AI Industry Development & Policy Dynamics

According to Reuters, DeepSeek is developing its own inference chip to reduce its reliance on Nvidia and Huawei chips, with the effort starting about a year ago and currently in early stages. The company is discussing partnerships with chip design, foundry, and memory firms while quietly hiring chip

According to an SEC filing on July 7, Amazon plans to raise at least $25 billion through an eight-part US bond sale to support AI infrastructure investment. The proceeds will be allocated to general corporate purposes, including capital spending and debt repayment. The fundraising comes as Amazon

According to Meta, Muse Image AI text-to-image model rolled out on July 7 in Meta AI chatbot, with plans to expand to Instagram and WhatsApp over time. Users can create and edit images via text prompts, while advertisers will gain access later

According to Reuters, Perplexity announced on July 7 that it plans to deploy Nvidia's new Vera central processing units for its operations. Nate Kupp, Perplexity's vice president for computer enterprise and infrastructure, stated that Vera handles AI agent coding tasks approximately 1.5 times

According to Bernstein, Tencent released its Huya 3 formal version yesterday (July 6), just 10 weeks after the preview launch. The model maintains its 295 billion total parameters and 21 billion active parameters, but delivers significant performance improvements: hallucination rate dropped

According to Business Insider, on July 7, Jeremy Grantham, co-founder of GMO, warned that SpaceX's stock price has a 90% probability of collapsing, citing overvalued corporate valuation. In an interview, Grantham expressed strong skepticism toward the company's valuation, AI business plans, and

Anthropic removed a hidden tracking system from Claude Code after security researcher Thereallo discovered in June that the AI coding assistant was using undisclosed markers to identify users' location, proxy use, and possible links to Chinese AI labs. The feature embedded signals in system

According to Decrypt, Anthropic removed hidden tracking markers from Claude Code in June after developer Thereallo discovered the coding assistant was using undisclosed signals to identify users' location, proxy use, and possible links to Chinese AI labs. The tracking system, embedded in system

According to a Reuters analysis published today, US manufacturers in the Rust Belt region are facing significantly higher electricity costs as growing energy demand from artificial intelligence data centers strains the power grid. PJM Interconnection, the largest grid operator in the region, has

According to Seoul Economy, SK Hynix secured record cornerstone investments totaling $7 billion on July 7 for its U.S. stock offering, accounting for 25% of the planned $28.13 billion ADR issuance. The three cornerstone investors—Baillie Gifford, Coatue Management, and AI-focused Situational

According to Meta, the company officially launched Muse Image, a new AI-powered image generation model, on Tuesday. The model will be available free to general users via Meta AI website and app, as well as WhatsApp and

According to The Information, SpaceX AI and Cursor plan to release a new AI model on Wednesday.

According to E Daily, the Nasdaq declined 1.16% to close at 25,818.69 on July 7 (U.S. time), while the S&P 500 fell 0.45% to 7,503.85 and the Dow Jones slipped 0.25%. The Philadelphia Semiconductor Index (SOX) dropped 4.65% as investors rotated out of chip stocks amid doubts over whether

According to the New York Times, Anthropic is expanding its Manhattan presence by leasing a 16-story building in Hudson Square, with plans to double its New York workforce to 1,000 employees. The company began relocating to the office this

According to Nate Kupp, VP of Enterprise Infrastructure at Perplexity, the AI search company recently confirmed plans to adopt Nvidia's newly launched Vera CPU to support its AI agent workloads. Kupp stated that the Vera CPU is approximately 1.5 times faster than traditional CPUs when handling AI ag

Microsoft Corp. (MSFT) stock gained 2% on Tuesday after the company began replacing AI models from OpenAI and Anthropic with its proprietary 'MAI' models in productivity software including Excel and Outlook. The shift aims to reduce multi-billion-dollar dependency on external AI providers and

According to Bloomberg, Microsoft began replacing OpenAI and Anthropic artificial intelligence models with its proprietary "MAI" models on Tuesday, deploying the in-house systems to Excel, Outlook, and GitHub Copilot. The internal models are already handling tens of thousands of user requests

Meta released Muse Image on Tuesday, a new artificial intelligence model for creating images as the company seeks to attract creators and advertisers to its offerings. The AI technology, previously codenamed Mango, marks the second major release from Meta Superintelligence Labs led by Alexandr

CrowdStrike and Palo Alto Networks hit intraday all-time highs Monday before retreating Tuesday, capping a rally that saw the cybersecurity stocks rise 68% and 88% year to date respectively. The surge follows portfolio rebalancing by CNBC Investing Club, which trimmed CrowdStrike to

Meta has launched Muse Image, a new AI model for generating images from text prompts and editing existing pictures, now embedded in Instagram and WhatsApp. All images created with Muse Image will include invisible watermarks, and the system incorporates safety measures to prevent users from