AI Industry Development & Policy Dynamics

According to Huawei's official Heart & Soul community, Guo Ping, Chairman of the Supervisory Board, revealed on September 15 that Huawei's goal in ICT and computing sectors is to become NVIDIA. The company's core advantage lies in supporting customers to build excellent large language models,

AI companies' voluntary commitments to slow development face collapse under competitive pressure and U.S.-China rivalry without enforceable safety standards, Atlantic Council experts argue in an analysis published Sunday. The analysis examines enforcement mechanisms and questions whether

According to Atlantic Council experts in an analysis published Sunday, AI companies' voluntary promises to slow development could face collapse under commercial pressure and U.S.–China rivalry without

According to Paradis on X, Elon Musk ruled out slowing frontier AI development in a recent interview and proposed cross-lab testing mechanisms. Musk noted that testing, evaluation, and defensive AI agents would increase computing power demand, with computing capacity rental needs remaining

According to Broadcom CEO, the company will maintain its long-term revenue targets despite shifts in AI model development pacing, as demand for computing power remains strong. The company projects AI semiconductor revenue of $115 billion in

According to CNBC, on Tuesday, National Economic Council Director Kevin Hassett said the private sector is fully capable of addressing risks posed by artificial intelligence and is the appropriate venue for solving such challenges. Speaking on Squawk Box, Hassett stated, "These are completely

According to 404 Media, OpenAI is hiring hundreds of contractors today to review real user ChatGPT conversations for model improvement. The reviewed conversations include complete exchanges between users and ChatGPT, some containing sensitive personal information. According to internal documents, Op

According to Yonhap News, South Korea's central bank warned on Sept 15 that artificial intelligence expansion could further widen employment disparities between Seoul and non-capital regions. The Bank of Korea released analysis showing that generative and agent-type AI-exposed jobs concentrated

According to BlockBeats, on Sept 15, Fundstrat co-founder Tom Lee stated that while debt concerns around AI infrastructure financing are rising, growing industries typically don't rely solely on equity capital. He argues that AI companies increasing debt financing does not inherently signal flawed b

According to Bloomberg, today Crusoe and Perplexity AI signed a multi-year cloud services agreement under which Crusoe will provide AI computing power based on Nvidia chips and infrastructure management. Perplexity will use Crusoe's Nvidia-powered systems to train and run models. Crusoe will also

According to Guru Club, on September 15, Salesforce and Google Cloud expanded their enterprise artificial intelligence collaboration agreement, unifying infrastructure and AI agents to build an interconnected AI technology

According to Politico, EU officials will gather in Brussels on Thursday (September 18) to discuss global artificial intelligence rules responding to threats from emerging AI models. The European Commission will brief the AI Committee on recent developments in EU and international AI policy and

According to Shanghai CII, on September 14, Shanghai Information Security Assessment and Certification Center released China's first generative AI safety testing public service platform called 'SmartTest', unveiled at the opening ceremony of the National Cybersecurity Publicity Week in Shanghai.

According to SemiAnalysis, NVIDIA's Vera Rubin platform achieved Token throughput up to 7 times that of Blackwell in prerelease testing on September 15. In inference scenarios with 80 TPS and P90 latency, the three-year rental cost-per-Token output of Rubin Ultra could exceed Blackwell Ultra by

According to ChainCatcher, Salesforce announced that post-trained Nvidia models through its Missionforce Operating Edition will be available to select customers starting in October 2026.

According to ChainCatcher, Salesforce and NVIDIA launched KOA, the first CRM inference model built on NVIDIA NeMoTron technology. The model represents a joint effort to bring generative AI capabilities to customer relationship management

Charles Schwab is working with Anthropic to make Claude for Financial Advisors available to more than 16,000 independent registered investment advisers served by Schwab Advisor Services. Schwab disclosed the collaboration in an announcement. The partnership enables advisers to connect Claude with Sc

According to a BusinessWire announcement on September 14, Charles Schwab partnered with Anthropic to make Claude for Financial Advisors available to more than 16,000 independent registered investment advisers (RIAs) served by Schwab Advisor Services. Schwab Advisor Services is the first RIA

The scenario of the 10-year U.S. Treasury yield breaking above 5% is pushing global risk assets toward a new round of repricing tests. On Sept. 14 U.S. Eastern Time, the 10-year U.S. Treasury yield rose as high as 5.0266% intraday, its highest level since 2007. This key Interest Rate, known as the “anchor of global asset pricing,” broke through on the eve of the FED’s rate-setting meeting, and market focus quickly shifted from “whether the yield will reach 5%” to “what breaking above 5% means.”

Anthropic's Dario Amodei, OpenAI's Sam Altman, and SpaceX's Elon Musk called for slowing advancement of sophisticated AI models over the weekend, advocating for 'pacing the frontier' to address safety risks. This announcement spooked investors on Monday, pushing down stocks in AI-connected sectors l