AI Industry Development & Policy Dynamics

Goldman Sachs issued an analysis on local time September 11 identifying global fiscal deficits and expanding artificial intelligence investment as key factors exerting upward pressure on long-term interest rates. Jonathan Shuger, Head of FICC and Equities Cross-Asset Sales at Goldman Sachs, stated t

The UK’s Financial Times reported that Anthropic has selected Nasdaq as the exchange for its initial public offering (IPO), targeting a stock market listing in October at a valuation of up to $2 trillion. Anthropic declined to comment. The Financial Times also reported that Anthropic disclosed to a small group of shareholders that its adjusted operating profit would turn positive for the second consecutive quarter this quarter. Anthropic Selects Nasdaq, Targets October Listing Business Insider,

According to Bloomberg, Anthropic has selected Nasdaq as the planned listing venue for its initial public offering (IPO), with the company aiming to raise over $86.3 billion, potentially exceeding SpaceX's record $86.3 billion IPO completed in June. The IPO could happen as early as October. This

Big tech executives' recent calls to slow artificial intelligence development have been dismissed as empty rhetoric by industry observers. Ed Zitron, CEO of EZ Primary Research, told BBC on the 13th that no one has provided a substantive explanation of what slowing down actually means. While

According to BBC, on September 13, tech leaders including Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and Tesla CEO Elon Musk urged a slowdown in artificial intelligence development. However, critics noted the calls lack concrete implementation details. Ed Zitron, CEO of EZ Primary

According to ChainCatcher, ByteDance's Doubao AI Assistant consumer version officially launches on September 16 exclusively on the nubia NaviX Ultra smartphone. The assistant, built on the Doubao app, integrates at the system level to enhance mobile interaction, task execution, local memory, and

The Korea Exchange (KRX) announced extended trading hours starting Sept. 14, allowing investors to buy or sell stocks in real time for four hours after regular trading closes. The move seeks to increase competitiveness with global markets and expand trading opportunities for investors, the bourse

According to ChainCatcher, Yan Wentao, a partner at Hillhouse Capital, is expected to join DeepSeek as Chief Financial Officer in the coming weeks. DeepSeek is preparing for a Science and Technology Innovation Board (STAR Market) initial public offering, with China Securities Corporation currently c

Chinese AI startup Zhipu (Z.ai) announced on Sunday it has raised approximately $5 billion (about NT$160 billion) through new share placement and convertible bond issuance, marking its second major fundraising within months following a $4 billion raise in July. The capital will primarily

According to Taiwan's Commercial Times, TSMC is accelerating co-packaged optics (CPO) development today (September 14) as traditional copper interconnects approach their performance limits amid rising GPU and ASIC computational demands. The industry expects CPO bandwidth to double every two

According to TrendForce, in Q2 2026, AMD surpassed Qualcomm to become the world's third-largest fabless IC design company with revenue of $11.53 billion, driven by its Agentic AI-driven CPU strategy in data centers. Nvidia retained the top position with revenue of $91.16 billion, up 99%

According to Yahoo Finance, the S&P 500 rose 0.86% to 7,656.98 on Sept 13, while the Nasdaq Composite gained 0.96% to 26,333.04, despite headwinds from rising Treasury yields near 5% and geopolitical tensions. RBC

Anthropic CEO Dario Amodei called for slower frontier AI model development over the weekend, citing concerns over potential misuse. Shares of major chipmakers fell sharply in overnight trading late Sunday, with Intel and Advanced Micro Devices dropping over 4%, Micron declining 3.9%, and SanDisk

According to Bloomberg, Oracle expanded its planned layoffs with estimated restructuring costs now reaching approximately $2.8 billion as of September 10, 2026. The company attributed the increased spending to severance payments for terminated employees, with $2.1 billion already recognized and an a

South Korea's ICT exports hit $59.98 billion in August, up 162.6% year-over-year, the Ministry of Science and ICT announced September 14. The increase was driven by global AI investment expansion. ICT imports rose 48.8% to $18.61 billion, yielding a record trade surplus of $41.37 billion—the first t

According to South Korea's Ministry of Science and Technology, the country's ICT trade surplus reached $41.37 billion in August, surpassing the $40 billion mark for the first time in history. ICT exports reached $59.98 billion, up 162.6% year-over-year, while imports rose 48.8% to $18.61 billion. IC

According to BlockBeats, SoftBank Group has secured $118.7 billion in two-year financing on September 14 to support its investment in OpenAI, exceeding the initial $100 billion target. The funding attracted commitments from approximately 20 banks. This financing is part of SoftBank's broader

According to ChainCatcher, SoftBank Group has secured $11.87 billion in financing to support its investment in OpenAI, raising its commitment from an earlier $10 billion target.

According to a recent post on X, Microsoft CEO Satya Nadella stated that any pursuit of super-intelligent AI must be based on the core principle that if the AI built cannot help humanity and is not under human control, it is not worth pursuing. Nadella emphasized the need to accelerate and broadly d

PwC US and PwC India signed and announced a joint venture agreement on September 13, combining the two member firms’ separately operated businesses into a single joint venture with approximately 40,000 employees—more than 10% of PwC’s global workforce. People familiar with the matter said the backdrop is that AI is reshaping the long-standing assumption that large volumes of work will move to low-cost centers such as India. Scope of the PwC US–India Joint Venture The new joint venture integrates