AI Leaders Weekly Briefing

November 14, 2025

Anthropic escalated the AI infrastructure race with a $50B investment, while OpenAI launched GPT-5.1 models and faced major lawsuits over competition, copyright, and safety.

Massive infrastructure investments defined the week, with Anthropic committing $50 billion to build US data centers, escalating the compute arms race against OpenAI. Meanwhile, reports detailed OpenAI's multi-billion dollar compute spend with Microsoft and its vision for the massive Stargate project, which one report suggested could require energy consumption equivalent to all of India. ^12345678
OpenAI released its updated GPT-5.1 models to developers and users, introducing adaptive reasoning, new tools, and personalization features in ChatGPT. This came as China's Moonshot AI unveiled its Kimi K2 Thinking model, which claims to outperform GPT-5 in several reasoning and coding benchmarks. ^{910111213141516}
The AI legal landscape saw several major developments, including a German court ruling that OpenAI violated national copyright law in a case brought by GEMA. Furthermore, a US judge denied bids by OpenAI and Apple to dismiss Elon Musk’s xAI lawsuit alleging a conspiracy to thwart competition. ^1718192021
Safety and liability became pressing concerns, as OpenAI faced lawsuits alleging that ChatGPT acted as a 'suicide coach' for vulnerable users. Separately, a consumer advocacy group urged the company to withdraw its Sora video generation software due to fears regarding privacy and misinformation. ²²²³²⁴
Geopolitical tensions heightened over AI security and espionage. Anthropic disclosed that it had disrupted an AI-orchestrated cyber espionage campaign attributed to a Chinese state-sponsored group using Claude Code agents to autonomously attack global targets. ^25262728
OpenAI secured major strategic partnerships and laid out future business plans, signing a multi-year, $38 billion cloud computing agreement with Amazon Web Services. Additionally, the company is planning to sell its own 'AI cloud' capacity to businesses, potentially positioning itself as a direct competitor to major hyperscalers. ²⁹³⁰³¹
Other notable developments include xAI raising $15 billion in a series E funding round, ElevenLabs securing an investment from Matthew McConaughey and partnering with Sir Michael Caine, and Meta AI introducing Omnilingual ASR capable of supporting over 1,600 languages. ^{323334353637383940414243444546474849505152}

Sources

Company Intelligence on Autopilot

Get your own weekly briefings for the companies that matter to you

Start for free