AI Industry Development & Policy Dynamics

Claude AI shared conversations became searchable through Google after Reddit users discovered that the query 'site:claude.ai/share' surfaced publicly accessible chats containing legal advice, engineering work, and personal discussions. The issue centered on Claude's optional public share links,

According to Beating, 1,178 employees from major AI companies including OpenAI, Anthropic, Google, and Meta released a joint statement titled "Pacing the Frontier," calling on the U.S. government to lead efforts in establishing an international mechanism allowing countries and AI companies to

According to Bloomberg, OceanBase, backed by Jack Ma's Ant Group, is in talks with investors to raise 2 billion to 3 billion yuan ($295 million–$443 million) in Series A funding to support independent operations and accelerate AI database development. The company is strengthening AI analytics

According to Anthropic, the Claude Mythos Preview model discovered an improved attack method against HAWK, a post-quantum digital signature candidate developed by NIST to counter quantum computing threats, on July 29. The attack reduced HAWK-256's effective key strength from 2^64 to 2^38 in

According to Financial Times, Mark Zuckerberg recently stated that the United States should not block Chinese artificial intelligence, arguing that banning Chinese AI would not be effective.

SK Telecom announced its proprietary AI foundation model A.X K2 on the 29th, stating the launch will support AI transformation across daily life and industrial settings in Korea. The model demonstrates improved mathematical and scientific reasoning capabilities as well as enhanced Korean language an

According to Gemini co-founder Cameron Winklevoss, the artificial intelligence trading boom is cooling as large amounts of capital seek more stable investment allocations. He suggested that funds may reflow toward Bitcoin and Zcash, as investors look for relatively safer cryptocurrency positions

According to Business Insider (July 28), Wall Street analysts expect AI investment focus to shift from semiconductors and hyperscale cloud providers to companies implementing AI to boost productivity and profitability. Morgan Stanley data shows the share of S&P 500 companies citing concrete

According to SK Telecom, the company unveiled its proprietary AI foundation model A.X K2 today (July 29), achieving performance levels comparable to recent international models including Qwen 3.5-397B, DeepSeek-V4-Flash, GLM-5.1, and Kimi K2.6. The model demonstrates improved mathematical and

According to Techcrunch, AI data security company Cyera agreed to acquire Oasis Security for approximately $1 billion on Tuesday (July 28), with the deal to be paid primarily in cash with remaining portions in Cyera stock. Cyera recently closed a $600 million funding round at a $12 billion

NVIDIA (NASDAQ: NVDA) CEO Jensen Huang said in a speech at Y Combinator’s Startup School that AI will replace individual “tasks,” not entire job roles, and that it will ultimately increase demand for hiring. He directly called Anthropic CEO Dario Amodei’s claim that “AI may replace 50% of entry-level white-collar jobs” “total nonsense.” Jensen Huang at Y Combinator: the core distinction between tasks and jobs Based on Huang’s public remarks at Y Combinator’s Startup School, his core logic is: “t

On July 29, 2026 (Beijing time), Seagate Technology Holdings plc (NASDAQ: STX) closed down 8.53% in regular trading, at $747.30. However, the company’s 2026 fiscal fourth-quarter earnings report, released after the market close, completely flipped market sentiment—both revenue and adjusted earnings per share substantially beat expectations. In after-hours trading, the stock surged by more than 10% at one point, and as of press time, the gain was still maintained above 5%. {currencycard:stock}(ST

According to TechCrunch, London-based AI startup Recursive Superintelligence signed a multiyear $410 million compute deal with Amazon Web Services on July 28 to support research into self-improving AI systems. The company prioritizes infrastructure investment over hiring. Recursive, which emerged f

South Korea's Deputy Prime Minister and Minister of Finance Koo Yun-chul announced on the 29th that the government will unveil its 2026 tax reform plan next week, designed to enhance economic vitality, tax equity, and sustainable fiscal foundations. Speaking at the National Assembly's Finance and

According to JPMorgan's chief economist for Greater China Zhu Feng, cyclical bubbles during AI development are normal as the sector advances. The analyst noted that stock price corrections are inevitable once investors question capital spending returns, fundamentals, or profit conversion

According to BlockBeats, on July 29, Nvidia CEO Jensen Huang met with U.S. Commerce Secretary Howard Lutnick to discuss Nvidia's plan to produce $500 billion worth of technology products in the United States over four years to strengthen the country's supply chain and maintain American leadership in

According to Rayliant Global Advisors, South Korea's KOSPI and Nasdaq 100 60-day correlation climbed to 0.50 on July 28, the highest level since 2021, driven by shared artificial intelligence chip spending. Samsung Electronics and SK Hynix together account for over 50% of the KOSPI, anchoring both i

According to Financial Times on July 28, Nvidia secured a long-term lease agreement with Hut8 for a 1GW data center in Texas, with an initial contract value of $19.6 billion and potential reaching up to $50 billion upon renewal over 30 years. The facility will be subsequently leased to emerging

According to The Block, Ionic Digital, a bitcoin mining and AI infrastructure company, surged 25% in its Nasdaq listing debut today, with shares approaching $63 and an implied valuation of approximately $2.75 billion. The company currently holds 2,861

Former Alibaba Vice President and Lepton AI founder Jia Yangqing announced the launch of Intent Lab, a new company introducing an autonomous agent team called Fleet. The product converts user natural language requests directly into production-ready software