This Week in AI

← All research series

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.

Frequency

Weekly

First issue

05 Apr 2026

Latest issue

03 Oct 2026

Issues published

25

Markets

Greater China, Korea, Japan, Australia, India, US & Other

Analyst

Ke Yan, CFA, FRM

Most featured stocks

KNOWLEDGE ATLAS (2513 HK), TENCENT (700 HK), ALIBABA (9988 HK), Alphabet Inc. Class A Common Stock (GOOGL US), Microsoft (MSFT US), Nvidia (NVDA US), MINIMAX (100 HK), Samsung Electronics (005930 KS), SK Hynix (000660 KS), XIAOMI (1810 HK), Meta Platforms, Inc. Class A Common Stock (META US), BIDU (9888 HK)

All issues

October 2026

• This Week in AI (Sep 27-Oct 3): OpenAI drops Astra for Sol; Anthropic's Sonnet 5.5 nears Opus at half the price 03 Oct 2026

September 2026

• This Week in AI (Sep 20-26): Opus 5.5 and GPT-6 launch cheaper; data center IPO delays 26 Sep 2026
• This Week in AI (Sep 13-19): OpenAI delays IPO hopes; AI slowdown debate hits markets 19 Sep 2026
• This Week in AI (Sep 6-12): DeepSeek V4.1-Flash and IPO; OpenAI's Astra solves NS equation 12 Sep 2026
• This Week in AI (Aug 30-Sep 5): GPT-6 Astra and Fable 5.1 in same week; Moonshot files IPO 05 Sep 2026

August 2026

• This Week in AI (Aug 23-29): Ox Alpha and Jalapeno; Nvidia eyes Hugging Face 29 Aug 2026
• This Week in AI (Aug 16-22): Mysterious Ox Alpha model; Stripe buys OpenRouter; YMTC's IPO 22 Aug 2026
• This Week in AI (Aug 9-15): DeepSeek hikes V4 prices; Anthropic shows profit before listing; Nvidia and DayOne finance data centers 15 Aug 2026
• This Week in AI (Aug 2-8): MiniMax H3 led video AI and open-weight; DeepSeek raises price and resumes funding 08 Aug 2026
• This Week in AI (Jul 26-Aug 1): DeepSeek V4 Flash released; OpenAI cuts Luna price while Zhipu reopens GLM at higher prices 01 Aug 2026

July 2026

• This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 launches; Kimi targets a pre-IPO after K3 release 25 Jul 2026
• This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; DeepSeek seeks $1.5bn; Zhipu hits $1bn ARR as Anthropic readies IPO 18 Jul 2026
• This Week in AI (Jul 5-11): GPT-5.6 undercuts Fable 5; MiniMax and Zhipu placement; SK Hynix raises $26.5bn 11 Jul 2026
• This Week in AI (Jun 29-Jul 5): Fable 5 returns after GPT-5.6 preview; Meta sells compute 06 Jul 2026

June 2026

• This Week in AI (Jun 8-14): Claude's Fable 5 launched, jailbreaked, export banned; GLM-5.2 and Kimi 2.7 launches 14 Jun 2026
• This Week in AI (Jun 1-6): Anthropic IPO filing; Alphabet and Meta tap equity; MiniMax launches M3 07 Jun 2026

May 2026

• This Week in AI (May 24-30): Anthropic raises $65bn and launches Opus 4.8; MiniMax seeks A-share listing and previews M3 31 May 2026
• This Week in AI (May 17-23): OpenAI files for IPO; Anthropic posts first profit; Nvidia reports Q1 24 May 2026
• This Week in AI (May 10-16): Chinese LLM takes open-source coding SOTA; Anthropic overtakes OpenAI in enterprise 17 May 2026
• This Week in AI (May 3-9): Anthropic/OpenAI deployment Co; China's national team into DeepSeek 10 May 2026
• This Week in AI (Apr 26-May 2): China blocks Meta-Manus; Anthropic in talks at $900bn; Karpathy's thoughts on AI 03 May 2026

April 2026

• This Week in AI (Apr 19-25): GPT-5.5 comes after Opus 4.7; Deepseek V4's shockwave for Zhipu and Minimax; SpaceX acquires Cursor 26 Apr 2026
• This Week in AI (Apr 12-18): Anthropic/OpenAI rivalry intensifies; Opus 4.7; Cerebras IPO filing 19 Apr 2026
• This Week in AI (Apr 5-11): Anthropic's Mythos is too dangerous for the public; Zhipu tops SWE-Bench on Huawei chips 12 Apr 2026
• This Week in AI (Mar 29 – Apr 4): OpenAI pre-IPO $122bn fundraising; Zhipu Results; Google Gemma 4 Model 05 Apr 2026