AI Industry Development & Policy Dynamics

According to sources familiar with discussions, U.S. Treasury Secretary Bessent may be tapped as President Trump's AI czar, as reported by Guru Club on September 23. Trump previously announced plans to appoint a new AI czar and establish an AI task force, though details remain undisclosed. The Treas

According to a joint report by IDC and Inspur (Chinese computing infrastructure provider) released on September 23, China's intelligent computing scale is projected to reach 2576.5 EFLOPS in 2026, representing year-over-year growth of 87.9%. The report further forecasts the scale will increase to 10

According to official announcement, Three Billion's stock surged 23% to 5,790 Korean won on September 23 after being selected as a collaborative research partner for South Korea's ARPA-H initiative ARISE. The AI-based rare disease diagnostics company was selected to participate in the rare disease d

According to Reuters, Palo Alto Networks launched Unit 42 Continuous Frontier AI Defense on September 22, a global subscription service that uses AI models from Anthropic and OpenAI, along with open-weight models, to identify vulnerabilities across corporate systems. The service continuously tests w

Meta's AI agent Muse triggered a 3% drop in US banking stocks on the 22nd (local time) as investors feared AI disruption of asset management. Charles Schwab plunged 6.1%, Ameriprise Financial fell 4.4%, and Raymond James declined over 3% after Muse overtook ChatGPT in Apple iPhone free app

Fadu stocks surged 9.82% to 79,400 won at 9:32 AM on the 23rd, driven by investor expectations of increased demand tied to Meta's AI agent 'Muse.' The Korean semiconductor component manufacturer supplies enterprise solid-state drive (eSSD) controllers to Meta for AI infrastructure. Market

According to News1, on September 22, U.S. financial stocks fell sharply as Meta's AI agent Muse surpassed ChatGPT on the Apple App Store, raising concerns that artificial intelligence could disrupt traditional wealth management services. The S&P 500 Financial

According to ChainCatcher, on Tuesday, U.S. President Trump announced at the UN General Assembly that all American government documents will henceforth use the term "superintelligence" instead of "artificial intelligence." Trump stated that the word "artificial" makes AI sound "fake," and

According to Bloomberg, Tencent launched its latest image-generation model Hy Image 3.5 Preview on September 22 and integrated it into Yuanbao chatbot, film-editing tools, and design software on the same day that Alibaba opened its AI conference. The move expands Tencent's AI capabilities beyond

According to The Information, on September 23, the CME's planned launch of NVIDIA GPU rental price futures faces regulatory delays. The exchange previously targeted early October for the AI compute futures contract debut, but now expects to miss that timeline pending regulatory approval. The U.S.

Plateer, a vertical AI and digital transformation solutions company, presented its agentic AI platform at the Financial Tech Conference 2026 held on the 22nd at FKI Tower Conference Center in Yeouido, Seoul. The company introduced its AI transformation (AX) strategy and sustainable operational

According to Korean Investment Trust Management, on September 23 the company recommended four ACE ETFs ahead of the Chuseok holiday based on performance, fund inflows, and pension eligibility. The ACE AI Semiconductor TOP3+ ETF led with 131.2% year-to-date returns, while its net assets surged 781% t

On September 22, Plateer introduced XGEN, an agentic AI platform, at the 2026 Financial Tech Conference in Seoul, attended by over 300 industry participants. The platform, designed to support AI adoption across finance, retail, and other sectors, enables enterprises to accumulate AI agents and

According to Money Today, Padu surged 13% to 81,700 won on the morning of Sept. 23, driven by Meta's agent AI application Muze gaining momentum. The South Korean chipmaker supplies AI eSSD controllers and components to Meta. Uanta Securities raised Padu's target price to 110,000 won and

According to Bloomberg, Fei-Fei Li, World Labs co-founder and Stanford University professor, stated today that increasingly capable AI systems should not rely solely on developer self-assessment for safety evaluation. While companies can internally test model capabilities and safety attributes,

According to ChainCatcher, BlackRock released a white paper titled "Machine-Native Economy: How Digital Assets Connect Intelligence, Commerce, and Computation." The paper positions AI as machine-native intelligence and digital assets as machine-native currency, arguing both represent parallel

According to Epoch AI, artificial intelligence costs are declining at roughly 47% per quarter since 2023 for equivalent performance—a pace 4 times faster than DNA sequencing, 6 times faster than computation, 18 times faster than lithium battery costs, and 54 times faster than electricity cost declin

According to The Information, Microsoft announced on September 23 that it will offer enterprise customers 30-50% discounts on Copilot AI software subscriptions, effective as early as October. The discounts apply to customers committing to large seat purchases with usage-based add-ons. The company

According to ChainCatcher, Li Fei-Fei, World Labs founder and Stanford professor, called on Tuesday for independent agencies and public sectors to provide greater oversight of advanced AI systems. She stated that safety

On September 22, OpenAI released updated versions of its GPT-6 Sol and Luna models with API access costs cut by 50% compared to the previous 5.6 series. Sol is optimized for complex work including coding, while Luna handles high-volume routine tasks such as document summarization and information