AI Industry Development & Policy Dynamics

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

According to Korean media and OpenAI, Samsung Electronics Chairman Lee Jae-yong met with OpenAI founder Sam Altman at OpenAI's San Francisco headquarters on July 25 to discuss potential cooperation in artificial intelligence and semiconductor

According to Reuters, Samsung Electronics and Broadcom signed a memorandum of understanding on July 25 to expand collaboration on AI infrastructure. The South Korean government estimated the partnership at more than $200 billion over five years through 2030. Under the agreement, Samsung will

According to Future Asset Securities, on July 26, SK Telecom's target stock price was raised to 120,000 won, up 22.4% from the previous close of 100,000 won on July 24. The brokerage maintained a "buy" recommendation. The price increase follows SK Telecom's announcement on July 23 of a new data

According to Morgan Stanley analyst Jonas, SpaceX stock fell to $115.07 on Friday, down roughly 18% from its $135 IPO price in mid-June, suggesting the market has largely failed to price in the company's artificial intelligence business

Hyundai Motor Group announced its Physical AI vision on May 24 (local time) at the San Francisco AI Summit, with Chairman Chung Euisun leading the initiative to establish the city as the group's innovation hub. The strategy aims to achieve city-level integrated intelligence by connecting

According to Yonhapinfomax, Hyundai Motor Group Chairman Chung Euisun announced the company's Physical AI vision on July 24 at the San Francisco AI Summit. The vision extends beyond individual device intelligence to city-level integrated intelligence through connected systems across vehicles,

According to Beating monitoring, Kimi team held a K3 product launch celebration event on Friday (July 25) at a venue in Beijing. The event featured messaging about 'K3 expansion upgrade' and displayed slogans like 'Reach for the moon.' Moon's Dark Side (Moonshot AI) co-founder and president Zhang

According to Jin10, Nvidia CEO Jensen Huang said on July 25 in an external media interview that talented people will always find excellent solutions, and China is destined to produce outstanding AI technology. He added that the world should continue to learn from and collaborate with Chinese

According to Beating, in a latest interview OpenAI CEO Sam Altman said humanity has entered technological singularity, describing it as a concept he once discussed casually with colleagues a decade ago. Altman noted that while a clear "singularity moment" may not exist, the current stage is

According to Beating, an open letter titled "Open Weights and U.S. AI Leadership" has doubled in corporate signatures from 25 to 50 in two days. The letter, initially signed by Nvidia and Microsoft, calls on the U.S. government against premature restrictions on downloadable and self-deployable open-