AI Industry Development & Policy Dynamics

According to Guru Club, Elon Musk's xAI has acquired mobile power generation equipment manufacturer APR Energy for over $1 billion on July 17, based on regulatory filings and media reports. APR Energy's over 1GW power generation capacity will support xAI's Colossus supercomputer located in

On July 17, US listed semiconductor stocks saw a sharp sell-off. The Philadelphia Semiconductor Index fell 4.3% in a single day, closing at 11,867.50. Compared with the mid-June peak, it had already pulled back by more than 22%, officially entering a technical bear market. Memory chips were the hardest hit. SanDisk (SNDK) plunged 12.63% to $1,411.08; Western Digital (WDC) tumbled 9.15% to $466.81; SK hynix ADR (SKHY) fell 13.69% to $152.31; Micron Technology (MU) dropped 5.65% to $853.20. Seagat

Microsoft (NASDAQ: MSFT) shares rose 1.38% on July 17, and that day 282 hedge funds held MSFT stock. According to a Bloomberg report, Microsoft has begun replacing OpenAI and Anthropic models with its own MAI models in some software products, aiming to lower AI usage costs and reduce reliance on external vendors. Three Drivers Behind Microsoft Replacing Outlook and Excel With MAI Models According to a July 7, 2026 Bloomberg report, Microsoft’s decision to replace third-party AI models is driven

According to Morgan Stanley's report released Thursday (July 16), artificial intelligence development's next critical bottleneck has shifted from computing power to memory efficiency, marking the end of the industry's pure processing capacity race. The report highlights that while memory bandwidth g

According to Beating, 1Password and Anthropic recently launched 1Password for Claude, enabling Claude to fill login credentials directly into websites when booking tickets, checking orders, or managing accounts. Passwords and one-time verification codes are not stored in the model's context,

Gate News, July 17: According to Gate market data, as of the time of writing, BOSON (Boson Protocol) is trading at $0.02428. Over the past 24 hours, it is up 1.37%, with a high of $0.02878 and a low of $0.0213. Its current market cap is approximately $3.5133 million. Boson Protocol is an agentic commerce protocol that connects agents to everything, and it also serves as a secure trading infrastructure built for the agent economy. Without intermediaries, users can buy and sell any assets between

According to TechCrunch, Roblox will launch Build in public alpha on July 28 for age-verified users in New Zealand aged nine and older. The AI feature lets users create basic Roblox games from text prompts on mobile devices without coding. Users aged 16 and older can publish their creations to a

According to CITIC Securities research, xAI's mid-term growth will be primarily driven by infrastructure rental and Cursor, with rental order contracts reaching $80 billion. The firm currently operates $12.7 billion in capital expenditure for computing infrastructure but generates less than $500

According to Bloomberg, Alphabet Inc. (GOOGL) shares fell nearly 5% on Thursday, July 17, after reports indicated Google is months behind schedule in releasing Gemini 3.5 Pro, its flagship artificial intelligence model. The delay stems from the model's underperformance in coding capabilities

Google released an update with two feature additions on July 16: AI Mode can now connect to third-party apps such as Instacart, Canva, and YouTube, converting AI search answers directly into in-app actions; Google Vids also adds a digital virtual avatar feature based on users’ selfies and voice recordings, with the avatar image featuring an invisible SynthID watermark and linked to the user’s Google account. Google AI Mode App Connections （Source: Google blog） According to an official Google sta

Airbnb co-founder and CEO Brian Chesky’s X account was hacked on July 14, when the attacker posted a series of bullish “real-world asset (RWA) tokenization” tweets in his name. After Fortune magazine used the AI detection tool Pangram to analyze the posts, the system flagged them as 100% generated by AI; users said the posts lacked typical AI writing signals such as commas. Timeline of the Brian Chesky X account hack （Source: Brian Chesky） According to Fortune magazine’s report and the Airbnb an

Bitcoin (BTC) gave back midweek gains, temporarily around $63,890 on July 17. The U.S. “CLARITY Act” is entering the final sprint, and Trump’s conflicts of interest remain a key obstacle. He is accused of promoting Nvidia, Tesla, and Apple stocks just a few days after buying shares in those companies. Macro Events & Crypto Market Hotspots According to The Block, the U.S. Congress is in the final sprint for the “CLARITY Act.” Optimism among lawmakers is rising, but ethical provisions around confl

According to Sequoia partners Dean Meyer and Konstantine Buhler, U.S. enterprises are increasingly relying on Chinese open-weight models like Qwen, Kimi, and DeepSeek for product foundations and training data. ATOM data shows Qwen's share among newly fine-tuned and adapted models jumped from 1% in

According to Calcalist, Instacart has acquired Arpalus, an Israeli artificial intelligence startup based in Netanya that uses computer vision to monitor supermarket shelves in real time. The deal, valued at tens of millions of dollars, marks Instacart's first Israeli acquisition and aims to narrow d

According to Guru Club, Apollo Global Management Chief Economist Torsten Slok said on July 17 that the classic 60/40 stock-bond allocation has become obsolete, replaced by a new framework: 60% AI-related exposure and 40% non-AI. Slok noted that AI momentum has permeated not only equities but also co

According to Guru Club, Zhipu's annual recurring revenue (ARR) reached $1 billion as of July 2026, marking a 15-fold increase over the past six months. The figure was confirmed by multiple independent sources; Zhipu did not respond to requests for comment. The milestone mirrors Anthropic's Claude

According to TechCrunch, Aina, a Bengaluru and San Francisco-based hardware startup, has raised $5.5 million in funding led by Redstart Labs (backed by Info Edge, India) and 360 ONE on July 16. Other backers include MIXI Global Investments, Antler, Blume Founders Fund, and investors such as

According to Beating, Kimi recently announced it has no plans to develop video generation models, with the team prioritizing improvements to the model's intelligence ceiling. Co-founder and algorithm lead Zhou Xinyu stated that while video generation is practical, it offers limited value for

According to Bloomberg, Google is months behind schedule on Gemini 3.5 Pro as it works to improve the AI model's coding performance. The delay has frustrated Google engineers and managers who worry the company is losing ground to Anthropic and OpenAI. Google said it is testing Gemini 3.5 Pro, an

According to an announcement from Korrun, a China-listed company, on July 16, DeepSeek completed a funding round that valued the Chinese AI startup at 351 billion yuan (US$51.9 billion). A person close to DeepSeek said the company has started a second financing round. The company's June 2026