AI Industry Development & Policy Dynamics

According to Reuters, Chinese AI company DeepSeek has been developing its own AI inference chip for approximately one year and has recently been recruiting chip design engineers for the project. The company aims to reduce its dependence on Nvidia and Huawei chips while gaining greater control over c

Vitalik Buterin confirmed today that artificial intelligence successfully identified an anonymous Ethereum proposal contribution he made, concluding a two-week public challenge. The AI recognized his intellectual habits to unmask the

According to Odaily, ABCDE Capital co-founder Du Jun stated that Metagent founder Li Bojie refused to fulfill the investment agreement's obligations after receiving funding. Li Bojie has not provided business progress or financial updates to investors and subsequently went missing. Du Jun noted that

According to Beating, Huawei's talent program graduate Li Bojie recently faced accusations from ABCDE co-founder Du Jun regarding a 2024 startup dispute. Du Jun alleged that Li Bojie and co-founder Zhuang Siyuan took investment for their Metagent project but failed to honor their commitment to

Wall Street analysts and the US Treasury issued conflicting assessments of the AI rally's sustainability as major semiconductor companies report record earnings. A recent non-public US Treasury draft report warned that failure to monetize AI investments could trigger dot-com-era financial shocks,

According to Reuters, U.S. Treasury Department officials warned on July 7 that if the AI market fails to monetize, it could trigger financial shocks similar to the 2000 dot-com bubble collapse, with impacts spreading across data centers, semiconductor manufacturers, and utilities. However, JP

Artificial Analysis has launched six industry-specific performance indices to assess real-world business applications across finance, law, healthcare, operations, engineering, and economics, according to monitoring by Beating. Unlike traditional general-purpose benchmarks that rely on academic

Galaxy Digital completed the first phase of power delivery at its Helios data center campus in West Texas on Monday, handing CoreWeave 133 megawatts of critical IT load under a 15-year lease. The delivery covered roughly 200 megawatts of gross power on schedule, with rent commencing under the

According to Galaxy Digital, the company completed Phase I power delivery at its Helios data center campus in West Texas in the second quarter of 2026, delivering 133 megawatts of critical IT load to CoreWeave under a 15-year lease. The transition marked Helios' shift from bitcoin mining to AI

According to Decagon CEO Jesse Zhang, as monitored by Beating, enterprise open-source AI spending currently accounts for just 11% of total large model expenditure, as most companies remain in early-stage exploration with closed-source models. However, in Decagon's own production environment, 90% of

According to a 10x Research report, bitcoin mining stocks have retreated approximately 20% and largely decoupled from bitcoin's price movement since April. The stocks have become deeply tied to AI market narratives, though current AI sentiment centers on global supply chains and competitive

According to Jin10, Long River Computing, a subsidiary of Fiberhome Communications, won the first tranche of China Postal Savings Bank's 2026 AI compute cluster procurement project announced on July 7.

According to the European Central Bank, eurozone banks must develop plans to counter artificial intelligence-based attacks by October 31.

According to South China Morning Post, lock-ups for Hong Kong-listed AI developers Zhipu and MiniMax are set to expire, releasing approximately HK$90 billion (US$11.5 billion) of shares to the market. Zhipu will have 25.68 million shares freed from lock-up, while MiniMax will release 150 million sha

AMD closed at $552.05 on '6일(현지시간),' gaining 6.61%, with year-to-date stock growth reaching 147.04% as the US semiconductor firm positions itself as an alternative to NVIDIA in AI infrastructure. The surge follows rising demand for integrated CPU-GPU-memory architectures driven by agentic AI

According to Korean Economic Daily, Advanced Micro Devices (AMD) closed at $552.05 on July 6 (local time), gaining 147.04% year-to-date as it establishes itself as an alternative to Nvidia in the AI infrastructure market. The company has secured partnerships

According to financial market sources, four Chinese AI and technology ETFs listed on May 13, 2025, have posted significantly divergent returns as of July 7, 2026. The performance gap among the same-themed products has widened to nearly 160 percentage points, highlighting the importance of

According to YGG's official announcement on Monday (July 7), Yield Guild Games shut down its Web3 publishing arm YGG Play and laid off 35 employees. Despite lifetime revenue exceeding $9 million, YGG Play was unable to sustain commercially in the current gaming market amid the October 2025 crypto do

According to Tesla VP of automotive engineering Lars Moravy, the company recently unveiled a five-year strategic roadmap where full self-driving (FSD), Robotaxi, Cybercab, and humanoid robot Optimus will deeply integrate into daily life across transportation, production, and household sectors. Mora

According to OpenRouter data, Chinese AI models' token usage share among U.S. enterprises reached a peak of 46% since early February, compared to an average of 11% over the prior 12 months and just 4.5% in the first half of 2025. The surge reflects enterprise cost sensitivity as OpenAI and