Anthropic is raising another $30 billion at a $900 billion valuation — surpassing OpenAI for the first time — on annualized revenue approaching $45 billion, a fivefold increase since end of 2024. Fiserv launched AgentOS, an agentic AI operating system for banks, currently in beta with two financial institutions. Next week, watch the SpaceX IPO timeline and whether Anthropic's new round closes, as both events could trigger a multi-trillion-dollar wave of AI paper hitting public markets.