AI Industry Development & Policy Dynamics

According to Evan Conrad's article published on October 22, most AI startups will be unable to secure computing capacity within the next six months as global GPU supply has been depleted. Startups are being asked to make increasingly large upfront payments—Conrad noted seeing contracts

According to Anthropic's Frontier Red Team research released on October 22, Claude has successfully completed formal verification of 123 open-source libraries at the RISC-V assembly level, marking the first known AI-driven large-scale formal verification of production software at the assembly

According to People Finance, Zhou Hongyi, founder of 360 Group, commented today on DeepSeek's decision to open-source its internal AI inference framework DeepInfer. Zhou said the move reflects "technological confidence and an open-source philosophy of shared benefits," signaling that the era of tech

According to Bitcoin Magazine, on October 22, Square Tech, GOAT Network, and DAC Labs signed a Memorandum of Understanding (MOU) to explore AI agent-powered stablecoin payment services in South Korea as part of Square Tech's Digital Solutions business. As an initial priority, the partners will

According to Odaily, Ethereum's ERC official repository has adopted seven AI agent-related proposals submitted by Finch, including ERC-8436 (Agentic Collective Decision-making Framework) and ERC-8444 (on-chain Agentic Resource Discovery). All seven proposals, authored by Finch founder and CEO Gary

According to Beating AI, Anthropic plans to go public mid-November with an IPO valuation of approximately $1.5 trillion, 55% higher than its May funding valuation of $965 billion. Multiple VC firms stand to gain massive paper returns: Menlo Ventures (stake value ~$218 billion), Iconiq ($264 billion

According to reports and people involved in the funding process, OpenAI is nearing completion of a $30 billion funding round with a pre-money valuation of $1.25 trillion this month, down from a $1.4 trillion ask proposed earlier in October. The valuation reduction came after investors showed

According to TokenPulse, the AI inference infrastructure company opened an Asia-Pacific hub in Singapore on October 23 to expand regional operations and infrastructure partnerships. The hub will connect North American AI demand with Southeast Asia's data center and energy resources. TokenPulse

According to Alibaba Cloud, the company completed DAY0 adaptation on the launch day of Stepwise Star's flagship open-source model Step 5 Preview. The solution, built on Alibaba Cloud's Agent Sandbox and Kubernetes, achieves minute-level creation of 30,000 sandboxes with support for up to 1 million c

San Francisco is providing childcare subsidies to families earning up to $325,000 annually as the AI industry boom drives up living costs, while Australian baby boomers are accelerating early inheritance to help children afford housing, Anthropic is hiring a writer for up to $345,000 per year, and t

According to SK Hyper CEO Chung Suk-geun, the data center unit of South Korea's SK Group is raising $350 billion to build artificial intelligence infrastructure in South Korea, targeting 15 gigawatts of total capacity by 2035. SK Hyper, established in July 2026 as a subsidiary of SK Telecom, aims to

According to ChainCatcher, Zhenfund, an early-stage venture fund, recently launched Ask AI on its official website, enabling entrepreneurs to inquire about portfolio companies, investment focus areas, and relevant events. The fund has compiled public information—including investment team details, po

Microsoft co-founder Bill Gates warned today (October 23) that artificial intelligence will cause approximately 20 years of economic and social disruption globally. He emphasized that while he is not an AI doomsayer, current policy responses are not keeping pace with rising risks, expecting

Cho Jae-bak, vice president of Naver Pay, stated on October 23 that artificial intelligence agents will reshape finance by performing payments and investments on behalf of users. Speaking at the Financial Clearing Institute's 40th-anniversary Payment Insight Seminar at the Korea Chamber of

Nomura Securities revised its Q3 GDP growth forecast for South Korea to 1.6% quarter-over-quarter on October 23, significantly higher than its previous estimate of 0.1%, while Meritz Securities projected 1.3% growth. The upward revisions were driven by a surge in exports, particularly AI-related pro

According to PANews, Kimi (Dark Matter AI) unveiled its latest large language model, K3.1, today, accompanied by teaser videos for the release.

According to Bank of America, on October 23, agentic AI will not turn enterprise software into a commodity. Instead, competitive advantages are shifting from user interfaces and standardized implementation to trusted data, industry expertise, AI control planes, and partner networks. The bank

Micron (MU) stock fell 6.3% to $856.49 on Thursday (Oct 22) as chip and AI stocks declined amid renewed concerns about demand for AI spending. Competitors SK Hynix and SanDisk also dropped 8% and 8.5% respectively. D.A. Davidson analyst Gil Luria maintained a "buy" rating with a $3,000 price

According to Morgan Stanley and Goldman Sachs data, as of October 23, global equities faced renewed selling pressure amid concerns over AI capital expenditure returns and Middle East tensions. Retail investors increased positions in semiconductors, cloud, and storage stocks, with tech stock