AI Insights & Trends Summary — June 2, 2026
As we wrap up the first half of the year, the AI industry is shifting toward commercializing physical AI and agent technology while ramping up investments in semiconductors and cloud infrastructure. Key updates include Kurly's acquisition of an AI firm, Namu Tech's progress in AI agents, and the kickoff of Computex 2026 with Nvidia CEO Jensen Huang.
Major Tech News & Announcements
1. Kurly Drives AI Transformation with Acquisition of Onzy Labs E-commerce giant Kurly has acquired AI solutions specialist Onzy Labs. This move signals a push beyond simple productivity tools, aiming to integrate AI directly into solving real-world business challenges.
2. Wall Street: "20% AI Bubble Risk, but a 20-Year Bull Run Begins" Bubble concerns are resurfacing amidst the surge in AI stocks on the New York Stock Exchange. However, analysts point to historical 20-year cycles, arguing that current growth is backed by structural fundamentals like CAPEX and big tech profit growth.
3. Computex 2026: The New Battlefield for AI Semiconductors Taipei’s Computex 2026 (June 2–5) is the focal point for the global semiconductor industry. Executives from Korean firms like SK Hynix and Samsung Electronics are expected to attend Nvidia CEO Jensen Huang's keynote, where the latest AI PCs and next-gen semiconductor tech will be unveiled.
4. Namu Tech Re-evaluated Following AI Agent Success Namu Tech is gaining traction on the stock market after turning a profit in 2025 and delivering tangible results in its new AI agent business, showcasing how AI leads to actual revenue.
New AI Products & Services
1. Claude Dynamic Workflow Support Expanded to Codex Claude's "Dynamic Workflow" feature is now supported in Codex, marking a move toward better developer experiences through inter-model integration.
2. Reactor Secures $59M for Real-time World Model Platform Founded by former Apple Vision Pro staff, Reactor has raised $59 million in Series B funding to build real-time world model infrastructure. Lightspeed Ventures led the round, which also includes a strategic partnership with AWS.
3. Acer Debuts 50th Anniversary AI PCs at Computex 2026 Global PC maker Acer will showcase its next-gen AI PCs and gaming products at Computex 2026. Celebrating its 50th year, the company is positioning itself as a core player in AI-integrated hardware.
AI Learning & Education
1. Three Strategies for 2026 AI Workplace Training Practical AI training is shifting toward three core pillars: field-oriented "AI application," PBL (Problem-Based Learning) with micro-learning, and "data-driven thinking." The focus is on solving real business problems rather than just learning tools.
2. Incheon Ramps Up AI Education Initiative Regional AI infrastructure is accelerating, with Incheon City launching its 2026 plan to cultivate AI talent and boost local industry competitiveness.
Analysis & Trend Insights
1. The AI Paradox: 80% Talent Gap vs. Simultaneous Layoffs While the talent gap for AI, data, and security roles is at 80%, Q1 2026 saw AI-related layoffs account for 8% of total job cuts in the U.S. This paradox highlights a widening skills polarization between specialized AI roles and general office functions.
2. AWS Summit Seoul 2026: Agentic AI Redefining Business The core takeaway from AWS Summit Seoul 2026 was the evolution of AI from a functional tool to an autonomous "Agentic" system. Approximately 27,000 attendees gathered to discuss real-world business transformations powered by AI.
3. Global AI Adoption Gap Widens: Asia Up, Southern Hemisphere Stagnant A Microsoft report shows the AI adoption gap is widening: 27.5% in the Global North vs. 15.4% in the South. Notably, South Korea, Thailand, and Japan lead growth in Asia, largely driven by improved support for Asian languages.
4. S&P 500: Companies Citing AI Benefits Surge to 21% Morgan Stanley’s latest analysis shows that the percentage of S&P 500 companies explicitly citing AI as a positive impact has climbed from 10% in 2024 to 21% in 2026, marking AI’s transition from a tech buzzword to a core strategic element.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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