Meta $700B commitment: Meta disclosed nearly $700B in future spending commitments for AI data centers, cloud, and infrastructure. $349B in irrevocable contracts (cloud, servers, networking), $347B in unexecuted lease obligations. $68B added in July alone. Conservative estimate — variable terms not fully counted.
Anthropic $15B data center: Nexus Data Centers negotiating $15B funding for Texas facility serving Anthropic. Google provides financing guarantee and supplies TPU chips (co-designed with Broadcom). Google gets ~20% equity stake. Covers 4 data center leases + power purchase agreements. Google deepens strategic tie with Anthropic from cloud customer to infrastructure partner.
Tesla + Doubao/Qwen: ByteDance's Doubao integrated into some new Tesla vehicles in China. Alibaba's Qwen in advanced testing for Tesla's Chinese infotainment system — capabilities may extend beyond voice assistant.
OpenAI vs Anthropic: Per WSJ, OpenAI's growth slowing while Anthropic's revenue surpasses it. Anthropic valued near $1T, driven by Claude Code success. Anthropic accelerating fall IPO preparations.
Source: 163.com, wsj.com
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