AI Industry Development & Policy Dynamics

According to a ruling by Judge Rita Lin of the US District Court for the Northern District of California, yesterday (Aug 28) the Trump administration's blacklisting of AI company Anthropic was deemed illegal retaliation in violation of the First Amendment. The government had banned all federal

According to Bank of America Global Research report released on August 27, global DRAM and NAND spot market supply sufficiency ratio has dropped below 50% in September, with prices expected to rise 10-20%. The bank cited strong AI infrastructure demand, prioritized supplies to major customers from c

According to Hana Financial Investment, Alibaba, Baidu, and Tencent combined spent 196.6 billion yuan on AI infrastructure in the first half of 2026, reaching 91.4% of their full-year 2025 capital expenditure. Despite market concerns triggered by Alibaba's equity financing announcement, research ana

According to BlockBeats, on August 29, Meta is testing robots from Watney Robotics, Kinova, and ABB to maintain its AI data center infrastructure, including replacing network cables, restarting servers, moving equipment racks, and conducting facility inspections. The robots currently face

According to BlockBeats, Qualcomm launched a long-term robotics investment program in Japan today (August 29), establishing a new robotics center to accelerate physical AI industrialization and ecosystem development. The center will focus on research and development, industry collaboration,

According to market estimates, demand for high-end copper foil dedicated to AI servers is projected to reach 24,000 tons in 2026, representing a 260% year-over-year increase.

According to PANews, OpenAI announced on August 29 that it will terminate its partnership with Cursor following the AI coding platform's acquisition by SpaceX. Model usage rights for Cursor will expire on

B.AI announced yesterday (August 28) that it has made six top-tier AI models available for free to all users with zero restrictions. The lineup includes GLM-5.3-Flash, DeepSeek-V4-Flash, DeepSeek-V4-Flash-Vision-Exp, Hy3 (Tencent Hunyuan), MiMo-V2.5 (Xiaomi), and Qwen3.8-Flash.

According to Federal Reserve Chair Kevin Powell at Jackson Hole, the annualized token sales of two leading AI companies have surpassed $100 billion, representing over 500% growth compared to a year ago. Powell stated that the Fed now views AI as a new variable and potential production factor that

Huawei Cloud launched CodeArts Agent in Singapore on August 28, introducing an AI coding tool with 16 specialized agents across the software development lifecycle. The tool covers requirements analysis, architecture design, coding, testing, issue resolution, and code review, while supporting code ge

According to Asia Economy, space data center startup Starcloud raised $250 million in Series A funding today (August 29), with its valuation doubling to $2.3 billion. Manhattan West led the investment. Starcloud has already deployed artificial intelligence computing in orbit; its Starcloud-1

According to The Verge, Meta rolled out an update on Friday to its AI glasses that stops the camera from recording if the LED indicator light is covered during capture. The fix addresses a loophole that allowed users to disable the LED alert—which notifies bystanders of active recording—by

According to TIME's 2026 AI list released recently, Nvidia founder and CEO Jensen Huang was excluded from the TIME100 AI rankings for the first time since the list's inception in 2023, drawing scrutiny over the selection criteria. This marks Huang's debut absence after appearing on the previous

According to yesterday's ruling by Judge Rita Lin in the US District Court for the Northern District of California, the federal government's blacklisting of Anthropic was deemed illegal and constituted unlawful retaliation in violation of the First Amendment. The Trump administration had ordered

According to CNBC, OpenAI has started showing ads to ChatGPT users in India, including free users and subscribers to its Go Plan (₹399 per month, approximately $4.2). The ad rollout is live in 38 countries and regions, including the US, Japan, South Korea, and 31 European nations, as the company

According to Bloomberg, Iren recently completed a $2.4 billion debt financing package led by a fund under Blue Owl Capital to purchase Nvidia Blackwell Ultra GPUs for its Canadian data center facilities. The financing comprises $1.2 billion in

According to Bitcoin.com News, Dunamu and Visa signed a stablecoin and AI payments partnership on Aug. 27 in San Francisco. The collaboration will explore Open USD (OUSD), a dollar-pegged stablecoin backed by Visa, Mastercard and more than 140 companies, alongside AI-integrated payment

According to E Daily, SK Telecom announced on August 27 a 3.08 trillion Korean won investment from global private equity firms KKR, IMM Investment, and Stonebridge Capital to expand its AI data center operations. The investment was structured through the spin-off of SK Broadband into two entities: S

Salesforce shares jumped 23% on August 27, marking their best single day since 2020, after the company reported revenue growth of 11% and announced a strategic partnership with Anthropic dubbed "Claudeforce." Annualized revenue from Salesforce's Agentforce AI products soared 240% year-over-year to e

According to reports, Dunamu (Upbit's parent company) and Visa signed a partnership on Aug. 27 in San Francisco covering stablecoin payments, cross-border remittances, and AI-integrated financial infrastructure. The deal centers on Open USD (OUSD), a dollar-pegged stablecoin backed by a consortium i