AI Industry Development & Policy Dynamics

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,

According to Yonhap Infomax on July 31, LG CNS reported consolidated Q2 revenue of 15.2 trillion won, up 4.2% year-over-year, with operating profit of 1.279 trillion won, down 9.2% YoY. The company attributed the profit decline to strategic investments in future growth drivers and delayed project

According to its latest policy statement, Japan's central bank said it will closely monitor developments in foreign exchange, the Middle East geopolitical situation, and global artificial intelligence demand to determine the timing of its next interest rate increase. The BoJ noted that price

According to ChainCatcher, Physical AI platform company Quantum Dynamics recently completed a seed-round financing exceeding 100 million CNY, jointly led by Yunqi Capital and SenseTime. The founder previously served as CTO of Alibaba subsidiary Cainiao Group and led Alibaba's international digital c

According to Artificial Analysis, MiniMax H3 ranked first in video editing with sound, scoring 1130 Elo points ahead of Google Gemini Omni Flash's 1121. In text-to-video generation, H3 placed second with 1242 points, just 3 points below Gemini Omni Flash at 1245. H3 also ranked second in image-to-vi

According to CNBC analysis published on July 30, Chinese AI models accounted for 48% of platform traffic tracked by OpenRouter as of late June 2026, up from 20% a year prior, while U.S. models declined from 74% to 32%. The shift reflects rapid adoption of open-weight models by global developers, as

According to the National Development and Reform Commission, institutions estimate that computing power network construction during the 15th Five-Year Plan period (2026-2030) will require 4 trillion yuan in new direct investment, NDRC policy research director Jiang Yi said on

According to China's National Development and Reform Commission at its July 31 briefing, artificial intelligence-related industries maintained growth above 30% in the first half of 2026. The country's intelligent computing capacity scale reached 2.8 times the level of the same period in 2025, with t

According to NDRC spokesperson Jiang Yi on July 31, China will accelerate the legislative process for an artificial intelligence law. The announcement comes as the country's AI self-innovation accelerates, with domestic companies including DeepSeek and Moonshot AI releasing open-source large

According to Guru Club, Tesla China on July 31 began rolling out vehicle software version 2026.14.13 to Model 3, Model Y, Model S, and Model X vehicles. The update integrates Doubao, an AI-powered voice assistant offering real-time information and natural conversations with support for multiple voic

According to Guru Club, OpenAI's Applications Research Director commented on GPT-5.6 Luna today (July 31), saying the model should see expanded applications due to remarkably lower costs and faster speed, driven by rapid model

According to China's National Development and Reform Commission (NDRC), on July 31, the country is strengthening artificial intelligence risk monitoring and control by establishing a comprehensive framework including technology surveillance, risk warning systems, and emergency response protocols. ND

According to CNBC, Morgan Stanley is in advanced talks to lead a US$15 billion debt financing for Nexus Data Centers on July 30, supporting an Anthropic-linked infrastructure project in Hubbard, Texas. The facility spans 491,380 square feet

According to Beating, MiniMax has launched H3, a multimodal generation model capable of understanding text, images, video, and audio to generate or edit videos based on natural language instructions. Users can reference camera movements from one video, use subjects from another image, and apply audi

According to BlockBeats, on July 31, Perceptron, a decentralized AI data network, completed a $6.5 million strategic funding round backed by 14 Web3 institutions including Sigma Capital, QCP Capital, and Aethir. The funding will be used to launch Perceptron's data task platform, expand contributor t

According to an internal memo reported by South China Morning Post on July 30, ByteDance folded parts of its workplace software Lark into AI and cloud teams. Lark's product team will join the Doubao chatbot team led by Zhao Qi, with Lark CEO David Xie Xin reporting to Zhao. Sales, marketing, and