📋 Quick Takeaways

• Big Tech’s combined $650 billion AI infrastructure spending for 2026 is unprecedented — Amazon leads with $200B, Alphabet at $175-185B, Microsoft ~$150B, and Meta $115-135B
• Amazon stock drops ~10% after announcing $200B capex, over $50B above analyst expectations, sparking AI ROI fears
• OpenClaw AI agent platform faces catastrophic security crisis — 400+ malicious packages, one-click RCE exploits, and 42,665 exposed instances discovered
• Cerebras raises $1B at $23B valuation, tripling in 4 months, with $10B OpenAI deal and Q2 2026 IPO planned
• New York lawmakers propose 3-year data center moratorium as 230+ environmental groups call for national ban
• Anthropic’s first Super Bowl ads mock OpenAI’s ad plans, triggering public CEO feud ahead of Super Bowl LX
• Software sector plunges 20% YTD as AI agent capabilities threaten traditional SaaS business models

🏗️ AI Infrastructure & Big Tech Spending

1. Big Tech Commits Record $650 Billion to AI Infrastructure in 2026

Unprecedented Capital Deployment: Four of the largest U.S. technology companies have collectively forecast capital expenditures reaching approximately $650 billion in 2026 — a spending spree without parallel in modern corporate history, driven almost entirely by the race for AI dominance.

📋 Quick Takeaways

• Big Tech commits a staggering $650 billion in combined 2026 AI capex — the largest corporate infrastructure buildout in modern history
• Amazon shocks Wall Street with a $200B AI infrastructure plan ($50B above estimates), sending shares down 10%
• Dow Jones crosses 50,000 for the first time ever, surging 1,206 points in a single session fueled by AI chipmaker rallies
• NVIDIA CEO Jensen Huang declares the $660B AI capex buildout “sustainable” for 7–8 years, lifting NVDA shares 8%
• OpenAI and Anthropic release rival flagship coding models within 15 minutes of each other in dramatic AI arms race escalation
• Claude Opus 4.6 discovers 500+ zero-day vulnerabilities in open-source code during pre-release testing
• Goldman Sachs reveals 6-month Anthropic partnership to automate banking operations with AI agents
• $1 trillion wiped from software stocks as AI disruption fears reach fever pitch

💰 Big Tech AI Infrastructure & Market Shockwaves

Amazon Announces $200 Billion AI Infrastructure Spend — Stock Plunges 10%

Amazon revealed plans to invest $200 billion in AI and cloud infrastructure in 2026, smashing analyst expectations of approximately $150 billion by more than $50 billion. The announcement, made during Amazon’s Q4 2025 earnings report on February 5, sent shares tumbling as much as 10% on February 6, erasing roughly $240 billion in market capitalization.

📋 Quick Takeaways

• AI-driven selloff erases ~$1 trillion from software stocks in seven days as investors fear AI will displace enterprise software business models
• Anthropic launches Claude Opus 4.6 with 1M token context window, agent teams, and state-of-the-art benchmarks — outperforming GPT-5.2 and Gemini 3 Pro
• Alphabet reveals $175B–$185B AI capex plan for 2026 — nearly double its 2025 spend — while reporting record Q4 revenue of $113.8B
• Amazon announces $200B in 2026 AI spending, sending shares plunging ~10% after hours despite AWS growth reacceleration
• OpenAI launches “Frontier”, an enterprise AI agent orchestration platform positioned as a “Semantic Operating System”
• $405M+ in AI startup funding announced on February 5 alone, including Goodfire ($150M) and Fundamental ($255M)
• Waymo closes $16B round at $126B valuation, planning expansion to 20+ new cities including Tokyo and London

📉 AI Market Shockwave

AI-Triggered Software Stock Rout Wipes ~$1 Trillion in Seven Days

The AI industry’s most disruptive week of 2026 saw nearly $1 trillion erased from software stocks as investors rapidly repriced the sector’s future in an AI-dominated world. The S&P 500 fell 1.2% and the Nasdaq shed 1.5% on February 5 alone, extending a brutal multi-day selloff.