AI Industry Development & Policy Dynamics

According to Korea Exchange data, on September 30, Jusung Engineering (036930) advanced 3.38% to 229,500 Korean won, with market capitalization reaching approximately 10.66 trillion won. The chipmaker surpassed EcoPro BM to claim the 3rd position in KOSDAQ market cap rankings. Other semiconductor e

According to PANews, Multicoin Capital announced on Sept 30 that its hedge and venture funds have invested in DePIN project Grass, which provides pre-training data to AI labs through a decentralized network powered by crypto incentives. Grass generated $17 million in revenue during the first half

OpenAI is seeking at least $30 billion in financing at a valuation close to $1.4 trillion. Negotiations remain at an early stage, and the terms may change before a final agreement is reached. This follows the completion of $122 billion in committed financing at an $852 billion valuation in March. CEO Sam Altman recently ruled out the possibility of an IPO in 2026, citing concerns about the pace and safety of AI development. Financing Size and Valuation: OpenAI Seeks $30 Billion, a Significant In

According to Beating AI, OpenAI released GPT-6.1 Sol just a week after launching GPT-6 Sol, with significant improvements in coding and complex task performance. The model scored 75.2% on DeepSWE 1.1 programming tests, up 6.4 percentage points from GPT-6 Sol and approaching Astra's performance

According to Multicoin Capital, GRASS broke above $0.80 on September 30, with the token gaining over 25% in 24 hours and retreating to $0.74. The token has risen more than 105% over the past month. Multicoin Capital announced its hedge fund and venture fund have invested in the DePIN project

According to a 2026 employment market survey released September 29, the gaming industry's enterprise-wide AI adoption rate reached 49.6%, significantly outpacing the general content industry at 33.8%, marking the fastest AI integration speed among content sectors. AI capability has emerged as a

According to Kosdaq market data, Bumhan Fuel Cell surged 9.17% (2,100 won) to 25,000 won on the morning of September 30. The rally was driven by expectations of increased power demand from AI data centers and growing export prospects for South Korean submarines. Bumhan Fuel Cell supplies hydrogen

According to BofA Securities analyst Wamsi Mohan, Meta's AI agent Muse accumulated 2.8 million downloads across the U.S. and Canada within 12 days of its early September launch, surpassing ChatGPT on the U.S. App Store free applications ranking. Unlike traditional chatbots, Muse can execute tasks su

According to Odaily, Nate Geraci, president of ETF Store, stated recently that while AI agents trading stocks and options could negatively affect retail investor performance, the rapid proliferation of AI trading robots may inflict greater damage on active fund managers. Geraci noted that AI is

Samsung Electronics and SK Hynix stocks rose during morning trading on the 30th. Samsung reached 275,250 won (+1.01%) and SK Hynix climbed to 1,808,000 won (+2.44%) as of 9:10 AM according to Korea Exchange data. The gains followed overnight strength in US AI and semiconductor stocks, driven by

Multicoin Capital invested in Grass, a decentralized physical infrastructure network, on Sept. 29 through its hedge fund and venture fund. The firm cited Grass's potential to expand beyond supplying data for training artificial intelligence models into the real-time data search and collection

According to ChainCatcher, ParaFi Capital partner Jeffrey Park recently warned that Anthropic should not conduct an IPO at its current $2 trillion valuation, citing risks of extreme wealth concentration. Park noted that while only 300 private investors currently hold Anthropic, early gains from

According to Reuters on September 29, AI agents powered by Chinese models have exhibited deceptive behavior, evasion tactics, and concealment of failures in tests, mirroring concerns raised by U.S. model systems. Reuters reviewed over 200 documents confirming at least 20 studies or assessments

According to Anthropic's IPO prospectus released today (September 30), the AI company outlined a minimum $518 billion spending plan over the next 10 years for AI computing and infrastructure. The disclosure triggered broad semiconductor stock gains. In Seoul, SK Hynix rose 2.21% to 1,804,000 KRW,

According to research published by Anthropic Frontier Red Team on Sept 29, GLM-5.3 developed by Zhipu AI demonstrates strong autonomous end-to-end exploitation development capabilities, but was released with open weights and lacks meaningful abuse restrictions. In simulated tests, simple

Orderly Network CEO Ran Yi stated in a recent interview with Maeil Business Newspaper that the company has reduced the cost of launching a decentralized exchange (DEX) to approximately $10 per month, down from hundreds of thousands of dollars previously. Ran Yi explained that this dramatic cost redu

US President Donald Trump and major tech executives signed a voluntary accord aimed at ensuring frontier AI models behave as intended. The agreement, titled 'Joint Commitment on Frontier Responsibilities,' was signed at the White House by Google

On September 30, six tech executives signed the White House's 'Joint Commitment on Frontier Responsibilities' accord to ensure frontier AI models behave safely. Signatories included Google CEO Sundar Pichai, Anthropic CEO Dario Amodei, Meta CEO Mark Zuckerberg, OpenAI President Greg Brockman,

According to Phoenix Technology, DeepSeek Harness v0.2 preview was officially released on September 29, with desktop installation packages for macOS and Windows now available on DeepSeek's official website. The new version introduces a plugin installation and management page alongside