Last Week (Month) in AI #347 - Nvidia's spy, Anthropic's $1.4T IPO, AI's blue wave

Anthropic and OpenAI have reached valuations of $1.4 trillion and $1.25 trillion respectively, even as broader industry investment begins to stabilize. Anthropic has additionally suggested it may be approaching a stage of recursive self-improvement in its model development. Separately, Nvidia CEO Jensen Huang is facing a formal investigation, and new details have emerged regarding the upcoming Gemini 4 Carbon model. These developments underscore the massive capital requirements sustaining leading AI labs and the regulatory scrutiny currently facing hardware suppliers.