AI Industry Development & Policy Dynamics

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

According to Yonhap Infomax, Samsung SDS deployed 358 AI agents across five areas for Woori Bank's artificial intelligence transformation (AX) on August 8. The deployment covers relationship management (RM), corporate lending, wealth management (WM), internal control, customer service, and

Amazon’s AWS has raised its capital expenditure guidance for this year from the original estimate of $200 billion to $220 billion, driving broad growth in orders and stock performance among Taiwan’s supply-chain partners. Benefiting companies include Alchip, Wiwynn, Hon Hai, and TSMC. Amazon CEO Andy Jassy said the imbalance between AI Hashrate supply and demand is expected to persist through 2027, while demand for 2028 has already emerged ahead of schedule, with its scale surprising him. Amazon

According to Reuters, on September 9, tech companies including OpenAI are leveraging Patagonia's abundant renewable energy and shale gas resources to build massive data centers in Argentina. OpenAI previously announced a partnership with local firm Sur Energy to invest up to $25 billion in a clean e

According to Reuters, on September 9, OpenAI CFO Sarah Friar announced that the company is expanding artificial intelligence into chip design, life sciences, and financial services while exploring outcome-based pricing models. Friar stated that OpenAI completed the design of its Jalapeno chip

OpenAI officially announced through its official X account and blog on September 8 that ChatGPT Images 2.5 is now available, and has fully rolled it out to all web, desktop, and mobile users on the ChatGPT, ChatGPT Work, and Codex platforms. In an X post, the company said the upgrade reduces image-generation latency by up to 50% and delivers higher-fidelity results. Four Major Upgrades Officially Announced by OpenAI In its official X post on September 8, 2026, OpenAI listed four major upgrades i

According to Bloomberg, Forus, a US-based healthcare automation startup, raised $150 million in a Series C round led by Bain Capital Ventures on September 8, valuing the company at $3 billion. The AI software platform helps patients access prescribed medications faster by managing insurance

Meta’s official account announced on Sept. 8 that the company had officially launched its personal AI agent, “Muse,” powered by the latest Muse Spark 1.3 model. Muse goes beyond traditional conversational chatbots, focusing on helping users “actually complete everyday tasks.” Basic features are free, while advanced plans offer two subscription tiers at $20 and $100 per month. Meta Muse Powered by Muse Spark 1.3 Muse’s core technology is Muse Secure VM (Secure Virtual Computer), a design that tak

According to The Verge, on September 9, a lawsuit against Anthropic revealed that its Max 5x and 20x subscription tiers' advertised usage multipliers only apply within 5-hour conversation windows and remain subject to weekly usage caps, contradicting the promotion. Anthropic did not respond to