Who dominated the conversation this week — ranked by signal, not noise.
01
NVIDIA
Earnings double + $13B Hugging Face deal buzz
02
Anthropic
Court overturns illegal blacklist
03
OpenAI
Leads 100+ firm AI-cyber defense letter
04
Meta
$18B teen safety settlement
05
Amazon
+2M Nvidia GPUs; Bedrock GovCloud
06
Microsoft
Cyber letter co-lead; Azure AI rail
07
Google
Cyber letter; safety ecosystem
08
Hugging Face
$12.9B Nvidia acquisition reports
09
Perplexity
Nvidia talks at $30B+ valuation
10
Stability AI
$76M Series B (music labels + EA)
Takeaway
Prior week was stack consolidation + regulation — chips buying distribution, labs winning in court, and the industry warning that AI cyber offense is about to scale.