📋 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

• Microsoft establishes MAI Superintelligence Team under AI chief Mustafa Suleyman, targeting medical diagnostics within 2-3 years
• Apple to pay Google $1 billion annually for 1.2 trillion-parameter Gemini model to power next-generation Siri launching spring 2026
• US government blocks Nvidia from selling scaled-down AI chips to China despite earlier Trump administration hints
• Tesla shareholders approve Musk’s historic $878 billion pay package requiring 10-fold market cap growth
• Revolutionary AI system achieves 600× faster space signal detection using NVIDIA technology
• Nobel laureate’s lab successfully designs AI-created antibodies hitting intended targets
• Starlink secures largest direct-to-cell deal with Veon telecom group (150M+ customers)
• Google Cloud warns of AI-driven cyber threat surge in 2026 forecast report

🧠 Enterprise AI Strategy & Research

Microsoft Launches MAI Superintelligence Team Targeting Medical Diagnostics

Historic Strategic Shift: Microsoft announced on November 6 the formation of the MAI Superintelligence Team, led by Microsoft AI CEO Mustafa Suleyman, marking the company’s first major push beyond its OpenAI partnership constraints into independent advanced AI research [web:53][web:19].

📋 Quick Takeaways

• Trump administration bans export of Nvidia’s most advanced Blackwell AI chips to China and other countries
• Amazon AWS achieves 20% growth, strongest performance in 11 quarters, fueled by AI training demand
• Nvidia secures orders for 20 million next-gen chips through end of 2026, representing ~$500 billion in sales
• Apple confirms Siri integration with Google’s Gemini AI, expected March 2026 launch
• Meta maintains $60-65 billion AI investment despite $200B market value loss over investor concerns
• ByteDance commits $20.64 billion to AI infrastructure in 2025, with half allocated overseas
• Microsoft plans workforce expansion with “AI leverage” after maintaining flat headcount
• Tesla completes AI5 chip design review, with AI6 and AI7 in development pipeline
• OpenAI board explored Anthropic merger within 24 hours of firing Sam Altman, per testimony
• Apple unveils HomePod Mini 2, AirTag 2, Apple TV 2025 with AI-driven features

🌐 Geopolitics & AI Policy

Trump Administration Blocks China Access to Nvidia’s Blackwell AI Chips

Breaking Development: President Trump announced on November 2-3 that Nvidia’s most advanced Blackwell AI chips will be barred from export to China and other countries, reserving the cutting-edge technology exclusively for US companies and select allies.