🚀 Anthropic valued at $350B

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Market Overview
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Year To Date Performances:

1. Anthropic’s valuation has surged to roughly $350 billion after Microsoft committed up to $5 billion and Nvidia up to $10 billion in new investments, part of a broader effort by Microsoft to diversify its AI bets beyond OpenAI. The deal includes massive compute purchases, $30 billion of Azure capacity, plus up to a gigawatt each of Microsoft and Nvidia systems, and marks the first deep engineering partnership between Nvidia and Anthropic to optimize both Claude models and Nvidia’s chip architectures. The investment more than doubles Anthropic’s valuation from September and positions the OpenAI rival, founded by former OpenAI researchers, as a central player in the escalating AI arms race backed by Microsoft, Nvidia, and Amazon. Satya Nadella framed the partnership as a shift away from “winner-take-all” narratives, emphasizing industry collaboration as Nvidia heads into earnings this week.

2. Google unveiled Gemini 3, its latest flagship AI model, escalating its rivalry with OpenAI as it promises deeper reasoning, richer context understanding, and “less prompting” from users. Rolling out first to select subscribers, Gemini 3 will power Search’s AI Mode and AI Overviews, the Gemini app, and enterprise tools, as Google touts 650 million monthly Gemini users and 2 billion for AI Overviews. Alongside the model, Google launched “Antigravity,” a new agent platform for task-level coding and advanced “vibe coding,” and highlighted Gemini 3’s ability to generate magazine-style, visual explanations and interactive tools. The release arrives just months after Gemini 2.5 and days after OpenAI’s latest GPT-5 updates, underscoring the breakneck pace and immense spending of an AI race now defined by infrastructure scale, developer tooling, and increasingly multimodal consumer experiences.

3. The House is set to vote on a bipartisan bill ordering the Justice Department to release all of its Jeffrey Epstein files, just days after President Trump abruptly dropped his opposition to the effort he once labelled a “hostile act.” The push, long stalled by GOP resistance and a prolonged shutdown that delayed a key signature, is now expected to sail through with overwhelming, possibly unanimous support, despite Speaker Mike Johnson’s complaints that Democrats forced a “political show vote.” Survivors of Epstein’s abuse, joined by Reps. Massie, Khanna, and a newly critical Marjorie Taylor Greene urged Congress to prioritize transparency while noting the bill mandates redactions to protect victims. Trump, whose own DOJ previously argued no further disclosure was warranted, reversed course amid mounting pressure and now says he will sign the measure if it reaches his desk, ushering the explosive documents toward a Senate vote and a potentially tumultuous public release.

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