AI Chip War Heats Up: $2B+ Funding for NVIDIA Rivals, Intel Enters GPU Race | February 5, 2026
📋 Quick Takeaways
- Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
- ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
- NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
- Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
- Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
- DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal
🔥 AI Chip Infrastructure & Funding
1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation
Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.
By Daily AI Blog
read moreSpaceX-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
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