SpaceX-xAI $1.25T Mega-Merger & Waymo's Record $16B Funding | February 4, 2026
📋 Quick Takeaways
- SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
- Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
- AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
- Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
- Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
- OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share
🚀 Historic Mergers & Acquisitions
SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History
Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.
By Daily AI Blog
read moreAI 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
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