Abstract: We tracked AI models, infrastructure, and M&A this week: OpenAI and Anthropic refreshed frontier models while Moonshot started its Hong Kong IPO process. MiniMax powered HUMAIN's Arabic sovereign model, Alibaba refreshed Qwen, and Artificial Analysis kept new US frontier releases at the top of the ranking. Nvidia agreed to buy Hugging Face, Anthropic expanded compute financing, and AI infrastructure demand flowed through hyperscalers, hardware vendors, chips and memory.
SK Hynix, Samsung Electronics, MINIMAX, MediaTek, KNOWLEDGE ATLAS, TENCENT, BIDU, ALIBABA, Apple, Alibaba, Baidu, Dell Technologies, Alphabet Inc. Class A Common Stock, Meta Platforms, Inc. Class A Common Stock, Microsoft, Nvidia, Blue Owl Capital, SLB
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