AI Industry Development & Policy Dynamics

According to the Korea Institute of Science and Technology (KIST), the organization launched Korea's first industry-academia-research consortium dedicated to thermal management for AI data centers on July 23. The inaugural meeting drew nearly 300 experts from 45+ institutions, including Samsung

According to Beating, ByteDance's Seed division launched a STEM scientist program on July 23 to recruit 100 leading researchers. Participants will collaborate with the Seed team for approximately 6 months to solve real-world research problems using AI. The initiative offers two participation

According to a research report from Hana Securities on July 24, the key evaluation metric for global AI investment is shifting from capital expenditure (Capex) to efficiency and profitability. The report noted that with AI infrastructure investments already expanding to hundreds of billions of

According to CNBC, on July 22, AMD announced a strategic partnership with Anthropic involving up to $5 billion in investment and a commitment to supply its latest AI chips at scale. The chipmaker will invest up to $5 billion in the Claude AI model developer, while Anthropic has agreed to become a ma

According to Beating, Poolside recently open-sourced Laguna S 2.1, a 118-billion-parameter mixture-of-experts code model that activates only 8 billion parameters per inference and supports 1 million-token context windows. On the Terminal-Bench 2.1 benchmark, Laguna S 2.1 achieved 70.2%, surpassing

KT announced on July 23 that it will use approximately 3,500 nationwide telecom stations as edge data centers to support the expansion of physical AI infrastructure. KT CEO Park Yoon-young made the statement after a meeting with Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon an

According to Yonhapinfomax, on July 23, KT announced a plan to invest 5 trillion won over the next five years in AI data centers (AIDC) while leveraging approximately 3,500 telecom facilities nationwide as edge data centers to support

The White House has intensified tensions in the global artificial intelligence race by accusing Chinese startup Moonshot AI of improperly using Anthropic’s technology to develop its latest Kimi K3 model. The allegation marks one of the strongest public accusations yet from U.S. officials over the u

Lee Jae-yong, Chairman of Samsung Electronics, and Chung Eui-sun, Chairman of Hyundai Motor Group, have been appointed as global advisors to the 'Silicon Valley & The World' CEO forum led by NVIDIA CEO Jensen Huang, according to industry sources on the 23rd. The forum, scheduled for November in Sili

The South Korean government and three major telecom carriers formed a consultative body on the 23rd to expand AI-era network investment and discuss regulatory reforms. Deputy Prime Minister Bae Kyung-hoon met with SK Telecom, KT, and LG U+ CEOs at SK Telecom's headquarters, the Ministry of Science a

According to South Korea's Ministry of Science and ICT, the government held a meeting on July 23 with CEOs of SK Telecom, KT, and LG U+ to discuss AI-era network investments and stabilize household finances. The three telecom companies presented future network strategies, including 6G technology, AI

According to OpenAI, on July 23, the company launched Presence in limited general availability for eligible enterprise customers. Presence is a voice and chat AI agent platform that can use company systems, take approved actions, and escalate to people when needed. The product is available through O

According to White House Chief Technology Officer Michael Kratsios, Moonshot AI trained its Kimi K3 model using Anthropic's Fable, monitored by Beating on July 23. Kratsios alleged that Moonshot constructed an internal platform to batch-call U.S. models while evading detection, though no public

Photonics stocks Coherent Corp., POET Technologies, Lumentum Holdings, and Applied Optoelectronics rose 1% to 1.7% in overnight trading late Wednesday after Alphabet reported a 100% year-over-year increase in capital expenditures for the June quarter and raised its full-year spending forecast. The r

According to Beating, Cursor has launched Router, an automatic model selection feature for Teams and Enterprise users. The system assesses task type and complexity, then routes to either cost-efficient or advanced models. Trained on over 600,000 real requests and tested across millions of queries, R

According to The Straits Times, Shanghai-based AI startup PsiBot (also known as Lingchu Intelligence) is close to securing $100 million in funding at a $1.48 billion valuation. The financing round is being led by Chinese

According to reports, Y Combinator and Little Tech Association, representing 179 signatories, have sent a letter to the Trump administration opposing a comprehensive ban on Chinese open-weight AI models, specifically naming Kimi K3 and Qwen 3.8 Max. The coalition warned that an outright ban would n

According to the Financial Times’ initial report on July 21, Samsung Electronics is in talks to acquire a stake in French AI startup Mistral, considering an investment of about €1 billion (about $1.09 billion); if completed, the investment would bring Mistral’s valuation to about €20 billion, nearly double the previous round’s valuation of €11.7 billion. Investment terms: a €1 billion amount and a €20 billion valuation Based on reports from the Financial Times and TradingKey, the main terms of t

Jim Cramer recommended Keel Infrastructure (KEEL) stock to investors on his July 22 episode of “Mad Money.” The company, formerly a Canadian bitcoin miner, Bitfarms, completed its transition to an AI data center developer in April this year. On the same day, BTIG initiated coverage of KEEL with a “Buy” rating and a target price of $8. BTIG Initiates a “Buy” Rating With an $8 Target Price In its initial coverage report released on July 22, BTIG assigned KEEL a “Buy” rating and set a target price

According to The Block, Benchmark Equity Research raised Hut 8's price target to $195 from $165 on Wednesday, citing the completion of full commercialization of its Beacon Point AI data center campus in Texas. The upgraded target implies approximately 75% upside from the stock's price at the time of