Thematic

This Week in AI (May 17-23): OpenAI files for IPO; Anthropic posts first profit; Nvidia reports Q1

24 May 2026 By Ke Yan, CFA
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Abstract: We tracked AI models, infrastructure, and M&A this week: OpenAI filed for IPO, Anthropic projected first profit, and Nvidia reported earnings. Google launched Gemini 3.5 Flash, Alibaba launched Qwen3.7-Max, and Zhipu disclosed ZCube with GLM-5.1-highspeed. Anthropic lined up funding and compute, Google hired Contextual AI researchers, and Moonshot prepared a Hong Kong IPO structure.

MINIMAX-WP (100 HK) KNOWLEDGE ATLAS (2513 HK) TENCENT (700 HK) BIDU (9888 HK) ALIBABA (9988 HK) Alphabet Inc. Class A Common Stock (GOOGL US) Microsoft (MSFT US) Nvidia (NVDA US)

Highlighted Stocks

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

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