Week 06 in AI: Big Tech commits a stunning $650B to 2026 AI infrastructure, sparking a $1T software stock rout as investors bet on AI agents replacing SaaS. OpenAI and Anthropic escalating the model war with simultaneous agent launches, while SpaceX and xAI merge in a $1.25T deal. Plus, a major security crisis hits the OpenClaw agent platform.

Week 5 in AI: OpenAI targets historic $100B funding round and 2026 IPO, Big Tech combined AI CapEx hits $505B, China approves Nvidia H200 chips for tech giants, Meta surges on $135B AI bet while Microsoft stumbles, Tesla pivots fully to robotics with $2B xAI deal.

Week 4 in AI: Davos 2026 crowns ‘Physical AI’ as the next era, OpenAI pivots to ads and hardware, Humans& raises historic $480M seed, and energy infrastructure becomes the primary bottleneck for $85T projected growth.

Week 3 in AI: Grok faces global backlash and lawsuits over deepfakes while Pentagon adopts it, Apple partners with Google Gemini for Siri, Skild AI raises $1.4B for robotics, OpenAI signs $10B Cerebras deal and launches ads, and Meta secures 6.6GW nuclear power.

Week 52 in AI: SoftBank and ByteDance commit $45B+, Nvidia disrupts chip market with Groq deal, Security threats explode with ransomware and prompt injection, and ‘Agentic AI’ becomes the dominant theme for 2026.

Week 50 in AI: OpenAI launches GPT-5.2 and secures $1B Disney deal, Pentagon deploys GenAI.mil with Google Gemini, Microsoft commits $17.5B to India, IBM acquires Confluent for $11B, Anthropic-Accenture train 30,000 professionals, Israel joins Pax Silica, SpaceX targets $1.5T IPO, Trump signs national AI regulation framework.

Week 48 in AI: Meta negotiates multi-billion dollar Google chip deal challenging Nvidia dominance, Anthropic launches Claude Opus 4.5 at 1/3 cost, US launches Genesis Mission for AI science, HP cuts 6,000 jobs citing AI automation, major infrastructure investments exceed $100B while ChatGPT shopping agent enters e-commerce.

Week 47 in AI: Bezos returns with $6.2B manufacturing AI startup, Tether invests $1.16B in humanoid robotics, Microsoft-Nvidia commit $15B to Anthropic, Nvidia reports $37.6B revenue with $500B orders through 2026, Google launches Gemini 3, Physical AI attracts $8B+ funding wave, DOE announces 100K GPU supercomputer, OpenAI partners with Foxconn for US manufacturing.

Week 46 in AI: Chinese hackers execute first autonomous AI cyberattack, $195B in infrastructure announced, OpenAI reaches 1M business customers, Cursor valued at $29.3B, Microsoft launches AI superfactory, Google unveils quantum roadmap, Chinese Kimi K2 surpasses GPT-5, chip shortage intensifies.

Week 45 in AI: Meta commits $600B US infrastructure investment, Apple pays Google $1B/year for Gemini-powered Siri, Trump administration blocks Nvidia China exports, Microsoft launches superintelligence team, OpenAI-AWS forge $38B partnership, AI safety vulnerabilities exposed, global chip war intensifies.

Week 44 in AI: OpenAI announces $1.4T infrastructure plan with $13B+ revenue, Anthropic achieves Claude introspection breakthrough, 850+ leaders call for superintelligence ban, Big Tech AI spending exceeds $125B quarterly, Nvidia becomes first $5T company, IBM quantum breakthrough on AMD chips accelerates timeline.

Week 43 in AI: OpenAI launches Atlas browser challenging Chrome, Anthropic secures $50B Google TPU deal, SoftBank invests $22.5B in OpenAI, 850+ leaders demand superintelligence ban, AI infrastructure spending accelerates with $100B+ in mega deals.

W42 Weekly: OpenAI-Broadcom strike 10GW custom chip deal, Claude 4.5 Haiku achieves frontier performance at 1/3 cost, TSMC Q3 profits surge 39%, Wikipedia traffic falls 8% due to AI search, Google DeepMind enters fusion energy, Walmart-OpenAI revolutionize e-commerce, EU issues first AI Act fine, AI infrastructure investment enters trillion-dollar era

Week 41 in AI: OpenAI DevDay unveils GPT-5 Pro & Sora 2, AMD-OpenAI forge $6B chip partnership, SoftBank acquires ABB Robotics for $5.4B entering Physical AI era, global AI infrastructure race intensifies with $193B investments, 54% of US jobs face AI transformation.