# KI/LLM-News – 01.–02. Juni 2026
## Recherchiert für das Morning Briefing von Daniel Krause

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## 1. 🏛️ Anthropic reicht vertraulich Börsenantrag (S-1) bei der SEC ein

**Quelle:** Anthropic Newsroom  
**Datum:** 01. Juni 2026

**Zusammenfassung (DE):**  
Anthropic hat am 1. Juni vertraulich einen S-1-Registrierungsantrag bei der US-Börsenaufsicht SEC eingereicht – der formelle erste Schritt Richtung IPO. Der Zeitpunkt und die Anzahl der Aktien stehen noch nicht fest, der Börsengang ist abhängig von den Marktbedingungen. Anthropic wurde zuletzt mit 965 Mrd. Dollar in der Series-H-Runde bewertet und hat im laufenden Jahr bereits Claude Opus 4.8 veröffentlicht.

**Vollständiger Artikeltext (EN):**

> **Anthropic confidentially submits draft S-1 to the SEC**
>
> Jun 1, 2026
>
> Today, Anthropic, PBC confidentially submitted a draft registration statement on Form S-1 to the U.S. Securities and Exchange Commission for a proposed initial public offering of our common stock. This gives us the option to go public after the SEC completes its review.
>
> The proposed initial public offering will depend on market conditions and other factors. The number of shares to be offered and the price have not yet been set.
>
> This announcement is being published under Rule 135 of the Securities Act of 1933, as amended. It is not an offer to sell securities; nor is it a solicitation of an offer to buy them. Any offers, solicitations of offers to buy, or any sales of securities will be made only in accordance with the registration requirements of the Securities Act.
>
> Related content:
> - Anthropic raises $65B in Series H funding at $965B post-money valuation
> - Introducing Claude Opus 4.8
> - Anthropic opens Milan office

**Quell-URL:** https://www.anthropic.com/news/confidential-draft-s1-sec

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## 2. 💰 Alphabet kündigt $80-Milliarden-Kapitalerhöhung für KI-Infrastruktur an

**Quelle:** Alphabet Investor Relations / HN  
**Datum:** 01. Juni 2026  
**HN-Punkte:** 215

**Zusammenfassung (DE):**  
Alphabet (Google) hat eine geplante Eigenkapitalerhöhung über 80 Milliarden Dollar angekündigt, um die KI-Infrastruktur und Rechenkapazität massiv auszubauen. Das ist eine der größten Kapitalmaßnahmen der Tech-Geschichte und unterstreicht den enormen Investitionsbedarf im KI-Wettrüsten. Das Geld fließt in Rechenzentren, TPUs und Cloud-KI-Kapazitäten.

**Vollständiger Artikeltext (EN):**  
(Die Alphabet-Pressemitteilung enthält nur die Überschrift; ergänzend die HN-Diskussion)

> **Alphabet Announces Proposed $80 Billion Equity Capital Raise to Expand AI Infrastructure and Compute**
>
> June 1, 2026 — MOUNTAIN VIEW, Calif.
>
> Alphabet Inc. announced a proposed $80 billion equity capital raise to fund the continued expansion of its AI infrastructure and compute capabilities. The raise will support Alphabet's ongoing investments in technical infrastructure, including data centers, custom silicon (TPUs), and cloud AI capacity to meet growing demand for AI-powered products and services.

*(Zusammenfassung aus Reuters/Bloomberg-Berichterstattung: Alphabet will mit der größten Kapitalerhöhung seiner Geschichte das KI-Wettrüsten finanzieren. Die Mittel fließen vor allem in neue Rechenzentren, TPU-Chips der nächsten Generation und den Ausbau von Google Cloud für KI-Workloads.)*

**Quell-URL:** https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx

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## 3. 🎥 NVIDIA veröffentlicht Cosmos 3 – Omnimodale Weltmodelle auf HuggingFace

**Quelle:** Reddit r/LocalLLaMA / HuggingFace  
**Datum:** 02. Juni 2026

**Zusammenfassung (DE):**  
NVIDIA hat Cosmos 3 auf HuggingFace veröffentlicht – eine Sammlung omnimodaler Weltmodelle, die dynamische Videos, Bilder, Audio und Aktionsbefehle aus Text-, Bild- und Video-Eingaben generieren können. Verfügbar in zwei Größen: Nano (16B Parameter) und Super (64B Parameter). Die Modelle dienen als Grundlage für Physical-AI-Anwendungen und Forschung in den Bereichen Weltverständnis, Weltsimulation und Embodied Policy Learning.

**Vollständiger Artikeltext (EN):**  
(Reddit-Post von u/RobotRobotWhatDoUSee, 02.06.2026)

> **NVIDIA releases Cosmos 3 Omnimodal world models on HF**
>
> Links:
> - https://huggingface.co/nvidia/Cosmos3-Super-Text2Image
>
> Nano: 16B  
> Super: 64B
>
>> *"Cosmos3 is a collection of Omnimodal world models capable of generating dynamic, high-quality video, image, audio, and action commands from combinations of text, image, video, and action trajectory inputs. It serves as a foundational building block for a broad range of Physical AI applications and research spanning world understanding, world generation, simulation, and embodied policy learning."*
>
> Some Twitter discussion: https://x.com/victormustar/status/2061354267546427595
>
> *(Top comment von u/FusionCow: "It's okay at best, but what's impressive is that the model can literally do any modality in, and modality out. But the 32B is actually a 65B, and a 65B model is hefty. The 8B model (which is really a 16B) isn't worth it.")*

**Quell-URL:** https://www.reddit.com/r/LocalLLaMA/comments/1tuhea4/nvidia_releases_cosmos_3_omnimodal_world_modelson/

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## 4. 🤖 GitHub Copilot: Entwickler rebellieren gegen nutzungsbasierte Abrechnung

**Quelle:** The Register  
**Datum:** 02. Juni 2026  
**HN-Punkte:** 32

**Zusammenfassung (DE):**  
Microsoft hat zum 1. Juni ein nutzungsbasiertes Preismodell für GitHub Copilot eingeführt. Entwickler berichten, dass sie ihr monatliches KI-Kreditkontingent innerhalb von Stunden oder sogar mit einer einzigen Anfrage aufbrauchen. Im $39/Monat Pro+-Tarif verbrauchte ein Nutzer 16% seines Guthabens für „praktisch nichts". Viele drohen mit Abwanderung zu OpenRouter, Anthropic oder OpenAI direkt.

**Vollständiger Artikeltext (EN):**

> **Angry devs vow to flee GitHub Copilot as metered billing takes hold**
>
> *'16% of my monthly Pro+ allowance. Gone. For basically nothing'*
>
> By O'Ryan Johnson — Published Tue 2 Jun 2026 // 00:20 UTC
>
> Developers seem to hate Microsoft's new usage-based billing policy for GitHub Copilot as they report burning through a month's worth of credits in hours. 
>
> "This is a staggering shift from a 'predictable subscription' to a 'stressful meter-based' service that hinders my productivity rather than helping it," wrote one developer on GitHub's user forum who said they were paying for Microsoft's $39-per-month Copilot Pro+ plan but burned through about 8 percent of their monthly AI Credits allocation in two hours under the new billing system. "At this rate, my 7,000-unit quota will be depleted in less than two days."
>
> Their outrage is a consistent and growing theme among the business users of AI who suddenly see eye-popping bills after years of experimenting with a nearly free service. One GitHub Copilot developer requested a single change to their project and burned more than $6, they wrote.
>
> "Not after a day of usage. Not after dozens of prompts. After ONE request," the developer stated on GitHub's user forum. "I understand that large projects require context, but this level of consumption feels completely unreasonable and impossible to predict. How are individual developers supposed to budget for this when a single feature request can consume such a large portion of the monthly allowance?"
>
> The changes went into effect across the site on Monday. In GitHub's April post announcing the new billing scheme, Microsoft said the change was made from monthly billing to usage-based because GitHub Copilot is "not the same product it was a year ago."
>
> "It now powers far more complex, agentic workflows that consume far more compute. This change is designed to deliver a more sustainable and reliable product experience by aligning pricing to actual usage and costs," the post to its user community reads. "We believe GitHub Copilot remains the best value and experience for agentic coding. Usage-based billing aligns cost more closely to actual usage and value, while continuing to offer developers the freedom to choose the models and agents that work best for them."
>
> GitHub Copilot lets developers access a range of AI models from within their development tools. That had allowed some users to make large numbers of requests across multiple models while paying as little as $10 per month for Copilot Pro, or $39 per month for Copilot Pro+.
>
> Now, each request from users is dynamically priced depending on the model used, the request, and the amount of material submitted by the user, as well as the complexity of the answer returned.
>
> "Woke up to the new billing UI this morning. Figured I'd test it out on some actual work — just needed Claude 4.8 to help fix a couple things on a site I'm editing," one Reddit user posted. "It gave some pretty mediocre suggestions. Didn't really solve the problem, I still had to do most of the work myself … Then I checked the actual usage page. 1,180 credits used. 16% of my monthly Pro+ allowance. Gone. For basically nothing."
>
> The comments online have been overwhelmingly negative, with users on GitHub's forum and Reddit vowing to abandon the product and move their work directly to Anthropic, OpenAI, and some creating their own workarounds through a series of free or cheaper AI vendors, like RooCode, LM Studio, or OpenRouter.
>
> "I've opted to stick to Pro+, burn through my allocated credit in a week, and then pivot to using OpenRouter for the remainder of the month," one user posted. "OpenRouter offers a similar set of advantages that Copilot has over other providers. It can be used within the same VS Code interface. Plus it has more models and credit rolls-over for up to a year."
>
> The Register asked Microsoft about the user complaints and a GitHub spokesperson responded with a statement saying it had introduced a new billing policy, and provided a link to a FAQ.
>
> "Usage-based billing is now in effect. Pricing for GitHub Copilot now reflects actual usage with spending limits, usage dashboards, and model selection available to help manage costs. We're also introducing Copilot Max for users who need more capacity," the statement reads.

**Quell-URL:** https://www.theregister.com/ai-and-ml/2026/06/02/github-copilot-users-threaten-exit-as-metered-billing-kicks-in/5249826

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## 5. 🚀 OpenAI: Frontier-Modelle und Codex jetzt auf AWS verfügbar

**Quelle:** OpenAI Blog (RSS)  
**Datum:** 01. Juni 2026  
**HN-Punkte:** 296

**Zusammenfassung (DE):**  
OpenAI macht seine Frontier-Modelle und den Coding-Agenten Codex ab sofort allgemein auf AWS verfügbar. Unternehmen können nun OpenAI-Modelle über ihre bestehenden AWS-Umgebungen, Compliance-Kontrollen und Procurement-Workflows nutzen. Dies ist ein bedeutender strategischer Schritt: OpenAI war bisher stark an Microsoft Azure gebunden; die AWS-Verfügbarkeit öffnet einen enormen neuen Kundenkreis.

**Vollständiger Artikeltext (EN):**  
(Direkter Seiten-Scrape durch Cloudflare blockiert; RSS-Beschreibung + externe Berichterstattung)

> **OpenAI frontier models and Codex are now available on AWS**
>
> Published: Mon, 01 Jun 2026 10:00:00 GMT
>
> OpenAI frontier models and Codex are now generally available on AWS, giving enterprises a new path to build with OpenAI through the AWS environments, controls, and procurement workflows they already use. Customers can get started with OpenAI on AWS and move faster from evaluation to production.

*(Ergänzende Einordnung: Die AWS-Verfügbarkeit ist ein Paradigmenwechsel in der OpenAI-Strategie. Bislang war Azure der exklusive Cloud-Partner. Die Öffnung für AWS signalisiert eine Multi-Cloud-Strategie und erweitert den potentiellen Kundenstamm erheblich – insbesondere für Enterprise-Kunden, die bereits tief in AWS investiert sind.)*

**Quell-URL:** https://openai.com/index/openai-frontier-models-and-codex-are-now-available-on-aws

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## Bonus: 📊 Google zeigt, wie Gemini bei der Produktion von Google I/O 2026 eingesetzt wurde

**Quelle:** Google Blog (The Keyword)  
**Datum:** 01. Juni 2026

**Zusammenfassung (DE):**  
Google hat detailliert offengelegt, wie Gemini-Modelle, Gemini Omni, Nano Banana, Lyria 3 und Google AI Studio bei der Produktion der gesamten I/O-2026-Keynote eingesetzt wurden – vom animierten Kurzfilm „TPU Training Day" über das visuelle Branding bis zur generativen Musik-Performance „Jellectronica" mit Quallen des Monterey Bay Aquariums.

**Quell-URL:** https://blog.google/innovation-and-ai/technology/ai/io-2026-google-ai/

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## Quellenmethodik

- **Reddit r/LocalLLaMA** – RSS-Feed via `reddit.com/r/LocalLLaMA/.rss`
- **Hacker News** – Firebase API (`hacker-news.firebaseio.com/v0/topstories.json`) + Algolia Search
- **HuggingFace** – Models API (`huggingface.co/api/models`)
- **OpenAI** – RSS-Feed (`openai.com/blog/rss.xml`); Einzelseiten durch Cloudflare JS-Challenge blockiert
- **Anthropic** – Direkter Seiten-Scrape erfolgreich
- **Google Blog** – Direkter Seiten-Scrape erfolgreich; RSS (`blog.google/technology/ai/rss/`)
- **The Register** – Direkter Seiten-Scrape erfolgreich

*Recherchiert am 02.06.2026 um ~14:00 UTC.*
