Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+20weighted per event

Average gross impact25absolute weighted average

Events159same period

Confidence74%model average

Raw intensity61before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed8.0 / day

Concentration1%

Direction disagreement19%

Source independence98%28 sources

IMPACT TREND

20-day effective impact

Positive 122 · Negative 13 · Mixed 24

+300-30

11 Jul0 events

13 Jul0 events

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul1 event

21 Jul0 events

23 Jul1 event

+18

25 Jul4 events

+17

26 Jul88 events

+20

28 Jul41 events

+30

30 Jul24 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate2%65 cumulative effective impact

Short term23%886 cumulative effective impact

Medium term62%2439 cumulative effective impact

Long term13%518 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 16 · 157 events

Macro4

Macro31 Jul, 12:01positive

NDRC to Accelerate AI Law Legislation, National AI Computing Power Surges 2.8-Fold

China's National Development and Reform Commission (NDRC) announced plans to accelerate the legislative process for an artificial intelligence law, aiming to establish a key institutional framework and provide a distinctive AI governance approach. As of the end of June 2026, the national AI computing power scale had reached 2.8 times that of the same period in 2025, with AI-related industries expanding by over 30%. The NDRC emphasized the need for risk monitoring and human-centered development. Additionally, estimates indicate that the computing network during the 15th Five-Year Plan period will attract RMB 4 trillion in direct investment.

Effective: +68
Intensity: 90
Confidence: 92%
Horizon: Medium term

Macro31 Jul, 10:32positive

15th Five-Year Plan Computing Power Network to See 4 Trillion Yuan in New Direct Investment, Huge Potential

NDRC spokesperson Jiang Yi said on July 31 that institutions estimate the 15th Five-Year Plan period will bring RMB 4 trillion in new direct investment for computing power network construction. As corporate investment dominates, this creates significant opportunities for private capital. The NDRC will enhance planning and factor guarantees to foster a favorable environment for private investment.

Effective: +63
Intensity: 90
Confidence: 85%
Horizon: Long term

Macro31 Jul, 09:44positive

Politburo Meeting Signals Policy Shift, Focus on Domestic Demand and Emerging Pillar Industries

China’s Politburo, at a July 30 meeting, pledged to strengthen macro policy effectiveness and intensify counter-cyclical adjustment, while prioritizing the expansion of domestic demand and the development of emerging pillar industries. Fiscal measures will accelerate the use of government bond funds; outstanding new quotas exceed RMB5.7 trillion over the remaining five months. The meeting elevated the strategic position of AI, advanced technology, and industrial networks, and upgraded the capital market goal from stabilizing confidence to enhancing resilience and confidence. This marks the first Politburo-level emphasis on building emerging pillar industries, signaling stronger investment and resource support.

Effective: +56
Intensity: 80
Confidence: 80%
Horizon: Medium term

Macro31 Jul, 03:45negative

Data center opposition surges in 2026 midterms: 58% voter opposition, over 300 bans, $130 billion in stalled

Mounting voter opposition to AI data center construction is reshaping the 2026 US midterm elections. A June Yale survey shows 58% of registered voters oppose building data centers near their homes, a sentiment shared by 53% of conservative Republicans and 74% of liberal Democrats. More than 300 cities, towns, and counties have enacted bans or moratoriums. In the first quarter of 2026 alone, 75 large projects were delayed or canceled, representing over $130 billion in investment. New York Governor Kathy Hochul signed the nation’s first statewide moratorium, and states from California to Texas are seeing growing protests and political fallout.

Effective: -53
Intensity: 78
Confidence: 82%
Horizon: Long term

Industries0

No evidence on this page.

Companies6

Companies31 Jul, 04:05positive

Amazon Q2 2026 Results Beat on Cloud, AI Growth; Shares Jump About 10% After Hours

Amazon reported second-quarter 2026 net sales of $200.6 billion, up 20% from a year earlier, while operating income rose 43% to $27.5 billion. Net profit surged roughly 245% to $62.6 billion, boosted by a $53.4 billion pre-tax fair-value gain on its Anthropic equity stake. AWS revenue climbed 37% to $42.2 billion, its fastest pace in 18 quarters, and the unit’s AI and custom-chip businesses each surpassed an annualized revenue run rate of $25 billion. Shares of Amazon closed at $235.50 and jumped about 9% to 10% in after-hours trading.

Effective: +63
Intensity: 80
Confidence: 90%
Horizon: Medium term

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: +58
Intensity: 90
Confidence: 95%
Horizon: Long term

Companies29 Jul, 19:24positive

Etched raises $300m Series C at $10.3 billion valuation as Sohu chip boasts 20x H100 inference speed

AI inference chip startup Etched has closed a $300 million Series C round led by Sequoia Capital, lifting its valuation to $10.3 billion. The company recently taped out its first A0 chip and has secured more than $1 billion in customer orders. Its Sohu ASIC, purpose-built for transformer inference, has demonstrated up to 20 times the throughput of an equivalent Nvidia H100 server. The round included a16z, Jane Street, Diffusion and SK Hynix, and follows a $500 million Series B in late 2025 and a $120 million Series A in 2024.

Effective: +56
Intensity: 80
Confidence: 88%
Horizon: Short term

Companies31 Jul, 01:47positive

Nexus Data Centers Seeks $15 Billion for Anthropic Texas AI Data Center; Google Provides Financing Guarantee

Nexus Data Centers is in advanced talks to raise about $15 billion for an AI data center in Texas serving Anthropic, with Google providing a financing guarantee and supplying chips. The project in Hubbard, Texas, includes a 1.6 GW gas-fired power plant. A Morgan Stanley-led bank group is discussing $14 billion in bridge loans and revolving credit. Google has agreed to guarantee billions of dollars in payments if Anthropic defaults on leases and power purchase agreements. Anthropic plans to deploy tensor processing units designed by Google and Broadcom, with chip procurement under a separate vendor financing agreement.

Effective: +56
Intensity: 80
Confidence: 90%
Horizon: Medium term

Companies27 Jul, 12:11positive

Moonshot AI Unveils Kimi K3 Open-Source Model with 2.8 Trillion Parameters, Raises $3.5 Billion in Series F

Moonshot AI released the Kimi K3 model weights and technical report on July 27, 2026, alongside three key infrastructure technologies: MoonEP, FlashKDA and AgentEnv. The 2.8-trillion-parameter mixture-of-experts model features native visual understanding and a 1-million-token context window. It achieved top open-source scores on benchmarks including the Artificial Analysis Intelligence Index v4.1 and Frontend Code Arena, though it remains slightly behind Claude Fable 5 and GPT-5.6 Sol. On July 29, the company completed a Series F round of over US$3.5 billion at a US$50 billion pre-money valuation. Rapid adoption followed across Huawei Ascend, Alibaba Cloud and global providers like Nebius and Cursor.

Effective: +55
Intensity: 90
Confidence: 95%
Horizon: Short 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: +55
Intensity: 88
Confidence: 90%
Horizon: Medium term