AI Industry Development & Policy Dynamics

According to Rayliant data, the 60-day correlation between South Korea's Kospi index and the U.S. Nasdaq 100 recently reached 0.50, its highest level since 2021, as artificial intelligence hardware spending increasingly ties together U.S. technology giants and Korean memory chipmakers Samsung

According to Bank of America strategist Michael Hartnett, the U.S. bond market has emerged as the primary source of uncertainty in the current AI bull run, with 30-year Treasury yields rising to 5.2%, the highest since 2007, and real yields climbing to 3%, reaching levels last seen in

Nvidia is in talks to guarantee roughly $250 billion in financing for OpenAI's lease of a 10-gigawatt data center campus in Piketon, Ohio, the Wall Street Journal reported. Jim Cramer stated on Mad Money that the US government acts as a "subtle backstop" behind the chipmaker to prevent China from

Kakao released four small language models (SLMs) of its self-developed artificial intelligence model 'Kana' as open source on the 28th. The company announced it published the models on Hugging Face, an open-source platform, including 'Kana-2-1.3B-base' designed to run on devices such as

According to Jim Cramer on Monday night's episode of Mad Money, the US government serves as a quiet backstop ensuring Nvidia does not lose the artificial intelligence race to China. Nvidia is in talks with OpenAI to guarantee roughly $250 billion in financing for a 10-gigawatt data center campus in

According to Odaily, U.S. stocks closed mixed on July 28, with the Dow rising 0.51%, the S&P 500 up 0.02%, and the Nasdaq down 0.18%. AI-related stocks led gains, with Atlassian surging 10.35%, Workday up 9.01%, UiPath gaining 7.2%, Palantir rising 7%, and SAP advancing 6.88%. Data sourced from

According to Yonhap InfoMax, Kakao released four lightweight language models (SLM) of its Kanana AI model as open source on Hugging Face today, July 28. The models, including Kanana-2-1 3B-base, are designed to run on devices such as smartphones. The

KB Financial Group and Google Cloud announced a strategic partnership on the 28th to accelerate group-level AI transformation (AX). The collaboration combines Google Cloud's latest AI technology with KB Financial's financial expertise to drive business innovation, improve customer financial

According to Anthropic CEO Dario Amodei, the company does not advocate a comprehensive ban on open-weight models. Amodei acknowledged that open models can reduce costs, enhance competition, and enable customer self-deployment, calling models without dangerous capabilities a "public good." However, h

According to Yonhapinfomax, KB Financial Group partnered with Google Cloud on July 28 to accelerate artificial intelligence transformation across the group. The collaboration combines latest AI technology with financial expertise to improve business operations and customer experience. KB Financial d

Naver executed a third-party capital increase of $1 billion (approximately 1.48 trillion won) targeting NVIDIA, enabling NVIDIA to acquire a 4.5% stake (7.241 million shares) and become Naver's third-largest shareholder following the National Pension Service and BlackRock. This marks Naver's first c

According to Wedbush Securities analyst Matt Bryson, the firm raised price targets for storage giants Seagate Technology (STX-US) and Western Digital (WDC-US) on July 28, ahead of earnings reports. Seagate's target was lifted

Michael Burry, the investor known as the real-life model for the film 'The Big Short,' identified the private credit market as a potential risk factor in the artificial intelligence investment boom on May 27. Burry warned that insurance companies have accumulated large holdings of risky,

According to Decrypt, a configuration flaw in Anthropic's Claude chat sharing feature—caused by missing noindex tags—allowed user conversations to be indexed by Google and publicly searchable on July 25. A Reddit user discovered hundreds of complete conversations exposing sensitive data including cr

According to Bloomberg, Nvidia CEO Jensen Huang said on July 26 that the global semiconductor industry may need to scale to 10 times its current size over the next decade. Huang attributed the expected demand surge to the proliferation of AI agents and robots, which will extend computing usage

According to Alibaba Cloud, the company's Yundi M890 instance has achieved Day 0 adaptation for Kimi K3 on July 28. The two parties will further expand domestic computing power cooperation. Qwen AI Platform and Alibaba Cloud Bailian will also provide model APIs for Kimi K3.

According to Jim Cramer on CNBC's Mad Money on July 27, Nvidia's discussion of supporting OpenAI's data center project financing mirrors dangerous funding patterns that preceded the 2000 dot-com collapse. Cramer noted that Nvidia's reported consideration of backing OpenAI's up-to-$250 billion Ohio d

Google's AI Overviews penetration in search results jumped from 15% to 43% over the past year (June 2025–May 2026), while AI Mode monthly visits surged from 126 million to 279 million. Users are shifting behavior patterns, with average search length increasing as shorter keyword queries are

Microsoft announced MAI-Cyber-1-Flash on Monday, a new artificial intelligence model designed to identify cybersecurity vulnerabilities, marking the company's first major cybersecurity initiative since Hayete Gallot rejoined to lead the unit in February. The model outperforms competing solutions