AI Industry Development & Policy Dynamics

According to Goldman Sachs economists led by Tilton, South Korea's central bank faces pressure to raise rates by 25 basis points each in the third and fourth quarters of 2026, driven by surging chip and AI-related exports. The bank predicts AI-related exports could triple this year, reaching

According to UXLINK's official announcement on May 11, the Web3 social protocol announced a strategic collaboration with Origins Network to integrate decentralized AI computation infrastructure into its ecosystem. The partnership aims to enhance UXLINK's platform by incorporating Origins Network's m

According to OpenRouter data cited by 每经, China's AI large language models generated 7.94 trillion tokens in calls last week (May 4-10), compared to 3.76 trillion tokens for U.S. models. This marks China's second consecutive week leading

According to Beating, DeepSeek has secured approximately 50 billion yuan (roughly $7 billion USD) in its first funding round recently. The round comprises 10 billion yuan each from Alibaba, Tencent, and China's National Fund, plus 20 billion yuan from founder Liang Wenfeng. The company is valued at

According to Beating, developer Chris recently instructed his AI Codex agent to earn $5. Over 22 hours, the agent autonomously completed the entire workflow—identifying code vulnerabilities, fixing bugs, communicating with maintainers, and verifying payment—ultimately earning $16.88. However, develo

According to Tencent Cloud, on May 11, the company partnered with Malaysia-based digital bank Ryt Bank to support its AI-driven conversational banking service using Tencent Cloud Chat for real-time messaging. The system handled 50,000 active users on launch day without downtime, enabling customers t

At Consensus Miami, Google Cloud’s Widmann and PayPal’s Zabaneh said that AI agents cannot use traditional bank accounts and must take a crypto payment route. Google introduced the AP2 open protocol as the payment foundation for AI agents, and donated it to the FIDO Foundation; agents must access via key sharding and cannot transfer funds on their own. PayPal’s PYUSD is seen as a programmable payment layer, and merchants need to have machine-readable directories. Although AI agent traffic is common, the proportion of merchants with machine-readable directories remains low; accountability and multi-party custody issues still need to be defined.

According to GMGN monitoring, on May 11, the Base ecosystem token POD (dphn.ai) saw a sharp surge in market cap, reaching a peak above $170 million. As of the time of reporting, it was temporarily around $130 million, and the 24-hour increase narrowed to 82%. During the same period, on-chain trading volume reached $6.3 million. POD’s project entity, dphn.ai, is an AI model development and decentralized physical infrastructure (DePIN) project. POD Token Market Data According to GMGN monitoring da

According to Beating, Reactor launched its real-time world model demo today, enabling users to generate interactive 3D scenes through cloud-based AI processing. The model runs on the company's global low-latency cloud infrastructure, eliminating the need for local hardware. In a demonstration

According to BlockBeats, Minara AI launched AI Prediction Copilot today (May 11), becoming the first prediction market AI tool integrated with Hyperliquid's HIP-4 market. The system analyzes BTC short-term trends, support and resistance levels, and market pricing discrepancies to provide YES/NO

According to Gelonghui, Qianwen and Taobao fully integrated their platforms on May 11, enabling AI-powered shopping directly through conversation. Users can select, compare, and purchase products via Qianwen's app, while Taobao users can access the "Qianwen AI Shopping Assistant" to leverage

Anthropic secured access to 220,000 Nvidia GPUs from Elon Musk on May 6, according to The Prompt. The deal provided the AI company with a significant compute surge, enabling it to nearly double Claude Code's rate limits. The disclosure came as Musk was simultaneously in court suing OpenAI, the AI co

NVIDIA founder and CEO Jensen Huang was invited to give a keynote address at Carnegie Mellon University’s 128th commencement ceremony. He paid his respects to the graduating class and offered them graduation wishes, saying that we are at the beginning of an AI revolution—a crucial turning point for the global industrial transformation. Graduating students now have the best timing to bring “intelligence” to every person in the world. Jensen Huang: Graduating now comes with the widest opportunitie

CNBC host Jim Cramer on May 10 commented on AI data center stocks: even after the stock prices have already surged, entering now is “not too late,” because the capital expenditure scale of the hyperscalers and the revenue expectations starting next year make it hard for data center stocks to fall. CNBC’s report summary: Cramer believes AI has moved from a “narrow technical story” to a “broad economic transition,” striking everything from utilities and industrials to tech—a “flood of capital.” AI

According to Wall Street Journal, OpenAI allowed employees to sell up to $30 million in shares each in a recent funding round. In October last year, over 600 current and former employees sold their holdings collectively, raising $6.6 billion; approximately 75 employees reached the $30 million

According to Decube, the Singapore-based startup launched Trusty AI, an AI data assistant within its Data Trust platform, following a US$3 million funding round. The tool enables enterprise teams to query metadata in natural language, drawing on lineage graphs and data quality monitors to answer que

China International Capital Corporation (CITIC) assessed the current stage of the artificial intelligence market using a historical framework comparing it to the internet boom cycle of the 1990s. According to CITIC's analysis, the

According to Business Insider, Nvidia founder and CEO Jensen Huang spoke at Carnegie Mellon University's 2026 commencement on May 11, encouraging graduates to embrace AI as the best time to start their careers. Huang stated that AI is narrowing the technology gap, enabling ordinary people to build v

Alphabet (Google and its parent company) successfully reversed negative market sentiment about it falling behind in the artificial intelligence space over the past year, instead showcasing a dominant position in technology and market applications. Benefiting from strong growth in its search engine and cloud businesses, along with market approval for its self-developed chips (TPUs), GOOG’s share price rose by more than 150% over the past year. Analysts say Alphabet’s Gemini AI models, YouTube pla