Abstract: Anthropic, OpenAI, xAI, Xiaomi and Stepfun all shipped model updates, with price cuts and open weights at the center of the week. AI infrastructure financing stayed active across Akamai, Nscale, Firmus, Oracle-linked data centers, CoreWeave facilities and SoftBank debt. Regulatory and security news focused on Pentagon supply-chain controls, OpenAI evaluation incidents and US review before UK model testing.
SK Hynix, Samsung Electronics, MINIMAX, XIAOMI, KNOWLEDGE ATLAS, CXMT, TENCENT, SoftBank, ALIBABA, ACCV US, Akamai Technologies, Blackrock, CoreWeave, Inc. Class A Common Stock, Alphabet Inc. Class A Common Stock, KKR, Microsoft, Nvidia, Oracle, Blue Owl Capital, Super Micro Computer, Inc. Common Stock, T Rowe Price
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