AI Industry Development & Policy Dynamics

TeraWulf (NASDAQ:WULF) stock as of July 7 has risen 95% year-to-date, closing at $22.10, up about 4.86% in a single day, far outperforming peers such as Cipher Mining, Applied Digital, etc. The core driver is the 20-year lease agreement signed with AI company Anthropic, expected to bring about $19 billion in contract revenue. TeraWulf Signs 20-Year Lease Agreement with Anthropic, Expected to Bring About $19 Billion in Contract Revenue According to reports, the 20-year lease agreement between Ter

The US Treasury prepared an internal draft report warning that the artificial intelligence industry carries risks similar to the dot-com bubble that collapsed in the early 2000s, according to a document obtained by political outlet NOTUS on 6일(현지시간). Treasury analysts assessed that the AI sector is

According to Odaily and MSX.COM data, U.S. stock indices rose on July 7, with the Nasdaq gaining 1.12%, the S&P 500 up 0.72%, and the Dow up 0.29%, while the VIX fear index fell 1.52%. AI stocks broadly advanced, with Arista Networks up 8.31%, AMD gaining 6.61%, Astera Labs up 6.48%, SoundHound AI u

According to BlockBeats, on July 7, Vitalik Buterin announced that Qwen2.5 successfully completed his AI anonymity identification challenge. Buterin had written a revised version of EIP-7503 (Zero Knowledge Wormhole) in Chinese in 2024 and used Qwen2.5 for translation followed by manual revision to

According to semiconductor analyst Semi Analysis, Nvidia's next-generation AI server rack Cbver NVL144 will be delayed until 2028, more than 12 months beyond the original schedule, due to difficulties in mass-producing multilayer printed

Oxford Economics (OE) identified the sustainability of the US-Iran peace agreement as the pivotal factor for the global economy in the second half, according to a report released on 6일 (local time). The institution stated that whether the peace agreement continues will determine if other risk factor

Japanese government bonds experienced severe selling pressure on July 6, with the 10-year yield surging to 2.830% intraday — the highest level since October 1996. The spike followed Prime Minister Takaichi Sanae's announcement of an annual 10 trillion yen

According to Calcalist, Israeli data security startup Cyera is in advanced talks to acquire Israeli cybersecurity startup Oasis Security for $700 million to $1 billion. The combined platform would integrate Oasis's agentic access

Samsung's Galaxy S26 series surpassed 3 million domestic sales on July 6, 117 days after its official March 11 launch. The flagship smartphone line achieved the milestone 58 days faster than its predecessor, the Galaxy S25 series, which took 175 days to reach 3 million units after its February 7 lau

According to the Wall Street Journal, OpenAI, Anthropic, and Google are offering startups computing resources and other incentives worth hundreds of thousands of dollars to win new enterprise customers, sources said on

UBS Asset Management on the 6th (local time) recommended selective investment in artificial intelligence (AI) to respond to market volatility, stating that semiconductor-related stocks are not in a bubble. The asset manager explained that the market will continue to maintain high volatility as it

According to UBS Asset Management, on July 6, the asset manager recommended selective investment in artificial intelligence-related stocks while maintaining a positive view on semiconductors, stating that the sector is not in a bubble despite continued market volatility. UBS cited strong demand

According to Taipei Times, Taiwanese industrial computer maker Ennoconn posted record second-quarter revenue of NT$47.8 billion, up 37.8% year-on-year, driven by strong demand for physical AI applications. The Foxconn subsidiary, which provides industrial IoT and embedded solutions for retail,

According to Jin10, citing NOTUS, a U.S. Treasury Department draft report issued July 7 warned that the AI market carries bubble risks comparable to the dot-com era. The report, prepared for Treasury Secretary Bessent, Federal Reserve Chair Powell, and other federal financial regulators, states that

According to Bloomberg, on July 7, AI chip maker Syntiant, backed by Intel and Microsoft, submitted its IPO application. The company designs ultra-low-power AI chips and software for on-device AI in earbuds, wearables, and industrial systems. In Q1, Syntiant posted revenue of $64.5 million and a

According to Anthropic research announced on July 7, the Claude model has spontaneously developed an internal mechanism called J-space (Jacobian space), described as a 'global workspace' for silent reasoning. This neural activation pattern allows the model to think about concepts without

According to Reuters, the US Cybersecurity and Infrastructure Security Agency (CISA) is using Anthropic's Mythos AI model to audit government code repositories for software flaws. CISA's Attack Surface Evaluation team is conducting the assessments, and sources said the reviews have already

Meritz Securities raised its target price for LG Electronics stocks to 260,000 won from 120,000 won on July 7, more than doubling the previous target, while maintaining a 'Buy' rating ahead of the company's second-quarter earnings announcement. Analyst Yang Seung-su attributed the upward revision to

According to Reuters, US bitcoin miner TeraWulf signed a 20-year lease with Anthropic on July 6 for data center infrastructure, with the deal expected to generate about $19 billion in contracted revenue. The announcement drove TeraWulf shares up more than 16% in premarket trading. The agreement

Deputy Prime Minister and Minister of Economy and Finance Koo Yoon-cheol announced on July 7 that the government is preparing a property tax reform plan targeting release by the end of this month, and is reviewing differential income tax support for workers in regional AI and semiconductor