Abstract: We tracked AI models, infrastructure, and deals this week: Zhipu identified Ox Alpha, OpenAI showed Jalapeno, and Nvidia pursued Hugging Face. China labs added Qwen, Tencent Hunyuan and Doubao updates, while DeepSeek changed weekend pricing and MiniMax and SenseTime reported results. Hyperscaler movements covered Nscale, Amazon, Lambda, Volta, Iren, MTN and Yotta. OpenRouter still showed Anthropic ahead in revenue share.
SK Hynix, Samsung Electronics, MINIMAX, XIAOMI, SENSETIME, KNOWLEDGE ATLAS, TENCENT, SoftBank, ALIBABA, Amazon.Com, Broadcom Inc. Common Stock, Alibaba, Salesforce, Alphabet Inc. Class A Common Stock, IREN Limited Ordinary Shares, Marvell Technology, Inc. Common Stock, Microsoft, MTN SJ, Micron Technology, Nvidia
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