AI Industry Development & Policy Dynamics

According to Amazon CEO Andy Jassy, AWS's core AI computing capacity for 2026 is fully sold out, with 2027 nearly sold out and most of 2028 capacity already pre-booked. Jassy made the remarks in a podcast with Andreessen Horowitz published this week. AWS will continue to reserve computing resources

According to Benzinga, Micron announced at a recent technical conference a roadmap for next-generation vertical high-bandwidth memory (vHBM) with a 2TB/s bandwidth target and plans to begin mass production in 2028. The architecture directly stacks DRAM on top of processors to shorten data transmissi

According to Beating, DeepSeek recently disclosed that its inference framework DeepInfer processes 1.55 quadrillion tokens daily. Based on DeepSeek API off-peak pricing, the company said a single GPU hour generates approximately $38 in theoretical billing revenue. If operated continuously year-roun

According to Foresight News and Lookonchain, an institution transferred 156,690 AAVE (worth approximately $22.86 million) and 19.74 million WLD (worth approximately $10.04 million) after remaining dormant for over one year, suggesting potential selling intentions. To date, the institution has deposi

According to CNBC reporting on Oct 23 at Berlin GTC conference, Nvidia CEO Jensen Huang warned that AI infrastructure funding demand far exceeds currently available capital supply. The statement comes as neocloud providers' stock prices tumbled on Oct 22, with CoreWeave (CRWV-US) falling approximate

According to a recent Bloomberg television interview, Blackstone CEO Steve Schwarzman revealed that the investment firm's massive push into artificial intelligence stemmed from a chance 2015 encounter with Alibaba founder Jack Ma during a flight in China. Schwarzman recalled that Ma initiated a disc

According to its official statement on Friday (October 24), OpenAI will train its frontier AI models in a completely internet-disconnected closed system. The company has established an isolated environment called the 'Offline World' dedicated to frontier model training, ensuring no internet access d

According to Odaily, ZHIPU rose 10.3% to $63 in the past 24 hours.

According to on-chain analyst余烬, trader @Salem1299534 cleared 20.06 million AI tokens for 461 ETH (worth $1.09 million) 2 hours ago on October 24, realizing a $2.14 million profit on the trade. The large sale triggered a 15% short-term decline in AI's price.

The UK government announced plans to establish an AI Biosecurity Lab with £100 million in funding, with support from OpenAI, Anthropic, and Google DeepMind. The lab will use AI to detect and monitor biological threats. OpenAI and Anthropic will provide additional £200 million in AI computing credits

According to Andy Jassy on October 24, Amazon Web Services has sold out cloud capacity through the end of 2027, with substantial customer orders extending into 2028. The Amazon CEO attributed the rapid capacity depletion to surging demand from artificial intelligence labs and enterprises seeking to

According to Western Digital CFO Kris Sennesael on October 24, hyperscale cloud service customers have not wavered in expanding capital expenditures and have already discussed storage supply needs through 2030-2031. He noted that even a slowdown in AI development could help narrow the current supply

According to ChainCatcher, an institution simultaneously invested in Aave and Worldcoin transferred $33.18 million in tokens to multiple cryptocurrency exchanges within the past hour, according to on-chain analyst Yuhuo. The transfers included 6,000 ETH worth $14.4 million, 19 million WLD worth $9.6

According to CCTV Finance, Nvidia CEO Jensen Huang stated on Oct 22 during the Nvidia GPU Technology Conference in Berlin that he is open to cooperating with Chinese memory chipmakers. He noted that China companies collaborate with almost every country in the supply chain, adding that "China excels

SpaceX achieved $14.6 billion in third-quarter 2026 revenue, up 161% year-over-year and exceeding Wall Street expectations by over $2 billion, while posting its first positive operating profit. The company's financial chief projected first-quarter 2027 revenue of $33-37 billion, with annualized recu

Mastercard has introduced a new payment solution leveraging USDC to simplify transactions for agents, according to recent announcements highlighted by the Base community. The initiative aims to streamline agent payments using USDC, a stablecoin pegged 1:1 to the US dollar and developed by Circle. Th

According to Amazon CEO Andy Jassy, the company's AWS cloud computing capacity is sold out through the end of 2027, with a large backlog of orders extending into 2028. Jassy stated in a video podcast with Andreessen Horowitz co-founders Ben Horowitz and Erik Torenberg that Amazon is working to meet

According to Axios, on October 23, Meta acquired Sundial, an AI analytics company founded by two former Meta employees. Co-founder Chandra Narayanan will lead Meta's data analytics tooling and agents work, according to Meta Chief Data Officer Alex Shultz.