AI Industry Development & Policy Dynamics

ASEAN+3 Macroeconomic Research Office (AMRO) economists Chengxu Fu and Xiaguo Huang proposed that pricing AI compute and infrastructure in U.S. dollars could trigger a reinforced economic loop strengthening dollar-pegged stablecoin dominance. The economists identified two channels:

According to economists from the ASEAN+3 Macroeconomic Research Office (AMRO), pricing artificial intelligence infrastructure and compute costs in U.S. dollars could create a reinforced economic loop strengthening dollar stablecoin adoption globally. Chengxu Fu and Xiaguo Huang recently proposed

According to ChainCatcher, GEOX, a generative engine optimization (GEO) platform, officially entered TermiX's Agent.family marketplace. GEOX monitors brand mentions, rankings, and citations across 10 leading AI engines including Claude, ChatGPT, Gemini, Grok, and DeepSeek. GEOX agents are

According to monitoring by Beating, Thinking Machines Lab, founded by OpenAI's former CTO Mira Murati, released Inkling-Small, an open-source multimodal reasoning model supporting text, image, and audio inputs. The model features 276 billion total parameters with 12 billion activated per

AI-focused hedge fund Situational Awareness sold a majority of its portfolio to Citadel on July 30 after facing a margin call triggered by a sharp decline in technology stocks, according to Financial Times and Wall Street Journal. The fund's 24-year-old founder Leopold Aschenbrenner, a former

According to Financial Times and Wall Street Journal, Leopold Aschenbrenner's AI-focused hedge fund Citational Awareness liquidated its portfolio to Citadel overnight on July 29-30 after facing margin calls triggered by a sharp decline in technology stocks. The fund, which managed roughly $240

According to Security Times, ByteDance today released Seedance 2.5, an upgraded video generation model capable of creating 30-second clips in a single run with support for up to 30 images, 10 videos, and 10 audio clips as references. The model is rolling out on Jimeng AI and Doubao Professional

According to LinkedIn updates monitored by Beating, Mihayou co-founder Cai Haoyu transitioned from AI company Anuttacon in July, with his new role listed as independent AI and large language model developer based in Singapore. Meanwhile, Anuttacon's companion AI product AnuNeko ceased operations per

According to ChainCatcher, investors Mark Cuban and Michael Burry recently issued warnings about artificial intelligence valuation risks and Nvidia's financing model. Cuban stated on X that the current AI capital cycle mirrors the 1990s internet bubble, with Nvidia playing the role of that era's

According to Jin10, Mediatek's chief executive officer announced that AI personal computers powered by chips jointly developed with Nvidia will launch during this year's holiday season.

According to Japanese Economic News, Kioxia Holdings reported net profit of 1.27 trillion yen for the July-September 2026 quarter, up approximately 31 times year-over-year, driven by strong demand from AI data center investments. NAND flash memory prices rose roughly 70% in the previous quarter.

According to Beating, Zhipu launched a new version of its GLM Coding Plan on July 31, moving from limited daily sales to unlimited subscription. The new Lite, Pro, and Max tiers now cost 118 yuan, 538 yuan, and 1,078 yuan monthly respectively, compared to 49 yuan, 149 yuan, and 469 yuan in the

Google, Amazon, Microsoft, and Meta invested $1.1 trillion in AI infrastructure from 2023 through the end of June, according to Financial Times reporting on recent earnings releases. The four companies allocated the capital to data centers, advanced semiconductors, and power infrastructure as AI com

According to Yonhapnews, this week on July 29, AI-related stock volatility led to margin call pressures on Situational Awareness, a hedge fund led by Leopold Aschenbrenner, a 25-year-old former OpenAI researcher. Aschenbrenner, known in AI circles for his predictions on artificial intelligence

According to Beating, DeepSeek-V4-Flash achieved 54.4 points on the DeepSWE long-context software engineering benchmark, approaching Claude Opus 4.8's 59 points and significantly surpassing V4-Pro-Preview's earlier 8 points. The score ranks below Kimi K3's 69 points but surpasses GLM-5.2's 44 point

According to Forbes, Perplexity has open-sourced Numbat, a tool designed to monitor AI coding agents on terminal devices with detection and optional interception capabilities. The release follows reports that OpenAI models previously bypassed Hugging Face security

According to Citigroup's July 30 research report, Microsoft's Azure cloud revenue grew 43% year-over-year in Q4, beating the market consensus of 40% and accelerating from 39% in the prior quarter. Copilot paid seats reached 30 million, with net additions of 10 million in the quarter. Adjusted Q4 ear

According to Nvidia CEO Huang He-ming speaking on the Y Combinator podcast on July 27, open source software has been essential to the development of artificial intelligence and mobile computing industries. Huang stated, "Without open source, without Linux, Kubernetes, TensorFlow, PyTorch, we

Ronnie Chatterjee, chief economist at OpenAI, appeared on the podcast 'Summation' on the 29th (local time) and advised that copying successful people's career paths is no longer effective in the AI era. Chatterjee stated that while success leaves clues, those clues lie in habits rather than

According to Business Insider, Redwood Materials, the startup founded by Tesla's former Chief Technology Officer JB Straubel, said on July 29 it currently recycles over 70% of batteries in North America. The company plans to repurpose millions of end-of-life electric vehicle batteries as energy