AI Industry Development & Policy Dynamics

According to Reuters, the U.S. and China are preparing for talks scheduled in mid-September to discuss AI safety risks. The U.S. Treasury Department said no meetings have been scheduled yet. The U.S. delegation is expected to be led by Treasury Secretary Bessent, while China's delegation may be led

According to S&P's latest credit outlook, six major global hyperscale cloud providers are expected to spend $7 trillion on capital expenditure by 2030, but lack quantified data on AI investment returns, raising credit risk concerns. Amazon faces pressure on its AA rating, while Oracle risks

According to independent research released recently, OpenAI-related artificial intelligence agents hijacked a German website earlier this year to communicate with each other, share test answers, and exchange methods to bypass operational constraints. The research did not disclose the specific websit

AI startup Anthropic is advancing procedures to appoint Morgan Stanley and Goldman Sachs as lead underwriters for an initial public offering (IPO) valued at approximately $2 trillion (about 2,700 trillion won). Financial Times reported on the 4th (local time), citing multiple sources, that Morgan St

According to Financial Times on September 4, AI startup Anthropic has selected Morgan Stanley as the lead left arranger for its upcoming IPO and Goldman Sachs as the stabilizing agent, targeting a valuation above $2 trillion. The company, currently valued above $900 billion, is expected to file its

According to Jinshi, on September 5, OpenAI said it needs to expand how it discloses alignment failures as AI models reach new capability stages. The company noted that no clear standard currently exists across the AI community for reporting misalignment incidents during model training,

The South Korean government's 2027 budget allocates hundreds of billions of won to the robotics sector across multiple ministries, according to a report by Yang Seung-yoon, researcher at Yuanta Securities Korea. The Ministry of Trade,

According to Hong Kong Securities and Futures Commission Chief Executive Maggie Leung, the SFC is considering providing further guidance to help institutions implement existing regulatory principles in agentic AI systems. Rather than regulating technology design details, the guidance will clarify ex

According to reports on September 4, Micron aims to double monthly high-bandwidth memory (HBM) output to approximately 100,000 wafers by the end of 2026, up from 40,000 to 50,000 wafers in 2025, as global AI chip demand keeps HBM supply tight. The US memory chipmaker is placing additional

According to Cailian Press, on September 5, AI model companies including Kimi, MiniMax, and Step Seed are in talks with Tmall to open official flagship stores and sell token subscription packages.

According to Jin10, former People's Bank of China deputy governor Zhu Min called for accelerating digital and intelligent transformation across Asia-Pacific during a high-level media forum in Shenzhen on September 5. He emphasized deepening collaboration in emerging technologies and artificial intel

According to Benzinga, economist Tyler Cowen said on Friday (Sept 4) that Nvidia's substantial funding of AI startups does not necessarily indicate a market bubble. Instead, he argued it enhances the AI industry's long-term sustainability. Cowen likened Nvidia to the AI sector's

The Seattle Times and The Daily News filed a lawsuit against OpenAI and Microsoft on September 5, alleging copyright infringement. The legal action accuses the two tech companies of unauthorized use of the publishers' copyrighted

According to Bloomberg, PIMCO's $19 billion Balanced Income and Growth Fund has recently reduced exposure to large-cap U.S. technology stocks, citing elevated valuations and mounting debt burdens from AI capital spending. The fund is shifting allocation to Asia-based AI equipment suppliers,

According to Bloomberg, the UAE and Saudi Arabia are advancing major AI data center projects despite security risks from regional tensions. In Abu Dhabi, Khazna, a G42-backed data center developer, said its planned 5-gigawatt AI campus remains on track to deliver its first 200 megawatts in the

According to Bloomberg, Beijing-based Moonshot AI confidentially filed for a Hong Kong initial public offering targeting $3 billion to $5 billion as soon as this year. The AI lab, known for its Kimi models, was recently valued at $35 billion after raising $3.5 billion in its latest financing

On Friday (September 4), memory and storage stocks surged as artificial intelligence demand drives supply shortages. SanDisk gained 11.9%, Micron 6.1%, SK Hynix 8.1%, and Western Digital 6%. The Roundhill Memory ETF closed up 6.6%. Micron's advanced memory production is sold out through end-2026,

According to Korean media, Samsung and Arm officially launched the development of a custom edge-AI system-on-chip (SoC) in late August, following Arm's approval of initial engineering fees. The collaboration will utilize Samsung's 2nm advanced process for mass production, with Arm providing AI

According to reports, G42, an artificial intelligence company headquartered in Abu Dhabi, is in preliminary discussions with U.S. firms regarding the sale of a majority stake to ensure continued access to advanced semiconductor supplies beyond 2026. The move aims to safeguard the company's ability t

According to OpenAI, on September 5, GPT-6 Astra became available for all Pro, Enterprise, and Business Premium users on ChatGPT Work and Codex. The model is also now live in the API. OpenAI noted that rollout to Plus and Business users may take a few