AI Industry Development & Policy Dynamics

Morgan Stanley reinstated Nvidia (NVDA) as its 'Top Pick' in the semiconductor sector following investor meetings with CEO Jensen Huang and CFO Colette Kress. NVDA stock rose more than 2% in pre-market trading on Friday. The firm maintained an Overweight rating and a $300 price target, citing Nvidia

According to Daily Economy, Samsung Electronics has set its 2027 HBM4 supply pricing at $4 per gigabit in the mid-to-high range, more than triple the current HBM3E price of approximately $1.50 per gigabit. The company has initiated annual contract negotiations with major customers for next-year HBM4

According to Taiwan-based media DigiTimes on October 2, Micron's Asia DRAM Front-end Manufacturing Vice President Hui Lu Tung confirmed that artificial intelligence is driving strong memory demand. The company is simultaneously expanding production across four manufacturing facilities and has

According to Taiwan's Electronic Times on October 2, Micron confirmed that AI-driven memory demand is pushing the company to expand HBM production across four facilities globally. The chipmaker now expects supply constraints to extend through 2027 and 2028, marking the most significant update in

OpenAI deployed its Jalapeño ASIC alongside AMD EPYC Turin CPUs as host processors, with each system configured with 1.5TB of memory. Richard Ho, VP and Head of Hardware at OpenAI, stated that Nvidia's Vera CPU is "a little bit behind... on that maturity level" compared to Turin. The deployment decision was driven by de-risking considerations and partner experience with the Turin platform, according to Ho's interview with Tom's Hardware Premium. The choice reflects OpenAI's pragmatic approach to

According to Tom's Hardware, OpenAI has deployed its Jalapeño inference ASIC alongside AMD EPYC Turin CPUs as host systems, each equipped with 1.5TB of memory. OpenAI Hardware VP Richard Ho told Tom's Hardware Premium that the decision to use Turin was pragmatic, describing Nvidia's new Vera CPU as "a little bit behind on that maturity level." Ho explained that OpenAI prioritized de-risking the design: "We wanted to be aggressive on the goals of performance and cost, but we didn't want to take u

According to Mpost Media Group and Z Venture, HSC Conference concluded in Seoul on October 1, bringing together over 2,000 attendees and 50+ industry leaders. The event explored stablecoins, tokenization, institutional digital asset adoption, and the emerging agentic AI economy, featuring speakers f

According to BlackRock's latest research report, stablecoins are positioned as the essential payment mechanism for autonomous AI agents, with the market cap exceeding $300 billion. The asset manager defined stablecoins as the 'currency of machines' complementing AI's role as 'machine

AI startup Tavus previewed Griffin, a Human Interaction Model that renders a lifelike person capable of hearing, seeing, talking, and reacting over live video. In face-to-face testing, 48% of participants believed their conversation partner was human, compared to just 2.4% in previous models. The

According to Tavus, the company just previewed Griffin, a Human Interaction Model that looks, listens, and reacts in real-time during live video calls. In testing, 48% of users believed they were speaking with a real person, up from 2.4% with previous models. Griffin watches and listens

According to ChainCatcher, BNB Plus Corp. (OTCQB: BNBX) announced a strategic shift from a digital asset treasury company focused on the BNB Chain ecosystem to a blockchain and Agentic AI infrastructure operator serving financial institutions and enterprises. The company will continue

According to Bloomberg analyst Eric Balchunas, Anthropic's valuation has surged 22-fold since June 2024, based on market valuations disclosed by mutual funds holding stakes in the AI company. The growth rate is approximately 10 times higher than that of the Nasdaq 100 index and Nvidia over the

According to The Verge, on Oct 2, Amazon Web Services CEO Matt Garman posted a 3,000+ word blog warning that over 100 data center moratoriums being considered across the US could jeopardize the nation's AI competitiveness. Garman stated that losing this geopolitical race would have consequences

Three ETF experts from KB Asset Management, Shinhan Asset Management, and Mirae Asset Management gathered on the 2nd at Dongdaemun Design Plaza in Seoul for a panel discussion at 'Herald Money Festa 2026' on investment strategies amid heightened stock market volatility. Yuk Dong-hwi (KB Asset Manage

Gate News: According to an official announcement, Gate has launched POD Futures Trading, supporting long and short positions with 1x–10x leverage. Leverage can be selected when placing an order. The platform has also introduced Bots and Copy Trading for POD futures. POD is a decentralized AI inference and DePIN network that allows users to use idle GPUs to provide Hashrate for Dolphin and other open-source AI models. Gate said it will adjust trading parameters, including the funding rate, minimu

According to Nebius, the cloud infrastructure provider raised on-demand Nvidia GPU rental rates effective October 1, 2026, with H100 increasing to $4.50 per GPU-hour from $3.85 (up 16.9%), H200 to $5.40 from $4.50 (up 20%), B200 to $8.50 from $7.15 (up 18.9%), and B300 to $9.50 from $7.85 (up 21%).

Google released Gemini 4 Argon, its new flagship AI model, as the company seeks to compete with OpenAI and Anthropic in the frontier AI race. The model ranks behind only Claude Opus 5.5 and Claude Sonnet 5.5 on the Artificial Analysis Intelligence Index composite benchmark. Google is launching the m

Wall Street banks including JPMorgan Chase, Citigroup and Capital One posted 139,819 AI-related job listings this year, a 49% increase compared with 2025, according to enterprise hiring data firm Draup. The surge reflects banks moving beyond chatbots to deploy AI agents that handle an increasing

According to CNBC, Google recently released Gemini 4 Argon, its new flagship AI model, which ranks third on the Artificial Analysis Intelligence Index behind Claude Opus 5.5 and Claude Sonnet 5.5. The model demonstrates advanced reasoning in legal analysis, finance, and enterprise knowledge work,