1. Anthropic's IPO is expected to match or surpass SpaceX's record.
2. Sources: Citigroup may become one of the core underwriters for Anthropic's IPO.
3. Broadcom is reportedly in talks for over $60 billion in AI chip funding.
4. Zhejiang Province's 15th Five-Year Plan: Supporting the creation of a high ground for AI innovation and development.
5. Alibaba Group CEO Wu Yongming: Investment in AI infrastructure has reached 190 billion yuan; CapEx expects to recoup its investment within three years.
6. Meta uses trillions of tokens weekly on Azure, becoming one of Microsoft's largest AI customers.
7. South Korea has raised its peak electricity demand forecast for 2040 to 165 gigawatts.
8. Trump: AI is more important than the internet; AI companies should build their own power plants to power their data centers.
9. Alibaba Cloud: Multiple models, including GLM-5.3 and Deepseek-V4-Pro, have been launched on the Qianwen AI platform.
10. UK AI startup Callosum raises $100 million and partners with Cerebras to challenge Nvidia.
11. Zhang Jianzhong of Moore Threads: The evolution of intelligent computing clusters towards a scale of hundreds of thousands of GPUs is an inevitable trend.
12. Infineon, together with partners RT-Thread and Shiyun Technology, launches Edgi-X.
