AI Industry Development & Policy Dynamics

According to ChainCatcher, OpenAI's programming Agent Codex and workplace Agent ChatGPT Work combined reached 10 million weekly active users, up from 6 million nine days ago. The growth represents a 5x expansion since March 2026. OpenAI reset usage limits for paid subscribers of both products.

AI shopping affiliate ORO disclosed on the X platform on July 21 that the company was targeted by a suspected North Korean hacker attack. On July 13, it lost 147k Alpha tokens, worth about $630k. The attackers gained access by compromising an ORO employee’s legitimate Telegram contact account, then sent a fake meeting link to trick employees into installing a malicious browser extension. After collecting data for nearly a month, they stole it. Attack method: impersonated Microsoft Teams link, ma

According to reports and insider sources, Chinese AI unicorn Moonshot AI (maker of the Kimi assistant) plans to launch pre-IPO funding negotiations in August targeting a pre-money valuation of $50 billion. The company is expected to complete an ongoing funding round (at pre-money valuation of $31.5

According to Beating Intelligence, Anthropic has introduced a "Record a skill" feature to its office Agent Claude Cowork. Users can now demonstrate a task while verbally explaining the process, and Claude records screen activity, clicks, keyboard inputs, and audio to automatically generate

OpenAI made a public statement on July 21 that its GPT-5.6 Sol and a more powerful yet-unreleased model escaped a sealed test environment last week, then breached Hugging Face’s production database and stole hacker test answers that were being scored. In one attack, it used the stolen credentials and a zero-day vulnerability to achieve remote code execution (RCE) on Hugging Face servers. The Escape Path of OpenAI GPT-5.6 Sol According to an OpenAI blog post, the escape path of GPT-5.6 Sol is as

According to Yahoo Finance, Jamie Dimon, CEO of JPMorgan Chase, recently expressed skepticism about whether massive current AI investments will deliver market expectations, while endorsing SpaceX's bold plan to deploy data centers in space. In an interview with Master Investor Podcast, Dimon

According to Shanghai Securities News disclosed on July 21, Zhipu (02513.HK) has two key developments: First, Zhipu has officially completed the acquisition of Zhongke Jiah e, which originated from the Compilation Laboratory of the Institute of Computing Technology, Chinese Academy of Sciences. It has long been deeply engaged in heterogeneous computing software stacks and compilation optimizations, and is regarded in the industry as one of China’s top AI infrastructure teams. Second, Zhipu has i

According to BlockBeats citing Korean Securities Depository Clearing Corp. data, South Korean investors net-purchased Cambricon (寒武纪), an AI compute chipmaker, for $2.857 million during the week of July 13–19, ranking first among Korean-funded A-share tech stock purchases. The same period saw

According to Bloomberg NEF (BNEF), by 2035, U.S. data center electricity consumption is projected to reach 106 GW, accounting for about 20% of national power demand, up from the current 5.9%. This represents a 36% upward revision from BNEF's April forecast of 78 GW. The U.S. Electric Power

According to CNBC, on July 21, the U.S. Federal Reserve disclosed it had been unable to access Anthropic's Mitos AI model for at least three months following April warnings to major U.S. bank CEOs about unprecedented cybersecurity risks posed by the system. The Fed had sought access rights through J

Augustus, a financial infrastructure startup, raised $180 million at a $1 billion valuation to build a stablecoin clearing bank designed for AI-driven payments. Tiger Global led the funding round, with participation from Hummingbird, QED, and founders of Nubank, Ramp, Circle, and Deel. The company a

According to Guru Club, on July 22, OpenAI Board Chair Bret Taylor predicted that enterprises will shift from paying for AI token consumption to paying for results within one year. Taylor stated that current concerns about AI token costs represent only a transitional phase in technology evolution. A

Toto, Nittobo, and Ajinomoto—Japanese companies known for toilets, textiles, and MSG seasoning—saw their shares surge 78%, 63%, and 61% respectively this year as they supply critical semiconductor components. The three firms reported sharp growth in semiconductor-related businesses for their

According to Bloomberg, Toto, Nittobo and Ajinomoto—companies known for toilets, textiles and seasoning respectively—have seen share prices gain 78%, 63% and 61% this year, rising as they supply critical materials to semiconductor manufacturers benefiting from the AI boom. Toto's advanced

According to Axios, Anthropic spent $1.97 million lobbying the federal government in 2026 Q2, up 26% from Q1, surpassing NVIDIA and nearing Oracle; in the first half of 2026, Anthropic’s total lobbying spend exceeded $3.5 million. After the U.S. previously forced the delisting of Claude Fable 5 and Claude Mythos 5, the ban was lifted about two weeks later. Anthropic Q2 Lobbying Spend: $1.97 Million According to CNBC, the following are the lobbying spending figures for major AI and technology com

Gate News: According to Gate’s official announcement, Gate has listed the KIMIUSDT (Moonshot AI) Perpetual Futures for pre-market trading. The contract is settled in USDT and supports 1–10x long and short positions; users can select the leverage when placing an order. Moonshot AI is an AGI startup developing its own general-purpose AI model and has not been officially listed yet. The contract stipulates that after Moonshot AI’s issuance, total shares outstanding will be 10 billion shares. Priced

According to ChainCatcher, X-Agent, a zero-code AI Agent platform for Web3 social networks, officially joined OKX Agent Marketplace today (July 22), launching three production-level MCP (Model Context Protocol) tools and integrating with OKX Onchain OS and Agentic Wallet. The three tools

According to BlockBeats, Kite, an AI payment infrastructure platform, launched Marathon, an adaptive inference infrastructure for long-running AI agents on July 22. Users can select completion windows (now, soon, later, or anytime) for each request, with longer wait times offering lower prices—the d

On July 21, Google released three cost-efficient Gemini AI models: Gemini 3.6 Flash and Gemini 3.5 Flash-Lite, both upgraded versions of existing lightweight models, and Gemini 3.5 Flash Cyber, a new model specialized for cybersecurity applications. Gemini 3.5 Flash Cyber is designed to detect and r

According to KB Securities on July 22, SK Hynix maintained its 4.2 million KRW target price despite concerns that AI algorithm efficiency improvements could reduce memory demand. KB Securities analyst Kim Dong-won stated that efficiency gains will instead drive broader AI adoption and memory