Anthropic：公司已承诺支出总额约为9,009亿美元。

Anthropic released Fable 5.2 and Mythos 5.2. Fable 5.2 is faster, can handle complex software development, robot/hardware control and orchestrate 1,000+ AI agents for long, complex projects. Mythos 5.2 — offered to vetted institutional customers — adds capabilities in cybersecurity and life sciences and Anthropic says it has expanded Mythos access to more U.S. and overseas enterprises. Pricing: Fable 5.2 is $8 per 1 mln input tokens and $40 per 1 mln output tokens, a 20% reduction from $10/$50.

CNBC reports NVIDIA’s board is investigating controversy involving CEO Jensen Huang, but prediction markets show low near-term exit odds. Kalshi prices Huang leaving by end-2027 at 17%, end-2028 at 30%, end-2029 at 35% and end-2031 at 75%. Polymarket places the probability of resignation or forced exit before end-March 2027 at roughly 25%. NVIDIA shares fell over 5% intraday on Monday while the Philadelphia Semiconductor Index (SOX) rose about 6.5%; NVIDIA was the only SOX component trading lower.