AI Industry Development & Policy Dynamics

According to Greg Brockman, OpenAI's co-founder, Jacob Tsimerman has joined OpenAI. Tsimerman is a leading mathematician in number theory and arithmetic geometry who previously won the Fields Medal, one of mathematics' highest

According to Korean Economic TV, LS Electric posted record second-quarter revenue of 1.577 trillion won (up 32% year-over-year) and operating profit of 178.5 billion won (up 64%) on July 24, driven by surging AI datacenter demand. New orders soared 243% to 2.0835 trillion won, the highest

According to BlockBeats, on July 24, the combined off-balance-sheet AI-related debt of Alphabet, Microsoft, Amazon, Meta, and Oracle reached $1.65 trillion, up approximately eight-fold from four years prior and exceeding their combined on-balance-sheet liabilities of $1.35 trillion. Under U.S.

According to Bank of America report issued on July 22, Nvidia released its Vera CPU architecture featuring 88 custom ARM cores and 1.2TB/s memory bandwidth, emphasizing that single-core performance determines AI agent response speed. AMD responded on Thursday during its AI Day, stating that its

According to the IMF on July 24, artificial intelligence is reshaping core financial systems but could amplify market volatility and systemic risks. The organization warned that large-scale simultaneous use of AI models may trigger "AI herding effects," where machines based on similar data simultane

Alphabet disclosed a $94.1 billion investment in SpaceX as of June 30 in its latest quarterly report, becoming the second Mag-7 company to hold a stake in the rocket manufacturer. The higher value of SpaceX shares helped drive nearly $99 billion in gains from Alphabet's stock investments during the

According to Bank of America, the firm raised its price target on Nokia to $18.50 from $18, implying a 90% upside to the stock's last closing price after Q2 earnings. Nokia secured approximately €2.8 billion ($3.19 billion) in AI-related order intake during the quarter, substantially exceeding

According to South Korea's Finance Ministry, the country's foreign direct investment (FDI) to the U.S. reached $10.2 billion in the first quarter of 2026, more than doubling year-over-year and marking a five-year high. Samsung Electronics and SK Hynix, among other AI infrastructure beneficiaries, ar

AMD CEO Lisa Su officially announced at the AMD Advancing AI annual conference that the first Helios rack-scale AI solution has entered full-scale mass production. The roster of Instinct partner ecosystem displayed on the event venue backdrop includes multiple Taiwan publicly listed companies, with TSMC accounting for 14 of them. Helios AI rack specs: 15% more performance than NVIDIA NVL72 According to an AMD official blog post, the key technical specifications of the Helios rack system are as f

Microsoft released two new models for public preview on July 23: MAI-Image-2.5-Pro and MAI-Voice-2-Flash. It also shared internal data showing that after the Customer Support Center switched to MAI-Voice-2-Flash, Hashrate costs fell by 89%. Microsoft CEO Satya Nadella said that when its own models match or surpass frontier alternatives, it routes traffic to MAI. Function positioning and pricing of MAI-Image-2.5-Pro and MAI-Voice-2-Flash MAI-Image-2.5-Pro is positioned for high-end image generati

According to the Ministry of Public Security on July 24, Chinese police investigated over 170 cases involving AI-generated online rumors in the first half of 2026, resulting in the detention of more than 190 people. The cases are part of a broader crackdown on new-type AI-related crimes, which

Google announced the new feature “Selfie for sign-in (selfie video sign-in)” on July 23 on its official blog, by Claire Forszt, Product Manager for Identity & Engagement, and John Gronberg, Director of Product Management. On that day, when users are locked out of their accounts or can’t receive SMS verification codes, they can record a new video, compare it with stored records, and replace older account recovery methods. Selfie video sign-in setup flow: Liveness detection mechanism Google’s “Sel

According to Morgan Stanley, the investment bank initiated coverage of multiple bitcoin miners that have transitioned into AI infrastructure suppliers on July 24. Hut 8 received a "buy" rating with a $263 price target, while Riot Platforms was rated "buy" with a $36 target. Applied Digital was

Alibaba Cloud announced on July 23 that its Zhenwu M890 super node has been successfully adapted to Qwen3.8, and it has gone live on Alibaba Cloud’s Bailian platform to provide model inference services. Alibaba said this makes it the first super node in China to successfully run a model with more than 2 trillion parameters. Alibaba has not yet disclosed a breakdown of Qwen3.8’s architecture or parameters, but the publicly released Qwen3 version is a mixture-of-experts model with a total of 235 b

Roundhill Memory ETF (DRAM-US), which focuses on the global memory chip industry including DRAM, high-bandwidth memory (HBM), NAND flash, and SSD makers, gained over 8% in the past 5 trading days, driven by surging AI server demand and strength in major holdings like Micron (MU-US) and SK Hynix.

According to economist Fu Peng speaking at WIKIEXPO on July 24, crypto assets are fundamentally bound to global liquidity dynamics. Fu Peng indicated that Bitcoin and mainstream cryptocurrencies now serve as leading indicators of liquidity strength in traditional markets. Following a critical

According to CEO Livio Weng speaking at WIKIEXPO on July 24, Xinhuo Group is accelerating its AI strategic investment business to provide compliance services for crypto funds entering AI primary and secondary markets. Weng noted that the company has established itself as a representative digital

South Korean construction stocks Kumho Engineering & Construction and Namhwa Engineering & Construction declined sharply on the 24th after surging earlier this month on government mega-project announcements. As of 11:09 AM on the 24th, Kumho E&C traded down 8.94% at 10,290 won while Namhwa Engineeri

AMD unveiled its new AI accelerator, the Instinct MI455X, at its annual event “AMD Advancing AI 2026,” held on July 22 at the Moscone Convention Center in San Francisco, California. Compared with the previous-generation MI355X (with 8-layer stacked HBM3E and 288GB capacity), capacity is up 1.5x and speed is up 2.9x. HBM4 specs for AMD MI455X The HBM4 specs built into the MI455X are driven by the following key improvements: · Generation comparison (MI455X HBM4 vs MI355X HBM3E) · Number of stacked

According to Morgan Stanley, Google's cloud business revenue surged 82% to $24.77 billion in Q2, while TPU contributed over $1 billion for the first time. Order backlog reached $514 billion, up $52 billion sequentially, signaling strong AI compute demand. Morgan Stanley maintained an overweight