Large Model Companies and AI Infrastructure Firms Recently Attract Capital


Recently, Anthropic released Fable5.1, and OpenAI launched Astra, further intensifying the global competition in large models. Although Astra has sparked discussions about its performance and cost-effectiveness, the massive financial and hardware consumption behind it highlights the gap in computing infrastructure between China and the United States. Reports indicate that OpenAI has not disclosed specific parameters, but it has used the StarGate program to train models utilizing over 100,000 NVIDIA GPUs.
Data center developer Crusoe has completed a new $3 billion funding round, bringing its valuation to $30 billion. Its clients include Meta, Microsoft, and OpenAI. The round was led by Atreides Management and Valor Equity Partners, with Mubadala Capital participating. Just 10 months since its last funding round, the valuation has tripled from $10 billion.
Nvidia and MediaTek deepen partnership in AI infrastructure, on-device AI and automotive to build next-gen AI compute platforms. Nvidia invests $3.5B in MediaTek convertible bonds. MediaTek will adopt NVLink Fusion to provide custom XPUs for hyperscalers/cloud providers, linking to Nvidia AI factories.....
Zhipu disclosed next-gen large model progress at its 2026 H1 earnings meeting: committed to a large base-model route, aiming for full-scale business use on launch day to solve impractical large models. Technical parameters not disclosed; will advance the underlying base.....
Google launched Gemini Omni1.1 Flash, an AI video model with up to 4K output, upgrading scene expansion, camera control, and efficiency for developers and creators. It supports direct scene extension, pushing multimodal video generation toward higher resolution and longer duration.....