AI investors split as markets diverge sharply

Venture capital continues pouring into AI companies like OpenAI, DeepSeek, and Legora, while public markets show volatility over data center spending concerns. Meta's plans to issue new shares for infrastructure expansion dragged down AI stocks including SpaceX and CoreWeave. Anthropic's upcoming IPO may absorb enough public investor money to dampen appetite for other AI stocks. Meanwhile, AI conferences highlighted new tools from Nvidia, Google, and AWS, and the Linux Foundation released open agent protocols to prevent big tech from controlling AI infrastructure rails.