This Week in AI (May 10-16): Chinese LLM Takes Coding SOTA; Anthropic Overtakes OpenAI in Enterprise
This week in AI: Zhipu GLM-5.1 takes open-source coding crown; Ramp shows Anthropic past OpenAI in US enterprise; H200 cleared for China but no...
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This Week in AI (May 3-9): Anthropic/OpenAI Deployment Co; China's National Team into DeepSeek
This week in AI: Anthropic hits $30bn ARR; Anthropic and OpenAI each launch enterprise deployment JVs; China's Big Fund leads DeepSeek at $50bn.
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Aequitas: CIG Shanghai Placement - Another Opportunistic Raising, Last One Did OK.. For a While
CIG Shanghai (6166 HK) is looking to raise around US$250m from a primary share placement, along with US$500m via a CB issuance.
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Aequitas: Orbbec A/H Listing - Track Record Isn’t Great but Robovision Outlook Is Bright
Orbbec (688322 CH), a 3D visual perception solutions provider, aims to raise around US$300m in its H-share listing. In this note, we look at the...
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This Week in AI (Apr 26-May 2): China Blocks Manus Deal; Anthropic at $900bn
This week in AI: China blocks Meta's $2bn Manus deal; Anthropic weighs $900bn fundraise; Microsoft, Alphabet, Amazon, Meta all raised capex guidance.
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