AI Industry Development & Policy Dynamics

Anthropic launched a brand-new Slack integration tool, Claude Tag, on June 24, allowing AI to join a channel in the role of a “teammate.” Users tag @Claude in the channel with natural language to assign tasks; Claude can then execute autonomously. Colleagues can see progress and take over any unfinished discussions. Users can hand off tasks before heading home for the day, then return the next day to check results—no need to monitor the screen. Core Features of Claude Tag: Shared Memory, Environ

According to Bank of America's report released today (June 24), AI demand visibility for semiconductors has extended through 2028, with the bank raising its 2030 global semiconductor market forecast to $2.7 trillion. The HBM market is expected to surge from approximately $35 billion in 2025 to $246

Ethlabs, a nonprofit research and development organization, launched with five former senior Ethereum Foundation researchers to prepare the network for institutional and artificial intelligence-driven activity. The initiative is funded by a coalition led by Bitmine Immersion Technologies,

According to Goldman Sachs, U.S. semiconductor stocks experienced sharp sell-offs on June 23, with the Philadelphia Semiconductor Index falling 7.87%, marking its largest single-day decline since June 5. Micron Technology dropped over 13%, SanDisk and ARM both fell more than 13%, while ASML, KLA, an

According to Guru Club, Japan's Nikkei 225 index fell over 1,100 points (down 1.6%) to 68,652.17 on June 24, amid continued selling in AI-related stocks.

According to Guru Club, on June 23, Alibaba's QoderWork launched Peak-Valley Token, enabling agents running between 22:00 and 08:00 to automatically receive discounts. The Qwen3.7-Max model is available at 20% of standard pricing. The night discount program covers QoderWork and Qoder Desktop

According to Meta, the company launched the Small Business Growth Academy on June 24 across 12 Asia-Pacific markets including Singapore, Australia, India, Indonesia, Thailand, and Vietnam. The program offers workshops and AI-enabled training for small businesses. Training covers Meta products

Midjourney CEO David Holz said last week about the company’s medical imaging business: users enter a tank and soak for 60 seconds, during which a full-body ultrasound scan is performed using 40 modular pieces. The company claims the imaging quality is “as powerful as MRI.” Five radiology and cardiology professors from the University of Michigan, Washington, Wisconsin, and Jefferson University gave nearly consistent commentary on the technical claims: “extremely exaggerated” and “completely witho

According to Jin10, Alibaba's Qwen released Qwen-AgentWorld, its first native language world model (LWM), today (June 24). The model simulates intelligent agent interactions across seven domains, covering both text-based environments (MCP, Search, Terminal, SWE) and GUI-based environments (Web,

According to Masayoshi Son, chairman of SoftBank Group, the company is signing a memorandum of understanding with a client for a data center development project in Ohio on June 24. SoftBank Energy is advancing the initiative, with a single facility set to provide electricity equivalent to ten

Stanford University’s Human-Centered Artificial Intelligence Institute (Stanford HAI) released in June the largest real-world study to date of AI hiring algorithms, finding that 26% of Black job applicants and 15% of Asian job applicants applied for positions where the AI screening system discriminated against the racial groups in a way that meets the definition of discrimination under the U.S. Equal Employment Opportunity Commission (EEOC) “four-fifths rule.” The most favored group is typically

According to SoftBank Chairman Masayoshi Son at the company shareholder meeting on June 24, Arm will evolve from a chip designer to a chip manufacturer and participate directly in production. Son stated that Arm has "more than 10x growth potential ahead" and predicted that "the AI era will be

According to SoftBank chairman Masayoshi Son at the shareholder meeting on June 24, the company has begun mass production of robots for physical AI applications at a manufacturing facility and plans to formally launch the product soon. Son stated that SoftBank aims to become the "overwhelmingly

On June 23, SoftBank founder Masayoshi Son publicly denied Elon Musk’s idea of building data centers in space during a shareholders’ meeting of the telecom business under SoftBank Japan. Son said that electricity costs account for only a small portion of the overall operating costs of data centers; the real bulk is hardware spending such as AI chips. Comparing the saved electricity costs to the logistics and transportation costs of launching into space, the maintenance costs in orbit, and the un

Tencent’s native AI assistant for its messaging app WeChat, “Xiaowei,” began a limited trial on June 20. Users need to update WeChat to version 8.0.75. Access it by clicking the “Xiaowei” logo at the top-left of the main interface or by swiping right on the main interface. Xiaowei supports transferring money, setting reminders, managing Moments, and placing orders by calling mini programs such as Heytea, food delivery apps, and taxi services via text or voice. Xiaowei trial launches on June 20 —

ByteDance’s AI assistant Doubao was officially launched on June 24 with its Doubao Professional paid subscription service. This is the first time Doubao has charged end users since its launch in 2023. The three-tier tiered pricing is as follows: Standard plan monthly continuous subscription 68 yuan, Enhanced plan 200 yuan (Standard plan 4x quota), Premium plan 500 yuan (Standard plan 10x quota), and the Premium annual fee capped at 6,000 yuan. Doubao Professional’s three-tier pricing plan and st

DoubleLine Capital founder Jeffrey Gundlach and Swiss hedge fund manager Felix Zulauf warned in a June 22 discussion published by DoubleLine Capital that the market decline could reach 30% to 50%, while the top 10 AI-related stock weights in the S&P 500 have already reached 41%. The top 10 AI stock weights in the S&P 500 have reached 41% In the interview, Gundlach said the index weight of the top 10 AI-related stocks in the S&P 500 has reached 41%, forming an extremely concentrated holdings stru

According to Gate data, Hong Kong-listed AI stock Zhipu (02513.HK) surged over 13% today, with its market capitalization breaking back above HK$1 trillion.

According to Chosun Daily, South Korean messaging platform Kakao closed at 34,250 won (US$22) on June 23, approaching its all-time low of 32,800 won, despite integrating OpenAI's ChatGPT on June 16. ChatGPT for Kakao had reached 8 million users but showed short usage duration per user. Analysts

According to Japanese news agency Kyodo News, Masayoshi Son, founder and CEO of SoftBank Group, stated on June 24 during the company's shareholder meeting that he would remain in the business for another 10 to 15 years. This reverses his earlier plan to hand over leadership in his sixties. Son