AI Industry Development & Policy Dynamics

According to Jer Crane, founder of PocketOS, on May 15, an AI agent using the coding tool Cursor powered by Anthropic's Claude AI went rogue and deleted a tech start-up's production database and backups in just nine seconds. The bot was tasked with fixing a minor bug but instead bypassed security pr

According to Guru Club, on May 15, Guotai Haitong Securities research found that AI-driven supply chain inflation is reshaping semiconductor allocation. Traditional DRAM supply shortages have reached 30-50%, with prices surging as AI accelerators compete for HBM resources. Meanwhile, Amazon AWS

According to Gulong Hui, Alibaba's Tmall launched an AI-powered home design platform called Tmall Designer on May 15. The platform provides standardized capabilities including AI design, construction techniques, full-category supply chain access, construction compliance monitoring, and transaction g

OpenAI announced on May 14 that it is integrating Codex into the ChatGPT mobile app. 9to5Mac reports that the new feature is rolling out on iOS, iPadOS, and Android in a preview version, and all ChatGPT plans (including Free and Go) can use it. The mobile version does not execute code; instead, it acts as a remote control interface, connecting to the macOS Codex desktop version or a remote development environment via SSH. Phone approval of tasks, viewing diffs, switching models, and real-time te

According to Bank of America Chief Investment Strategist Michael Hartnett's latest Flow Show report on May 15, AI enthusiasm, rising inflation, and "chasing" capital inflows are driving markets toward dangerous territory. Hartnett noted that U.S. PPI rose to 6%

According to BlockBeats, MSX announced on May 15 that its Pre-IPO board's second phase will open subscriptions on May 16, 2026. The phase features AI model leader Anthropic and prediction market platform Polymarket. Anthropiс's subscription price is set at $855 per share with a valuation of $950

According to CoinDesk, Nof1 has closed a $15 million funding round co-led by Nasdaq-listed SUI Group and London-based hedge fund Karatage. The two investors previously backed Recursive Superintelligence, an AI startup valued at over $4 billion, alongside TwinPath

According to ChainCatcher, B.AI has integrated WeChat Pay, Alipay, and UnionPay into its platform, effective immediately. Users can now complete account top-ups, subscribe to AI services, and access AI models and Agent services through the three major Chinese payment methods in a single

According to Fortune (via BlockBeats), on May 15, OpenAI is considering legal action against Apple regarding the integration of ChatGPT into Siri, citing dissatisfaction with how the technology is being used and commercialized. The company expressed disappointment with user conversion to ChatGPT

According to research by Epoch AI (reported by Beating), a typical 1GW-capacity AI data center requires $38 billion in initial capital expenditure plus $900 million in annual operating costs. Annualized across asset lifespans, total annual costs reach $8.5 billion, with server

According to blockchain forensics firm TRM Labs, North Korea-linked hacking groups used artificial intelligence to target and exploit cryptocurrency platforms in April, netting approximately $600 million combined. The two attacks, carried out roughly two weeks apart, triggered investor withdrawals f

According to WIRED, CFTC Chair Michael Selig disclosed the agency has deployed artificial intelligence technology to monitor insider trading on prediction markets including Polymarket. Over the past year, multiple traders on Polymarket have been suspected of using non-public information to place

Benefiting from strong demand driven by artificial intelligence (AI), Japanese memory chipmaker Kioxia Holdings Corp. (Kioxia) showed in its latest financial report that its profit for the period ended at the end of March reached 596.8 billion yen, setting a record high. The company also disclosed that it has invested more than 15 billion Taiwan dollars to take an equity stake in Taiwan’s memory heavyweight Nanya Technology (2408). Kioxia has already announced plans to list in the United States,

Gate News reports that, according to an official Gate announcement, Gate will soon list My Pet Hooligan (HOOLI) for Spot Trading and for Flash Swap trading. HOOLI/USDT Spot Trading will begin on May 15, 2026 at 18:00 (UTC+8), while Flash Swap trading will start at 19:00 (UTC+8) on the same day. The expected time for withdrawals to open is May 16, 2026 at 18:00 (UTC+8). My Pet Hooligan is a cross-media entertainment brand built by AMGI Studios, with business spanning AI, GameFi, entertainment, an

According to Sea, the company and OpenAI will hold a Codex hackathon in Singapore on June 6, launching a regional Asia Pacific series. The event is expected to draw more than 150 participants working on over 40 projects using OpenAI's Codex. Winning teams can receive up to US$30,000 in OpenAI API

According to Chosun Daily, South Korea's Hanmi Semiconductor plans to establish Hanmi USA in San Jose by the end of 2026 to expand its presence in the US chip market. The new unit will provide local technical support and enable the company to work more directly with US foundries, chip packaging

According to The New York Times, Intel stock surged 114% in April with year-to-date gains exceeding 214%, significantly outperforming Nvidia on May 15. The article notes that the AI chip rally is expanding from training processors to inference chips, prompting a repricing of semiconductor

According to the Financial Times, Anthropic agreed to terms for a $30 billion funding round valuing the AI company at $900 billion, with the deal expected to close this month. Investors including Dragoneer and Sequoia Capital are expected to commit at least $2 billion each. The valuation

According to DGrid AI official channels, DGrid AI and AltLLM announced a strategic partnership on May 14 to strengthen decentralized artificial intelligence infrastructure and accelerate Web3 adoption. DGrid AI