Anthropic dominates the day — a ~$65B raise nearing $1T (overtaking OpenAI), the Claude Opus 4.8 launch, and a ~$36B Apollo/Blackstone deal to lease Google TPUs. But the through-line is the money trail of the AI build-out: Dell's AI-server revenue jumped 757%, Samsung began shipping HBM4E memory, Snowflake had its best day ever (+36%), and SpaceX is eyeing a $1.8T IPO — even as 'tokenmaxxing' fades and engineering teams start trimming AI spend. Around it: Apple licensing Google's Gemini for Siri, Mistral's 'Vibe' relaunch, Waymo pulling far ahead of Tesla, and agentic commerce arriving as Visa invests in Replit.

• [Funding] Anthropic 完成约 650 亿美元融资，9650 亿估值反超 OpenAI — Anthropic raises ~$65B at a ~$965B valuation, overtaking OpenAI
• [AI / Models] Anthropic 发布 Claude Opus 4.8：多数基准超越 GPT-5.5，快速模式降价三倍 — Anthropic ships Claude Opus 4.8, topping GPT-5.5 with a 3x-cheaper fast mode
• [Big Tech] 苹果授权采用谷歌 Gemini，驱动对标 ChatGPT 的全新 Siri — Apple licenses Google's Gemini to power a revamped, ChatGPT-rivaling Siri
• [Funding] Apollo 与 Blackstone 安排约 360 亿美元债务交易，为 Anthropic 采购谷歌 TPU — Apollo and Blackstone arrange a ~$36B debt deal to buy Google TPUs for Anthropic
• [Markets] 戴尔 AI 服务器营收暴涨 757%，业绩超预期股价飙升约 39% — Dell's AI-server revenue jumps 757%; stock soars ~39% on blowout guidance
• [Other] 蓝色起源「新格伦」火箭静态点火测试中爆炸 — Blue Origin's New Glenn rocket explodes during a static-fire test
• [Markets] SpaceX 拟以 1.8 万亿美元估值 IPO，较此前 2 万亿+ 目标下调 — SpaceX eyes an IPO at a $1.8T valuation, trimmed from a $2T+ target
• [Hardware / Chips] 三星开始出货 12 层 HBM4E 样品，AI 内存竞赛推动股价大涨 — Samsung starts shipping 12-layer HBM4E samples; shares jump on AI-memory race
• [Markets] Snowflake 迎史上最佳单日（+36%），并收购智能体安全公司 Natoma — Snowflake has its best day ever (+36%) on AI demand; buys agent-security startup Natoma
• [Big Tech] Waymo 大幅领先特斯拉：新 Robotaxi 上线，注册量碾压 — Waymo pulls far ahead of Tesla: new robotaxi, dominant registrations
• [Policy / Regulation] 伊利诺伊州通过全美最严 AI 安全法，特朗普对 AI 监管失守 — Illinois passes the strongest US AI-safety law; Trump loses regulatory ground
• [Big Tech] 微软下周将推出自研 AI 编程模型 — Microsoft to launch homegrown in-house AI coding models next week
• [Markets] 「tokenmaxxing」退潮，工程团队开始削减 AI 开支 — 'Tokenmaxxing' fades as engineering teams start trimming AI spend
• [Startups] Glean 营收翻三倍突破 3 亿美元，「帮企业省 AI 预算」成卖点 — Glean's revenue triples past $300M as AI budget-cutting becomes its pitch
• [Funding] 推理热潮：Baseten 收入大增，洽谈以 110 亿估值融资 10 亿美元 — Inference boom: Baseten in talks for a $1B raise at $11B as revenue surges