Channel
Analyzes funding, partnerships, product strategy, M&A, platform competition, regional ecosystems, and the market structure of AI businesses.
Based on IBM's 2026 AI outlook, analyze key trends such as AI agents, quantum computing, open-source models, and enterprise AI governance, revealing the shifts in the global industrial competitive landscape.
Observer releases the 2025 AI Power Index ranking. This article analyzes the capital and ideological competition behind the ranking from an industry perspective, revealing the concentration of power and geopolitical competition in the AI industry.
Global startup financing in the first half of 2026 reached a record high of $510 billion, with AI companies accounting for over 70% of the total, and OpenAI and Anthropic combined taking 43%. This article analyzes the reasons behind the high concentration of capital, its impact, and the implications for early-stage entrepreneurs.
Based on the 2025 AI Power Index released by Observer, this provides an in-depth analysis of the global AI industry's power structure, the interplay between capital and ideas, and the implications for businesses and investment institutions.
Observer has released its 2025 AI Power Index, listing 100 leaders shaping the future of artificial intelligence. This article interprets the list from an industry perspective, analyzing the distribution of AI power, the interplay between capital and ideas, and how businesses and investors should understand this landscape.
A Columbia University report proposes an AI power gap index, which comprehensively measures the shaping power of tech giants, governments, open-source communities, and other entities on the AI ecosystem, revealing a trend of industrial power concentration.
This week, Korean AI startups raised over $120 million, led by Holiday Robotics' $103.4 million Series A, highlighting an investment boom in AI infrastructure, enterprise automation, and robotics. Meanwhile, South Korea and Saudi Arabia are exploring a joint deep tech fund, and vertical AI applications are accelerating deployment.
In the first half of 2026, total US venture capital investment reached $412.7 billion, with AI companies receiving 86% of that funding. The market is undergoing a structural shift, but high concentration brings potential risks.
Deloitte's "2026 Global Sports Industry Outlook" points out that AI is transforming sports operations, capital structures, and media convergence. This article analyzes the application, market impact, and future trends of AI in the sports industry chain.
This week, large-scale financing and acquisitions in the AI field occurred frequently: Redo raised $81 million, Taktile secured $110 million, and Qualcomm acquired Modular for $4 billion. These deals indicate that the enterprise AI application and infrastructure market continues to heat up.
Chinese AI giant DeepSeek, in its first round of financing, asked investors to promise not to poach its employees or encourage entrepreneurship, reflecting that AI talent competition has reached a new height.
This week, the Korean AI startup ecosystem shows that corporate strategic investments are shifting from consumer-grade to industrial-grade AI infrastructure. AIM Intelligence has received investments from giants like LG and Hyundai; medical AI commercialization is accelerating, with Evom AI securing funding after regulatory approval; the government is promoting industrial policies such as the K-Food Smart Manufacturing Alliance.
Compiled based on PitchBook’s “Q2 2026 Building, Backing, and Buying AI”: Against the backdrop of AI infrastructure spending in 2026 approaching $600 billion, Google, Microsoft, Amazon, and Meta are more inclined to build computing capacity and make strategic minority equity investments rather than acquire AI capabilities through mergers and acquisitions. This shift is reshaping AI startup exit paths, enterprise software competition, and capital allocation in AI infrastructure.