AI Industry Development & Policy Dynamics

According to CoinDesk 20 data, Bittensor (TAO) gained 5.5% from Thursday, leading the index higher, with Bitcoin (BTC) also rising 1.9% as a top performer.

According to PRNewswire, Eightco Holdings (ORBS), a Nasdaq-listed company, disclosed its asset holdings as of April 27, totaling approximately $333 million. The portfolio includes 283.45 million Worldcoin (WLD) tokens, 11,068 ETH, a $90 million investment in OpenAI, a $25 million investment in

According to The Block, MoonPay launched MoonAgents Card on Friday—a virtual Mastercard debit card enabling AI agents and users to spend stablecoins directly from onchain wallets. The card is issued through Monavate, a regulated global payments platform and Mastercard principal member, in

According to TechfundingNews, AI application platform Certifyde completed a $2 million seed funding round on May 1. Investors include K5 Global, Flamingo Capital, and angel investors including Honey co-founder George Ruan, Ripple CEO Brad Garlinghouse, and Nutra co-founder Roland

The Pentagon’s technology chief (Pentagon technology chief) told Congress on May 1 that “Anthropic is still on the blacklist, but Mythos Preview is another matter,” formally acknowledging that the Department of Defense is treating Anthropic’s main brand and its new model, Mythos, differently. This statement aligns with what Axios revealed on April 19, that the NSA (National Security Agency) has already effectively used Mythos, and it also formally established the policy direction of a “Mythos exception pipeline”—while also meaning the Pentagon previously argued in court that using Anthropic tools would threaten national security, creating an internal contradiction between its legal arguments and its current practical actions. Anthropic vs Pentagon

According to ChainCatcher, 137 Ventures, an early investor in SpaceX, recently completed fundraising for two new funds totaling over $700 million, bringing its assets under management to above $15 billion. The new capital will support investments in AI agents, robotics, and space propulsion

Reddit's stock rose 16% before market open on Friday after the company issued a higher-than-expected revenue outlook for the coming quarter. Daily active visitors grew 17% to 126.8 million, while average revenue per user worldwide jumped 44%, driven by AI-powered

According to the U.S. Department of Defense, the agency signed agreements today (May 1) with seven leading artificial intelligence companies: SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services (AWS). The agreements aim to accelerate military transformation and establish t

According to Crowdfundinsider, Nubank announced plans to invest $8.2 billion in the Brazilian market in 2026, nearly doubling its investment compared to two years prior. The funds will focus on AI-driven credit assessment systems, digital financial products, team expansion, infrastructure

According to Businesswire, on May 1, Nasdaq-listed Datavault AI announced a strategic partnership with King Mining Capital to launch GoldVault, a gold tokenization plan exceeding $150 million. Under the agreement, Datavault AI will acquire a 5% equity stake in King Mining Capital and an

According to Nebius, the AI infrastructure company agreed to acquire Eigen AI on May 1 for approximately $643 million in cash and Class A shares. The deal value was calculated based on Nebius's 30-day weighted average stock price prior to signing and is subject to customary adjustments. Eigen AI

Meta completed the issuance of $25 billion across six tranches on 4/30, with maturities extending to 2066. The initial yield was about 180 basis points higher than U.S. Treasuries, with subscriptions of around $96 billion but lower than the previous round. At the same time, it raised its 2026 capital expenditure guidance to $125–$145 billion. The founders also admitted there is still no detailed, item-by-item AI product plan. After the earnings report, the stock price fell 7%, suggesting the market still doubts whether the AI investment can “monetize.” If ROI remains unclear, the risk is twofold: an upcoming debt issuance wave from tech giants over the next 12 months and the widening of credit spreads.

Huawei expects AI chip revenue to reach $12B in 2026, up 60% from $7.5B in 2025. The main reason is that Ascend 950PR will enter mass production in March 2026 and steadily secure most orders, while 950DT is expected to be launched in Q4. Customers include DeepSeek, Alibaba Cloud, and Tencent Cloud. 950PR uses the 7nm SMIC process, as the U.S. export controls prevent use of 5nm/3nm. This growth indicates China’s market position and the impact of export controls, with NVIDIA’s China market share potentially being eroded. Things to watch next include actual shipments, process supply, and changes in controls.

Anthropic research shows that in one million Claude conversations, about 6% of users treat AI as a life advisor, across four main areas: health, career, relationships, and finance. The relationship flattery rate is highest at 25%, and spirituality at 38%. To reduce flattery, Opus 4.7 and the Mythos Preview have been further cut by half. The research has been shifted to training data, privacy is protected, and users are advised to take reverse questioning on relationship issues. Source ABMedia

According to Hong Kong media Ming Pao, Visa launched Visa Agentic Ready program in Hong Kong on May 1, enabling AI agent payments. The program leverages tokenization, identity verification, risk management, and authorization mechanisms. Initial participants include

According to Bank of America Securities, global hyperscale cloud computing companies' capital expenditure is projected to exceed $800 billion in 2026, representing a 67% year-over-year increase. The bank's analysts further forecast that capex will breach $1 trillion in 2027, with an estimated 25% y

On April 30, PayPal announced a comprehensive structural reorganization into three distinct business units—Consumer, Small Business, and Enterprise—aimed at streamlining operations and accelerating artificial intelligence integration. The company estimates the restructuring will deliver

MARA Holdings is acquiring Long Ridge Energy in a $1.5 billion transaction to expand its AI and IT infrastructure capacity. The deal includes a 505 MW gas plant and 1,600 acres in Ohio, providing over 1 GW of power capacity for future AI and IT buildout. Transaction Details The acquisition

According to ChainCatcher, Coinpost Terminal, the AI platform under Japanese crypto media Coinpost, recently announced a partnership with Web3 asset data platform RootData. Through RootData's API, Coinpost Terminal will provide enhanced

According to ChainCatcher, Kaisar Network, a decentralized AI computing Layer 1 network, has completed $4 million in funding to date, including $1 million in a strategic Pre-Seed round. Investors include Merov Capital, StoneBlock, WM Capital, Arche Fund, Q42, and Unicorn Ventures. The network