AI Industry Development & Policy Dynamics

According to CNBC, SoftBank Group rose 16.5% on May 7 after Japan's markets reopened from the Golden Week break. The gains came as investors chased a global rally in AI and chip stocks that lifted the Nikkei 225 to a record high. Advantest rose 7.8%, Tokyo Electron gained 9.2%, and Renesas

Anthropic CEO Dario Amodei said at the Code with Claude event that the annualized revenue and usage for Q1 were forecast to grow 10x, but they actually increased 80x; he called it “insane, too hard to keep up with,” adding that the company will accelerate providing more compute power and loosen user limits. The same day, he also announced that Anthropic has secured all the compute capacity of SpaceX’s Colossus 1 (about 300+ MW, 220k NVIDIA GPUs), which is expected to go live within a month, as the commercial backdrop behind the growth. No specific amount has been disclosed yet; later earnings reports will confirm the multiples.

According to B.AI, the AI infrastructure platform surpassed 1.7 million users on May 7. The platform, which focuses on privacy protection and agent economy infrastructure, is offering new users 500,000 free credits upon registration, zero markup pricing across all models, and a limited-time 1:1

According to a16z (Andreessen Horowitz)‘s announcement on May 5, the venture capital firm officially launched its fifth crypto-dedicated fund, “Crypto Fund 5,” with a fundraising size of $2.2 billion. In the same period, a16z announced it will lead investments in AI integration company Tessera Labs, the AI recruiting platform Ethos, and the AI creation platform Glif.

According to Cursor AI, the AI coding company has established its regional headquarters in Singapore and appointed Simon Green, a former senior executive at Palo Alto Networks, as regional president. Green spent over 10 years at Palo Alto Networks, where he helped grow the company's Japan and Asia P

According to an announcement from Pi Network’s official X account, Pi Network co-founder Chengdiao Fan delivered a speech at Consensus 2026 in Miami, USA on May 6 on “Practical Integration of Web3, AI, and Blockchain,” while Kokalys participated on May 7 in a discussion titled “How to Prove You’re Human in an AI World.”

Gate News message, on May 7, according to Gate market data, as of the time of writing, NAWS (NAWS.AI) is trading at $0.00158, up 59.61% over the past 24 hours. It reached a high of $0.0016 and dipped to a low of $0.00093, with $5,516.02 in 24-hour trading volume. The current market cap is about $3.1587 million. NAWS is a no-code platform for users to sell Web2, Web3 content and DePIN credentials. Its P2P encrypted payment system uses a DEX AI aggregator for secure, low-cost payments, allowing users to choose tokens to trade, while the foundation and projects can use their tokens to develop their ecosystem. NAWS Quest rewards users through points that can be redeemed for tokens, supporting their active

According to a BBC report on May 6, Apple submitted a proposed settlement agreement in a federal court in California on May 5, agreeing to pay $250 million (about £184 million) to settle a class action accusing it of false advertising about Apple Intelligence and Siri AI features; Apple denies any wrongdoing in the agreement, which still requires a judge’s approval.

Since its launch two weeks ago, Tencent Hunyuan's Hy3 preview has seen a 10-fold increase in token calls compared to the previous Hy2 model. Token usage in code and agent scenarios has grown particularly sharply, with applications including WorkBuddy, Codebuddy, and Qclaw reporting growth

According to testimony at a federal trial in Oakland, California, Elon Musk considered folding OpenAI into Tesla in late 2017 and early 2018, according to Shivon Zilis, a Neuralink executive and former OpenAI board member. Zilis testified that Musk explored offering Sam Altman a Tesla board seat

According to Bank of America's latest report, Gemini and Claude saw robust user growth in April while ChatGPT's expansion decelerated. In U.S. web visits, ChatGPT grew 30% year-over-year to 34 million visits (equivalent to 6% of Google's traffic), while Claude surged 715% year-over-year to 7.1 milli

OpenAI announced it has collaborated with AMD, Broadcom, Intel, Microsoft, and Nvidia to launch Multipath Reliable Connection (MRC), an open-source networking protocol. MRC is designed to accelerate large-scale AI training clusters, improve reliability, and significantly reduce GPU idle

According to SK Telecom, the South Korean telecom carrier's artificial intelligence data center business posted 131.4 billion won (US$89.4 million) in revenue for the first quarter of 2026, up 89.3% year on year. The company attributed the surge to higher data center utilization and

UK-based chip design firm Arm Holdings forecast first-quarter revenue of US$1.26 billion and adjusted earnings of 40 cents a share on May 6, above Wall Street estimates, according to Reuters. The company benefited from rising demand for its chip designs in AI data centers. ## Q1 Forecast and Recent

Chinese AI lab DeepSeek is in talks to raise its first funding round at a reported US$45 billion valuation, according to TechCrunch. The valuation marks a significant increase from an estimated US$20 billion valuation just weeks earlier, following attention drawn to the company's AI models for

According to South China Morning Post, Huawei and Cambricon have begun integrating DeepSeek V4 with domestic chip platforms in 2026. Huawei said V4 now runs on its Ascend 950PR and other Ascend processors, with plans to produce approximately 750,000 950PR chips this year following mass production st

According to Bloomberg, Microsoft may delay or scrap its 2030 target to match all electricity use every hour with zero-carbon power, as AI data center expansion raises energy needs and costs. The 100/100/0 goal, announced in 2021, is stricter than the company's annual renewable energy matching targe

According to Bloomberg, on May 6, Google DeepMind announced it will train AI systems on Eve Online and take a minority stake in Fenris Creations, the company behind the multiplayer space game. The investment is in the millions of dollars. DeepMind executive Adrian Bolton said Eve Online tests AI

Apple spent 10.3% of revenue on research and development in its March quarter, marking its highest R&D share in at least 30 years as the company intensifies AI development, according to CNBC. R&D spending rose nearly 34% year-over-year while revenue increased 17%, according to the company. The compa