AI Industry Development & Policy Dynamics

Steve Eisman, the Wall Street veteran investor known as the real-life protagonist of the film 'The Big Short,' warned on January 13 (local time) in a CNBC interview that the entire artificial intelligence investment boom could be shaken if business problems arise at Anthropic and OpenAI. Eisman

On August 13 ET, AI chip company Cerebras Systems (CBRS) experienced sharp volatility after releasing its second-quarter 2026 financial results. Before the earnings release, CBRS rose 11.63% during regular trading hours, closing at $262.06. However, after the report was released, its after-hours share price briefly plunged more than 16%. As of the August 13 close, CBRS stood at $231.01, down 11.85% for the day, with a market cap of approximately $52.33B—about 40% below its 52-week high of $386.3

According to a CNBC interview yesterday (Aug 13), veteran Wall Street investor Steve Eisman, known as the real-life protagonist of the film The Big Short, warned that if Anthropic and OpenAI encounter business difficulties, the entire AI investment boom could be destabilized. Eisman noted that

During Adyen (ADYYF)’s Aug. 13 earnings call, management disclosed that OpenAI has a dual relationship with Adyen, serving both as a partner for Adyen Agentic and as a direct customer for payment processing. H1 2026 net revenue rose 21% year over year to €1.3 billion on a constant-currency basis, with an EBITDA margin of 49% and processed volume of €804 billion. H1 2026 Core Financial Data: €1.3 Billion in Net Revenue, €642 Million in EBITDA The core financial data disclosed during Adyen’s H1 20

According to Zhitong Caijing, on August 13, YiDu Healthcare (02158) held an investor meeting and disclosed that FY26 marked a major inflection point with the company's first full-year profitability. Revenue reached approximately 820 million yuan with year-over-year growth of about 15%, while net pro

According to Bloomberg, DeepSeek will raise prices for its V4 models starting August 16, introducing peak and off-peak rates for output tokens. DeepSeek-V4-Flash will cost US$1.32 per 1 million output tokens during peak hours and US$0.66 off-peak, up from US$0.28. V4-Pro will cost US$3.96 per 1 mill

According to ChainCatcher, Zhao Haijun, co-CEO of SMIC (Semiconductor Manufacturing International Corporation), stated that demand for AI-enabled chips has increased by 40%.

According to CNBC, Databricks closed a $5 billion funding round at a $190 billion valuation on August 13, marking a significant step in expanding its enterprise AI capabilities. Coatue, Blackstone, MGX, T. Rowe Price, and Sixth Street Growth led the round. The funds will support Unity AI Gateway,

According to Beating and Artificial Analysis, Google released Gemini 3.7 Flash today, just three weeks after launching 3.6 Flash. The model scored 56 points on high-level reasoning benchmark, up 4 points from its predecessor, and approaches the performance of GPT-5.6 Terra and Muse Spark 1.2 with

According to Beating, OpenAI is currently previewing GPT-5.6 Sol's Ultrafast mode, powered by Cerebras, reaching a maximum output speed of 750 tokens per second—14 times faster than Standard mode. The feature is currently available to select API customers only. OpenAI has tested Ultrafast in

U.S. Commodity Futures Trading Commission (CFTC) Chairman Michael S. Selig announced the agenda for the first meeting of the Innovation Advisory Committee (IAC) on August 14. The meeting is scheduled for August 20 and will be livestreamed on the CFTC website. The agenda covers three main topics: the digital asset regulatory framework, the impact of AI technology on financial markets, and the development of prediction markets. IAC’s First Meeting Agenda: Three Main Topics and Public Comment Deadl

According to Bank of America research cited by BlockBeats on August 14, the market is displaying late-stage internet bubble characteristics. The bank identified record-high concentration in the S&P 500 index, passive investment flows into a narrow set of artificial intelligence stocks, and active st

According to the White House Office of Trade and Manufacturing Policy, the Trump administration said on August 13 that it is developing an AI-powered system to identify tariff evasion, particularly Chinese goods illegally entering the US through third countries. Trade adviser Peter Navarro's

According to South China Morning Post, Alibaba released Qwen3.8-Max model weights under a custom license requiring businesses offering model-as-a-service or AI assistants with over US$50 million in annual aggregate revenue to obtain separate commercial licensing. The move marks Alibaba's first

According to DIGITIMES, Nvidia's next-generation Feynman AI platform targets mass production in the second half of 2028 using TSMC's A16 process, with 3D chiplet stacking and chiplet-on-wafer-on-substrate (SoIC) integration alongside chip-package-optical (CPO) technology. TSMC has accelerated its

Park Jae-man, Head of AI Digital Division at KB Securities, is leading the company's artificial intelligence transformation after joining in early 2024 from Samsung Electronics where he spent 14 years in Gen AI and big data services. KB Securities launched its internal AI agent '깨비AI' in May,

According to Yonhap Infomax, KB Securities' internal AI assistant 'Gabbi AI' experienced a 15-fold surge in usage and user numbers since launching in May 2026. The tool currently integrates 25 business skills and over 100 data repositories within a single agent. The platform has demonstrated

According to Yonhap Infomax, KB Securities appointed Park Jae-man, a former Samsung Electronics executive with 14 years of AI and big data experience, as head of its AI Digital Division in early 2025. The firm's internal AI agent 'Kkebbi AI', launched in May, has seen user numbers and usage

According to Youzan's H1 2026 financial results released on August 13, the e-commerce SaaS platform reported total revenue of approximately 770 million yuan (RMB), representing 8% year-over-year growth. AI products marked a major milestone, with the number of merchants using Youzan's AI offerings su

According to Bloomberg, OpenAI's annualized revenue run rate has surpassed $40 billion based on current operations, roughly double the rate from the end of 2025. The acceleration, driven partly by expansion in AI coding software and growth in subscription sales, preliminary advertising, and core