AI Industry Development & Policy Dynamics

According to Fox News Sunday, on September 20, Michael Kratsios, White House Director of Science and Technology Policy, stated that companies concerned about AI safety can voluntarily halt development without government intervention. "If technology is not safe or companies fear its public release, t

Microsoft CEO Satya Nadella posted on X on September 14, arguing that the premise of pursuing “superintelligence” is that it must be able to assist humans and remain under human control; otherwise, it is not worth pursuing. AI alignment mechanisms should not be controlled by a small number of entities, but should have broad representation across the entire ecosystem, countries, and academia. Microsoft announced the same day that it would publish the behavioral guidelines underpinning its MAI mod

JP Morgan forecasts active ETFs will rise from 12% ($2.8 trillion) to 20% ($6 trillion) of the global market by 2030. Korea's active ETF share stood at 21% of its $330 billion assets under management as of June end, ranking first in Asia-Pacific and second globally, according to Philip El Asmar, the

According to JPMorgan Chase, the custom AI ASIC market is estimated at $60-70 billion in 2026. The bank forecasts that ASIC and XPU units will account for 54% of AI accelerator shipments by 2027, surpassing GPUs, and rising further to 55% in 2028. Broadcom and Marvell currently dominate the market w

Naver received a 'buy' rating from Meritz Securities on the 21st despite recent stock underperformance, with analyst Lee Hyo-jin setting a target price of 330,000 won and recommending investors bet on the company's NeoCloud AI infrastructure business. Lee stated that current stock prices

According to Bloomberg, on September 20, AI-related assets accounted for 40% of S&P 500 market capitalization, with investment-grade corporate bonds 49% and venture capital investments 87% tied to AI, effectively neutralizing diversification strategies for major pension

According to Meritz Securities analyst Lee Hyo-jin on September 21, the firm issued a 'Buy' rating for Naver with a 330,000 KRW target price. The analyst expects Naver's Neo Cloud, an AI inference-focused cloud business offering GPU rental services, to generate revenue beginning in Q1 2027. Meritz f

According to a CBS News interview, NVIDIA CEO Jensen Huang recently dismissed concerns about artificial intelligence posing an extinction threat to humanity, stating there is zero probability AI will cause a world-ending scenario by 2030. Huang emphasized that AI can be safely managed and

According to Goldman Sachs' Ben Schneider on September 19, the artificial intelligence infrastructure investment boom, which has driven nearly 50% of S&P 500 earnings growth this year, will see its tailwinds weaken next year. Schneider noted that semiconductor manufacturers, which have benefited

According to BlockBeats, 0G announced the launch of Compute Finance (ComFi) on September 21, a financial layer designed around AI computing power that converts digital assets directly into computing capacity for use across AI services. The platform simultaneously released Ascend, a liquid staking

According to CBS News, Nvidia CEO Jensen Huang on September 20 criticized leading AI researchers for having hidden intentions when calling for additional government regulation on AI development. Huang accused them of seeking exemptions from existing laws rather than asking for new ones. "Read

According to UBS, global artificial intelligence capital expenditure in 2026 is projected to reach $998 billion, nearly doubling from $506 billion in 2025, with 2027 expected to reach $1.447 trillion. The Swiss bank's significant forecast upgrade reflects surging memory chip costs rather than

According to ChainCatcher, Apple is reportedly developing an enterprise-grade AI server equipped with 2 to 4 unreleased M8 Ultra processors, targeting AI developers, large enterprises, and government agencies. The edge data center is primarily designed for AI inference and may adopt NVLink

Samsung Electronics rose 9,000 won (3.45%) to 270,000 won at 9:05 AM on the 21st in early trading on the Korea Exchange, according to Yonhap News. The gain followed US semiconductor stocks rising over the weekend despite Treasury yield increases, with securities firms focusing on memory demand

According to Qichacha, Shanghai-based Moqi Intelligence recently added Hangzhou Haoyue Enterprise Management as a shareholder, with the company's registered capital rising to 1.5 million yuan (approximately $224,000). Hangzhou Haoyue has been described as Alibaba-affiliated. The filing reflects

Neosapience surged 195% on its KOSDAQ debut, opening at 29,500 won compared to its IPO price of 10,000 won. The AI voice synthesis company's shares peaked at 30,700 won during trading, driven by strong investor demand for artificial intelligence stocks and positive momentum in the broader KOSPI

According to Korea Exchange, Neosapiens surged 195% to 29,500 KRW on its first trading day on KOSDAQ on September 21, from an IPO price of 10,000 KRW; intraday peak reached 30,700 KRW (up 207%). The AI voice synthesis company, founded in 2017, operates TypeCast, which converts text into

According to OpenAI, CEO Sam Altman will address the UN Security Council publicly next week during the UN General Assembly in New York. The 15-member council will hold a session on Wednesday to discuss artificial intelligence and international security, convened by France, the council's September

According to Goldman Sachs research released on September 18, the U.S. hyperscale companies' capital expenditure is projected to reach $1.4 trillion in 2027, exceeding Wall Street consensus. The research indicates that consumer-level AI agents are transitioning from conversational interactions to ac

According to Guru Club, on September 21, Accenture announced a partnership with Anthropic to conduct independent evaluations of AI models. The company's stock surged over 7% in after-hours trading following the