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