Ant Group — China’s largest fintech conglomerate — unveiled Anvita at their Real Up summit in Cannes. Anvita is a platform that lets AI agents autonomously hold assets, execute trades, and settle payments in real time with little to no human involvement required at any point in the process.
Meta and CoreWeave inked a $21 billion long-term deal for NVIDIA’s next-generation superchips. The deal gives Meta priority access to scalable AI compute and inference capacity at a level that is not available on the open market. This is not a technology story. This is a resource allocation story — and the resource being allocated is the infrastructure that will define competitive advantage for the next decade.
OpenAI is on track for an IPO as early as Q4 2026. CEO Sam Altman and CFO Sarah Friar are reportedly confident in the timeline following the company’s $122 billion fundraise. Once it goes public, the early-stage narrative ends permanently. The pre-IPO window — where upside is asymmetric and access is limited — doesn’t survive a public listing.
Intel officially joined Terafab — a chip fabrication initiative alongside SpaceX, xAI, and Tesla — to build a facility targeting 1 terawatt per year of compute. Purpose-built for AI and robotics at a scale that doesn’t exist anywhere else on the planet. This isn’t an incremental upgrade. It’s a new category of infrastructure entirely.
Meta launched Muse Spark — their most powerful AI model to date. It’s rolling out across WhatsApp, Instagram, Facebook, Messenger, and Meta AI glasses over the coming weeks. Built by Meta Superintelligence Labs, Muse Spark is natively multimodal — it can see, reason, use tools, and coordinate with other AI agents in real time.
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