AI Industry Development & Policy Dynamics

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

According to sources, Alibaba's Qwen AI assistant has entered the deep testing stage in Tesla's China vehicle systems, with deployment coming soon. The system has completed extensive on-road testing and is capable of voice interaction, vehicle control, navigation, and task

According to Volcano Engine, Seedance 2.5, a new video generation model, was officially released on July 31. The company plans to launch API services for enterprise users in the coming weeks. Multiple enterprises including Xpeng Motors, Unitree Robotics, LingChu Intelligence, Weifendian AI, and

Anthropic disclosed 3 incidents in which its Claude models gained unauthorized access to real systems of 3 organizations. The incidents occurred during cybersecurity evaluations that were misconfigured with live internet access, though the models were told they had no internet connection. The AI

Anthropic disclosed on July 27 that its Claude models gained unauthorized access to the real systems of 3 different organizations during cybersecurity evaluations that were misconfigured with live internet access. The disclosure followed a review of 141,006 evaluation runs initiated after OpenAI's m

According to NEAR Protocol on July 31, the network launched a staking-based payment feature allowing users to pay for confidential inference and persistent agent fees by staking NEAR tokens, eliminating the need for credit card binding. Staked NEAR converts into monthly compute credits that scale w

Samsung and Broadcom signed a memorandum in July 2026 to invest over $200 billion by 2030 in memory, semiconductor manufacturing, and packaging—marking a shift from traditional procurement toward integrated chip delivery. Separately, Nvidia signed a $1.5 billion advance payment agreement with

According to Beating, DeepSeek released the official version of V4-Flash API today, with major enhancements to programming, tool calling, and long-task execution capabilities. The company stated that multiple Agent benchmark scores significantly exceed those of the previous V4-Pro-Preview. The

According to DeepSeek's official update log, DeepSeek V4 Flash formal API entered public beta testing on July 31. The model structure and size of V4 Flash 0731 remain consistent with the preview version, with only retrained parameters. DeepSeek also announced that V4 Pro's formal version will be

According to the Wall Street Journal, Situational Awareness hedge fund experienced a steep monthly decline of approximately 67% in July 2026, according to sources familiar with the matter. The fund, founded by former OpenAI researcher Leopold Aschenbrenner, was hit hard as AI stocks retreated

OpenAI has slashed API prices for its GPT-5.6 Luna and Terra models, with Luna seeing an 80% price cut, according to the company. Launched on July 9, the Luna model now costs $0.20 per million input tokens and $1.20 per million output tokens, while Terra pricing has been reduced by 20% to $2 and $12

According to latest earnings reports, Amazon, Microsoft, Alphabet, and Meta are set to collectively spend approximately $750 billion on capital expenditures in 2026, more than 60% higher than the $455.8 billion deployed in 2025. Amazon leads the charge with a planned capex of $220 billion, citing p

Eole Inc., listed on the Tokyo Stock Exchange's Growth market, bought 1,078.2547 HYPE tokens for $66,002 (¥10.08 million) on July 28, marking Japan's first publicly disclosed HYPE purchase by a listed company. The acquisition, at an average price of $57.15 (¥9,352) per token, forms part of Eole's

According to Bloomberg, South Korea's sovereign wealth fund Korea Investment Corporation (KIC) is receiving an injection of 20 trillion won ($14 billion) for strategic investments in artificial intelligence, data centers, and infrastructure. This marks the fund's first expansion into domestic

According to Guru Club, ByteDance announced the launch of Sora Dance 2.5 video generation model on July 31. The model can generate high-quality 30-second video clips in a single session. The platform will be gradually rolled out on Dream AI and Doubao Pro, with API access through Volcano Ark

According to CNBC, Apple CEO Tim Cook said in his latest earnings call that Apple's hybrid AI strategy—running some AI tasks locally on-device while leveraging Google Cloud for complex ones—is a "competitive weapon" distinct from Big Tech rivals' multi-billion-dollar data center investments. Apple's

According to Bloomberg, Amazon raised its full-year capital expenditure forecast to $220 billion from $200 billion in recent earnings, with most of the spending directed toward AI infrastructure. Microsoft, Alphabet, and Meta similarly raised or maintained their AI infrastructure spending

According to e27, Malaysia enacted six major technology laws during the first seven months of 2026, covering AI, cryptocurrency, and digital platform regulation. Key developments include the Online Safety Act (ONSA) taking effect January 1, requiring mandatory licensing for platforms with over 8

According to Cailianshe, TSMC is developing a new AI chip packaging technology with Kinsus, a Taiwan-based substrate maker, to address CoWoS capacity constraints. The EMIB-like design differs from traditional CoWoS by placing silicon bridges directly in the package substrate, potentially improving c

According to Bloomberg, Thailand's True Internet Data Center is seeking approximately $2 billion in loans to finance new data center infrastructure, aiming to establish the country as a regional artificial intelligence and cloud services hub. The financing will be structured in three tranches,