For this week’s AI News: Three orders of magnitude now separate US, Chinese, and European AI bets. We unpack the week's $700B numbers and the four questions every business leader should bring to their next planning session.

What Stood Out This Week:

• US AI infrastructure spend hit a new scale. The four big hyperscalers reported $130B in combined capex for one quarter, with full-year 2026 tracking above $700B.
• Anthropic raised $65B in five days, then got shut out of the Pentagon. Classified AI contracts went to Amazon, Google, Microsoft, Nvidia, OpenAI, SpaceX, and Reflection.
• China's AI stack is now complete: Own models, own silicon, own buyers.

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