ajianaz.dev Weekly — May 31, 2026

Anthropic raised $65 billion in a single round — the largest VC round in history — crossing a $965 billion valuation. OpenAI filed for a $1 trillion IPO. NVIDIA unveiled the Blackwell Ultra B300 that fundamentally changes inference economics. Meanwhile, the open-source community delivered a quiet revolution, and cybersecurity threats are evolving faster than most teams can patch.

Here are the stories that mattered most this week.

On May 28, Anthropic closed a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, pushing its post-money valuation to $965 billion. The company revealed its run-rate revenue crossed $47 billion earlier this month — a number that would have been unthinkable just 18 months ago.

What's notable isn't just the scale, but the structure. The round includes $15 billion of preferred equity from Google and significant participation from institutional giants like Capital Group, Fidelity, and T. Rowe Price. This isn't startup money — this is institutional infrastructure capital signaling that Anthropic is being positioned as the enterprise AI backbone of the next decade.

The competitive implications are significant. With Anthropic now commanding nearly $1 trillion in valuation alongside OpenAI's IPO ambitions, the AI race has bifurcated into a two-horse contest for enterprise dominance — and everyone else is fighting for third place.