Evening Scan

Anthropic's valuation landed between $900B and $950B, depending on the source. Jensen Huang moved from uninvited to personally summoned by the president in 24 hours.

$61B — Anduril's new valuation after its $5B Series H, exactly double where it sat in June 2025. (New York Times)

Anthropic Is in Talks to Raise Up to $50B at a ~$950B Valuation

The range itself — $30B–$50B raised, $900B–$950B valuation depending on the source — shows how fast the AI capital market is moving and how little price discipline remains. (New York Times / Bloomberg)

Jensen Huang Joins Trump's China Trip — After Trump Saw the News Coverage

Sources say Huang was originally kept off the trip to avoid scrutiny over Nvidia's China chip sales. Trump saw the headlines and personally invited him anyway, solving nothing and adding considerable awkwardness. (CNBC / Semafor)

Anduril Raises $5B Series H, Doubles Valuation to $61B in Under a Year

Defense tech is now running on AI-round logic: massive checks, compressed timelines, and a possible IPO in 2027 already in discussion. (New York Times)

Foxconn's North American Factories Hit by Ransomware; 8TB of Data Claimed Stolen

Nitrogen, the ransomware group claiming the attack, names its targets before negotiations break down. Watch whether Foxconn confirms the scope. (Wired)