The AI capital race hit a new intensity this week with Alphabet's $80B equity raise ($10B from Berkshire Hathaway) and Anthropic's confidential IPO filing at a staggering $965B valuation — the Claude maker has vaulted past OpenAI on multiple fronts. NVIDIA's GTC Taipei keynote unveiled Vera, a CPU purpose-built for agentic AI workloads delivering 80% faster agentic task performance, while Jensen Huang declared Marvell may be the next $1T chip company. On the political front, Bernie Sanders introduced the American AI Sovereign Wealth Fund Act to give the public a 50% ownership stake in the largest AI companies, igniting fierce debate across the industry. The agent ecosystem continues to mature: OpenClaw was named an NVIDIA RTX Spark partner alongside Ollama and Twinmotion, MiniMax shipped a transaction layer for autonomous agents via BAI_AGI, and the first serious AI feature film — $500K budget, $400K on compute alone — is forcing a reality check on "anyone can make a movie" claims.
Google parent Alphabet is selling $80 billion in stock — including a $10 billion investment from Warren Buffett's Berkshire Hathaway — to fund its "unprecedented" AI compute infrastructure expansion. The largest AI capital raise in history.
Anthropic has confidentially filed for a US IPO after closing a $65B Series H at a $965B post-money valuation — more than doubling since February and vaulting past OpenAI. The Claude developer plans to go public "when it makes sense."
Jensen Huang announced Vera at Computex 2026 — an 88-core CPU with 1.2TB/s memory bandwidth and 10 instructions per clock, designed specifically for AI agent workloads. Huang framed it as opening "a market that never existed before."
The "American AI Sovereign Wealth Fund Act" would give U.S. citizens a direct 50% ownership stake in the country's largest AI firms — guaranteeing that the trillions created by AI benefit the public, not just a handful of oligarchs. The proposal has already drawn sharp criticism from tech and finance leaders.
OpenClaw was showcased on stage at Jensen Huang's GTC Taipei keynote alongside Ollama, Octane, and Twinmotion as an RTX Spark launch partner. The project now sits at 376K stars, with multilingual communities across Chinese, Japanese, Thai, and Indonesian driving global growth.
Selected posts from the edition, with links to the originals.
(Bloomberg): "AI's capital race is reaching a new level. Alphabet is raising $80 billion to fund its AI ambitions, while Anthropic has confidentially filed for an IPO after surpassing OpenAI in valuation: Here is your Evening Briefing."
View post on X ↗"Agents need more than just brains, they need a way to pay, trade, and actually use services. That's why we are excited to announce that we are teaming up with @BAI_AGI, the pioneering Web3 API giant. Together 🤝? We just shipped the transaction layer for autonomous agents."
View post on X ↗"For a year, every AI account on this app has said the same thing: 'Hollywood is cooked. Anyone can make a movie now.' The first real AI feature film just came out. It cost $500,000. The receipts say the opposite of what they've been selling you."
View post on X ↗"Bernie Sanders: I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us, and block oligarch decisions that harm the public."
View post on X ↗"AI is turning cybersecurity from a human-limited profession into a machine-speed arms race. The surface read is 'Anthropic's model found vulnerabilities fast.' The deeper read is that the bottleneck in cyber is shifting. For years, vulnerability discovery was constrained by human time and expertise."
View post on X ↗"Nvidia CEO Jensen Huang said the company has enough supply to accommodate robust growth in central processing units and graphics processing units as it rides an AI boom."
View post on X ↗(Bloomberg): "Nvidia CEO Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared."
View post on X ↗"Nvidia's Huang Says Marvell May Join $1 Trillion Club"
View post on X ↗community: "Everyone will run a team of AI Agents on their PC by end of 2026. NVIDIA RTX Spark with 128GB unified memory is built for always-on agents that run 24/7 locally. HUGE for Hermes and OpenClaw Agent. Step-by-step guide to run local coding agents."
View post on X ↗"Watch M3 reach the frontier 🚀"
View post on X ↗