AI Arms Race Explodes: $650B Capex Surge, Dow Hits 50K & OpenAI vs Anthropic Model Wars | February 7, 2026

📋 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.

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AI Bubble Concerns Mount as Nvidia Acquires SchedMD | December 16, 2025

📋 Quick Takeaways

AI Bubble Concerns: A global stock selloff is signaling a potential end to the AI bubble, with investors beginning to scrutinize high valuations.
MIT Tech Review on “Hype Correction”: Analysis suggests the industry is entering a period of disillusionment after the initial generative AI boom, shifting focus to practical value.
Nvidia Acquires SchedMD: Nvidia acquired the developer of the Slurm workload manager, tightening its grip on the AI infrastructure stack.
AI Hacking Bots Emerge: A Stanford study reveals AI “hacking bots” are becoming as effective as human hackers, posing new cybersecurity threats.
Biren Technology IPO: Chinese AI chip startup Biren Technology is preparing a $300M IPO in Hong Kong, highlighting the race for domestic hardware.
Oracle Refutes Delays: Oracle denied reports of delays in building OpenAI-linked data centers, calming market fears of an infrastructure slowdown.
Walmart Details AI Strategy: The retail giant unveiled its updated AI strategy, focusing on deeper integration into logistics and store operations.

📉 Market Analysis & Trends

Global Stock Selloff Signals Potential End of AI Bubble

Market Jitters: A global selloff in certain tech stocks on December 15 is being interpreted as a sign that the AI investment bubble may be ending. Analysts suggest this is a “healthy” correction, with investors rotating out of overvalued companies while remaining positive on the broader market’s fundamentals.

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AI & Tech Brief: Broadcom Market Shakeup, China's Chip Ban & Scientific AI Breakthroughs | December 13, 2025

📋 Quick Takeaways

Broadcom stock dip drags down Nasdaq despite strong earnings, reigniting “AI Bubble” fears
China strategically blocks US H200 chips, favoring domestic semiconductor independence
Intel finalizes major AI startup acquisition to regain data center market share
Google updates “AI Mode” with enhanced citations to support publishers
New AI tools launch: “SciSciGPT” for researchers and “AI Workforce” for manufacturing

📉 Market & Geopolitics

Broadcom Earnings Fail to Quell “AI Bubble” Fears

Market Reaction: Despite posting better-than-expected earnings for the October quarter, Broadcom’s stock declined, triggering a broader sell-off across the tech sector.