AI Industry Shake-Up: Snowflake-OpenAI $200M Deal, Oracle Eyes 30K Layoffs & GPT-4o Retirement | February 3, 2026
📋 Quick Takeaways
- Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
- Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
- OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
- Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
- Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
- Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
- Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation
💼 Enterprise AI Partnerships
Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership
Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.
By Daily AI Blog
read moreAI Investment Crisis: Microsoft Loses $381B, Oracle Plans 30,000 Layoffs, Meta Commits $135B | February 2, 2026
📋 Quick Takeaways
- Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
- Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
- Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
- OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
- 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
- Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
- Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance
💥 Market Shockwaves
Microsoft Loses $381 Billion in Worst Week Since March 2020
Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.
By Daily AI Blog
read moreOpenAI's Historic $100B Funding Round: NVIDIA, Amazon Lead AI Investment Surge | February 1, 2026
📋 Quick Takeaways
- NVIDIA CEO Jensen Huang announces “largest investment ever” in OpenAI’s $100 billion funding round at $830B valuation
- Amazon in talks to invest up to $50 billion in OpenAI, potentially becoming the largest single contributor
- China approves DeepSeek, ByteDance, Alibaba, Tencent to purchase 400,000+ NVIDIA H200 chips
- Meta surges 8%+ after Q4 earnings, announces $115-135 billion AI capex for 2026
- Big Tech combined AI capex projected at $505 billion for 2026, up from $366B in 2025
- OpenAI preparing Q4 2026 IPO that could value company at $1 trillion
💰 Historic AI Funding & Investments
NVIDIA Announces “Largest Ever” Investment in OpenAI’s $100B Funding Round
Breaking News: NVIDIA CEO Jensen Huang confirmed on January 31 that the company will participate in OpenAI’s current funding round, describing it as potentially “the largest investment we’ve ever made.”
By Daily AI Blog
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