AI Industry Development & Policy Dynamics

Cover foundation model launches, product releases, major company developments, funding activity, regulation, compliance, and compute infrastructure trends shaping the global AI landscape.
ALLAI AgentAI Industry NewsAI TokensAI Tools & Apps

After HBM, is the AI memory bottleneck HBF? Turing Award winner David Patterson: Inference will redefine storage architecture

Turing Award winner David Patterson said that as AI moves from training to large-scale inference, the next memory bottleneck may not be HBM, but HBF (high-bandwidth flash memory). HBF provides NAND Flash stacking for high capacity and low power consumption, handling the access to context and intermediate data during inference, which is different from the division of labor with speed-focused HBM. SK hynix and SanDisk are driving standardization, and they expect that by 2038, demand for HBF may surpass HBM.
ChainNewsAbmedia·05-02 06:04
After HBM, is the AI memory bottleneck HBF? Turing Award winner David Patterson: Inference will redefine storage architecture

Berkeley GEPA analysis: AI can learn new tasks without updating weights, with 35 times less training cost than RL

GEPA is a new AI training method proposed by the UC Berkeley team: it does not update weights, does not require GPUs, and improves performance by having reflective LLMs read the full task logs and rewrite prompts, rather than only providing feedback via scores. The six tasks average a win rate improvement of 6%, with a maximum of 20%, and training rollouts are reduced by 35x. Integrated with DSPy, the Full Program Adapter shows significant improvements in mathematical and multimodal workflows, with 93% accuracy. The code is open-sourced, and the authors include Matei Zaharia and others.
ChainNewsAbmedia·05-02 05:48
Berkeley GEPA analysis: AI can learn new tasks without updating weights, with 35 times less training cost than RL

Anthropic Code With Claude Developer Conference 5/6 Opens in San Francisco: Free Live Registration

Anthropic announced on May 1 that the first “Code with Claude” developer conference will open in San Francisco on May 6, and for the first time will expand into a three-city tour covering London (5/19) and Tokyo (6/10). In-person seats for the three main sessions are allocated via a lottery and have all already been selected, but live-stream registration remains open to everyone. To address demand overload for the in-person events, the San Francisco venue will add an extra “Extended” session on 5/7, designed specifically for independent developers and founders in the early stage. Three-city tour: 5/6 San Francisco, 5/19 London, 6/10 Tokyo Code with Claude is a developer conference hosted by Anthropic; the San Francisco main event has already been held for the second time. The content of all three events is the same: full-day on-site workshops, demos of the latest features, and Claude along every line
ChainNewsAbmedia·05-02 05:46
Anthropic Code With Claude Developer Conference 5/6 Opens in San Francisco: Free Live Registration

OpenAI releases GPT-5.5 launch-week data: API revenue growth hits a new high, Codex doubles

OpenAI posted 3 data points on May 1 from its official account after GPT-5.5 went live for one week: self-rated as the “strongest release of all time,” API revenue growth speed at more than 2x that of any previous model release, and Codex doubling its revenue in less than 7 days. OpenAI attributed the cause to the continued rise in enterprise demand for agentic coding (proxy-based coding) tools, and said it followed the same product cadence as Anthropic Mythos in a concurrent matchup with GPT-5.5-Cyber on April 30. 3 items from the disclosed data: API revenue growth pace, Codex doubling in 7 days, strongest release The 3 key figures OpenAI shared this time come from official tweets, with no detailed financial report attached: first, GPT-5.5 is the “strongest revenue growth” model of all time…
ChainNewsAbmedia·05-02 05:44
OpenAI releases GPT-5.5 launch-week data: API revenue growth hits a new high, Codex doubles

AI agents manage businesses end-to-end! San Francisco’s AI vending machine reveals a brand-new business opportunity

This report says Valerie’s vending machine is powered by OpenClaw, enabling an AI agent to actually run day-to-day operations, including pricing, inventory, community management, and even managing a bank account. Testing shows the AI can simulate corporate executives’ decision-making, but it also exhibits pricing hallucinations, such as raising a protein bar to $15. Legal hurdles like KYC, bank account opening, and food licensing have not yet been overcome. Although mechanisms such as trusts allow the AI agent to hold a business, practical challenges remain plentiful.
ChainNewsAbmedia·05-02 03:54
AI agents manage businesses end-to-end! San Francisco’s AI vending machine reveals a brand-new business opportunity

AISI assessment: GPT-5.5’s network-attack capabilities are on par with Anthropic’s Mythos

AISI released an assessment of GPT-5.5’s network attack capabilities in May: Expert difficulty 71.4%, Mythos Preview 68.6%. The gap is within the margin of error, essentially tied. GPT-5.5 has become the second system, after Mythos, that can automatically complete the 32-step enterprise intrusion of “The Last Ones.” It also found a universal jailbreak that can be developed in about 6 hours, enabling it to bypass malicious query filtering. Going forward, it will monitor the next round of evaluation timing and OpenAI’s update on this.
ChainNewsAbmedia·05-02 03:16
AISI assessment: GPT-5.5’s network-attack capabilities are on par with Anthropic’s Mythos

Pentagon signs a classified military network deployment contract with 7 major AI companies: Anthropic still excluded

The U.S. Department of Defense announced in May that it signed confidential military networking deployment contracts with seven companies—SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, and Amazon Web Services—then added Oracle as the eighth. The contracts allow models to run at the highest classified levels, Impact Level 6/7. The focus is on three major applications: data integration, combat decision-making, and battlefield situational awareness, emphasizing distributed risk and avoiding vendor lock-in. Anthropic was blacklisted for refusing to accept the military’s security guardrails and did not receive a contract. AMD was not directly listed; GPUs are provided by NVIDIA and others. Next, watch whether Anthropic backs down and what roles new selectees such as Reflection will play.
ChainNewsAbmedia·05-02 03:15
Pentagon signs a classified military network deployment contract with 7 major AI companies: Anthropic still excluded

Cerebras Targets $4B IPO, Valued at ~$40B

Sunnyvale, California-based AI chipmaker Cerebras Systems is seeking up to US$4 billion in an IPO that could value the company at approximately US$40 billion, according to Bloomberg. Formal marketing could begin as soon as May 4, with banks receiving more than US$10 billion in indications of
CryptoFrontier·05-02 03:12
Cerebras Targets $4B IPO, Valued at ~$40B