Thematic

This Week in AI (Apr 5-11): Anthropic's Mythos is too dangerous for the public; Zhipu tops SWE-Bench on Huawei chips

12 Apr 2026 By Ke Yan, CFA
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Abstract: We tracked AI models, infrastructure, and M&A this week: Anthropic withheld Claude Mythos from public release and launched a 12-partner cybersecurity consortium. Zhipu's GLM-5V-Turbo achieved SWE-Bench Pro SOTA on Huawei Ascend chips; DeepSeek targets late-April V4 launch on domestic silicon. Broadcom secured a $21bn/$42bn custom TPU deal with Google and Anthropic; Cerebras targets $22-25bn Nasdaq IPO.

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

Highlighted Stocks

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

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