AI Daily 2026-05-28 | Anthropic Overtakes OpenAI, SpaceX Exposes Orbital AI Empire, Huang Renxun Locks Rubin Capacity in Taiwan

Thu, 28 May 2026 07:30:00 +0800

Three things are happening simultaneously: Anthropic’s enterprise adoption rate surpassed OpenAI for the first time (34.4% vs 32.3%), and Claude Code’s market share reached 54%; SpaceX disclosed IPO documents, where the core narrative of its $1.75T valuation shifted toward orbital AI data centers; Jensen Huang arrived in Taiwan to lock in Vera Rubin mass production commitments with TSMC, as NVIDIA’s annual spending in Taiwan surged from $150 billion to $1500 billion. The common signal: Control of AI is shifting from the model layer to the physical layer—whoever controls the computing power infrastructure holds the ticket to the second half of the game.

SpaceX on Miao Kong

AI Daily 2026-05-28 | Anthropic Overtakes OpenAI, SpaceX Exposes Orbital AI Empire, Huang Renxun Locks Rubin Capacity in Taiwan