AI Industry Development & Policy Dynamics

SanDisk Corp. (SNDK) shares declined 12.63% on Monday amid a broader chip sector selloff, but Wall Street analysts remained bullish on the memory chipmaker. Evercore ISI analyst Amit Daryanani raised his price target to $3,100 from $1,400, implying roughly 62% upside, citing durable earnings power a

According to Softbank founder Masayoshi Son on July 14 at the company's annual conference in Tokyo, nuclear fusion will replace natural gas as the primary energy source for AI data centers within 15 years. Son predicted that by 2040, global data center capacity will reach 3 terawatts (TW), with nucl

According to SoftBank Corp., the company and OpenAI launched an AI-powered cybersecurity service in Japan on July 14, targeting 3,000 eligible companies whose systems support critical infrastructure. The service, operated through SB OAI Japan (a 50-50 joint venture between SoftBank and OpenAI),

Multiple financial institutions updated their Hong Kong-listed stock ratings on July 14: CICC P&C maintained a “Buy” rating on MINIMAX-W (00100.HK), stating that its scarce AI large-model resources recently completed fundraising; CICC Securities maintained a “Strong Buy” rating on Alibaba-SW (09988.HK), with a target price range of HK$161 to HK$189, highlighting that Alibaba Cloud’s profit margin has risen far more than market expectations. CICC Maintains MINIMAX Buy Rating, Focuses on AI Large-

According to RootData data, OpenGradient (OPG) will unlock approximately 9.13 million OPG tokens worth around $1 million on July 21 at 11:00 UTC+8.

Hanwha Asset Management disclosed its second-half target date fund (TDF) investment strategy on the 14th, announcing plans to expand investments in semiconductors and AI infrastructure while reducing concentration risk in US large-cap technology stocks. The asset manager will increase allocations to

Anthropic has begun pricing Claude in rupees in India. India is Claude’s second-largest market by global usage (after the United States), accounting for approximately 5.8% of global usage. However, when converted to dollars, all three subscription tiers are more expensive than the original US prices. Additionally, the instant payment system UPI, which Indians use for daily transfers and bill payments, is not yet supported by Claude; users must pay via credit card or through app store billing, wh

According to Wang Jun, vice director of China Customs, computing hardware imports and exports, including electronic components and computer parts, reached 5.13 trillion yuan in the first half of 2026, up 56.6% year-over-year. The growth reflects robust demand driven by artificial intelligence

U.S. lawyer Tyrone Blackburn was reprimanded again by a federal judge after citing AI-fabricated quotes in court filings for the entertainment company Roc Nation, marking the third time he was sanctioned over an AI hallucination issue. Tests of Lexis+ AI and AI tools from Thomson Reuters show that more than 17% of outputs contained incorrect information, and in some tests, the error rate was as high as 34%. AI-fabricated Quotes in the Roc Nation Lawsuit and Blackburn’s Prior Violations (Source:

According to PixVerse, the Singapore-based AI video generation platform closed a Series C extension on July 14, bringing total Series C funding to US$439 million. The round attracted investors including Alibaba, Lollapalooza Capital, Ivy Capital, Grand Mount Capital, Eastern Bell Capital, Mirae

On July 13, developer A Green Being posted a screenshot of unified.json logs on the X platform, accusing xAI’s development tool Grok Build—owned by Musk—of packaging his entire user home directory and uploading it to xAI servers. The leaked contents included his personal SSH key, password manager database, personal files, photos, and videos—“everything has leaked.” Evidence from A Green Being’s unified.json log screenshot (Source: A Green Being) According to the unified.json log screenshot share

According to Beating monitoring, OpenAI product lead Tibo said Codex and ChatGPT Work reached 7 million active users today, adding 1 million in just one day after hitting 6 million the previous day. To celebrate the milestone, OpenAI distributed a one-time redeemable credit reset to all users,

According to a joint statement released on July 14, more than 200 researchers and economists, including 15 Nobel laureates and researchers from OpenAI, Anthropic, and Google, have urged governments and tech leaders to immediately establish policies and institutions to address the potential

Oracle (NYSE: ORCL) stock closed at $132.27 on July 13, down 6% for the day, hitting a 52-week low. The cumulative drop over the past month reached 28%. The direct trigger was S&P Global downgrading Oracle’s credit rating to BBB-, citing customer concentration risk driven by OpenAI and a projected $42 billion free cash flow shortfall in fiscal year 2027. S&P Global’s downgrade rationale: BBB-, OpenAI concentration risk, and a $42 billion shortfall According to the report, the main reasons behind

According to Beating, Nous Research is currently finalizing a new funding round at a $1.5 billion valuation, with a minimum raise of $75 million. Robot Ventures leads the round, alongside participants including USV. The deal remains pending and the company declined to comment. Noireus Research's

Federal Reserve (Fed) Governor Christopher Waller delivered a speech in New York on July 13, warning that the “demand spillover effect” caused by the AI industry’s explosive growth has become a new root cause of persistent inflation remaining at stubbornly high levels. He also said that if inflation stays high or rises further, there is still a possibility in the near term of restarting a more hawkish monetary policy. According to CME FedWatch, the market currently estimates about a 39% chance o

According to xAI, the company announced a Zero Data Retention (ZDR) privacy mode on July 14 where code and execution logs are not saved. Users without ZDR enabled can enter the /privacy command in CLI to disable data retention, with all previously synced data deleted. Grok Build lead Andrew

According to DigiTimes, HBM4 chip prices are expected to surge from approximately $2 per gigabit in the second half of 2026 to $4-5 per gigabit next year, driven by accelerating demand ahead of Nvidia's next-generation Vera Rubin AI platform launch. The price surge is also being supported by