Anthropic's $965B week and NVIDIA's full-stack AI push dominate

Anthropic closed a record $65B Series H at a $965B post-money valuation, co-led by Altimeter, Dragoneer, Greenoaks, and Sequoia. The company also launched Claude Opus 4.8, claiming it is 'around four times less likely than its predecessor to allow flaws in code it has written to pass unremarked.' Pricing remains $5/$25 per million input/output tokens, and new dynamic-workflow and effort-control APIs target agent use. The funds are tied to 5GW of Amazon compute, 5GW of Google/Broadcom TPU capacity, and SpaceX GPU access.

NVIDIA dominated GTC Taipei with three major announcements: Cosmos 3, a mixture-of-transformers model for physical AI (vision reasoning, world generation, action prediction) now open on HuggingFace/GitHub with partners like Runway and Skild AI; full production ramp of Vera Rubin, pairing an 88-core Vera CPU with Rubin GPUs and Spectrum-X Ethernet Photonics across 350+ factories globally; and RTX Spark, a 1-petaflop AI compute module for slim Windows laptops via a MediaTek partnership, plus DGX Station as a deskside supercomputer. Meanwhile, Google retired Gemini 2.0 Flash today, pushing users to gemini-2.5-flash. On the regulatory front, California's SB 867 (banning AI companion chatbots in children's toys) cleared the Senate and heads to the Assembly, while Illinois's POWER Act for data-center regulation stalled in committee, with lawmakers now considering pausing $983M in tax credits.