AI Industry Development & Policy Dynamics

According to BIT market data, on August 3, U.S. AI infrastructure service providers rose in premarket trading, with Oracle, CoreWeave, and Nebius gaining nearly 2%, Amazon up 1%, and Google and Microsoft advancing nearly 1%.

According to Artificial Analysis on August 3, DeepSeek's V4-Flash model operates at the lowest cost among major AI models, charging just 3 cents per benchmark test—less than 1% of Anthropic's Claude Fable 5. The research firm pegged V4-Flash pricing at $0.14 per

Solana Foundation's new Chief Information Security Officer Michael Coates warned that artificial intelligence is making cryptocurrency scams more convincing. The warning focuses on social engineering attacks, phishing schemes, and voice-based impersonation tactics that target users rather than

According to Morgan Stanley's 120-page AI Infrastructure report released on July 27, power availability (Time to Power) emerges as the most undervalued investment theme for AI data centers. The report identifies a 38 gigawatt (GW) power supply gap in the U.S. through 2028, with grid

According to Solana Foundation's new Chief Information Security Officer Michael Coates, artificial intelligence is making crypto scams increasingly convincing through social engineering, phishing, and voice-based impersonation. Coates warned that AI enables scammers to produce realistic messages,

Alibaba shares surged over 4% in pre-market trading earlier today after the company unveiled Qwen 3.8-MAX, its latest artificial intelligence model. The stock movement reflects market reaction to the new AI capability

South Korea held a groundbreaking ceremony on August 3rd for its National AI Computing Center in Haenam, Jeollanam-do. The Ministry of Science and ICT announced the ceremony took place at the Solasido Data Center Park, with Deputy Prime Minister and Minister Bae Kyung-hoon, National Assembly

According to South Korea's Ministry of Science and ICT, the National AI Computing Center broke ground today (August 3) in Haenam, marking the official start of construction. The facility, led by a Samsung SDS-led consortium that also includes Naver Cloud, Samsung Electronics, Kakao, and KT, will

According to Jiemian, MiniMax H3 model was formally open-sourced on August 3. Huawei Ascend, Moore Threads, Moxin, Hygon, Kunlun, Tengsun, Birentech, AMD, Intel, and other chip manufacturers, alongside development communities including Hugging Face, ModelScope, ComfyUI, RunningHub, fal, and

On August 1, Elon Musk quietly followed DeepSeek's official account on X, coinciding with the Chinese AI startup's launch of DeepSeek-V4-Flash API beta version on July 31. When asked about the move, Grok—Musk's AI model—responded candidly that following DeepSeek was a reasonable monitoring

Elon Musk posted a claim on X on Monday comparing AI's rise to a supersonic tsunami, alongside a chart showing growth breaking out since spring 2026. The chart plots monthly progress from July 2023 through July 2026, labeling November 2024 'it's so over' before the curve snaps upward once 2026

Elon Musk posted on X on Monday (August 3) that artificial intelligence is a 'supersonic tsunami,' alongside a chart tracking monthly progress from July 2023 through July 2026. The chart shows a flat trajectory through early 2026, then a sharp upward curve beginning in spring 2026, indicating

According to monitoring by Beating, Anthropic's July campaign "There's hope in hard questions" presents a contrasting vision to Aliyun's Qwen3.8 advertisement. Qwen's ad depicts AI handling routine tasks while humans enjoy leisure—a chip engineer fishes as Qwen designs chips for 12 hours, a CFO

On August 3, Pluang, an Indonesia-based multi-asset investment platform, launched a limited beta for Agentic Trading, described as the country's first such feature. The service connects ChatGPT, Claude, and Gemini to users' live investment accounts for portfolio analysis and trade execution, with each trade requiring user confirmation. The tool supports US stocks, Indonesian equities, gold, crypto assets, and crypto futures. Pluang expects broader public access in mid-August 2026. The company no

According to SemiAnalysis, Nvidia's Rubin Ultra preview showed specifications lower than market expectations, with HBM configuration reduced from 288GB (12-Hi) to 192GB (8-Hi) while maintaining HBM4 memory. Chip-level power consumption is approximately 1800W for the Max-Q variant, comparable to

According to market sources, on July 30, major hedge fund Citadel took over approximately $16 billion of stock positions from Situational Awareness fund, a $45 billion asset manager founded by 25-year-old Leopold Aschenbrenner. The fund had faced severe liquidity pressures in July after

According to market research reports, Google plans to deploy 12 million to 15 million TPU v9 units by 2028, potentially matching or surpassing NVIDIA's data center GPU shipments that year. NVIDIA is estimated to ship approximately 12.4 million data center GPUs in 2028. Google's ninth-generation TPU

According to Beating, a monitoring platform, Ant Group's embodied AI company LingWave has launched its Series A funding round, targeting 1.5 billion yuan ($207 million), with plans to close Series B by year-end 2026. LingWave develops a universal AI "brain" for robots, creating a unified model

According to Cottonia's official announcement on August 2, the AI-focused Web3 project partnered with Cyper, a privacy-centered decentralized social platform, to combine artificial intelligence with privacy-preserving social technology. The collaboration aims to develop more intelligent and secure W