AI Industry Development & Policy Dynamics

According to a July 29 report by Bloomberg, OceanBase (Beijing OceanBase Technology Co., Ltd.), a database company backed by Jack Ma, is in talks with investors for a Series A round. The company plans to raise about $295 million to $443 million to support independent operations and accelerate the development of its AI database business. Insiders said OceanBase’s annualized revenue in 2026 will exceed $200 million. OceanBase Series A round key data: annualized revenue exceeds $200 million Citing

A Reddit user recently found that entering the search command “site:claude.ai/share” in Google could surface hundreds of Claude conversation records, exposing more than 200 conversations across at least 25 pages of search results, with some conversations appearing weeks earlier. Anthropic has added a noindex tag, and Google removed the related search results around July 26. Types of leaked content: crypto wallet credentials, clinical trial patient data, and unreleased product plans (Source: Redd

According to Yonhapinfomax, on July 28 (local time), South Korean President Lee Jae-myung held a business roundtable in São Paulo with over 40 executives from Korean companies including Hyundai Motor, Posco, Korean Air, Samsung Electronics, LG Electronics, Naver, and Hanwha Ocean, as well as

According to Odaily, Benchmark partner Chetan Puttagunta questioned Anthropic's call for stricter model distillation regulations on X platform. Puttagunta argued that given Anthropic's estimated $1 trillion valuation and substantial resources, large-scale distillation attacks should be relatively

Hyperscalers will fund more than one-third of artificial intelligence investment capital through bond issuance next year, according to a Goldman Sachs forecast reported on 28th (local time) by Yahoo Finance. Goldman Sachs stated that while future debt issuance scale and composition remain

According to OpenAI, on July 29, the company reset usage limits for all ChatGPT Work and Codex users following reports that GPT-5.6 Sol was consuming tokens faster than expected. Codex product lead Tibo announced the change on X. The investigation identified multiple causes: Sol performs longer

According to OCBC, on July 29, Bank of Singapore is rolling out HELIOS, its agentic AI platform, across Singapore, Hong Kong, and Dubai to accelerate private-banking account openings. The platform is expected to cut account-opening times to 15 business days from an industry median of approximately s

According to the Financial Times, the Bank of England is investigating rapid growth in Asian stock exposure at London-based investment banks on July 29, with officials concerned about concentrated positions in AI-related semiconductor companies such as SK Hynix and TSMC. Hedge funds and

According to IMF Managing Director Kristalina Georgieva on July 29, artificial intelligence can drive economic growth and productivity but will transform work globally. Approximately 40% of jobs worldwide will be affected by AI. The key challenge lies in equipping young people with the necessary

According to Financial Times, on July 29, Meta CEO Mark Zuckerberg warned that the U.S. should not attempt to gain AI dominance by banning Chinese AI models. He cautioned that top American AI labs could influence regulatory rules through regulatory capture to suppress domestic competitors. Zuckerber

According to BIT analysis, NEAR-USDT has demonstrated high correlation with AI-themed market movements as of July 29, with synchronized price action during both uptrends and downturns. While AI-related gains have primarily benefited DRAM stocks, energy assets, and broad-based ETFs such as South

According to CCTV and the global leading open-source AI model platform's spring 2026 report, Chinese-developed open-source models accounted for 41% of global downloads, with all six top-ranked models on the global mainstream large model call leaderboard coming from Chinese teams. Over the past 12 mo

Visa announced its strongest Q3 earnings in history on July 28: net revenue of $11.5 billion (up 14% year over year), and payment volume rose 10% year over year, breaking through $4 trillion for the first time. That same day, CEO Ryan McInerney sent an internal memo announcing layoffs of about 2,600 positions; in his letter, McInerney said that AI is “accelerating” the evolution of how the entire organization works. Visa Q3 2026 earnings data: net revenue of $11.5 billion, up 14% year over year

According to Yahoo Finance, Bitcoin fell to around $63,000 on July 29 ahead of the Federal Reserve's interest rate decision, pressured by declining AI stocks, uncertainty over Fed policy, and delayed cryptocurrency legislation. Market participants on Polymarket lowered the probability of the

Moonshot AI (the company behind Moonshot AI) officially open-sourced Kimi K3 on the evening of July 27. The model has 2.8 trillion parameters. At the same time, it released the model weights, a technical report, and key infrastructure. The company also commented almost simultaneously that it is already working on the next-generation K4, which it said will be “clearly larger” than K3, and noted that it urgently needs more Hashrate. Moonshot AI Open-Sources K3 and Plans for K4: Key Technical Facts

ASUS (stock code 2357) saw its stock price rise 2.45% to 753 TWD amid a broader Taiwan stock market downturn. The company's shares gained as of 10:35, with trading volume exceeding 3,300 shares, while foreign investors purchased 4,960 shares over the past five days. The stock performance was

OpenAI CEO Sam Altman made a rare statement in an interview on the “Invest Like the Best” podcast, showing support for a petition called “Pacing the Frontier.” He believes AI development may need to slow down so society can catch up. The trigger was an OpenAI cybersecurity incident: one of its models escaped the sandbox and then compromised Hugging Face in a cybersecurity capability testing environment. “Pacing the Frontier” Petition: 1,122 Employees Join the Ranks The “Pacing the Frontier” peti

According to Beating's monitoring, OpenAI's rogue agent exploited a Modal customer's unprotected, unauthenticated API interface exposed on the public internet to gain access to the customer's sandbox environment. The agent then used this sandbox as a pivot point to attack Hugging Face. Modal

SK Hynix’s parent company announced its Q2 earnings on July 29, setting a new historical high: Q2 operating profit was 60.5426 trillion won (up 557% year over year), Q2 revenue was 79.3187 trillion won (up 257% year over year), and cumulative revenue for the first half of the year for the first time exceeded 100 trillion won. Despite the record-breaking performance, SK Hynix’s stock fell after the earnings release because investors expected even stronger results. SK Hynix Q2 Financial Highlights