Thematic

This Week in AI (Apr 12-18): Anthropic/OpenAI rivalry intensifies; Opus 4.7; Cerebras IPO filing

19 Apr 2026 By Ke Yan, CFA, FRM
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Abstract: We tracked AI models, infrastructure, and capital markets this week: a leaked OpenAI memo reopens the Anthropic-vs-OpenAI revenue debate ahead of both listings. Claude Opus 4.7 shipped and continues Opus 4.6's top SWE-bench Pro position, with a silent API price lift via a new tokenizer; OpenAI lost three senior executives. Cerebras filed publicly for a Nasdaq IPO; DeepSeek opened its first external fundraise; SenseTime placed HK$32bn; Stepfun restructured to list in Hong Kong.

MINIMAX (100 HK) KNOWLEDGE ATLAS (2513 HK) TENCENT (700 HK) ALIBABA (9988 HK) Alphabet (GOOGL US) Microsoft (MSFT US) Nvidia (NVDA US)

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MINIMAX, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Alphabet, Microsoft, Nvidia

About This Week in AI

A weekly digest of the developments in artificial intelligence that matter for investors: model releases and pricing, AI infrastructure financing and data centres, IPOs and funding rounds, and regulation. All issues of This Week in AI →

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