AI Industry Development & Policy Dynamics

According to Nvidia CEO Jensen Huang in a recent Bloomberg Podcast interview, Nvidia and SK Group have agreed on strategic partnerships with an estimated collaboration scale of $500 billion. The cooperation will span memory chip

According to researchers at the Cambridge Centre for Alternative Finance, global Bitcoin mining annual electricity consumption surged from 138 terawatts per hour (TWh) to approximately 190 TWh between June 2024 and December 2025. The data reveals that approximately 10% of mining enterprises have

According to Odaily, South Korea's SK Telecom announced on July 26 the establishment of SK Hyper, a new subsidiary dedicated to artificial intelligence data center development. The company will initially invest 330 billion Korean won with a cumulative investment plan of 750 billion won by

According to PANews on July 25, OpenAI's ChatGPT and Codex encountered a widespread outage, rendering both services unavailable.

Sean Assaf, Head of Business Development at Telebiz, outlined how local-first artificial intelligence brings customer relationship management tasks directly into Telegram without compromising user conversation privacy. Telebiz runs locally in the browser as a client, connecting directly to Telegram'

According to Bloomberg, Chinese AI startup DeepSeek has paused its second funding round in recent days following the leak of internal comments attributed to founder Liang Wenfeng regarding U.S.-China AI competition. Sources revealed the company has notified potential investors that planned

According to Maeil Economics, Google's free cash flow turned negative in the second quarter of 2026 for the first time since going public in 2004, as capital expenditure of $44.9 billion exceeded operating cash flow of $39.1 billion. The company's cloud revenue surged 82% year-over-year to $24.8 bil

According to Odaily, on July 26, Nvidia CEO Huang Ren-Yuan posted his first X (formerly Twitter) post, sharing a joint open letter titled "Open Weights and U.S. Leadership in AI." However, as of now, the three major closed-source U.S. AI laboratories—OpenAI, Anthropic, and Google—have not signed the

According to experts at a Nomura Securities AI conference held recently, near-package optics (NPO) is expected to commercialize ahead of co-package optics (CPO) as artificial intelligence drives demand for high-speed optical communications. Glass Bridge technology is also emerging as a key enabler f

According to Guru Club, Moonshot AI held a celebration event in Beijing on Friday, July 26, for its Kimi K3 model. The company positioned K3 as a capacity upgrade and announced ambitions to push the next-generation K4 model to the extreme, unveiling the slogan "Aim for the Moon." Moonshot AI

According to Axios co-founder Mike Allen, Nvidia CEO Jensen Huang said recently that the chip industry will not face a downturn in the near term. When asked directly about a potential collapse, Huang responded "No, not for now," and confirmed "this time is different." Huang explained that current g

According to Chosun Biz, South Korea's National Pension Service signed memoranda of understanding (MOUs) with six leading Silicon Valley venture capital firms on July 25 (local time) in San Francisco. The participating VCs—Andreessen Horowitz, Sequoia Capital, Khosla Ventures, Lightspeed Venture

According to Jin10, NVIDIA announced on July 25 that it is partnering with Seoul National University to establish the NVIDIA AI Technology Center (NVAITC) in South Korea. The center will focus on AI research, expert training, and educational programs, with joint research areas spanning

According to Elon Musk in an Economist interview on July 25, China could likely become the global leader in artificial intelligence in the future. Musk stated that even if the United States bans Chinese AI models, it would not prevent China from achieving this

President Lee Jae-myung held a dinner meeting with global AI industry leaders and major Korean business executives in San Francisco on May 24 (local time) to discuss Korea-US AI industry cooperation. The meeting brought together NVIDIA CEO Jensen Huang, Broadcom President and CEO Hock Tan,

According to NEWSIS, SK Telecom ended trading on July 26 up 0.50% at 100,000 won but surged nearly 5% during the session amid a market selloff, as analysts raised valuations citing the company's Anthropic stake and AI data center expansion. Securities firms unveiled bullish targets, with Shinyang S

According to Korean media and OpenAI, Samsung Electronics Chairman Lee Jae-yong met with OpenAI founder Sam Altman at OpenAI's San Francisco headquarters on July 25 to discuss potential cooperation in artificial intelligence and semiconductor

According to Reuters, Samsung Electronics and Broadcom signed a memorandum of understanding on July 25 to expand collaboration on AI infrastructure. The South Korean government estimated the partnership at more than $200 billion over five years through 2030. Under the agreement, Samsung will

According to Future Asset Securities, on July 26, SK Telecom's target stock price was raised to 120,000 won, up 22.4% from the previous close of 100,000 won on July 24. The brokerage maintained a "buy" recommendation. The price increase follows SK Telecom's announcement on July 23 of a new data

According to Morgan Stanley analyst Jonas, SpaceX stock fell to $115.07 on Friday, down roughly 18% from its $135 IPO price in mid-June, suggesting the market has largely failed to price in the company's artificial intelligence business