Anthropic completed a $65 billion Series H round, bringing its valuation to $965 billion and reportedly surpassing OpenAI. The round included strategic investments from memory makers Micron, Samsung, and SK Hynix. The news highlights how frontier AI companies are increasingly tied to hardware and memory supply chains, as investors continue backing foundational model competition.
Samsung is investing $1.5 billion to build its first chip testing plant in Vietnam, aiming to respond to memory supply gaps created by surging AI demand. The report says AI-related demand has crowded out capacity for traditional DRAM and NAND products, creating pressure in legacy memory supply. The move also reflects Samsung’s broader supply-chain diversification strategy amid U.S.-China competition and rising geopolitical risk.
Sam Altman 宣傳了 ChatGPT 的「記憶(Memory)」功能更新,同時市場傳出 o3、o4-mini 即將推出,以及 GPT-4o 將升級為 GPT-4.1 的洩露消息。 xAI 正式推出 Grok 3 與 Grok 3 mini 的 API,Epoch AI 曾短暫證實其具備 o1 等級的推理能力。 社群方面,Qwen3 宣布延期推出,而 AI Engineer World's Fair 2025 也正展開熱烈徵稿。