AI Industry Development & Policy Dynamics

According to TechCrunch, AI startup Blueprints AI was selected for the 2026 Startup Battlefield 200 cohort and will unveil its second-generation software at TechCrunch Disrupt on October 13-15 in San Francisco. The startup, founded by Al Drams and Coco Cao and incorporated in 2025, uses AI to genera

According to Guru Club, on October 12, Mifeng Technology, in collaboration with Northwestern Polytechnical University and Xi'an Jiaotong University, proposed MEgoVista, a first-person view motion reconstruction framework that converts egocentric videos into 4D data required for embodied AI model

OpenAI is negotiating with an unnamed startup to provide deep access to Sora, its text-to-video generative AI model, with the goal of building AI video tools designed specifically for filmmakers. Deal terms and timeline have not been disclosed, as talks remain in progress. The arrangement follows Op

According to PANews, on October 12, Nvidia and Cisco jointly launched USFP (Ultra Small Form Factor Pluggable), a new optical module specification designed to expand AI factory network capacity. USFP is the first module supporting 400Gb/s per lane, with single-module capacity reaching up to 12.8Tb/s

According to The Information, a startup founded by Jeffrey Katzenberg, former Sora research director Bill Peebles, and ex-Dropbox CFO Sujay Jaswa is in talks to gain deep access to OpenAI's Sora video model. Under the proposed terms, the company would be able to heavily customize Sora and sell

According to Tom's Hardware, GlobalFoundries announced the FDX Fusion, a 7nm-class fabrication process based on fully-depleted silicon-on-insulator (FD-SOI) technology, with more than twice the transistor density of its original 22FDX process. The company plans to commence production at its

Wells Fargo and Cantor Fitzgerald reduced their price targets on Amazon.com Inc. (AMZN) on Monday ahead of the company's third-quarter earnings report later this month. Wells Fargo lowered its target to $329 from $338 while Cantor Fitzgerald cut its target to $310 from $320, with both firms

According to ChainCatcher, fintech company Yiren Zhike issued a statement on October 12 clarifying that recent legal matters disclosed by Beijing Chaoyang police have no direct connection to the company's business operations. The company, which focuses on financial technology and AI innovation, stat

Salesforce signed a definitive agreement to acquire Loops, an Israeli AI analytics startup, on October 12, 2026. The deal, estimated at around $30 million though official terms were not disclosed, aims to integrate Loops' agentic analytics technology into Tableau, Salesforce's data visualization

According to the DBS Asia Future Forward Conference in Singapore on October 12, 2026, Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warned that rising capital costs could become the biggest constraint on AI infrastructure expansion, potentially outpacing previous semiconductor and memory

According to Tom's Hardware, Intel on Friday announced plans to discontinue SGX support after Xeon Diamond Rapids in favor of Trust Domain Extensions (TDX), its next-generation confidential computing technology. The company will continue supporting existing SGX-enabled platforms into the early 2030s

According to The Information, OpenAI is exploring the possibility of relaunching its Sora video generation model and is in talks with an AI startup focused on video technology for film production, reported on October 12. The company had previously paused Sora development as part of efforts to

According to Aethir, AI compute infrastructure company Axe Compute officially launched on Nasdaq today (October 12) and completed its opening bell ceremony. Aethir announced it will continue supporting Axe Compute in building next-generation AI compute infrastructure.

According to Odaily and MSX.COM data, the U.S. stock market opened today with the Dow up 0.28%, S&P 500 up 0.1%, and Nasdaq down 0.03%. The VIX fear index rose 3.98%. AI stocks fell broadly: Astera Labs dropped 3.98%, Micron fell 3.92%, Teradyne declined 3.15%, Arm fell 2.73%, and Advanced Micro

According to Odaily, AI computing operator KONST completed a $30 million Series B funding round led by ADATA Technology, with M Mobility and Pegatron Venture Capital participating as strategic investors. The funding will be used to expand KONST's AI data center infrastructure and accelerate its

According to an announcement on October 12, Yiheng Group (08365) intends to jointly establish Insmen GROUP, a cross-border technology and digital asset investment platform, with Insmen Strategic Investment Holdings Limited, Aqua Labs Investment LLC, and other partners. The platform will focus on

According to Phoenix Technology, on October 12, Liang Wenfeng has been intensively focused on the embodied AI sector in recent days, engaging with multiple entrepreneurs in the field to discuss directions including robotics, large language models, and real-world interaction. Insiders revealed that L

This week, Taiwan Semiconductor Manufacturing Company (TSMC) releases third-quarter earnings and guidance on Thursday, October 15, with investors closely watching for signals on AI-driven demand for advanced chips and potential price increases next year. Markets are focused on TSMC's A14