Week 06 in AI: Big Tech commits a stunning $650B to 2026 AI infrastructure, sparking a $1T software stock rout as investors bet on AI agents replacing SaaS. OpenAI and Anthropic escalating the model war with simultaneous agent launches, while SpaceX and xAI merge in a $1.25T deal. Plus, a major security crisis hits the OpenClaw agent platform.

Week 5 in AI: OpenAI targets historic $100B funding round and 2026 IPO, Big Tech combined AI CapEx hits $505B, China approves Nvidia H200 chips for tech giants, Meta surges on $135B AI bet while Microsoft stumbles, Tesla pivots fully to robotics with $2B xAI deal.