AI could halve development costs and add about $22B yearly in profits; global game spend rises to $275B (2026). Benefits skew to major publishers; smaller studios risk. AAA savings ~15%; staffing may shift without large job cuts. Abstract: Morgan Stanley's analysis suggests AI tools could cut video game development costs by about half and generate roughly $22 billion in additional annual profit, as industry spend rises to about $275 billion by 2026. Gains would be uneven, favoring publishers with strong IP and distribution networks (e.g., Tencent, Sony, Ubisoft) while mid-tier studios could struggle. Estimated cost savings for AAA publishers approach 15%, and staffing may shift toward senior engineers and portfolio leads, without a broad plunge in developer employment.

Gate News message, April 23 — Thinking Machines Lab, an AI startup founded by former OpenAI executive Mira Murati, has signed a cloud infrastructure deal with Google Cloud valued at a single-digit billion US dollars. The agreement marks the company's first partnership with a major cloud provider

SK Hynix posts Q1 operating profit of 37.6 trillion won and revenue of 52.6 trillion won, up sharply on AI-driven demand for DRAM and NAND and the shift to real-time inference.

OpenAI nears a $1T implied pre-IPO via on-chain bets; SpaceX and Anthropic target similar valuations as AI infrastructure costs surge, driving subscription revenue while Anthropic faces pricing confusion.

DeepSeek seeks >$20B as Tencent/Alibaba discuss investment; Nvidia warns US chip edge could be undermined by Huawei; AI funding continues to surge with Vast Data's $1B round and OpenAI/Anthropic/xAI investments. DeepSeek aims for a valuation above $20 billion amid talks with Tencent and Alibaba, while Nvidia warns that shifting AI models to Huawei chips could erode U.S. lead. The piece also notes a global surge in AI funding, including Vast Data's $1 billion round at a $30 billion valuation and major investments in OpenAI, Anthropic, and xAI.

Zhipu AI PM Li announces OpenClaw, Hermes, and SillyTavern as supported GLM Coding Plan projects; other tools will be evaluated case-by-case. Do not share credentials or use subscriptions as API access; contact support for error 1313. Zhipu AI product manager Li announced that OpenClaw, Hermes, and SillyTavern are officially supported under the GLM Coding Plan, with other tools evaluated case-by-case. The note cautions against sharing credentials or using subscriptions as API access and directs users with error 1313 to contact support.

Gate News message, April 22 — SpaceX announced a major partnership with AI coding startup Cursor today, with an option to acquire the company for $60 billion. The deal has given fresh ammunition to Sam Bankman-Fried (SBF), who is currently incarcerated and pushing for a presidential pardon, as it de

OpenAI aims for 30GW of computing by 2030 to meet rising AI demands, with 8GW completed of a 10GW 2025 target. The expansion signals a strategy to scale infrastructure for next-generation AI development and deployment. OpenAI intends to reach 30GW of computing power by 2030 to accommodate growing AI demands, having already completed 8GW of a 10GW target for 2025. The move reflects a strategic expansion of infrastructure to support next-generation AI development and deployment.

360 Digital Security's AI-driven agent claims to have found about 1,000 new vulnerabilities, including in Office and OpenClaw; AI now core to discovery and exploit-chain prep, rivaling Mythos. Abstract: A Bloomberg-cited report notes that 360 Digital Security Group’s AI-driven Vulnerability Discovery Agent identified nearly 1,000 previously unknown vulnerabilities in recent months, including in Microsoft Office and the OpenClaw framework. The firm says AI has become the core engine of vulnerability discovery and has announced an AI tool to accelerate exploit-chain construction. Benincasa characterizes 360 as a competitor to Anthropic’s Mythos, based on Natto Thoughts’ review of the company’s Chinese-language announcements.

Gate News message, April 22 — Aethir, a decentralized GPU cloud infrastructure provider, launched version 1.0 of Aethir Claw, its AI agent hosting platform, today. The platform enables users with no technical background to deploy and configure AI agents entirely within their browser in under five