AI Industry Development & Policy Dynamics

Gate News reports that, according to an official announcement from Gate, the platform has launched pre-market perpetual contracts for H100 and B200 Hashrate. The H100 contract is based on the NVIDIA H100 GPU rental price index, which represents the standardized average hourly rental cost of H100 GPU Hashrate, quoted in USD/GPU·hour. The underlying GPU has a large existing supply and a mature market. The B200 contract is based on the NVIDIA Blackwell B200 GPU rental price index, which represents

According to ChainCatcher, B.AI announced today (Sept 9) that cumulative registered users surpassed 2.4 million (2,400,612), growing from 2.3 million. The platform positions itself as infrastructure for the AI Agent era, facilitating efficient circulation and sharing of computational

NuScale Power Corp. (SMR) stock surged over 15% at close on Tuesday, marking its steepest gain in over four months. The rally was driven by a broader market rotation into nuclear energy stocks as demand for power from AI companies builds. Other nuclear companies including Oklo Inc., X-Energy Inc., a

According to the Financial Times, bankers pushing OpenAI and Anthropic toward public listings are actively urging rating agencies to grant the two companies investment-grade credit ratings as soon as possible after their IPOs in order to open up the corporate bond market. If they receive investment-grade ratings, the AI labs will be able to repeatedly raise funds at low cost through borrowing to finance the race for computing power. S&P Global Ratings warned in a September 3 report that returns

According to Meta's AI chief Alexandr Wang, the early-stage adoption of Muse has far exceeded expectations, with user engagement reaching 10 times the volume seen during internal testing, as reported by PANews on

According to Susquehanna analyst Mehdi Hosseini on September 9, memory chips have become the dominant segment in the semiconductor industry and will maintain their leadership position. Hosseini stated in a report to clients that investments in AI data centers are expected to double semiconductor ind

According to JPMorgan Securities strategists on September 9, a stronger yen is expected to ease upward pressure on Japanese government bond yields, potentially accelerating recovery in Tokyo-listed AI and semiconductor stocks. Strategist Rie Nishihara and colleagues noted that underperforming real e

Palantir announced on September 8 it partnered with Nebius, an Amsterdam-based AI cloud company, to provide sovereign AI infrastructure for commercial customers. After integration, Nebius compute and inference endpoints will operate within Palantir's enterprise perimeter, with Nebius named as the pr

JD Cloud announced on September 9 that it plans to build a 100,000-card GPU cluster powered by Mooer Thread full-function GPUs as its computing foundation. The cluster will support large language model training, inference, and embodied AI applications, with capacity to be opened to the industry. The

According to Odaily, B.AI announced on September 9 that its cumulative registered user count surpassed 2,400,612, marking the rapid achievement of consecutive milestones from 2.3 million to 2.4 million

Arm launched its new flagship mobile GPU, the Mali G2-Ultra NX, on September 8. After five years of development, this marks the first time Arm has added AI gaming graphics acceleration capabilities to a mobile GPU. The GPU incorporates a technical framework Arm calls “neural graphics,” conceptually similar to NVIDIA DLSS, including AI super resolution, frame generation, and denoising. Mali G2-Ultra NX Baseline Performance The Mali G2-Ultra NX’s baseline performance has already improved significa

Player and Developer Marc Ibrahim shared on Sept. 8 that, with the help of OpenAI's GPT-6 Astra, he successfully optimized the performance of Age of Empires 4 on a Mac equipped with an M4 Pro chip: FPS was originally only around 8 with frequent crashes; after Astra helped troubleshoot and fix the underlying translation bottleneck, the game's frame rate remained stable between 70 and 150 FPS. Marc Ibrahim's Test Environment Marc Ibrahim's device is equipped with an M4 Pro chip, and the game runs

Copper prices surpassed $14,700 per ton for the first time, with London Metal Exchange (LME) 3-month copper futures reaching an intraday high of $14,779 per ton, marking consecutive record highs. The surge stems from structural

According to ChainCatcher, X-Agent, a platform for building runnable AI applications through natural language, participated in the AI Foundation Community Lightning Pitch held at WeWork in Tokyo. The event brought together entrepreneurs, developers, investors, and AI practitioners to discuss AI Agen

Palantir CEO Alex Karp and U.S. Commerce Secretary Howard Lutnick held a high-level discussion at the G20, exploring the relationship between artificial intelligence and national sovereignty. Karp emphasized that countries need to establish dedicated AI application layers, secure adequate Hashrate and energy supplies, and actively encourage overseas technology experts to return home. He advocated using “digital patriotism” to persuade talent to return and serve their countries while preventing t

The City of Plattsburgh in upstate New York has formally proposed a 12-month temporary land-use moratorium. Once passed, approval of new applications for all “high-energy computing facilities” consuming 300kW or more will be suspended, covering bitcoin mining facilities and AI data centers. The moratorium is intended to “suspend approvals,” giving the local government time to assess the impact of high-power-consuming facilities on the local grid, residents’ lives, and the environment. Scope of P

According to Bloomberg, Cognition AI raised US$2 billion on September 8 in a funding round led by Andreessen Horowitz and Accel, valuing the startup behind AI coding agent Devin at US$48 billion. The company's run-rate revenue grew from US$492 million in May to nearly US$900 million, nearly

According to AMD's statement at Citi Global TMT Conference on September 9, the chipmaker raised its 2030 server CPU market forecast to over $220 billion from the previous estimate of $60 billion. AMD attributed the dramatic revision to the growth of agentic AI systems, which execute complex tasks

According to Beating AI, DeepSeek is raising capital at a pre-money valuation of approximately $71 billion, up 37% from $52 billion in its Series A round conducted one month ago. Despite the new round requiring a 5-year lock-up period and no voting rights, investors are competing aggressively for al

Samsung SDS deployed 358 AI agents across Woori Bank's operations, the company announced at the Real Summit 2026 conference on the 8th. The implementation spans five core domains: relationship management (RM), corporate credit, wealth management (WM), internal control, and customer service