AI Industry Development & Policy Dynamics

According to Goldman Sachs' latest research, AI-driven demand is fueling global inflation, with the United States facing the most severe pressure. The bank estimates AI-related demand currently pushes up the Fed's preferred inflation gauge—core Personal Consumption Expenditures (PCE)—by 0.2

Robinhood and Coinbase are accelerating the convergence of traditional finance and digital assets through super-app strategies that integrate stocks, ETFs, and cryptocurrencies. Robinhood announced its expansion strategy on May 1 (local time) at the 'The World is Flat' event in London, while Coinbas

According to Jin10, China's National Industrial Information Security Development Center on July 13 launched a collaborative initiative to establish comprehensive AI safety evaluation benchmarks and is now recruiting partner organizations. The framework covers six core security dimensions: content sa

According to OpenRouter data, Chinese AI models recorded 27.58 trillion token API calls in the week of July 6-12, representing 17.61% week-over-week growth and marking the seventh consecutive week of expansion. In the same period, U.S. AI models generated 6.33 trillion token calls with 47.9% week-ov

Apple (蘋果) has officially filed a lawsuit with the U.S. Federal District Court for the District of California, accusing OpenAI of misappropriating trade secrets and breaching a contract. The complaint names current OpenAI Hardware Lead Tang Yew Tan and former Apple senior system electrical engineer Chang Liu. According to The New York Times, OpenAI has leaned toward postponing its IPO to 2027. Specific allegations against Tang Yew Tan: probing with confidential code names and downloading files w

According to Beating, Keyu Tian, first author of a NeurIPS 2024 best paper, has launched a startup focused on world models, raising tens of millions of dollars with a valuation of approximately $200 million. The project is incubated and funded by Five Sources Capital partner Mengxing Meng. Tian, a

Claude’s official account announced on X on July 13 that the no-extra-charge usage period for Claude Fable 5 has been extended again by 7 days—pushing the end date from July 13 to July 19. This is the latest in a series of postponements of Claude’s switch to a usage-based pricing model due to tight compute capacity. Claude Official Announces: Fable 5’s No-Extra-Charge Usage Extended to July 19 According to an announcement from Claude’s official X account, as the original deadline of July 13 arri

According to Foresight News at WebX 2026, Tom Lee, chairman of BitMine, set a long-term price target of $250,000 for Ethereum and stated that ETH is entering a "2.0 stage" driven by factors including a new foundation era, Agentic-AI, financial settlement layers, and Ethereum as a monetary asset. Bi

According to Beating, Tencent's Hunyuan 3 (Hy3), officially launched on July 6, topped OpenRouter's weekly LLM leaderboard, processing 613 trillion tokens in a single week—outpacing Xiaomi's MiMo-V2.5 (595 trillion) and DeepSeek V4 Flash (522 trillion). The free API access runs through July 21,

OpenAI announced that members of its Trusted Access for Cyber program must enable hardware-backed Advanced Account Security by September 1, 2026, to maintain access to its most advanced frontier models. Users who fail to comply will revert to default model access levels. The company said the progra

One River Asset Management Chief Investment Officer Eric Peters published a commentary article on July 13, citing the view of a US hedge fund CIO who founded a company in Asia. The CIO said that there is an AI shortage, and that the market penetration of such products in the global economy is still less than 10 basis points, adding: “We haven’t rolled out this technology at a scale sufficient to matter.” Anonymous CIO: AI global penetration is under 10 basis points Based on Eric Peters’s citatio

According to Jin10, Mitsubishi Estate plans to invest approximately 1.5 trillion yen ($93 billion) to build large-scale data centers across Japan, leveraging its prior experience from over $10 billion in AI data center projects in the United

According to Reuters, Meta plans to begin mass production of its self-designed data center AI chip Iris as early as September, with the company's stock rising approximately 6% on Friday (July 10). The chip, designed with assistance from Broadcom, will be manufactured by Taiwan Semiconductor

According to a report by the Financial Times in the UK, Tencent is leading talks with Manus’s original investors about a buyback deal. It plans to buy back control of this AI agent company from Meta at a valuation of $2 billion (about 13.6 billion yuan). After the buyback is completed, Tencent is expected to become the largest single shareholder. Manus will continue to operate as an independent Singapore company, will not be consolidated into Tencent’s system, and aims to list its shares on the

According to Musk's statement posted on X today (July 13), Grok 4.5 outperformed Fable in several software development benchmarks. Musk noted that Fable itself is already an excellent model.

MIT professor Ricardo Caballero published a paper last month analyzing that artificial intelligence (AI)-generated wealth will likely concentrate among corporations and capital owners rather than workers, as AI functions as 'labor-like capital' that directly performs tasks previously handled by

According to MIT professor Ricardo Caballero and multiple Wall Street analysts, AI-generated wealth concentration among capital owners could lower long-term interest rates as a secondary effect. Caballero's research suggests that as AI boosts corporate profits and capital gains, wealth flows to capi

Tata Consultancy Services (TCS) plans to deploy up to 8,900 engineers directly embedded at customers’ operating sites to handle tailored AI tools and run AI systems; as of the end of June, these frontline deployment engineers will make up 1% to 1.5% of TCS’s total employees. TCS deploys 8,900 AI engineers embedded with customers, accounting for 1%-1.5% of employees Reuters reported that TCS CEO Krithivasan said that, as of the end of June, the frontline deployment engineers will account for 1% t

According to Lee Jae-gwang, a senior analyst at LS Securities, SpaceX filed a patent for StarMind, a space-based data center trademark, on June 22. The system deploys GPUs and TPUs on orbital satellites to overcome space and power constraints of ground-based facilities, leveraging continuous solar p

According to Yonhap News, South Korea's ruling Democratic Party and government on Monday (July 13) pledged to boost support for the nation's $3.16 trillion chipmaking and AI investment plan announced last month. The "Three Super Projects" initiative targets semiconductor, embodied AI, and AI data ce