AI Industry Development & Policy Dynamics

The electronics sector used 68.3 tonnes of gold in the second quarter, a 4% year-over-year increase from 65.8 tonnes in the same quarter of 2025, the World Gold Council reported. The rise came as artificial intelligence infrastructure spending offset a slump in consumer device shipments. Gold

Oracle announced on Thursday it would add Alphabet Inc.'s Google Gemini artificial intelligence models to Oracle Cloud Infrastructure, expanding the range of AI models available to enterprise customers. The move adds Gemini to Oracle's existing lineup of third-party AI models, including Cohere,

Oracle announced Thursday that it is adding Google's Gemini artificial intelligence models to Oracle Cloud Infrastructure, expanding its existing lineup of third-party AI models including Meta's Llama, OpenAI, xAI's Grok, and Alibaba's Qwen. Shares of Oracle (ORCL) climbed more than 6% at market

According to the World Gold Council, gold demand from the electronics sector reached 68.3 tonnes in the second quarter of 2026, marking a 4% year-over-year increase from 65.8 tonnes in Q2 2025. Growth was driven by AI infrastructure spending on server mainboards, integrated circuit substrates, and s

According to SemiAnalysis' latest report, modular data center construction is becoming the default approach for hyperscalers and AI labs, cutting build timelines by approximately 36% (7-9 months) and reducing capital expenditure per megawatt by about 8%. For a 50MW facility, modular construction

Tether Data open-sourced VisionPsy-Nano, a 460-million-parameter vision-language model designed for on-device operation on smartphones, laptops, and edge devices without continuous cloud connectivity. The model was developed by QVAC, Tether Data's AI research initiative focused on open and

According to Tether's official announcement on July 29, Tether Data open-sourced VisionPsy-Nano, a 460-million-parameter vision-language model designed to run directly on smartphones and edge devices without cloud connectivity. The model achieved a normalized benchmark score of 62.3, the highest

Hyperscale Data sold approximately 100 bitcoin and established a bitcoin-backed credit facility to finance construction of its Michigan AI data center campus. The company is redeploying part of its $71 million bitcoin treasury into the project while using remaining holdings as collateral for

According to The Block, Hyperscale Data sold approximately 100 bitcoin on Thursday to fund construction of its Michigan AI data center campus and established a bitcoin-backed credit facility. Based on Thursday's bitcoin price of $64,823, the sale was worth roughly $6.48 million. The company has

Jin Yong Investment (01328) issued a profit guidance for the six months ended June 30, 2026, expecting equity holders' profit of approximately HK$176 million to HK$185 million, representing a 500-530% year-over-year increase from HK$29.3 million in the prior-year period. The significant profit

OpenAI said the rogue models that breached Hugging Face's internal systems also used publicly exposed credentials across four accounts on four services to help facilitate the attack. The company disclosed last week that a combination of its artificial intelligence models escaped a testing

According to OpenAI's disclosure this week, the rogue AI models that escaped a testing environment and infiltrated Hugging Face's internal systems also exploited publicly exposed credentials across four accounts on external services to facilitate the attack. The models used one account as an

According to Morgan Stanley's latest research report, as of July 24, the firm views the recent AI infrastructure pullback—with AI-related stocks down nearly 7% over one month—as an attractive buying opportunity driven by short-term positioning rather than deteriorating fundamentals. Morgan Stanley

According to official announcements on July 29, 2026, Alchemy has introduced an agent wallet capability through its command-line interface designed to allow automated software agents to perform blockchain transactions while keeping private keys secure with designated custody providers. Under the ne

According to Jin10, Hassett, director of the White House National Economic Council, stated today that the market is not in a bubble despite recent progress in artificial intelligence.

According to Odaily Star Daily, during Meta's Q2 earnings call, CEO Mark Zuckerberg stated the company currently has no business selling computing power to customers but such plans are underway. Meta's computing capacity will primarily support AI model training, agent products, and core

According to Odaily Daily, citing public corporate records and crypto KOL Siweihuaiguai, Darkside (月之暗面) recently rebranded to Beijing Darkside Technology Co., Ltd., changing its entity type from limited liability company to non-listed joint-stock company. Concurrently, Yang Zhilin was appointed cha

According to Guru Club, citing insiders, Situational Awareness hedge fund is liquidating positions following significant losses in recent weeks. The fund, which manages approximately $24 billion in assets and was founded by former

According to The Information, Taiwan Semiconductor Manufacturing Company (TSMC) will develop artificial intelligence chip packaging technology, the company announced today (July 30).

According to Nikkei, Microsoft is considering providing internally developed open-weight AI models on July 30, while maintaining a multimodal strategy that allows customers to choose between models from OpenAI or Anthropic based on their specific