AI Industry Development & Policy Dynamics

According to Ali Haider, Anthropic is discussing permanently retaining Claude Fable 5 in its paid subscription tier. The company is concerned that removing the model could trigger user cancellations and faces competitive pressure from GPT-5.6 Sol and Grok 4.5. Anthropic extended Fable 5's subscripti

According to Reuters, Meta will begin producing its own artificial intelligence chip in September as part of a plan to expand computing capacity to 14 GW by next year. The company disclosed the plan through an internal memo. Meta's custom chip for its data centers is code-named

According to JPMorgan Chase report on July 13, software profit pools are shifting from the model layer to downstream infrastructure. The bank cited three cases: Starbucks built proprietary AI tools to replace Microsoft and IBM software, Microsoft deployed self-developed MAI models instead of

Goldman Sachs on July 13 said international investors are underallocated to Chinese artificial intelligence stocks, dismissing views that China's AI sector is in a bubble. The bank noted that China comprises 11% of global AI-related market value and 18% of global AI-related revenue, making it an

According to LTM, the Indian technology services firm partnered with Anthropic on July 13 to integrate Claude, Claude Code, and Claude Cowork into its BlueVerse AI Delivery Fabric. The integration will support software engineering, application modernization, site reliability engineering,

According to ChainCatcher, AXON Finance, an AI-native PayFi Layer 1 blockchain, has closed a $2 million institutional funding round. Infinite Alliance led the round with $1 million, while UZ Capital and Bluemount Foundation co-invested the remaining $1 million. The capital will accelerate AXON L1 in

According to Beating, U.S. farmers and ranchers have begun opposing AI data center construction projects over concerns about farmland loss and competition for local water and electricity resources. Approximately 20 states are currently considering limiting data center development. The expansion

According to Jin10, on July 13, China's Ministry of Industry and Information Technology and three other departments issued guidance on promoting high-quality development of internet infrastructure, emphasizing accelerated scientific and technological innovation. The directive calls for integrating

According to the Bank of Korea's July 13 report, the global semiconductor market remains supply-constrained, and the AI-driven chip supercycle is expected to persist for an extended period, countering market concerns that the chip cycle has peaked. The current cycle is primarily driven by

According to Guru Club, OpenAI President and Co-founder Greg Brockman praised ChatGPT Work today (July 13), saying the product is "doing great" and expressing pride in the team. He added that he looks forward to seeing how people explore its

South Korean government announced on July 13 the largest-ever spending restructuring and creation of a new Future Response Fund to accumulate additional tax revenues, while committing to create over 300,000 youth jobs and prioritize new-type public rental housing for young people. Minister Park

SpaceX IPO memorabilia is selling at premium prices on eBay following the company's public offering, according to Business Insider reporting on local time 9th. Global M&A activity reached approximately $3.2 trillion in the first half of this

According to the New York Times analysis of data from Dealogic, global mergers and acquisitions in the first half of 2026 reached approximately $3.2 trillion, marking a 45% increase compared to the same period last year and the largest half-year volume in the past decade. The surge reflects

According to Jin10, citing HSBC global economist James Pomeroy, the consumer surplus generated by AI in the U.S. reached approximately $172 billion in early 2026, driven by free AI tools that save users time and costs. HSBC estimates the surplus could reach $250 billion by 2027, representing 0.8%

According to the Wall Street Journal, Apple has filed a lawsuit against OpenAI, echoing its historical strategy of using litigation to delay competitive threats—similar to its multi-year legal battles with Samsung over Android. The lawsuit may slow OpenAI's recruitment of Apple employees and

According to Foresight News, former Interpol President H.E. Ahmed Naser Al-Raisi joined Robo.ai today, assuming the role of chairman at its subsidiary Neurovia AI. Al-Raisi will guide the company's strategic alignment with the UAE's national artificial intelligence strategy, strengthen top-level se

According to Barron's, Alphabet, Microsoft, Amazon, and Meta have committed billions of dollars to artificial intelligence infrastructure, with earnings reports revealing the scale of capital expenditure. Alphabet will lead earnings disclosures on July 22, followed by Microsoft on July 29 and

According to Yonhapinfomax, South Korea's government unveiled a record budget plan on July 13, projecting national tax revenues to reach over 500 trillion won in 2027, up from an initial forecast of 412 trillion won, driven by semiconductor supercycles and AI

According to Beating, AI training platform Prime Intellect released Verifiers 0.2.0 and previewed its next-generation Verifiers v1 architecture. Verifiers is an open-source framework for testing and scoring AI agents, while the newly open-sourced prime-rl framework trains models based on task

Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 67.9% year-on-year increase in June sales on Monday, ahead of its second-quarter earnings release later this week. The surge is driven by demand for artificial intelligence chips and infrastructure investments. TSMC, the world's largest