AI Industry Development & Policy Dynamics

One River Asset Management Chief Investment Officer Eric Peters published a commentary article on July 13, citing the view of a US hedge fund CIO who founded a company in Asia. The CIO said that there is an AI shortage, and that the market penetration of such products in the global economy is still less than 10 basis points, adding: “We haven’t rolled out this technology at a scale sufficient to matter.” Anonymous CIO: AI global penetration is under 10 basis points Based on Eric Peters’s citatio

According to Jin10, Mitsubishi Estate plans to invest approximately 1.5 trillion yen ($93 billion) to build large-scale data centers across Japan, leveraging its prior experience from over $10 billion in AI data center projects in the United

According to Reuters, Meta plans to begin mass production of its self-designed data center AI chip Iris as early as September, with the company's stock rising approximately 6% on Friday (July 10). The chip, designed with assistance from Broadcom, will be manufactured by Taiwan Semiconductor

According to a report by the Financial Times in the UK, Tencent is leading talks with Manus’s original investors about a buyback deal. It plans to buy back control of this AI agent company from Meta at a valuation of $2 billion (about 13.6 billion yuan). After the buyback is completed, Tencent is expected to become the largest single shareholder. Manus will continue to operate as an independent Singapore company, will not be consolidated into Tencent’s system, and aims to list its shares on the

According to Musk's statement posted on X today (July 13), Grok 4.5 outperformed Fable in several software development benchmarks. Musk noted that Fable itself is already an excellent model.

MIT professor Ricardo Caballero published a paper last month analyzing that artificial intelligence (AI)-generated wealth will likely concentrate among corporations and capital owners rather than workers, as AI functions as 'labor-like capital' that directly performs tasks previously handled by

According to MIT professor Ricardo Caballero and multiple Wall Street analysts, AI-generated wealth concentration among capital owners could lower long-term interest rates as a secondary effect. Caballero's research suggests that as AI boosts corporate profits and capital gains, wealth flows to capi

Tata Consultancy Services (TCS) plans to deploy up to 8,900 engineers directly embedded at customers’ operating sites to handle tailored AI tools and run AI systems; as of the end of June, these frontline deployment engineers will make up 1% to 1.5% of TCS’s total employees. TCS deploys 8,900 AI engineers embedded with customers, accounting for 1%-1.5% of employees Reuters reported that TCS CEO Krithivasan said that, as of the end of June, the frontline deployment engineers will account for 1% t

According to Lee Jae-gwang, a senior analyst at LS Securities, SpaceX filed a patent for StarMind, a space-based data center trademark, on June 22. The system deploys GPUs and TPUs on orbital satellites to overcome space and power constraints of ground-based facilities, leveraging continuous solar p

According to Yonhap News, South Korea's ruling Democratic Party and government on Monday (July 13) pledged to boost support for the nation's $3.16 trillion chipmaking and AI investment plan announced last month. The "Three Super Projects" initiative targets semiconductor, embodied AI, and AI data ce

According to Pandaily, Ant Lingbo unveiled LingBot-VA 2.0, an embodied-native world action model, on July 10. Unlike industry-standard approaches using video generation model fine-tuning, LingBot-VA 2.0 employs autoregressive architecture trained from scratch, designed specifically for dynamic model

IBM released a major update to its Bob intelligent software development platform on July 9, adding the Bobalytics analytics platform, enabling organizations to gain clearer visibility into productivity, quality, efficiency, and costs. Bob also provides AI execution coordination between agents, matching the appropriate model to the task. Twenty-one analysts overall rated IBM stock a “Moderate Buy,” with an average target price of $300.71 and a highest target price of $365. Major Update to IBM Bob

Daewoo E&C accelerated its Indonesia market strategy during CEO Jung Won-joo's visit from the 7th to the 11th, proposing an integrated development model combining small modular reactors (SMR), liquefied natural gas (LNG) plants, and gigawatt-scale artificial intelligence data centers. The

OpenAI CEO Sam Altman posted on X on July 11, saying, “At least for now, I’m fairly certain that AI overall has created job opportunities,” and added that “this is not something I expected to happen.” However, Anthropic’s economic index tracking shows that for young people aged 22–25 in high-risk occupations, the rate of finding a new job is about 14% lower than in 2022. Altman: Quite confident AI overall creates jobs, less pessimistic than others According to Altman’s public posts on X, on July

According to Yonhapinfomax, Daewoo Engineering accelerated its Indonesia strategy from July 7-11, proposing an integrated development model combining small modular reactors (SMRs), liquefied natural gas (LNG) facilities, and gigawatt-scale AI data centers. Chairman Jung Won-joo met with Indonesian l

On July 10, 2026, Meta Platforms (META) shares closed at $669.21, up 5.97% on the day, with a total weekly gain of about 14.8%. This is Meta’s strongest single-week performance since February 2024. Over the past week, the company’s market capitalization has returned to above $1.7 trillion. The backdrop for this rally is quite unusual. Just a week earlier—on July 1—news that “Meta plans to sell off excess AI computing capacity” sparked widespread market concerns about “

According to a report released by South Korea's central bank, the Bank of Korea, on July 13, the global semiconductor market remains undersupplied and the AI-driven chip upcycle is expected to continue for some time. The bank attributed the shortage to surging demand for AI infrastructure

According to the American Farm Bureau Federation (AFBF), approximately 5,000 AI data centers are now operating or under construction across the United States, with rapidly expanding operations in the Midwest intensifying competition with agriculture for land, electricity, and water resources.

According to official announcements, Claude extended Fable 5 subscription by 7 days to July 19, while OpenAI removed the 5-hour usage cap on Codex. The move comes as both companies face sustained computational capacity

South Korean data centers are emerging as a promising alternative investment opportunity amid expanding artificial intelligence demand and overall supply shortages, according to a report released on the 13th by commercial real estate services firm CBRE Korea. The 'Korea Data Center Investment' repor