In a seismic shift for the industry, Anthropic has officially surpassed OpenAI in valuation following a massive $65 billion Series H funding round. Now valued at approximately $965 billion, Anthropic’s rise is fueled by an extraordinary $47 billion annualized revenue run rate driven by enterprise demand for the Claude family and its specialized coding agents. This marks the first time since the launch of ChatGPT that OpenAI has not held the top spot in the private AI market.
The industry is shifting from digital-only chatbots to 'Physical AI'—models designed to perceive, reason, and act within the physical world. At GTC Taipei 2026, NVIDIA and Intel unveiled architectures specifically for this transition, moving away from simple inference toward agentic orchestration where AI models manage robotics and autonomous systems in real-time.
In the first quarter of 2026, AI startups captured 81% of all global venture capital funding, totaling a record-breaking $297 billion.
Which new NVIDIA foundation model is described as the world's first 'omnimodel' for physical AI, capable of generating actions with physics accuracy?