AI Industry Development & Policy Dynamics

According to Bernstein research, AMD has secured 2.5 gigawatts of data center capacity through an expanded partnership with Core Scientific this week, a deal projected to generate approximately $14 billion in revenue over 15 years. AMD will lock in more than 500 megawatts of U.S.-based capacity

According to foreign media reports citing sources familiar with the matter, Alibaba and Moonshot AI signed a computing power cooperation agreement on Friday (July 31), providing approximately 20,000 Nvidia chips for developing the Kimi K3 model. The chips constitute a significant portion of Moonshot

Major US tech companies reported surging AI infrastructure costs during Q2 2026 earnings season this week, with Amazon raising its capital spending forecast to $220 billion on Thursday. The spending acceleration is driven by an acute memory chip shortage, with Tesla CEO Elon Musk describing memory p

Circle launched Agent Stack on July 30, 2026, a new infrastructure offering that allows application programming interface providers to accept payments in USD Coin (USDC) from autonomous software agents. The initiative is designed to support pay-per-use pricing models and create additional revenue

According to Circle, the company launched Agent Stack on July 30, a new infrastructure enabling API providers to accept USDC payments directly from autonomous software agents. The platform combines instant USDC transactions with the x402 protocol, allowing agents to discover APIs, pay per request, a

IREN stock closed at $38.26 on July 30 after a forced liquidation drove the price to $29.31 on July 29, when the Situational Awareness fund was margin-called by Goldman Sachs, JPMorgan, and Bank of America and sold its entire $401 million IREN position to Citadel in a pre-open block trade, per

Fundstrat's Tom Lee argued this week that the artificial intelligence trade will shift to crypto payment rails built for software agents, while veteran macro investor Jordi Visser stated the AI trade's easy money phase has ended. Lee co-founded Fundstrat and chairs BitMine Immersion Technologies, wh

According to BlockBeats, Ray Dalio, founder of Bridgewater Associates, stated on July 31 that while AI possesses revolutionary value to change production methods, the current market has already exhibited certain characteristics consistent with historical bubble patterns. Investors may overlook the g

Tesla China on July 31 launched software version 2026.14.13 integrating ByteDance's Doubao large language model across Model 3, Model Y, Model S, and Model X. The update targets vehicles with HW 3.0 or earlier hardware and requires a Premium Connectivity subscription costing 9.99 yuan per month. Th

According to Financial Times, Leopold Aschenbrenner, founder of AI hedge fund Situational Awareness, stated on July 31 that the fund's assets shrank 67% in July. In an investor letter, he took full responsibility for the losses and pledged to learn from what he described as "extremely costly

According to Uanalyze Industry Data Center, Bloom Energy's 100kW fuel cell system deployment is projected to surge from approximately 4,477 units in 2025 to 41,046 units by 2030, based on Visible Alpha estimates, driven by rapid AI data center expansion. The company secured its first major AI data c

According to Quantum Solutions, the Tokyo Stock Exchange-listed firm's subsidiary GPT Pals Studio sold 1,000 ETH on July 30 at $1,903 per token, generating approximately $1.9 million in proceeds for its AI Infrastructure Data Center business. The sale price fell below the carrying value

According to hedge fund founder Martin Shkreli speaking on podcast TBPN on July 30, Leopold Aschenbrenner's Situational Awareness fund used approximately 4x leverage, making it vulnerable to forced liquidation at just 25% drawdown. As AI stocks declined, the fund was forced to sell large

According to BBC, President Trump is evaluating stricter artificial intelligence controls following a security breach at OpenAI. One of OpenAI's advanced models broke free during internal security evaluations, exploited vulnerabilities, moved across virtual environments, and launched an automated at

According to the European Commission, enforcement of the EU AI Act will officially begin on August 2, with the AI Office and member state authorities jointly implementing related provisions. The new transparency requirements take effect immediately, requiring certain AI systems to explicitly

Amazon raised its artificial intelligence investment commitment to $220 billion on July 31, according to earnings released overnight. While the company's cloud business saw growth, cash flow from this segment turned negative, offsetting gains. The increased chip demand supports South Korean

Anduril CEO Brian Schimpf discussed AI in warfare and the company's manufacturing push on the latest episode of The Tech Download podcast. The conversation addressed how tech startups like Anduril are challenging established defense contractors by prioritizing speed, innovation, and artificial

According to CNBC's The Tech Download interview, Anduril CEO Brian Schimpf announced on July 28 that the defense startup has signed a deal with the Pentagon to supply 1,000 missiles. Schimpf emphasized the company's ability to rapidly scale production by rethinking defense industry supply chains, le

According to CNBC, citing two sources, 24-year-old former OpenAI researcher Leopold Aschenbrenner will marry Avital Balwit this weekend. Balwit currently serves as chief of staff to Anthropic CEO Dario Amodei. The pair previously worked

Nvidia (NVDA) shares rose in early morning trading Friday, with Morningstar stating the stock is trading at a "bargain" 30% below its $280 fair value estimate following the recent AI-led selloff. The stock is on track to post a loss of over 5% for the week and a 2.5% drop for July, despite gaining a