Weekly AI Update AMD–ANTHROPIC AI DEAL $AMD and Anthropic have reportedly agreed to an AI infrastructure deal worth tens of billions of dollars. Anthropic plans to acquire up to 2 gigawatts of AMD's next-generation Instinct MI450 chips starting in 1H27, while AMD could invest up to $5 billion in Anthropic based on deployment milestones, strengthening AMD's challenge to $NVDA. NVIDIA EXPANDS JAPAN AI ECOSYSTEM $NVDA unveiled its Cosmos 3 Edge AI model for robots and vision AI agents while expanding its physical AI ecosystem in Japan through partnerships with Fujitsu, Hitachi, Kawasaki Heavy Industries, and healthcare firms. The initiative strengthens Nvidia’s presence in industrial automation, robotics, and AI-driven drug discovery across Japan. ANTHROPIC BOOSTS AI SAFETY FUNDING Anthropic pledged an additional $20 million to Public First Action, bringing its total support to $40 million for AI safety education and policy initiatives. The company continues advocating for stronger AI safeguards, including mandatory safety testing, tighter chip export controls, and measures to reduce national security risks from advanced AI.