Abstract: We tracked AI models, infrastructure, and M&A this week: Anthropic launched Opus 5, Moonshot moved toward pre-IPO funding, and Alibaba shipped Qwen3.8. China coverage grouped Qwen3.8, Kimi funding, Zhipu compute and SenseTime capacity, with policy items separated into MOFCOM and MIIT updates. Infrastructure and funding updates covered AMD, Nvidia, TSMC, Atoms, Mistral, Etched, 01.AI, PsiBot and GigaAI.
MINIMAX, SENSETIME, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Advanced Micro Devices, Alphabet Inc. Class A Common Stock, Intel, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing Company
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