AI Industry Development & Policy Dynamics

Hong Kong stocks closed higher on July 28, with the Hang Seng Index rising 0.41% to 25,310.85 points, the Hang Seng Tech Index gaining 0.61%, and the H-share Index advancing 0.85%, as restaurant and technology stocks offset sharp declines in storage and semiconductor names. The selloff in

According to insiders, Amazon is phasing out multiple flagship AI models this year, including the Premier and Omni models, Reel video generation model, and Canvas image generation model, as the company refocuses its AI strategy. The company is concentrating engineering talent and computing

According to Business Insider, Amazon is adjusting its AI strategy and gradually phasing out most of its flagship models starting today, July 28.

According to Korean broadcasters, South Korean power equipment makers posted record earnings in Q2 2026, buoyed by AI supercomputing demand. Transmission market growth continues to expand, with power distribution sector now showing similar momentum as utilities rush to expand capacity for data

According to TrendForce data cited by Citrini analyst Jukan on July 28, South Korean and Japanese MLCC makers achieved record monthly shipments in June, with Murata reaching 140 billion units, Samsung Electro-Mechanics 98 billion, and Taiyo Yuden 40 billion, driven by surging AI demand. Production c

According to MSX.COM data, Microsoft shares rose nearly 1% in premarket trading on July 28. The gain follows the company's announcement of its first dedicated artificial intelligence model for cybersecurity.

According to PANews, ByteDance subsidiary Volcano Engine launched Doubao Search service today (July 28), offering cross-language, multimodal web search across multiple vertical categories. The service integrates internet information, industry knowledge, and ByteDance's proprietary content

According to Financial Times, on July 28, 2026, Nvidia signed a 15-year lease agreement with Hut 8 for the company's Beacon Point AI data center in Texas. The base contract value is $19.6 billion, with a potential total of $50.2 billion including renewal options. The facility spans 1 gigawatt of com

According to Beating, DeepSeek V4's official release (V4 GA) is expected to be delayed to mid-August, with launch scheduled between August 10-20. The company is currently conducting closed testing via Harness and plans to select testers from survey respondents. The official V4 release will occur

According to Odaily, three Korean AI chip startups—Rebellions, FuriosaAI, and DeepX—adjusted their IPO plans, targeting timelines between 2027 and 2028. Rebellions aims for the first half of 2027, FuriosaAI targets the second half of 2028, and DeepX targets 2027–2028. The three companies are

According to the Wall Street Journal, Nvidia relinquished its position as the largest U.S. company by market capitalization to Apple today as its stock price fell sharply amid broad weakness in AI chip stocks. Every stock in the PHLX Semiconductor Index closed below its 50-day moving average for the

According to Security Times, Alibaba Cloud on July 27 adapted its Lingjun Zhenwu M890 supernode instances to run Kimi K3, a large language model. Joint optimization across chips, the inference platform, and the model reduced first-token latency—the time a model takes to start showing output—by

Google released its 2026 Southeast Asia Gemini report showing that professionals in the region use AI-powered prompts 30% more frequently on Mondays than other weekdays, with AI deeply integrated into workplace routines. Philippines, home to a large business process outsourcing (BPO) industry,

DeepSeek, an AI model, achieved a 73% portfolio return since its 2023 launch and a 35% year-to-date gain, according to research by Lorenzo Riera, an associate professor of finance at the University of Florida, reported on May 26 local time. Riera has been conducting research since 2023 to enable AI

DeepSeek achieved the highest stock trading returns among AI models in 2026, according to research by a US finance professor. Lorenzo Lira, associate professor of finance at the University of Florida, stated on May 26 that DeepSeek's portfolio rose 35% year-to-date in 2026, outperforming ChatGPT's 1

According to a study cited by Business Insider on July 26, DeepSeek has emerged as the top-performing AI model in stock trading this year, according to Lorenz Lira, associate professor of finance at the University of Florida. Since its 2023 launch, DeepSeek's portfolio has

According to reports monitored by Beating, Anthropic CEO Dario Amodei most recently addressed the open-source controversy, stating the company does not support an outright ban on open-weight models. He acknowledged such models can lower costs, encourage competition, and enable in-house

Peter Dillard, Global Head of Investment Engineering at Dimensional Fund Advisors (DFA), stated on May 28 (local time) that artificial intelligence can help predict market volatility but cannot reduce volatility itself, during a webinar hosted by the World Economic Research Institute. The remarks ca

According to ChainCatcher, Web3 AI infrastructure project AI W3 completed approximately $5 million in Pre-TGE round funding on July 28. The round was led by Hundreds Capital, with participation from Kirin Capital and Crestwave Capital, while 0G Labs made a strategic investment. 0G Labs' strategic i