AI Industry Development & Policy Dynamics

According to Guru Club, BlackRock President Rob Generational stated on July 23 that the firm feels "positive" about its AI-focused strategy and believes the market underestimates artificial intelligence's impact on corporations. He added that non-AI companies' deal activity will likely remain

Investment manager Bernstein maintains an overweight rating on the Bitcoin mining sector, citing growing partnerships between Bitcoin mining companies and AI data centers necessary to address power constraints. The firm's deal tracker registered a new AI-related deal every week in July, with

According to ChainCatcher, DeAgentAI has completed its $5 million AIA token buyback plan and burned 10 million tokens in the second tranche, bringing cumulative burns to 11 million AIA (23.1% of total repurchased). All tokens were sent to a burn address for permanent destruction. The project

According to Bernstein, Bitcoin mining companies' AI-related deals tracked in July exceeded 7.5 gigawatts (GW) of capacity, valued at approximately $150 billion across multi-year contracts. Hut 8 and IREN announced major infrastructure agreements this week. Hut 8 signed a 15-year lease worth $9.8 b

According to Odaily, Samsung Electronics chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Euisun announced they will join an international AI governance mechanism led by Nvidia CEO Jensen Huang and other global tech leaders. The initiative will convene in November in Silicon Valley to di

Japanese materials companies Toto and Nitto Boseki saw significant stock gains this year as they emerged as key beneficiaries of the AI boom in Japan's stock market, according to CNBC on the 22nd (local time). Toto, known for high-end bidet-integrated toilets, recorded a 78% stock price increase thi

AMD and Anthropic announced on July 22 a partnership combining a hardware supply commitment for up to 2 gigawatts of AMD Instinct MI450 graphics processors with an equity investment of up to $5 billion by AMD in Anthropic. The agreement gives AMD a major reference customer for its next generation of

According to AMD's announcement on July 22, the chipmaker has committed up to $5 billion in equity investment and secured a deal for up to 2 gigawatts of AMD Instinct MI450 graphics processors from Anthropic. Anthropic will deploy the MI450 chips through AMD's Helios rack-scale platform, with the

According to FactSet data, Alphabet posted second-quarter results that beat Wall Street expectations for revenue and earnings per share on July 23, yet its stock fell in after-hours trading. The company raised its 2026 capital expenditure guidance to between $195 billion and $205 billion, up

SK Telecom announced on July 23 it will establish SK Hyper, a wholly-owned AI data center subsidiary, and invest 750 billion won (US$510 million) by 2030 to secure sites and build substations in South Korea. The company appointed Chung Suk-geun as SK Hyper's chief executive. SK Telecom targets

According to sources informed about the matter, Amazon founder and CEO Jeff Bezos has urged Prime Video chief Mike Hopkins to undertake a comprehensive overhaul of the streaming service with artificial intelligence at its core. The initiative, internally code-named 'Lighthouse,' is designed to

According to the Beijing Municipal Government Information Office statement on July 23, leading AI models in Beijing have accumulated over 2 billion registered users and over 1.4 billion daily calls. The city has also completed registration of 259 large language models and 195 AI products to

According to Beating, Anthropic may release Claude Opus 5 as soon as tonight or early tomorrow, with third-party suppliers already preparing to integrate the new model. The model will focus on improving coding, agent capabilities, tool calling, and multi-step reasoning, with performance

SpaceX stock recently traded near $117, down 5% and falling below its $135 IPO price to mark its lowest level since listing, as ARK Invest CEO Cathie Wood defended her fund's $80 million position in the company. The decline extended a sharp pullback that erased

According to ARK Invest CEO Cathie Wood, SpaceX stock recently traded down 5% near $117, falling below its $135 IPO price and marking its lowest level since going public. The decline comes as the company expands deeper into AI infrastructure. Despite the pullback, ARK Invest has allocated

According to Korean Economic TV, Google reported record Q2 2026 revenue of $119.8 billion, up 24% year-over-year, with operating profit reaching $40.8 billion. However, free cash flow swung to a deficit of $5.8 billion for the first time, as capital expenditures for AI data centers and servers

According to TickerTrends, Anthropic's current annualized revenue is estimated at $74.1 billion, compared to OpenAI's $41.3 billion, as of July 2026. Anthropic leads by $32.8 billion in scale. The data is based on TickerTrends' proprietary model using alternative data such as purchase intent

Vanar announced today (July 23) it is migrating from Layer 1 to Base chain and shifting focus to building an AI Organizations economy. Existing VANRY holders will migrate at a 1:1 ratio with no change to holdings, but the total supply will increase from 2.4 billion to 10 billion tokens to support ec

According to ChainCatcher, the Polymarket prediction for Claude Opus release on July 23 reached 61% probability today, up 51% in the past 24 hours. The outcome will be settled based on the official date Anthropic makes its next Claude Opus model publicly available, per Eastern

According to ChainCatcher, Gate founder and CEO Dr. Han stated on the latest Gatecast podcast that AI will not completely replace traders but will become a key tool for users to explore Web3. He noted that with millions of assets and thousands of DApps in the crypto market, AI can help users