Abstract: We tracked AI models, infrastructure, and M&A this week: Zhipu GLM-5.1 inside Claude Code took the open-source #1 spot on Artificial Analysis's Coding Agent Index. Ramp's April US enterprise data showed Anthropic at 34.4% versus OpenAI at 32.3%, the first crossover, against the backdrop of Anthropic's reported $30bn raise at $900bn pre-money. The US cleared 10 Chinese hyperscalers to buy up to 75,000 H200 GPUs each, but Beijing paused orders for Huawei substitution; DeepSeek's round grew to $7.35bn at up to $50bn.
0100 HK, TSMC, KNOWLEDGE ATLAS, TENCENT, SMIC, BIDU, ALIBABA, Baidu, Cisco Systems, Inc. Common Stock (DE), Alphabet Inc. Class A Common Stock, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing Company
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