AI Industry Development & Policy Dynamics

According to Beating, developer Ye Lao's reverse analysis revealed that the new Codex version identifies model service providers. When third-party APIs are connected, the client may no longer load image generation and web search tools, though the model itself remains unchanged. Two workarounds

UBS raised AMD's 12-month target price from $670 to $700 on '15일' while maintaining a Buy rating, citing expectations that the chipmaker will secure additional major customers and expand datacenter market share. UBS analyst Timothy Arcuri stated Amazon is expected to become a key customer for AMD's

According to Odaily, Visa and Artemis jointly released research report "Agentic Payments from the Ground Up" recently, revealing that AI agentic payments are transitioning from theory to real-world commerce. The report categorizes agentic payments into two types: macro commerce, where AI agents com

According to ClaudeDevs, Claude has reset all users' 5-hour and weekly usage limits on July 16. The announcement was made via the official X account.

Michael Burry posted an image on X late Wednesday mocking the AI data center boom as a "fantasy," targeting Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), Oracle (ORCL), Microsoft (MSFT), Caterpillar (CAT) and Nvidia (NVDA). The same day, U.S. President Donald Trump called data centers

ASML Holding NV raised its 2026 revenue forecast to 43 billion euros to 45 billion euros, up from an earlier range of 36 billion euros to 40 billion euros, as the stock headed into Thursday poised for a second straight week of gains. The upgrade is driven by strong demand for advanced

According to CNBC, Alibaba and Baidu shares rose 5% and 4% respectively on July 16 after both announced collaborations with Apple on Apple Intelligence features for China. Alibaba said its Qwen model would be integrated into Apple Intelligence across iOS, iPadOS, macOS, and visionOS for Chinese

According to Yicai, on July 16, Nvidia unveiled two new robot compute modules based on its Thor architecture: Jetson T2000 and Jetson T3000. The T2000 delivers 400 TFLOPS (FP4 precision) at 40 watts, while the T3000 provides 865 TFLOPS (FP4 precision) at 70 watts. Both modules will launch in

Nvidia announced on Wednesday that it is deepening collaboration with leading Japanese enterprises, startups, and research institutions to build industry-specialized AI models using its Nemotron open models. The chipmaker aims to accelerate AI development tailored to the Japanese language and

South Korea's Ministry of Science and ICT on 16日 announced three national mega-projects totaling 550 trillion won in AI data center investments, alongside Physical AI and K-semiconductor development initiatives, during a briefing to the president at Cheong Wa Dae Yeongbinguan. The government aims to

Cleanspark signed a 20-year AI infrastructure lease expected to generate $6.6 billion in contracted revenue, with deliveries beginning in Q4 2027. The triple-net lease covers 175 MW of critical IT load at the company's Sandersville, Georgia campus, with an unnamed high-investment-grade global

According to the South Korean Ministry of Science and ICT and Space Agency, announced today (July 16), the government will provide national strategic support for a massive 550 trillion won artificial intelligence data center construction project led by SK, GS, and Naver, with 5GW, 2.4GW, and 1GW

According to Odaily, Nvidia partnered this week with four leading Japanese industrial automation firms—Fujitsu, FANUC, Kawasaki Heavy Industries, and Yaskawa Electric—to join its Cosmos alliance, accelerating adoption of its platform for physical AI development. Additionally, Hitachi, NEC,

According to Odaily, Cobo was announced as an official partner of OPC Hub at Hong Kong Cyberport's inaugural Web4.0 and Agent Innovation Summit. The company joins Alibaba Cloud, AWS, NVIDIA, Dell, Lenovo, and BytePlus as strategic partners. Cobo will provide blockchain infrastructure support to

Apple and Samsung have received approval from China's internet regulator for on-device generative AI services, according to reports citing informed sources. The Cyberspace Administration of China recently disclosed seven new mobile AI service filings, with Samsung's Galaxy AI among the approved

According to Tibo, an OpenAI Codex engineer, the platform's active users surpassed 9 million early today (July 16).

According to Menlo Ventures partner Deedy Das, five Chinese AI companies—Zhipu, DeepSeek, Moonshot AI, Kling, and MiniMax—are on track to generate approximately $2.6 billion in annualized revenue combined. Zhipu leads with roughly $1 billion, followed by DeepSeek and Kling at approximately $500

Ark Investment Chief Investment Officer Cathie Wood forecasts artificial intelligence-driven productivity gains will lower inflation and fuel an innovation stock bull market. Wood published the firm's Q2 2026 investment commentary on July 15 (local time), stating the ongoing technology revolution ca