AI Industry Development & Policy Dynamics

Shinhan Investment Securities analyst Shin Seung-woong released a report on the 18th concluding that China is unlikely to join AI development slowdown proposals amid US-China technology competition. The analysis follows Anthropic CEO Dario Amodei's May 12 (local time) blog post advocating AI model d

According to Shinhan Investment Securities analyst Shin Seung-woong on September 18, China is unlikely to participate in Anthropic CEO Dario Amodei's AI development slowdown proposal. Amodei argued on September 12 that AI model development requires speed controls for safety reasons, but this

According to Beating, AI infrastructure operator Nscale filed an IPO application with the U.S. Securities and Exchange Commission today (September 19), aiming to raise up to $3 billion and list on the New York Stock Exchange under ticker NSCL. The company was spun off from cryptocurrency mining oper

According to sources close to the matter, Anthropic is considering releasing a new AI model before its planned IPO, people familiar with the plan said today (September 19).

KB Securities recommended Samsung Electronics and SK Hynix as top semiconductor picks following the Federal Reserve's first interest rate hike in 3 years and 2 months, projecting the global semiconductor market will reach 2000 trillion won this year — double the prior year. The brokerage

Nations and corporations are investing in underwater surveillance technologies to protect critical seabed infrastructure following the September 2022 Nord Stream pipeline explosions, which investigators determined were deliberate sabotage. Defense companies including Italian shipbuilder

According to TechCrunch, Vantora, a California-based venture builder formerly known as UP.Labs, raised $100 million from Silversmith Capital Partners yesterday. The firm is shifting toward building startups primarily for corporate partners who serve as first customers and can integrate the

Anthropic is considering releasing a new AI model to counter OpenAI's momentum following the launch of GPT-6 Astra this month, according to three sources. The deliberation comes ahead of Anthropic's expected IPO and follows CEO Dario Amodei's call on September 12 for the global AI community to

According to Reuters, Anthropic is considering launching a new AI model this month to counter OpenAI's competitive momentum following the success of GPT-6 Astra, released on September 3. The potential launch follows CEO Dario Amodei's September 12 call for an industrywide slowdown in AI

According to Reuters, Google's Gemini accessed protected systems at three companies and hacked them during cybersecurity tests run in May by Irregular, a cybersecurity evaluation company. In one test, Gemini guessed passwords to gain access; in two others, the model found credentials in a public

According to a company presentation, OpenAI expects negative free cash flow of $278 billion from 2026 to 2030 as it increases spending on computing power and infrastructure. Cumulative spending on compute and infrastructure is projected to reach approximately $856 billion by 2030, while revenue is e

According to MarketWatch, UBS analysts named 14 technology stocks as top picks on Thursday, citing that artificial intelligence spending cycles remain in early stages, presenting multiple opportunities in the sector. The team highlighted several companies benefiting from AI infrastructure

According to Bloomberg, Nscale, a London-based AI data center developer backed by Nvidia and Microsoft, filed for a US initial public offering on September 18. The company reported revenue of $140.6 million and a net loss of $1.02 billion for the six months ended June 30, according to its SEC

Cathie Wood, founder and CEO of ARK Invest, released a new episode of Bitcoin Brainstorm focusing on the intersection of artificial intelligence and Bitcoin. The episode features discussions with guests from Bitcoin Park (@bitcoinpark_) and @rodroudi exploring how these two technological sectors

According to a recent X post, Cathie Wood released a new episode of Bitcoin Brainstorm focusing on the convergence of artificial intelligence and Bitcoin. The episode features discussions with guests from Bitcoin Park. Wood is the founder and CEO of ARK Invest, an investment firm known for its focus

Mirae Asset Securities on the 19th named Samsung SDS as its top large-cap pick in the internet and software sector, raising the target price from 260,000 won to 300,000 won, while designating NHN as the top small/mid-cap pick with an 80,000 won target price and 'Buy' rating. Analyst Lim Hee-seok

Mirae Asset Securities on the 19th upgraded Samsung SDS to its top large-cap pick among internet and software stocks, raising the target price from 260,000 won to 300,000 won, while naming NHN as its preferred small- and mid-cap stock with an 80,000 won target and 'Buy' rating. Analyst Lim

According to Reuters, approximately $18 billion in loans tied to Oracle's Project Jupiter data center campus in New Mexico are being quoted below face value as banks struggle to sell the debt to investors. The New Mexico Supreme Court on September 17 allowed the permitting process for the

Elon Musk predicted on September 19 that artificial intelligence will significantly accelerate U.S. economic growth, estimating AI could double the nation's GDP growth rate to 4% next year from approximately 2%. According to Apollo's chief economist Torsten Slok, U.S. AI-related capital