In one week, Anthropic dismantled its hardest safety promise and absorbed a federal blacklisting rather than cross its ethical red lines. Both things are true. That's the story.
OpenAI announced $110 billion in new investment at a $730 billion pre-money valuation, anchored by $50 billion from Amazon, $30 billion from SoftBank, and $30 billion from NVIDIA. The Amazon commitment comes with a broad strategic partnership covering cloud infrastructure, custom silicon, and enterprise AI distribution.
Meta and AMD announced a five-year, approximately $60 billion agreement to deploy up to six gigawatts of AMD Instinct GPUs, with Meta gaining the option to acquire roughly 10% of AMD through performance-based warrants.
NVIDIA reported record quarterly revenue of $68.1 billion, up 73% year-over-year, but shares fell 5.5% as investors questioned the sustainability of the AI infrastructure cycle.