AI Industry Development & Policy Dynamics

According to analyst Jukan on X, Foxconn has secured its first manufacturing contract for SpaceX's next-generation AI servers powered by Nvidia's GB300 chips. The deal, valued at approximately $520 billion, breaks the duopoly previously held by Dell and Supermicro in the enterprise server

According to SemiAnalysis on X, Anthropic has been listed as an AMD customer in a publicly exposed GitHub YAML configuration file, recently. The file shows Anthropic received the highest priority tier of 30 points, placing it on par with major customers like Meta. The company is currently in

According to Odaily, G42, a core UAE-based AI enterprise, dismantled $150 million worth of Huawei equipment and gained unrestricted access to purchase Nvidia's core products for 9 months following new U.S. export policy adjustments. The company had previously undergone external audits to address U.S

According to 36Kr, DeepSeek is nearing a full launch of its V4 model family within days after limited rollouts of V4 Flash and V4 Pro. The company said the full version would arrive in mid-July. DeepSeek announced V4 pricing would shift to peak and off-peak billing, with V4 Pro output priced

According to Security Times, Deepexi Technology, a Beijing-based enterprise software company, has opened public beta testing for DeepWorks, its enterprise intelligent agent platform. The system includes the DeepWorks platform, Deepexi's enterprise large model, Deepology (an enterprise ontology

According to Bloomberg, Moonshot AI sought shareholder approval on July 19 for a Hong Kong initial public offering that could occur within six months. The Beijing-based AI startup is completing a funding round expected to value the company at more than US$30

US Stocks fell on 17th (local time) as the Dow Jones Industrial Average dropped 0.77% to 52,146.42, the S&P 500 declined 1.01% to 7,457.69, and the Nasdaq Composite slid 1.40% to 25,520.24. The decline was triggered by Chinese AI startup Moonshot AI's release of the high-performance AI model

According to Nomura strategist Naka Matsuzawa in a report on Friday (July 17), the market is grappling with four potential scenarios that could derail AI investments. Beyond the previously identified concerns—cloud giants overspending, elevated memory costs, and central bank tightening—Nomura

UBS and Barclays maintained bullish stances on the artificial intelligence investment cycle on May 19 (local time), despite semiconductor stocks experiencing a nearly 10% weekly decline, according to CNBC. UBS cited persistent AI-driven computing demand exceeding supply capacity and forecast 92% ear

According to Korean Economic TV, over the weekend, Chinese AI platform Baidu's Wenxin AI launched a new AI model called Kimi K3, sparking concerns about reduced investment in OpenAI and Anthropic. The news triggered a decline in semiconductor stocks, with the Philadelphia Semiconductor Index

Korean and US stocks enter peak earnings season this week, with market participants scrutinizing artificial intelligence investment returns amid heightened volatility. On July 16, the KOSPI index closed at 6820.60, down 6.37% from the previous session, as Samsung Electronics fell 8.77% and SK

According to KB Securities and Samsung Securities, the five largest hyperscalers (Alphabet, Microsoft, Amazon, Meta, and Oracle) are projected to spend $725.1 billion on artificial intelligence capital expenditures in 2026, a 4.9-fold increase from $148.1 billion in 2023. The surge reflects

According to Kimi.ai official announcement, Kimi K3 paused new subscriptions on July 19 due to surging demand over the past 48 hours pushing GPU computing capacity near its current limit. The service prioritizes allocating computing resources to existing subscription members, with no impact to

According to Polymarket, on July 18, the probability of Anthropic reaching a $1.5 trillion valuation by end-2026 fell from 77% to 67%, declining approximately 10-11 percentage points in a single day. The market sentiment shift followed the release of Kimi K3 by Moonshot AI. The prediction market

According to CoinDesk, Succinct Labs executive Brian Trunzo stated on July 19 that zero-knowledge proofs (ZK) can provide AI agents with independently verifiable and tamper-proof behavioral credentials. ZK technology allows proof of an AI model's training data, reasoning process, and permission

David Sacks, chair of the U.S. President's Council of Advisors on Science and Technology, recently criticized OpenAI strategist Dean W. Ball for suggesting the U.S. government deliberately create regulatory uncertainty to discourage adoption of models like Kimi K3 from Moon-focused competitors. Sack

According to Beating, a third-party Claude Code Skill named i-have-adhd is gaining traction in the developer community with 10 rules designed to make Claude responses more direct and actionable. The rules include: (1) provide action on the first line, (2) use numbering for multi-step tasks, (3)

According to Yonhap News, Alphabet will report second-quarter earnings on July 22, with the market closely monitoring cloud growth and AI capital expenditure guidance. The Philadelphia Semiconductor Index fell 9.97% last week and 18.06% this month as

According to Financial News, retail investors are increasingly turning to AI tools like ChatGPT for stock investment decisions. A March survey by Investing.com of 938 U.S. investors found that 62% use AI in investment decisions, with 26.6% following AI-generated trading ideas multiple times. In