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AI & Enterprise

Countries scramble to fortify AI security strategies, with geopolitical clashes too

Concern is growing over cyber threats that abuse advanced AI models, prompting governments to speed up policy responses. South Korea’s Ministry of Science and ICT and KISA issued manuals, guidelines and an AI security red-teaming guide. China warned of a backdoor risk in Anthropic’s Claude Code, while Alibaba banned its use. U.S. agencies are reported to use Anthropic models for code scanning and cyber operations support.

Industry

China forms semiconductor alliance as Alibaba, CXMT join launch of huge fund

Major Chinese technology companies and state-backed investment institutions have launched a 3.91 billion yuan long-term investment fund in response to tighter U.S. technology export controls. The Changzhi Hanhai Private Investment Fund, registered in Shanghai’s Pudong New Area, aims to supply “patient capital” to support research, development and commercialisation in deep-tech fields such as semiconductors. Investors include CXMT-related entities, Alibaba affiliates and AMEC, alongside state-backed funds.

Industry

OpenAI, Anthropic and SpaceX IPOs loom, testing U.S. market’s ability to absorb supply

SpaceX and Anthropic have begun IPO procedures and OpenAI may follow, raising questions about whether U.S. markets can absorb new listings from large private tech firms. Market focus is on shifts in supply and demand after listings, including index inclusion and lock-up expiries that could release large volumes of shares. Estimates suggest up to $4 trillion in market value could be added if all three list.