Super Bowl AI Wars: Anthropic vs OpenAI Feud, $70M AI.com Record & NY Data Center Moratorium | February 9, 2026

📋 Quick Takeaways

Anthropic attacks OpenAI at Super Bowl LX with “Ads are coming to AI. But not to Claude” campaign, sparking an unprecedented public feud between the two AI leaders
Super Bowl LX becomes biggest AI advertising showcase ever, with OpenAI, Anthropic, Google, Amazon, Meta, and startups spending ~$8M per 30-second spot
AI.com sells for $70 million — the most expensive domain sale in history — launching as a consumer AI agent platform during the Big Game
OpenAI debuts Codex ad featuring its coding agent, positioning ChatGPT as the “builder’s tool” without acknowledging Anthropic’s attacks
New York lawmakers propose a 3-year moratorium on new hyperscale data centers, the strongest such bill in the country
Fake OpenAI hardware video goes viral — Alexander Skarsgård ad debunked as OpenAI confirms its Jony Ive device is still in development

⚔️ AI Industry Rivalry

Anthropic vs OpenAI: Super Bowl Ad War Escalates Into Full Public Feud

The Biggest AI Rivalry Goes Mainstream: What started as a Super Bowl advertising campaign erupted into the most public conflict yet between the two leading AI startups. Anthropic aired a 60-second pregame ad and a 30-second in-game spot, both centered on the tagline: “Ads are coming to AI. But not to Claude.”

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OpenAI Introduces ChatGPT Ads & Musk Demands $134B in Landmark Lawsuit | January 18, 2026

📋 Quick Takeaways

OpenAI announces ChatGPT advertising for free and Go tier users, projecting $1B revenue in 2026 scaling to $25B by 2029
Elon Musk seeks $79-134 billion in damages from OpenAI and Microsoft as landmark lawsuit heads to April jury trial
Anthropic overtakes OpenAI in enterprise LLM market share (32% vs 25%), with $350B valuation
Federal judge rejects OpenAI’s motion to dismiss Musk’s claims of nonprofit mission betrayal
NVIDIA CEO Jensen Huang discusses “God AI” operating at “biblical or galactic scales” in future vision

💰 OpenAI Business Model Shift

OpenAI Launches Advertising in ChatGPT for 700 Million Users

Historic Monetization Move: OpenAI announced on January 16 that it will begin testing advertisements within ChatGPT for free and Go tier users in the United States, marking a fundamental shift in the company’s business model.

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CES 2026 AI Preview: Nvidia Keynote, Anthropic vs OpenAI $1.4T Race & Tech IPO Outlook | January 4, 2026

📋 Quick Takeaways

CES 2026 officially kicks off with Samsung’s “The First Look” presentation unveiling AI-driven customer experiences
Nvidia CEO Jensen Huang set to deliver highly anticipated 90-minute keynote on January 5
Anthropic challenges OpenAI’s $1.4 trillion compute strategy with “do more with less” efficiency approach
Anthropic projects $26 billion revenue for 2026, up from $1 billion at start of 2025
OpenAI, Anthropic, SpaceX all eyeing potential IPOs in 2026, with OpenAI targeting up to $1 trillion valuation
Google wins Pentagon GenAI.mil contract with Gemini AI, challenging Palantir’s defense dominance
Peter Thiel sells entire Nvidia stake, pivots to Microsoft for AI platform exposure

🚀 CES 2026 & Industry Keynotes

Nvidia CES 2026 Keynote: Jensen Huang to Showcase AI Future

Market-Moving Event: Nvidia CEO Jensen Huang will deliver a highly anticipated 90-minute keynote on Monday, January 5 at CES 2026, with investors and the tech industry watching closely.