, the real GDP growth rate is 2.0%. Although there may be volatility in the short term, the forecast is that average growth over the next ten years will be 3.0%. The deployment of artificial intelligence and the “Big and Beautiful U.S.” act will become the main economic drivers, with inflation and interest rate expectations remaining stable.

B.AI LLM Services has exceeded 1 million users, showcasing its ability to manage high throughput with a privacy-first routing architecture, as it develops infrastructure for an autonomous agent economy.

The U.S. Treasury Secretary and the Federal Reserve Chair convened top executives on Wall Street, warning that the AI model Mythos could pose systemic risk to the financial system. Mythos can autonomously discover numerous vulnerabilities; Anthropic chose to limit its public release and launched the “Glass Wings Program” to strengthen cybersecurity.

NVIDIA has launched Ising, the first open-source AI model series for quantum computing calibration and error correction, allowing for the development of scalable and practical quantum applications. CEO Jensen Huang emphasizes AI's essential role in enhancing quantum computing reliability.

Anthropic is acquiring biotech startup Coefficient Bio for $400 million, a company focused on using artificial intelligence to optimize new drug discovery. Coefficient Bio’s team is made up of industry-experienced experts who improve drug R&D efficiency to shorten the time from experiments to clinical applications. Anthropic’s acquisition goal is to strengthen its technical footprint in the healthcare and life sciences sectors, despite regulatory challenges in the U.S. market.

Nava, a blockchain startup, raised $8.3 million in seed funding to create a custody and verification framework that prevents unauthorized transactions by AI financial agents, enhancing asset security and transparency.

Tether has launched its self-custody digital wallet, “tether.wallet,” marking a major expansion to end users. The wallet streamlines the transfer process, allowing users to pay transaction fees directly with their assets, and emphasizes users’ complete control over their private keys. The product is designed to promote financial inclusion, especially for people who are not served by traditional financial systems.

American Express rolls out a merchant business development toolkit, promising transaction protection for erroneous purchases generated by AI agents, and strengthening existing dispute-resolution mechanisms. Several payment companies are also paying attention to this area, while American Express explores the use of stablecoins in settlement applications.