Thematic

This Week in AI (Aug 9-15): DeepSeek hikes V4 prices; Anthropic shows profit before listing; Nvidia and DayOne finance data centers

15 Aug 2026 By Ke Yan, CFA
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Abstract: We tracked AI models, infrastructure, and funding this week: DeepSeek raised V4 pricing, while Anthropic showed profit before listing. China labs pushed pricing, agents, and device subscriptions; US labs added OpenAI Ultrafast, Gemini Flash, Meta Glimmer, and Grok releases. Nvidia lined up financing platforms, Anthropic signed compute capacity, DayOne filed for a US IPO, and OpenRouter revenue shifted toward Anthropic.

SK Hynix (000660 KS) Samsung Electronics (005930 KS) MINIMAX (100 HK) XIAOMI (1810 HK) SENSETIME (20 HK) TSMC (2330 TT) KNOWLEDGE ATLAS (2513 HK) Sony (6758 JP) TENCENT (700 HK) ALIBABA (9988 HK) Advanced Micro Devices (AMD US) CoreWeave, Inc. Class A Common Stock (CRWV US) Alphabet Inc. Class A Common Stock (GOOGL US) Intel (INTC US) Meta Platforms, Inc. Class A Common Stock (META US) Microsoft (MSFT US) Micron Technology (MU US) Nvidia (NVDA US) Taiwan Semiconductor Manufacturing Company (TSM US)

Highlighted Stocks

SK Hynix, Samsung Electronics, MINIMAX, XIAOMI, SENSETIME, TSMC, KNOWLEDGE ATLAS, Sony, TENCENT, ALIBABA, Advanced Micro Devices, CoreWeave, Inc. Class A Common Stock, Alphabet Inc. Class A Common Stock, Intel, Meta Platforms, Inc. Class A Common Stock, Microsoft, Micron Technology, Nvidia, Taiwan Semiconductor Manufacturing Company

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