AI Industry Development & Policy Dynamics

According to Guru Club (格隆汇), the Silicon Data LLM Token Expenditure Index, which tracks the price users pay for artificial intelligence tokens, declined approximately 20% from its May peak as of July 4. The index nearly doubled since its December launch, but the recent decline signals potential

According to ChainCatcher, DeSci protocol Bio Protocol announced the launch of OpenLabs, a coordination layer for human and AI agent collaboration in scientific research. The platform aims to convert scientific ideas into funded execution projects. OpenLabs introduces a USDC-based yield mechanism

According to analyst Ming-Chi Kuo's latest supply chain report, Apple's iPhone 18 standard model launching in spring 2027 will feature upgraded 9GB RAM and an A20 chip, but cannot support two system-level AI features in iOS 27 that require 12GB of memory: customizable Siri voice with adjustable

According to JPMorgan Chase's latest "Flows & Liquidity" report, the U.S. tech giants' AI computing capital expenditure growth will plunge from 100% in 2026 to 22% in 2027, signaling a potential industry correction. The report, citing Bloomberg consensus estimates, projected that combined capex from

According to Bloomberg, on July 4, Crusoe, an AI data center operator, is in talks to raise approximately $3 billion in funding, with its valuation potentially reaching $30 billion—roughly triple its previous $10 billion valuation from October last year. The company operates large-scale data

Coinbase CEO Brian Armstrong wrote a post on X on July 1 as U.S. debt reached over $39 trillion, claiming the American constitution lacks a cap on rising government spending and a requirement for hard-backed currency. Armstrong argued that the absence of fiscal safeguards pushes every democracy

According to TheStreet, on July 1, Brian Armstrong, Coinbase CEO, criticized U.S. debt policy on X as the nation's debt surpassed $39 trillion. Armstrong argued the U.S. Constitution lacks two key safeguards: a cap on government spending and a requirement for hard-backed currency backing. Armstrong

Tesla will cap employee AI tool spending at $200 per week starting Monday (July 7), according to the company's new policy. The move impacts how staff allocate resources for artificial intelligence applications within the

According to Tether CEO Paolo Ardoino's statement on X today (July 4), the AI industry's push by major tech companies to subsidize computing power in exchange for user scale is building structural economic risks. Ardoino flagged that GPU and server hardware depreciates within 3 to 5 years,

South Korean investors have deployed approximately $2.8 billion to purchase shares of Chinese AI and semiconductor companies over the past six months, according to reports. Key targets include Chinese semiconductor manufacturers Cambricon and Huahuang Chuangyuan, which saw significant inflows. The i

THEA closed an $8 million strategic funding round to expand its behavioral AI infrastructure. Maven 11 Capital and Spartan Group led the round, which included Manifold Trading, Fisher8 Capital, Hack VC, and angel investors from Galois Capital and other crypto-native groups. The funding will

According to THEA, the company has closed an $8 million strategic funding round to advance Thea Network, a settlement layer for AI services built on Solana. The round included institutional investors Maven 11 Capital, Spartan Group, Manifold Trading, Fisher8 Capital, and Hack VC, alongside angel inv

According to Bloomberg on July 4, Kioxia Holdings began supplying advanced flash memory chip samples to AI data center operators in a push to capture share in the high-margin market. The Tokyo-based chipmaker said its latest 332-layer, 10th-generation 3D NAND flash delivers improved energy

According to Gui Jian, Unitree Robotics co-founder Chen Li predicted on July 4 that embodied AI robots will lead a new consumer wave by 2030. He identified three core breakthroughs over the next two to five years: unified end-to-end robot foundation models, lower-cost hardware with longer lifespan a

According to PANews, on July 4, investor Serenity stated that humanoid robots are entering a critical inflection point for large-scale replacement of human labor. Serenity noted that AI capabilities have undergone qualitative leaps over the past three years, with systems like Mythos now

According to Korea Exchange, Samsung Electronics rose 8.22% to 309,500 won and SK Hynix surged 10.88% to 2,425,000 won yesterday (July 3). The gains came despite recent concerns over artificial intelligence peak valuations and macroeconomic uncertainty weighing on semiconductor

According to Bloomberg, the Silicon Valley Data LLM Token Expenditure Index has fallen nearly 20 percent from its May high, suggesting AI enterprises are losing pricing power as customers become cost-sensitive. The index, which tracks per-unit AI token payment prices, nearly doubled since its

Ben Snyder, Goldman Sachs Chief US Equity Strategist, stated in a recent Business Insider interview that AI bubble concerns in the market are excessive. Snyder cited continued expansion of AI infrastructure investment and ongoing earnings growth at related companies as reasons the AI investment

Anthropic and OpenAI are preparing for stock market listings, drawing attention to investment products that hold unlisted shares of both artificial intelligence companies. Jang Chi-young, a researcher at Hana Securities, identified exchange-traded funds and closed-end funds as methods for

According to Business Insider, Goldman Sachs Chief U.S. Equity Strategist Ben Snyder recently argued that market concerns about AI bubble are overblown. Snyder noted that while some worry large cloud companies might cut AI spending if returns disappoint, continued infrastructure investment will