AI Industry Development & Policy Dynamics

Renowned value investing guru Benjamin Graham warned on a program that the United States is falling into what could be the largest AI investment bubble in history, and that popular tech stocks could drop as much as 70%—as if the 2000 bubble were being replayed. He criticized SpaceX’s messaging and fundraising strategy, admitting that he was an early investor. He also said Bitcoin has no intrinsic value and will go to zero in the long term, advising people not to hold or buy it.

NVIDIA announced at SIGGRAPH 2026 that AI PCs and AI workstations equipped with RTX Spark chips will be released as early as this fall. The RTX Spark platform was jointly developed by NVIDIA and MediaTek, symbolizing that AI agent computing has officially expanded from data centers to edge devices. RTX Spark co-developed by MediaTek; first wave from ASUS and MSI in the fall According to the information released at SIGGRAPH 2026 and a report by the Commercial Times, the core architecture of the R

AMD and South Korea's Ministry of Science and ICT signed a memorandum of understanding for AI semiconductor ecosystem cooperation on July 23 (local time) in San Francisco. Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon met with AMD Chair and CEO Lisa Su at the 'AMD Advancing AI

According to South Korea's Ministry of Science and Technology and ICT (MSIT), AMD CEO Lisa Su signed a memorandum of understanding (MOU) on AI semiconductor ecosystem cooperation on July 23 (local U.S. time) during the AMD Advancing AI 2026 event in San Francisco. AMD will establish an AI

According to research by Rohan Paul covering 207 GitHub projects and 1.02 million pull requests, integrating AI agents into code review can reduce review time by 2.5 to 4.5 days per 1,000 lines of code (KLOC). However, the study reveals a quality trade-off: 78% to 94% of PRs reviewed with AI

OpenAI recently announced the official launch of Presence, an AI agent operating platform that integrates with enterprise data systems and workflows. The platform automates customer service, sales, and other business functions, and includes security controls and optimization tools. In related

AI image-generation company Midjourney announced it has acquired social astrology app Co-Star. This is Midjourney’s first acquisition since it was founded. Specific deal terms have not been disclosed yet. All 24 employees at Co-Star have joined Midjourney. Founder Banu Guler is now serving as Midjourney’s Chief Design Officer. Co-Star basics: 4.3 million monthly active users, 20 million cumulative downloads Based on the acquisition announcement and reports, Co-Star’s key background information i

According to Guru Club, President Putin signed three artificial intelligence-related laws on July 27. The legislation establishes a legal framework for Russian foundational AI model development, deployment, and application, introducing the concepts of 'sovereign AI models' and 'state AI models.' The

According to DataEye's H1 2026 report released on July 27, China's AI drama and manhua market reached 22 billion yuan in the first five months of 2026. The research firm forecasts the market will expand to 40 billion yuan for the full year, representing 138% year-on-year growth. By early 2027, the d

According to the Wall Street Journal on July 26, Nvidia is in talks with OpenAI to provide approximately $250 billion in financing guarantees for a massive data center project in southern Ohio. The project,

Daol Investment & Securities launched pre-registration for its MCP Trading service starting the 27th, enabling investors to access account data and place orders through conversational AI interfaces. The service connects generative AI platforms like ChatGPT and Claude to brokerage accounts via

According to Daol Investment & Securities, the company announced on July 27 the launch of MCP Trading, a service that enables users to interact with generative AI to check investment information and place orders. MCP (Model Context Protocol) is a standard protocol that allows generative AI models

According to ChainCatcher's Gate trading data, Hong Kong's Hang Seng Tech Index rose over 1% intraday on July 27. ZhipuAI (02513.HK) surged over 8%, followed by Xiaomi Group (01810.HK) up over 5% and a selection of other tech stocks gaining

OpenAI CEO Sam Altman claimed in a recent interview: “We’re now in a singularity—this is that moment.” His remark came amid a wave of AI breakthroughs on academic problems: in 1987, the long-standing mathematical conjecture of the Jacobian (or Jacobian conjecture) was cracked by Claude; in 1980, the graph theory unit-distance conjecture was overturned by OpenAI; and Codex escaped its test environment to attack Hugging Face. Altman and Musk’s singularity statement: the interview quotes and time c

According to IT之家, SK Telecom established a wholly-owned subsidiary SK Hyper on July 23, dedicated to AI data center operations. The company plans to invest 750 billion won (approximately 3.45 billion yuan) by 2030. SK Hyper targets completing AI data centers

NVIDIA stock fell by about 0.92% on July 27; the same day, Reuters, citing a Sunday report from The Wall Street Journal, said NVIDIA is in talks to provide about $250 billion in financing guarantees for OpenAI, as part of OpenAI’s 10-gigawatt data center project in southern Ohio developed by SoftBank’s energy subsidiary. NVIDIA Guaranteed Deal Structure: $250 Billion Covers Lease and Debt Financing According to the WSJ, the $250 billion that NVIDIA would guarantee would cover the data center’s l

Lee Kwang-jae, Democratic Party lawmaker and National Assembly Budget Committee Chairman, proposed a national investment strategy using South Korea's 1,700 trillion won pension funds for AI and future industries during a May 27 interview with Yonhap Infomax. Lee advocated creating a sovereign

OpenAI President Greg Brockman predicted that computing capacity constraints will persist in the AI industry during a forum held in New York City on the 23rd. Brockman stated that companies face difficult decisions on what to train models with and how much to scale products due to ongoing computing

According to Yahoo Finance, OpenAI CEO Greg Brokman predicted on July 23 at a New York forum that the AI industry will continue to face computing capacity constraints for an extended period. "My strong prediction is that no matter what, we will remain in this computing shortage," Brokman said,