📋 Quick Takeaways

• OpenAI officially retires GPT-4o and several legacy models from ChatGPT on February 13, amid 13 consolidated lawsuits over mental health harms
• GPT-5.3-Codex-Spark launches on Cerebras chips — OpenAI’s first production model not running on Nvidia, delivering 1,000+ tokens/sec at 15x faster speeds
• MiniMax M2.5 from China achieves near-frontier performance on SWE-Bench at 1/10th to 1/20th the cost of Claude Opus 4.6 and GPT-5
• Zhipu AI’s GLM-5 reaches Intelligence Index score of 50, trained on Huawei Ascend chips — a milestone for non-Nvidia AI training
• Baker McKenzie cuts up to 1,000 jobs citing AI, in the largest AI-driven layoff in the legal industry
• Google warns that nation-state hackers from Iran, North Korea, China, and Russia are using Gemini for cyberattacks
• Waymo deploys 6th-generation Ojai robotaxis, plans expansion to 20+ cities including Tokyo and London
• Anthropic’s Super Bowl ad drives 11% user growth and Apple App Store top-10 ranking, beating OpenAI, Google, and Meta
• Samsung begins shipping HBM4 samples, the next-gen memory critical for AI accelerator performance
• Autonomous vehicles forecast to operate or test in 39 global markets by end of 2026

🤖 AI Model Releases & Retirements

OpenAI Officially Retires GPT-4o and Legacy Models from ChatGPT

On February 13, OpenAI officially pulled the plug on GPT-4o, GPT-4.1, GPT-4.1 mini, and o4-mini from ChatGPT, alongside the previously announced retirement of GPT-5 Instant and Thinking. All conversations now default to GPT-5.2. API access remains unchanged for the time being.

📋 Quick Takeaways

• Anthropic aired savage Super Bowl ads attacking OpenAI’s new ChatGPT advertising — the “AI Bowl” featured 15 AI-related commercials out of 66 total spots
• ByteDance’s Seedance 2.0 goes viral globally with cinema-grade AI video generation, multi-shot storytelling, and native audio sync in 8+ languages
• China unleashes 5 frontier AI models in one week before Lunar New Year: Qwen 3.5, GLM-5, Doubao 2.0, MiniMax M2.2, and Seedance 2.0
• Anthropic dominates prediction markets at 68% for best AI model by end of February after Claude Opus 4.6 launch; OpenAI collapses to 6%
• TSMC January revenue surges 37% to $12.7B on relentless AI chip demand, beating full-year growth forecasts
• OpenAI prepares confidential IPO filing for February, targeting $550–600B valuation for Q2-Q3 2026 debut
• $340M+ in AI startup funding including Harvey AI ($200M), Neural Concept ($100M), and multiple agent-focused rounds

🏈 Super Bowl AI Wars: Anthropic vs. OpenAI

Anthropic Launches Savage Super Bowl Ad Campaign Against ChatGPT Ads

The biggest story of Super Bowl LX wasn’t just football — it was the escalating war between AI giants. Anthropic spent millions on a multi-spot Super Bowl advertising blitz directly targeting OpenAI’s decision to introduce ads into ChatGPT.

📋 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

• OpenAI releases GPT-5.2 benchmarks, claiming dominance over Gemini 3 Pro, while GPT-5 agents successfully perform novel physical lab work.
• Trump administration accelerates Health AI adoption, actively dismantling regulatory guardrails to speed up integration.
• Revolutionary Monolithic 3D Chip architecture unveiled, promising to eliminate the critical “memory wall” bottleneck in AI training.
• Google DeepMind partners with 17 U.S. National Labs to deploy frontier models like AlphaEvolve for scientific discovery.
• Ai2’s new Molmo 2 model (8B) reportedly outperforms 72B-parameter competitors in multimodal accuracy.
• Energy crisis intensifies as AI data centers force obsolete fossil-fuel “peaker” plants back online; Ford pivots to support infrastructure.
• OpenAI warns of unfixable security flaws in AI browsers regarding prompt injection attacks.

🚀 Frontier Models & Research

OpenAI Unveils GPT-5.2 Benchmarks and Physical Science Agents

Model Dominance: OpenAI has released benchmark results for GPT-5.2 on the “FrontierScience” evaluation suite. The report claims the model significantly outperforms competitors, including Claude Opus 4.5 and Gemini 3 Pro, specifically in complex scientific reasoning tasks.

📋 Quick Takeaways

• OpenAI Launches GPT-5.2, a major update targeting professional use cases with superior coding and finance capabilities.
• OpenAI Signs Historic $1B Deal with Disney, bringing iconic characters to ChatGPT and Sora video generation.
• TIME Magazine Names “Architects of AI” as the 2025 Person of the Year, recognizing the leaders behind the AI revolution.
• President Trump Signs Executive Order establishing a unified national AI regulation framework, overriding state laws.
• Market Rebound: Stocks rise as buyers return to the tech sector following recent volatility.
• Ads Coming to ChatGPT: Leaks suggest OpenAI is preparing to introduce advertisements to its flagship chatbot.

🚀 Major Model Releases & Partnerships

OpenAI Launches GPT-5.2: A Leap for Professional AI

Major Release: OpenAI released GPT-5.2 on December 11, a significant upgrade designed to compete directly with Google’s Gemini 3. The new model offers substantial improvements in specialized fields.

📋 Quick Takeaways

• Nvidia reports record $37.6 billion revenue with CEO Jensen Huang citing “off the charts” AI chip demand and $500B in orders through 2026
• S&P 500 performance increasingly concentrated in AI-driven tech giants, raising questions about market breadth
• Google’s Gemini 3 quietly rolling out through mobile Canvas with dramatic improvements over Gemini 2.5 Pro
• U.S. greenlights AI chip exports to Gulf after Saudi Crown Prince’s Washington visit, reversing previous restrictions
• AI-powered holiday devices flood market from Amazon, Meta, Google three years after ChatGPT’s debut
• ChatGPT adds enhanced inline images enabling richer visual responses about people, places, and concepts

💰 Market Impact & Economic Trends

Nvidia Reports “Off the Charts” Q3 Earnings, $500 Billion in AI Chip Orders

Record-Breaking Performance: Nvidia [finance:NVIDIA Corporation] announced on November 20-21, 2025, fiscal Q3 2026 earnings that exceeded Wall Street expectations, with revenue reaching $37.6 billion and CEO Jensen Huang describing sales as “off the charts.”

📋 Quick Takeaways

• Google launches Gemini 3, achieving 1501 Elo on LMArena and 93.8% on GPQA Diamond with immediate Search integration
• Microsoft and Nvidia commit $15 billion to Anthropic at $350B valuation, securing $30B Azure compute deal
• Microsoft unveils Agent 365, Work IQ, and voice-enabled Copilot at Ignite 2025 for enterprise AI transformation
• OpenAI announces major partnerships with Intuit ($100M+) and Target for AI-powered financial and retail experiences
• Nvidia Q3 earnings expected with $54.9B revenue (+56.4% YoY), serving as AI spending barometer
• Amazon issues $12 billion bonds for AI infrastructure, including $38B OpenAI deal
• Jeff Bezos launches Project Prometheus with $6.2B focused on physical-world AI applications

🚀 Breakthrough AI Model Releases

Google Unveils Gemini 3: New Frontier in AI Reasoning and Agentic Development

Major Release: Google launched Gemini 3 on November 19, 2025, marking a significant leap in AI capabilities with state-of-the-art performance across reasoning benchmarks and immediate integration into Google Search.

📋 Quick Takeaways

• OpenAI releases GPT-5.1 with eight customizable personalities, adaptive reasoning, and warmer conversational tone
• Google unveils Nested Learning paradigm at NeurIPS 2025, solving catastrophic forgetting in AI systems
• DeepMind + Terence Tao discover new math theorem using AlphaEvolve and Gemini Deep Think for finite field Kakeya conjecture
• Baidu’s ERNIE 4.5 surpasses GPT and Gemini on multimodal benchmarks with only 3B active parameters
• Former Twitter CEO Parag Agrawal’s Parallel raises $100M at $740M valuation for AI-native web search APIs
• MLPerf Training v5.1 shows 2X+ performance gains across generative AI workloads from 20 organizations
• Major AI breakthrough raises existential questions as reported by Washington Post investigation

🤖 Foundation Model Releases

OpenAI Launches GPT-5.1: Enhanced Intelligence with Personality Customization

Major Model Upgrade: OpenAI released GPT-5.1 on November 11, 2025, featuring GPT-5.1 Instant and GPT-5.1 Thinking as significant upgrades to the GPT-5 generation, addressing user feedback about conversational quality and intelligence.

📋 Quick Takeaways

• Microsoft gains AGI independence from OpenAI with new agreement, creates MAI Superintelligence team
• Chinese Moonshot AI’s Kimi K2 outperforms GPT-5 at 44.9% vs 41.7% on Humanity’s Last Exam
• Meta’s chief AI scientist Yann LeCun departing to launch physical AI startup focused on world models
• AMD projects profit to triple by 2030 with data center AI chip market reaching $1 trillion
• $18.8 billion in AI infrastructure investments including Microsoft’s $10B Portugal hub and Nebius-Meta $3B deal
• SoftBank sells entire $5.8B Nvidia stake to fund OpenAI and AI investments
• Google expands Gemini AI across TV and Maps platforms with conversational features
• Federal Reserve addresses AI transformation in central banking operations

🤝 Strategic Partnerships & Market Restructuring

Microsoft Gains AGI Independence Under New OpenAI Agreement

Major Partnership Shift: Microsoft and OpenAI signed a new definitive agreement on November 11 that fundamentally restructures their relationship, granting Microsoft the freedom to pursue artificial general intelligence (AGI) independently without restrictions.