AI Industry Development & Policy Dynamics

According to Reuters, Anthropic's IPO filing revealed on October 1 that Broadcom agreed to lend the AI startup up to $42 billion for infrastructure, compute supply, equipment leasing, and financing. The funding may cover approximately one-third of Anthropic's $125.2 billion five-year lease for

Optical communication stocks surged in early trading on May 2, driven by expectations of increased demand for optical communication infrastructure amid expanding AI data center investments by global big tech companies. At 9:15 AM on May 2, Duckwoo Electronics traded at 5,330 won, up 20.86% from

According to Korea Exchange, on October 2, optical communication stocks surged on expectations of increased demand from expanding AI data center investments. Deokwoo Electronics traded at 5,330 Korean won, up 20.86%, while Acetech rose 17.39%, Nit Photonics 15.57%, RF Materials 13.56%, and Sunghoo E

According to Bloomberg, Anthropic is planning an IPO in mid-November, with a roadshow starting on November 9 and trading potentially beginning before Thanksgiving on November 26. The AI company's valuation is estimated between $1.8 trillion and $2 trillion, with potential funding reaching up to $100

KGeN announced plans to expand operations in South Korea and consider acquiring local companies. Co-founder and CEO Manish Agarwal visited Korea on the 28th and stated the company wants to invest and hire operational teams. Agarwal cited Korea's declining population and humanoid robot deployment

According to Manish Agarwal, KGeN co-founder and CEO, on September 28, the Web3 data firm announced plans to significantly expand its Korean operations, including hiring a local operations team and considering acquisitions of domestic companies. The move follows the July launch of K-Quest, a user pa

Cupix, a spatial intelligence solutions company, announced a full rebranding on the 2nd, repositioning from a 'construction site digital twin' company to an 'Enterprise Spatial Intelligence decision platform' company. The rebranding responds to the physical AI era, where robots and drones

Kiwoom Securities announced today (2nd) the launch of a conversational integrated 'AI Search' feature that allows customers to find menus, quotes, and consultation services by asking questions in natural language. The feature is designed to help users access needed information without knowing

According to Yonhapnews TV, Kiwoom Securities launched a conversational AI search feature on October 2 through its HeroFiled S mobile app. The tool allows customers to ask questions in natural language and receive guided navigation to relevant menus, stock quotes, and consultation services. Users

According to The Block, Ethereum Foundation has launched zkAPI on the Ethereum mainnet. The protocol, based on a design co-authored by Vitalik Buterin, enables users to make payments for AI and other API services using pre-funded ETH or USDC through zero-knowledge proofs, allowing payments while

According to independent stock analyst Mostly Borrowed Ideas (MBI), after testing Meta's AI agent Muse approximately 10 days following its September launch, he cleared his Airbnb position and increased Meta holdings. During testing, MBI requested Muse to recommend five accommodations within two

According to CNBC, Google on Wednesday unveiled Gemini 4 Argon, a new AI model priced at $2 per million input tokens and $10 per million output tokens—matching OpenAI's recently discounted GPT-6.1 Sol model. In key benchmarks, Argon tied with OpenAI for first place in cybersecurity testing and led i

Hana Securities raised its target price for NAVER stocks from 350,000 won to 400,000 won on the 2nd, stating that various market concerns have already been reflected in the stock price. The securities firm attributed the revision to expectations that new business initiatives will materialize in the

Shinhan Investment Securities raised its target price for LG Electronics from 180,000 KRW to 290,000 KRW on October 2, maintaining a 'buy' rating, as the company's valuation focus shifts from appliances and vehicles to AI-driven HVAC systems and robotics. Analyst Oh Gang-ho stated the core axis

According to Shinhan Investment, on October 2, the brokerage raised its target price for LG Electronics from 180,000 to 290,000 Korean won, citing accelerating valuation reappraisal driven by artificial intelligence-powered HVAC and robotics businesses. LG's HVAC division secured 600 billion won in

CNBC's Jim Cramer said Thursday that AI-driven web traffic is creating growth opportunities for companies managing internet infrastructure, recommending Akamai Technologies as a buy while suggesting investors wait on Cloudflare and Fastly. The Mad Money host highlighted how the AI revolution is

According to Jim Cramer on Thursday, AI-generated web traffic is creating significant growth opportunities for internet infrastructure companies. Cloudflare, Akamai Technologies, and Fastly have all surged year-to-date, but Cramer sees only one as a buy right now. Akamai announced a network of

According to Chainalysis investigator Seo Won-bin speaking on October 1, South Korea's cryptocurrency money laundering scale is estimated at 2–3 trillion won, with no safe haven in using overseas exchanges. "Even with overseas exchanges, the source of laundering can be traced," Seo said, noting

According to CNBC on October 1, Google released its next-generation AI model Gemini 4 Argon as Wall Street's attention shifted to the company's personal AI agent service Spark. Over the past three months, Meta's stock surged 19% while Alphabet's declined 6%, with shares closing down 1.70%