Abstract: We tracked AI models, infrastructure, and M&A this week: China blocked Meta's $2bn Manus deal; Anthropic weighs a $900bn fundraise. Microsoft, Alphabet, Amazon, and Meta all raised full-year capex guidance in Q1 earnings; OpenAI ended Microsoft exclusivity and launched on Amazon Bedrock. DeepSeek cut API prices and Huawei Ascend chip orders surged across Chinese tech firms; China opensource trend continues.
Samsung Electronics, MINIMAX, XIAOMI, SENSETIME, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Amazon.Com, Alphabet, Meta Platforms, Microsoft, Nvidia
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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