AI Industry Development & Policy Dynamics

According to Galaxy Digital, the company completed Phase I power delivery at its Helios data center campus in West Texas in the second quarter of 2026, delivering 133 megawatts of critical IT load to CoreWeave under a 15-year lease. The transition marked Helios' shift from bitcoin mining to AI

According to Decagon CEO Jesse Zhang, as monitored by Beating, enterprise open-source AI spending currently accounts for just 11% of total large model expenditure, as most companies remain in early-stage exploration with closed-source models. However, in Decagon's own production environment, 90% of

According to a 10x Research report, bitcoin mining stocks have retreated approximately 20% and largely decoupled from bitcoin's price movement since April. The stocks have become deeply tied to AI market narratives, though current AI sentiment centers on global supply chains and competitive

According to Jin10, Long River Computing, a subsidiary of Fiberhome Communications, won the first tranche of China Postal Savings Bank's 2026 AI compute cluster procurement project announced on July 7.

According to the European Central Bank, eurozone banks must develop plans to counter artificial intelligence-based attacks by October 31.

According to South China Morning Post, lock-ups for Hong Kong-listed AI developers Zhipu and MiniMax are set to expire, releasing approximately HK$90 billion (US$11.5 billion) of shares to the market. Zhipu will have 25.68 million shares freed from lock-up, while MiniMax will release 150 million sha

AMD closed at $552.05 on '6일(현지시간),' gaining 6.61%, with year-to-date stock growth reaching 147.04% as the US semiconductor firm positions itself as an alternative to NVIDIA in AI infrastructure. The surge follows rising demand for integrated CPU-GPU-memory architectures driven by agentic AI

According to Korean Economic Daily, Advanced Micro Devices (AMD) closed at $552.05 on July 6 (local time), gaining 147.04% year-to-date as it establishes itself as an alternative to Nvidia in the AI infrastructure market. The company has secured partnerships

According to financial market sources, four Chinese AI and technology ETFs listed on May 13, 2025, have posted significantly divergent returns as of July 7, 2026. The performance gap among the same-themed products has widened to nearly 160 percentage points, highlighting the importance of

According to YGG's official announcement on Monday (July 7), Yield Guild Games shut down its Web3 publishing arm YGG Play and laid off 35 employees. Despite lifetime revenue exceeding $9 million, YGG Play was unable to sustain commercially in the current gaming market amid the October 2025 crypto do

According to Tesla VP of automotive engineering Lars Moravy, the company recently unveiled a five-year strategic roadmap where full self-driving (FSD), Robotaxi, Cybercab, and humanoid robot Optimus will deeply integrate into daily life across transportation, production, and household sectors. Mora

According to OpenRouter data, Chinese AI models' token usage share among U.S. enterprises reached a peak of 46% since early February, compared to an average of 11% over the prior 12 months and just 4.5% in the first half of 2025. The surge reflects enterprise cost sensitivity as OpenAI and

According to Odaily, TermiX, an AI Agent settlement layer on BNB Chain, officially launched its mainnet and the Agent.family marketplace on July 6. Agents can register ERC8004-based Agent IDs on Agent.family and publish, accept, or validate over 120 different types of Agent Jobs. Major Agents such a

Boerse Stuttgart Group published a new survey finding that 65% of Europeans consider themselves well informed about finance and investing, while demand grows for AI-powered financial advice and personalized investment services from banks. The study surveyed 6,000 consumers across Germany, France,

According to a latest survey by Boerse Stuttgart Group, 65% of Europeans consider themselves well informed about finance and investing, though demand for AI-powered financial advice is rising across the continent. The study of 6,000 consumers across Germany, France, Italy and Spain found younger inv

According to McKinsey research, 76% of employees in 2025 were using AI to assist their work, surging from just 30% in 2023. The technology is fundamentally reshaping the workplace, though with mixed career implications. The study found that 51% of organizations reported generative AI reduced their

According to ETNews Electronics, South Korea's government is considering extending its "AI Computing Resources Utilization Foundation Strengthening Project" beyond its originally planned end this year. On July 7, the Ministry of Science and ICT announced plans to expand GPU procurement and

Legendary investor Jeremy Grantham, who successfully predicted the 2000 internet bubble and 2008 financial crisis, said recently he is actively selling U.S. stocks and warned that current market valuations are at historic bubble levels, with artificial intelligence at the core. Grantham, 87, who

DB Securities and Hanwha Investment Securities lowered their target prices for Kakao stocks to 57,000 won and 62,000 won respectively while maintaining 'buy' ratings, as the company's stock price fell to the 30,000 won range. The target price reductions occurred despite analysts forecasting Q2