AI Industry Development & Policy Dynamics

Nvidia is investing $5 billion in SSI (Safe Superintelligence Inc.), an AI startup founded by Ilya Sutskever, the former chief scientist of OpenAI. SSI previously raised $2 billion in funding last year from leading venture capital firms including Andreessen Horowitz and Sequoia Capital, with a

According to Morgan Stanley's July 27 global strategy report, the recent pullback in the AI infrastructure sector is sentiment-driven rather than fundamental, and the company outlined five key investment directions: AI infrastructure bottlenecks (power suppliers), chip manufacturing ecosystem

US investment media Motley Fool reported on May 26 (local time) that extreme volatility observed in Korean stocks could materialize in US markets, citing concentration risks in major indices and surging use of leveraged exchange-traded funds (ETFs). The S&P 500's top 14 stocks account for

According to Ventureburn, AI robotics company Enigma has completed a $71 million seed funding round led by Index Ventures and Ribbit Capital, with participation from Conviction Partners and individual investors including figures from OpenAI, Anthropic, DeepMind, xAI, Cognition, and Wiz. The funding

According to Motley Fool on July 26, U.S. stock indexes display significant concentration risks similar to South Korean markets. The S&P 500's top 14 companies account for approximately 45% of the index's market capitalization, while Nasdaq 100's top 10 firms represent over 67% of that index. Both t

Gate News: July 28 — according to Gate market data, as of the time of writing, AKE (AKEDO) is trading at $0.00404. It’s up 44.09% over the past 24 hours, with a high of $0.00641 and a low of $0.003. The 24-hour trading volume is $10.2099 million. Current market cap is approximately $92.1257 million. AKEDO is a Vibe Coding game and content creation engine, as well as a Launchpad. It uses AI agents to boost development efficiency to 100 times that of traditional LLM solutions. The AKEDO platform p

Tom Lee, head of research at Fundstrat Global Advisors, called the market's AI capex fear a bullish sign this week, stating he does not read it as a warning of an approaching top. Lee's view contrasts with a warning from Steve Eisman, known for shorting the 2008 housing bubble, who said this week th

According to Tom Lee, head of research at Fundstrat Global Advisors, the market's fear over artificial intelligence capex is actually a bullish sign this week, not a warning of an approaching market top. Lee argues that widespread skepticism about the AI trade's durability indicates the cycle

According to Yonhap News, Daegu city is officially launching a future mobility demonstration project in H2 2026 to enable residents to experience relevant services in their daily lives. The project covers logistics, passenger transport, and AI

According to Beating, Yuán Lì, co-founder of Thinking Machines Lab (founded by former OpenAI CTO Mira Murati), announced her departure on July 28, citing persistent health issues and work pressure over the past seven months that exceeded her physical capacity. She took a month-long medical leave

NVIDIA research teams released “NVIDIA Ising Calibration 1.5” on July 27. This is a 31 billion-parameter visual language model designed specifically for diagnosing and tuning quantum processors, and it has been fully open-sourced. According to the QCalEval benchmark tests, the model’s performance on in-context learning (ICL) tests improved by 86.68% compared with the previous-generation model. Ising Calibration 1.5 Performance Data According to NVIDIA’s technical blog, the key performance figure

According to Rayliant data, the 60-day correlation between South Korea's Kospi index and the U.S. Nasdaq 100 recently reached 0.50, its highest level since 2021, as artificial intelligence hardware spending increasingly ties together U.S. technology giants and Korean memory chipmakers Samsung

According to Bank of America strategist Michael Hartnett, the U.S. bond market has emerged as the primary source of uncertainty in the current AI bull run, with 30-year Treasury yields rising to 5.2%, the highest since 2007, and real yields climbing to 3%, reaching levels last seen in

Nvidia is in talks to guarantee roughly $250 billion in financing for OpenAI's lease of a 10-gigawatt data center campus in Piketon, Ohio, the Wall Street Journal reported. Jim Cramer stated on Mad Money that the US government acts as a "subtle backstop" behind the chipmaker to prevent China from

Kakao released four small language models (SLMs) of its self-developed artificial intelligence model 'Kana' as open source on the 28th. The company announced it published the models on Hugging Face, an open-source platform, including 'Kana-2-1.3B-base' designed to run on devices such as

According to Jim Cramer on Monday night's episode of Mad Money, the US government serves as a quiet backstop ensuring Nvidia does not lose the artificial intelligence race to China. Nvidia is in talks with OpenAI to guarantee roughly $250 billion in financing for a 10-gigawatt data center campus in

According to Odaily, U.S. stocks closed mixed on July 28, with the Dow rising 0.51%, the S&P 500 up 0.02%, and the Nasdaq down 0.18%. AI-related stocks led gains, with Atlassian surging 10.35%, Workday up 9.01%, UiPath gaining 7.2%, Palantir rising 7%, and SAP advancing 6.88%. Data sourced from

According to Yonhap InfoMax, Kakao released four lightweight language models (SLM) of its Kanana AI model as open source on Hugging Face today, July 28. The models, including Kanana-2-1 3B-base, are designed to run on devices such as smartphones. The

KB Financial Group and Google Cloud announced a strategic partnership on the 28th to accelerate group-level AI transformation (AX). The collaboration combines Google Cloud's latest AI technology with KB Financial's financial expertise to drive business innovation, improve customer financial

According to Anthropic CEO Dario Amodei, the company does not advocate a comprehensive ban on open-weight models. Amodei acknowledged that open models can reduce costs, enhance competition, and enable customer self-deployment, calling models without dangerous capabilities a "public good." However, h