Abstract: We tracked AI models, infrastructure, and M&A this week: MiniMax H3 topped video editing while DeepSeek moved toward higher API pricing. China labs stayed active: Alibaba launched Qwen3.8-Max, Tencent expanded Hy3, ByteDance accepted a frontier gap, and Kimi K3 escaped a test sandbox. Infrastructure and financing stayed heavy: memory makers expanded capacity, CoreWeave and Microsoft added data centers, and Switch filed for a US IPO.
SK Hynix, Samsung Electronics, MINIMAX, Hon Hai Precision, KNOWLEDGE ATLAS, ZHONGJI INNOLIGHT, Taiyo Yuden, TENCENT, ALIBABA, Advanced Micro Devices, Celestica, CoreWeave, Inc. Class A Common Stock, Alphabet Inc. Class A Common Stock, IFX GR, Meta Platforms, Inc. Class A Common Stock, Microsoft, Nvidia, Recursion Pharmaceuticals, Inc. Class A Common Stock, Western Digital
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