Thematic

This Week in AI (Jun 1-6): Anthropic IPO filing; Alphabet and Meta tap equity; MiniMax launches M3

07 Jun 2026 By Ke Yan, CFA, FRM
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Abstract: We tracked AI models, infrastructure, and M&A this week: Anthropic filed for IPO while Alphabet and Meta moved AI capex toward equity markets. MiniMax launched M3 at low-cost GPT-5.5 comps, while Tencent, Alibaba, and Moonshot pushed China agent and multimodal products. Nvidia moved Vera Rubin into production, US export rules tightened chip access, and DeepSeek prepared its first external funding round.

MINIMAX-WP (100 HK) TSMC (2330 TT) KNOWLEDGE ATLAS (2513 HK) TENCENT (700 HK) ALIBABA (9988 HK) Broadcom Inc. Common Stock (AVGO US) Alphabet Inc. Class A Common Stock (GOOGL US) Intel (INTC US) Microsoft (MSFT US) Nvidia (NVDA US)

Highlighted Stocks

MINIMAX-WP, TSMC, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Broadcom Inc. Common Stock, Alphabet Inc. Class A Common Stock, Intel, Microsoft, Nvidia

About This Week in AI

A weekly digest of the developments in artificial intelligence that matter for investors: model releases and pricing, AI infrastructure financing and data centres, IPOs and funding rounds, and regulation. All issues of This Week in AI →

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