Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+15weighted per event

Average gross impact16absolute weighted average

Events114same period

Confidence74%model average

Raw intensity62before weighting

Previous period+21net impact

Gross change-36%

Diffusion speed16.3 / day

Concentration2%

Direction disagreement11%

Source independence98%27 sources

IMPACT TREND

7-day effective impact

Positive 89 · Negative 8 · Mixed 17

+390-39

28 Jul, 0124 events

28 Jul, 1518 events

+13

29 Jul, 0510 events

+11

29 Jul, 1910 events

+11

30 Jul, 0912 events

+18

30 Jul, 236 events

+12

31 Jul, 136 events

+15

1 Aug, 035 events

1 Aug, 170 events

+16

2 Aug, 072 events

+39

2 Aug, 218 events

+36

3 Aug, 1113 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term24%443 cumulative effective impact

Medium term66%1223 cumulative effective impact

Long term11%197 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 4 of 12 · 112 events

Macro3

Macro29 Jul, 19:08positive

China's IP Regulator to Explore Data IP Rules in 15th Five-Year Plan; GI Output Nears 1 Trillion Yuan

The National Intellectual Property Administration (NIPA) announced plans for the 15th Five-Year Plan period, including exploring data intellectual property protection rules and strengthening geographical indication (GI) protection. GI products' direct annual output value reached nearly 1 trillion yuan during the 14th Five-Year Plan period. NIPA outlined five strategic priorities covering innovative, brand, specialty, digital, and open economies, and pledged to enhance AI-related IP rules and international cooperation.

Effective: +19
Intensity: 78
Confidence: 85%
Horizon: Medium term

Macro29 Jul, 06:52positive

New Infrastructure Hits RMB2.98 Trillion in H1 2026; Intelligent Computing Up 177%, 5G Stations Top 5.05

China’s new infrastructure drive maintained steady momentum in the first half of 2026, with the core industry scale reaching RMB2.98 trillion. Intelligent computing power surged 177% to 2,185 EFLOPS, while 5G base stations topped 5.05 million and the 5G-A network covered 330 cities. Technology-oriented loans rose sharply, and credit tilted toward the sector. Listed new infrastructure companies’ combined net profit jumped over 59%, with computing and data infrastructure profits more than doubling. The government advanced low-orbit satellite constellation deployment, drone airspace mapping, and granted 6 GHz spectrum for 6G trials.

Effective: +19
Intensity: 80
Confidence: 85%
Horizon: Medium term

Macro29 Jul, 14:30positive

China Q2 2026 Real GDP Growth 4.3%, Nominal GDP 5.9%, GDP Deflator Turns Positive at 1.5%

China's Q2 2026 macroeconomic data showed real GDP growth of 4.3% year-on-year, down from the first quarter. Nominal GDP growth accelerated to 5.9%, the highest quarterly rate in five years, while the GDP deflator turned positive at about 1.5% for the first time since Q2 2023. Export growth strengthened on resilient external demand and recovering shipments to the US, but fixed asset investment turned negative, consumption remained weak, and the property sector continued to contract.

Effective: +17
Intensity: 78
Confidence: 80%
Horizon: Medium term

Industries2

Industries29 Jul, 15:59positive

Hangzhou's 'Six Little Dragons' All Become Unicorns, DeepSeek Raises Over RMB 50 Billion in Single Round

Hangzhou's six emerging tech startups, known as the 'Six Little Dragons,' all reached unicorn status (valuation over $1 billion) within a year. DeepSeek set a record for China's AI industry with a single funding round of over RMB 50 billion. Digital economy core industries accounted for 29.5% of Hangzhou's GDP in 2025. The city's innovation ecosystem includes major labs, incubators, and over half of Zhejiang's 96 'new tech little dragons' are based in Hangzhou.

Effective: +19
Intensity: 85
Confidence: 80%
Horizon: Medium term

Industries28 Jul, 04:49positive

SoftBank Group builds US AI data centre; OpenAI considers tenancy and negotiates $250 billion Nvidia credit

SoftBank Group is building a large-scale AI data centre in the US state of Ohio, with construction set to start this year as part of a $500 billion Japan–US investment. OpenAI is considering a tenancy and is in discussions with Nvidia for a credit guarantee of roughly $250 billion (¥40 trillion) to sign a lease and cover facility-construction debt. The guarantee would make it easier for the unprofitable, privately held AI company to access bank financing.

Effective: +17
Intensity: 88
Confidence: 85%
Horizon: Medium term

Companies5

Companies28 Jul, 15:29positive

Nvidia Signs Up to $50 Billion Data Center Lease, Deploying Hundreds of Thousands of GPUs in Texas

Nvidia has signed a lease for Hut 8's Beacon Point campus in Texas, with a 1-gigawatt capacity and hundreds of thousands of its GPUs. The 15-year base lease is valued at $19.6 billion, with a potential 30-year total of $50.2 billion if all renewal options are exercised. Nvidia's credit default swap spread widened amid reports of large financing deals. The company's unpaid data center lease payments reached $32.4 billion in its latest quarter, up from $7.4 billion in the same period of 2025.

Effective: +20
Intensity: 90
Confidence: 95%
Horizon: Long term

Companies30 Jul, 17:15positive

Microsoft Q2 2026: $130 billion new data center leases, Azure revenue $39.3 billion

Microsoft reported Q2 2026 results, adding over $130 billion in new data center lease contracts, raising total commitments to $329.1 billion. Azure revenue grew 32% to $39.3 billion, contributing to total revenue of $90 billion, up 18%. Net income rose 31% to $35.8 billion, including a $3.2 billion gain from its Anthropic stake. Capital expenditure reached $41 billion, up 70%. Microsoft maintained full-year capex guidance, adjusted to $175 billion due to accounting changes. OpenAI contributed $24.1 billion in revenue over the past year. Contract backlog increased to $678 billion.

Effective: +20
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies28 Jul, 21:12positive

Moonshot AI Completes Over $3.5 Billion Series F, Valuation Hits $35 Billion, Series G Pre-IPO at $50 Billion

Moonshot AI completed a Series F funding round of over $3.5 billion, raising its post-money valuation to $35 billion. The company accelerated its Series G pre-IPO round with a pre-money valuation of $50 billion, targeting a Hong Kong listing in 2026. Its annual recurring revenue exceeded $300 million as of June 2026, with API revenue accounting for over 70%.

Effective: +20
Intensity: 88
Confidence: 90%
Horizon: Medium term

Companies30 Jul, 08:56positive

Meta Platforms Q2 Revenue $60.8 Billion, Up 28%; Adjusted EPS $6.18

Meta Platforms reported second-quarter revenue of $60.8 billion, up 28% year over year, and adjusted earnings per share of $6.18. Adjusted operating profit reached $22.355 billion, up more than 9%, after excluding $2.4 billion in legal costs and $1.18 billion in severance. Instagram daily active users hit 2 billion, Threads surpassed 500 million monthly active users, and other app family revenue reached $1 billion for the first time, up 73%. Reality Labs saw growth from AI glasses offset by Quest headset declines.

Effective: +18
Intensity: 70
Confidence: 75%
Horizon: Medium term

Companies29 Jul, 21:05positive

Stripe in Talks to Acquire OpenRouter for About $10 Billion

Payment giant Stripe is negotiating to acquire AI model aggregator OpenRouter for about $10 billion, nearly seven times its $1.3 billion valuation from a B-round funding two months ago. OpenRouter, founded in 2023, offers over 400 models and connects 70-plus providers, processing 25 trillion tokens weekly. Stripe processed $1.9 trillion in payments in 2025.

Effective: +18
Intensity: 75
Confidence: 80%
Horizon: Short term