📋 Quick Takeaways

• Anthropic closes $10-15B funding round at $350B valuation, with Microsoft and Nvidia potentially adding more; company generated ~$10B revenue in 2025
• Big Tech earnings week begins with Microsoft, Meta, Tesla reporting January 28; hyperscalers expected to spend $470B+ in AI capex for 2026
• AWS signs historic $38B deal with OpenAI for cloud infrastructure, while Amazon explores $10B direct investment
• Global AI spending projected at $2.5 trillion in 2026, with infrastructure spending alone exceeding $1.3 trillion
• Apple-Google Gemini partnership confirmed for major Siri overhaul, pushing Alphabet above $4T market cap
• China AI race intensifies as Moonshot releases new omni-model ahead of expected DeepSeek breakthrough

💰 Major AI Funding & Investments

Anthropic Closes $10-15B Funding Round at $350B Valuation

Landmark Deal: Anthropic has closed its latest funding round above the initial $10 billion target, landing between $10-15 billion at a staggering $350 billion valuation, with potential for additional contributions from Microsoft and Nvidia.

📋 Quick Takeaways

• Apple selects Google Gemini to power next-generation Siri and Apple Intelligence in multi-year $1B annual partnership
• Alphabet becomes 4th company to reach $4 trillion market cap, surpassing Apple as 2nd most valuable company
• Malaysia and Indonesia become first countries to block Grok AI over non-consensual deepfake concerns
• UK Ofcom launches formal investigation into X/Grok with potential fines up to 10% of global revenue or platform ban
• xAI closes $20 billion Series E from NVIDIA, Cisco, Qatar Investment Authority despite Grok controversy
• MSD (Merck) in talks for potential $28-32B acquisition of Revolution Medicines in pharma’s biggest deal since 2023
• $3 trillion investment needed for AI data center infrastructure through 2030

🍎 Apple-Google Partnership Reshapes AI Landscape

Apple Selects Google Gemini to Power Next-Generation Siri

Historic Partnership: Apple and Google announced a multi-year collaboration where Google’s Gemini AI models and cloud technology will power the next generation of Apple Foundation Models, including a major Siri upgrade expected later this year.