Nvidia is teaming up with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion for AI infrastructure. To win over investors, the chipmaker is guaranteeing up to 25 percent of the residual value of its own hardware. The Bank of England is already warning of systemic risks if the AI sector takes a hit.

Anthropic is leasing $9.1 billion worth of data center capacity from Bitcoin miner Riot Platforms in Texas, according to Bloomberg. The deal covers 191 megawatts at Riot's Rockdale site, with extension options that could push the total value to $16.1 billion. It's the latest in an aggressive infrastructure push that spans partners from Amazon to SpaceX to Google.

Anthropic is preparing an IPO for September or October, according to the Wall Street Journal, potentially the largest ever. During investor meetings, the company, valued at $965 billion, is fielding tough questions about Chinese competition, tensions with the Trump administration, and protests against data center construction. The company's IPO valuation will likely set the benchmark for how the entire AI industry gets valued.

Anthropic will embed invisible watermarks in all Claude-generated text and sign files using the C2PA standard. New models shipping from August 2026 onward will have labeling built in from day one. The policy applies worldwide, and Anthropic plans to provide detection tools for third-party verification.

Security researchers found a vulnerability in the APIs of OpenAI, Anthropic, and Google that lets them extract encrypted reasoning traces and move them between models. A scan of public sessions turned up dozens of passwords and API keys. The traces also show that the reasoning summaries users see often hide what the models are actually doing.

Nvidia's Nemotron 3.5 Lightning is an open-weights model with just 3.6 billion active parameters that matches OpenAI's gpt-oss-120b on the Intelligence Index despite being four times smaller. At nearly 670 tokens per second, it's also the fastest model in the comparison, showing Nvidia is betting on efficiency over raw size.