📋 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

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🏈 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’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

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🏗️ 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

• 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

• 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

• 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

• 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

• 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

• 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

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 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 closes $10-15B funding round at $350B valuation, with Microsoft and Nvidia potentially adding more; company generated ~$10B revenue in 2025
• Big Tech earnings week begins with Microsoft, Meta, Tesla reporting January 28; hyperscalers expected to spend $470B+ in AI capex for 2026
• AWS signs historic $38B deal with OpenAI for cloud infrastructure, while Amazon explores $10B direct investment
• Global AI spending projected at $2.5 trillion in 2026, with infrastructure spending alone exceeding $1.3 trillion
• Apple-Google Gemini partnership confirmed for major Siri overhaul, pushing Alphabet above $4T market cap
• China AI race intensifies as Moonshot releases new omni-model ahead of expected DeepSeek breakthrough

---

💰 Major AI Funding & Investments

Anthropic Closes $10-15B Funding Round at $350B Valuation

Landmark Deal: Anthropic has closed its latest funding round above the initial $10 billion target, landing between $10-15 billion at a staggering $350 billion valuation, with potential for additional contributions from Microsoft and Nvidia.

📋 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 closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 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 closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Anthropic closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Anthropic closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Anthropic closes $10-15B funding round at $350B valuation, with Microsoft and Nvidia potentially adding more; company generated ~$10B revenue in 2025
• Big Tech earnings week begins with Microsoft, Meta, Tesla reporting January 28; hyperscalers expected to spend $470B+ in AI capex for 2026
• AWS signs historic $38B deal with OpenAI for cloud infrastructure, while Amazon explores $10B direct investment
• Global AI spending projected at $2.5 trillion in 2026, with infrastructure spending alone exceeding $1.3 trillion
• Apple-Google Gemini partnership confirmed for major Siri overhaul, pushing Alphabet above $4T market cap
• China AI race intensifies as Moonshot releases new omni-model ahead of expected DeepSeek breakthrough

---

💰 Major AI Funding & Investments

Anthropic Closes $10-15B Funding Round at $350B Valuation

Landmark Deal: Anthropic has closed its latest funding round above the initial $10 billion target, landing between $10-15 billion at a staggering $350 billion valuation, with potential for additional contributions from Microsoft and Nvidia.

📋 Quick Takeaways

• Anthropic closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Anthropic closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Anthropic closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Anthropic closes record $30B Series G at $380B valuation — the second-largest private tech round ever — with annualized revenue hitting $14B and Claude Code surpassing $2.5B run-rate
• ByteDance officially launches Seedance 2.0, a multimodal AI video model that goes viral on Chinese social media, drawing “DeepSeek moment” comparisons and an Elon Musk reaction
• Anthropic donates $20M to pro-AI-regulation PAC, escalating a political spending war with OpenAI-backed groups ahead of the 2026 midterm elections
• Waymo begins deploying 6th-generation Ojai robotaxis with 42% fewer sensors, targeting 1M weekly rides and expansion to 10+ new U.S. cities plus London
• Singapore unveils sweeping AI-centric national budget with 400% tax deductions, a National AI Council, and free public AI tools
• Meta begins construction on a ~$10B data center in Indiana with 1GW power capacity
• Goldman Sachs raises Nvidia estimates ahead of Feb 25 earnings, forecasting a $2B revenue beat as hyperscaler capex tops $600B
• AGIBOT launches $530K global robotics competition at ICRA 2026, reinforcing embodied AI as a major frontier

---

💰 AI Funding & Corporate Strategy

Anthropic Closes $30B Series G at $380B Valuation — Second-Largest Private Tech Round in History

Anthropic announced on Thursday the close of a $30 billion Series G funding round, valuing the company at $380 billion post-money — more than double its $183 billion valuation from September 2025. The round is the second-largest private tech financing ever, trailing only OpenAI’s $40B+ raise last year.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• Unprecedented AI safety exodus: High-profile departures hit OpenAI, Anthropic, and xAI within days — researchers warn companies are “moving too fast”
• OpenAI fires VP who opposed ChatGPT “adult mode”; researcher Zoë Hitzig quits over advertising in NYT op-ed
• Half of xAI’s 12 co-founders have now left Elon Musk’s AI company amid Grok deepfake controversy and reorganization
• VCs break taboo: Sequoia and Altimeter invest in both OpenAI and Anthropic simultaneously as $20B+ rounds close
• DeepSeek V4 expected mid-February with 1T parameters, reportedly outperforming Claude and GPT on coding benchmarks
• Trump administration plans chip tariff exemptions for Amazon, Google, and Microsoft tied to TSMC’s $165B US investment
• Microsoft explores superconducting power cables to solve AI data center energy bottleneck
• MiniMax M2.5 launches claiming parity with Claude Opus 4.6 in coding and agentic tasks

---

🛡️ AI Safety & Talent Exodus

Wave of AI Safety Departures Rocks the Industry

An extraordinary cluster of high-profile resignations and firings has swept across the AI industry within a matter of days, raising urgent questions about the tension between rapid commercialization and responsible AI development.

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 Quick Takeaways

• NVIDIA invests $2 billion in CoreWeave at $87.20/share, becoming second-largest shareholder as AI infrastructure demand surges
• Synthesia raises $200M Series E at $4B valuation led by Google Ventures, serving 70%+ of Fortune 100 companies
• Microsoft wins approval for 15 new data centers on former Foxconn site in Wisconsin with $13B+ taxable value
• CoreWeave stock surges 14% following NVIDIA deal, reaching $53.87B market cap
• Zocks raises $45M Series B for AI financial advisor platform serving 5,000+ firms
• Agentic AI market projected to reach $200B by 2034, up from $5.2B in 2024

---

🚀 AI Infrastructure & Major Investments

NVIDIA Invests $2 Billion in CoreWeave, Accelerating AI Data Center Buildout

Landmark Deal: NVIDIA announced on January 26 a $2 billion investment in CoreWeave at $87.20 per share, becoming the AI infrastructure provider’s second-largest shareholder and marking the latest example of the circular financing deals driving AI valuations.

📋 Quick Takeaways

• $410M+ in major AI funding including Inferact ($150M seed at $800M valuation) and Neurophos ($110M Series A for photonic chips)
• Elon Musk at Davos 2026 predicts AI smarter than any human by end of 2026, warns electrical power is limiting US AI deployment
• OpenAI introduces ads to ChatGPT, surprising Google DeepMind CEO who says Google is thinking through monetization “very carefully”
• Apple reportedly training next-gen Siri on Google Cloud TPUs, signaling major shift in Big Tech compute partnerships
• Anthropic CEO criticizes H200 chip sales to China, comparing decision to “selling nuclear weapons to North Korea”
• Jensen Huang declares AI creates trade jobs rather than destroying employment, with plumber/electrician salaries nearly doubling

---

🚀 Major AI Funding & Infrastructure Investment

Inferact Raises $150M Seed at $800M Valuation for AI Inference Platform

Breakthrough Funding: The commercial startup behind open-source vLLM secured $150 million in seed funding on January 22, 2026, co-led by Andreessen Horowitz and Lightspeed Venture Partners.

Quick Takeaways

• Meta becomes world’s largest corporate nuclear power buyer with 6.6GW deals from TerraPower, Oklo, and Vistra to power AI data centers
• xAI announces 20 billion dollar Mississippi investment for MACROHARDRR data center, creating 2GW most powerful AI system
• TSMC Q4 revenue beats estimates at 33.05B (+20.45% YoY), signaling sustained AI chip demand into 2026
• CES 2026 concludes with Physical AI as dominant theme as robotics and embodied intelligence take center stage
• Google integrates Gemini 3 into Gmail for 3 billion users with AI Overviews, Help Me Write, and AI Inbox features
• Retail giants Walmart, Target, Etsy partner with OpenAI to enable AI agent commerce, marking the AI Agent Economy beginning

---

AI Infrastructure and Energy

Meta Signs Historic 6.6GW Nuclear Power Deals for AI Data Centers

Landmark Announcement: On January 9, 2026, Meta struck deals with TerraPower (Bill Gates-backed), Oklo (Sam Altman-backed), and Vistra for up to 6.6 gigawatts of nuclear power by 2035—enough to power approximately 5 million homes.

📋 Quick Takeaways

• AI infrastructure spending to reach $602 billion in 2026 — a 36% year-over-year increase with 75% directed toward AI projects
• Google surges past OpenAI in AI race as Sam Altman declares “code red” to match Gemini 3 performance
• Alphabet acquires Intersect Power for $4.75 billion to secure renewable energy for AI data centers
• ByteDance plans $23 billion AI infrastructure investment despite U.S. chip export restrictions
• EU AI Act enters critical enforcement phase on August 2, 2026, requiring compliance from global AI companies
• CES 2026 kicks off January 4 with NVIDIA CEO Jensen Huang keynote expected to shape AI industry direction

---

🏆 Google Overtakes OpenAI — Sam Altman Declares “Code Red”

The AI Leadership Battle Takes a Dramatic Turn

Major Shift: In a stunning reversal, Google has surged ahead in the AI race, prompting OpenAI CEO Sam Altman to declare an internal “code red” emergency as the company scrambles to match Google’s latest Gemini 3 AI models.

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

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.

📋 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

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 Quick Takeaways

• OpenAI officially introduces advertising to its chatbot interface, marking a pivotal shift in its revenue strategy beyond subscriptions.
• Meta CTO Andrew Bosworth confirms the internal delivery of new “Avocado” (text) and “Mango” (media) models from their Superintelligence Labs.
• Google DeepMind CEO Demis Hassabis tells Davos that Chinese AI firms are trailing US frontier models by approximately six months.
• Microsoft CEO Satya Nadella identifies “energy costs” as the primary deciding factor in the global AI race.
• Nvidia invests $150M in Baseten as part of a $300M round, valuing the inference startup at $5 billion.
• ServiceNow and Schneider Electric double down on “Agentic AI” to automate complex enterprise and energy workflows.

---

💰 Business Models & Frontier Models

OpenAI Begins Offering Chatbot Ads to Advertisers

Revenue Pivot: In a report surfacing Tuesday, The Information confirmed that OpenAI has officially begun offering “chatbot ads” to dozens of advertisers. This marks a historic shift in OpenAI’s business model, moving from a purely subscription/API focus to an ad-supported ecosystem directly within its conversational interfaces. Industry Impact: This move challenges traditional search advertising dominance and introduces a new battleground for commercial attention within AI responses. Source: Radical Data Science

📋 Quick Takeaways

• OpenAI officially begins testing ads in ChatGPT for Free and Go tier users in the U.S., marking a historic monetization shift for consumer AI
• Anthropic fires back with anti-ad manifesto and strikes AI partnership with Man Group, escalating the OpenAI rivalry to new heights
• $2 trillion wiped off software stocks in a week, yet AI bull market holds as hyperscaler capex guidance surges 24% YoY to $660B for 2026
• Alphabet raises $20 billion in its largest-ever bond sale — including a 100-year bond — to fund AI infrastructure buildout
• Firmus Technologies secures $10 billion Blackstone-led loan for Australian AI data centers, one of the largest private credit deals ever
• Melius Research downgrades Microsoft, saying CEO Nadella has “lost the AI narrative” with Copilot underperformance
• ChatGPT returns to 10%+ monthly growth, with OpenAI teasing an updated chat model shipping this week

---

💰 AI Monetization & Platform Strategy

OpenAI Officially Launches Ads in ChatGPT — A Watershed Moment for Consumer AI

Historic Shift: On February 10, OpenAI officially began testing advertisements inside ChatGPT, fundamentally changing the economics of consumer AI. The rollout targets logged-in adult users on the Free and Go subscription tiers in the United States.

📋 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

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💰 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

• 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

• 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

• 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

• 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

• $410M+ in major AI funding including Inferact ($150M seed at $800M valuation) and Neurophos ($110M Series A for photonic chips)
• Elon Musk at Davos 2026 predicts AI smarter than any human by end of 2026, warns electrical power is limiting US AI deployment
• OpenAI introduces ads to ChatGPT, surprising Google DeepMind CEO who says Google is thinking through monetization “very carefully”
• Apple reportedly training next-gen Siri on Google Cloud TPUs, signaling major shift in Big Tech compute partnerships
• Anthropic CEO criticizes H200 chip sales to China, comparing decision to “selling nuclear weapons to North Korea”
• Jensen Huang declares AI creates trade jobs rather than destroying employment, with plumber/electrician salaries nearly doubling

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🚀 Major AI Funding & Infrastructure Investment

Inferact Raises $150M Seed at $800M Valuation for AI Inference Platform

Breakthrough Funding: The commercial startup behind open-source vLLM secured $150 million in seed funding on January 22, 2026, co-led by Andreessen Horowitz and Lightspeed Venture Partners.

📋 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

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💰 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.

📋 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

• Meta announces unprecedented $115-135 billion AI capex for 2026, nearly doubling 2025 spending as it pursues “superintelligence”
• Microsoft loses $357 billion in market value after Azure growth slows to 39%, the second-largest single-day loss in U.S. history
• OpenAI targeting Q4 2026 IPO at potential $1 trillion valuation despite not expecting profitability until 2030
• Amazon in talks for $50 billion OpenAI investment, threatening Microsoft’s exclusive partnership
• Tesla confirms Optimus robot production timeline for end of 2026, discontinuing Model S/X to free factory space
• Anthropic engineers report 100% AI-written code, signaling major shift in software development paradigm

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🏢 Big Tech Earnings & AI Infrastructure

Meta Announces Record $115-135 Billion AI Infrastructure Spending for 2026

Unprecedented Investment: Meta Platforms revealed the most aggressive AI infrastructure spending plan in corporate history during its Q4 2025 earnings call, forecasting capital expenditures between $115 billion and $135 billion for 2026—nearly double the $72 billion spent in 2025.

📋 Quick Takeaways

• SpaceX, OpenAI, and Anthropic prepare for historic IPOs with combined valuations exceeding $1.5 trillion
• Amazon commits $125 billion to AI development in 2026, the largest investment among hyperscalers
• Tech giants form Agentic AI Foundation with Microsoft, Google, OpenAI, and Anthropic collaborating on open standards
• OpenAI pivots to audio-first AI with new hardware initiative and advanced conversational audio models
• IBM predicts 2026 as the year quantum computers will outperform classical supercomputers
• Boston Dynamics’ new Atlas robot makes its first public appearance at CES 2026
• World models emerge as the next paradigm shift beyond large language models
• LG unveils CLOiD humanoid robot for home automation at CES 2026
• Sony Honda begins AFEELA 1 trial production integrating 40 AI sensors
• Anthropic targets $15 billion revenue for 2026, tripling its 2025 figures

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🚀 Historic Tech IPOs

SpaceX, OpenAI, and Anthropic Prepare for Landmark 2026 IPOs

Unprecedented IPO Wave: Three of the most valuable private tech companies are preparing to go public in 2026, potentially raising more capital than all ~200 U.S. IPOs combined in 2025.

📋 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

• 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

• Meta becomes world’s largest corporate nuclear power buyer with 6.6GW deals from TerraPower, Oklo, and Vistra to power AI data centers
• xAI announces 20 billion dollar Mississippi investment for MACROHARDRR data center, creating 2GW most powerful AI system
• TSMC Q4 revenue beats estimates at 33.05B (+20.45% YoY), signaling sustained AI chip demand into 2026
• CES 2026 concludes with Physical AI as dominant theme as robotics and embodied intelligence take center stage
• Google integrates Gemini 3 into Gmail for 3 billion users with AI Overviews, Help Me Write, and AI Inbox features
• Retail giants Walmart, Target, Etsy partner with OpenAI to enable AI agent commerce, marking the AI Agent Economy beginning

---

AI Infrastructure and Energy

Meta Signs Historic 6.6GW Nuclear Power Deals for AI Data Centers

Landmark Announcement: On January 9, 2026, Meta struck deals with TerraPower (Bill Gates-backed), Oklo (Sam Altman-backed), and Vistra for up to 6.6 gigawatts of nuclear power by 2035—enough to power approximately 5 million homes.

📋 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.”

📋 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.”

📋 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.”

📋 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.”

📋 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

• 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.”

📋 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.”

📋 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.”

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.

📋 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

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

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🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

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💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

📋 Quick Takeaways

• NVIDIA CEO Jensen Huang declares AI development requires “trillions of dollars” in infrastructure spending at Davos 2026
• Trump administration commits to nuclear power expansion with 300 GW target by 2030 to fuel AI data centers
• ChatGPT market share plummets from 86.6% to 64.6% while Google Gemini surges to 22% in one year
• Waymo launches Miami robotaxi service, expanding to 6th US city with plans for 20+ cities in 2026
• Congress advances AI Overwatch Act requiring approval for AI chip exports to China
• DeepSeek prepares V4 model with enhanced coding capabilities ahead of Lunar New Year release
• Physical AI emerges as dominant 2026 theme with 5-6x market potential versus agentic AI

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🏛️ Davos 2026: AI Infrastructure Takes Center Stage

Jensen Huang: AI Requires “Trillions of Dollars” in Infrastructure Investment

Major Declaration: At the World Economic Forum in Davos, NVIDIA CEO Jensen Huang delivered a stark message to global leaders: artificial intelligence development will require “trillions of dollars” of spending on what he called “the largest infrastructure build-out in history.”

📋 Quick Takeaways

• Jensen Huang declares AI as “largest infrastructure buildout in human history” at Davos, projecting $85 trillion in investment over 15 years
• Anthropic CEO Dario Amodei compares US chip sales to China to “selling nuclear weapons to North Korea,” calling the policy “crazy”
• OpenAI and Anthropic outline enterprise strategies at WEF, with Anthropic reporting 80% enterprise revenue and 300,000+ business customers
• Anthropic releases 2026 Agentic Coding Report showing engineers can only “fully delegate” 0-20% of tasks to AI agents
• $1.8B+ in AI infrastructure funding including Saudi Arabia’s Humain ($1.2B), Upscale AI ($200M), and Zipline ($600M)
• Sequoia Capital makes historic dual investment in both OpenAI and Anthropic, abandoning traditional “one horse per race” approach

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🏗️ AI Infrastructure & Investment

Jensen Huang: AI Driving “Largest Infrastructure Buildout in Human History”

Davos Keynote: Speaking with BlackRock CEO Larry Fink at the World Economic Forum on January 21, NVIDIA founder and CEO Jensen Huang described AI as “a five-layer cake” spanning energy, chips, cloud data centers, AI models, and applications.

📋 Quick Takeaways

• OpenAI Revenue Shift: ChatGPT begins testing ads in free tiers while revealing massive 1.9 gigawatt power consumption for 2025.
• Capital Flood: Andreessen Horowitz (a16z) deploys $3 billion dedicated entirely to “picks-and-shovels” AI infrastructure.
• Economic Warning: IMF 2026 outlook cautions that unequal AI adoption will widen the GDP gap between nations.
• Hardware Wars: Micron buys Taiwan plant for $1.8B and FuriosaAI raises capital to challenge Nvidia’s dominance.
• Enterprise Battle: Google Gemini aggressively pivots to enterprise sales to counter Microsoft, while “Claude Co-worker” fears hit SaaS stocks.
• Medical Milestone: Biotics AI secures FDA clearance for AI-powered fetal ultrasound technology.

💰 AI Infrastructure & Capital Markets

Andreessen Horowitz Launches $3 Billion AI Infrastructure Push

Strategic Shift: Venture capital firm Andreessen Horowitz (a16z) announced a massive $3 billion investment vehicle specifically for AI infrastructure. This marks a decisive pivot from consumer application bets toward the foundational “picks-and-shovels” layer of the technology stack. Investment Thesis:

📋 Quick Takeaways

• Micron invests $9.6 billion in Hiroshima to build a next-gen DRAM plant for AI data centers.
• Tesla’s Elon Musk advances work on $1T compensation package, pivoting company identity to robotics and AI.
• Google withdraws EU antitrust complaint against Microsoft, signaling a potential cloud computing truce.
• Apple prepares “Apple Intelligence” for China, navigating complex regulatory hurdles for market entry.
• Equinix commits $837 million for a new Dallas data center to support surging AI workloads.
• Bitcoin miners like Cipher and CleanSpark pivot infrastructure to high-performance AI computing.
• SoundHound AI expands into automated parking, leveraging voice AI for IoT applications.

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🏭 AI Hardware and Infrastructure

Micron Commits $9.6 Billion for AI Memory Production in Japan

Strategic Expansion: Micron Technology announced a massive ¥1.5 trillion ($9.6 billion) investment to construct a state-of-the-art memory chip facility in Hiroshima, Japan.

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.

📋 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

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🚀 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 secures $38 billion AWS partnership providing access to hundreds of thousands of NVIDIA GB200/GB300 GPUs
• Nvidia to supply South Korea with 260,000 AI chips in $10 billion infrastructure deal, quadrupling national AI capacity
• Palantir reports extraordinary 63% YoY revenue growth to $1.18 billion with CEO describing commercial expansion as “otherworldly”
• China slashes AI data center energy costs by 50% through massive government subsidies to boost domestic chip adoption
• South Korean President calls for aggressive AI spending targeting top-three global AI powerhouse status
• Amazon stock hits all-time high on $38B OpenAI cloud partnership announcement
• Perplexity finalizes multi-year Getty Images licensing addressing content attribution concerns
• Samsung-Nvidia announce AI Megafactory deploying 50,000+ GPUs for semiconductor manufacturing
• SLB launches Tela agentic AI platform for upstream energy sector transformation
• Global industrial AI shift from consumer applications to energy efficiency and manufacturing optimization

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🤝 Strategic Partnerships & Infrastructure

OpenAI and AWS Forge $38 Billion Multi-Year Cloud Alliance

Historic Partnership: OpenAI signed a multi-year strategic cloud computing agreement with Amazon Web Services valued at approximately $38 billion, representing one of the largest cloud infrastructure deals in AI history[web:21][web:24].

📋 Quick Takeaways

• Google DeepMind’s C2S-Scale AI generates lab-confirmed cancer hypothesis, marking breakthrough in AI-driven drug discovery
• US and Japan sign Technology Prosperity Deal for AI, semiconductors, and quantum computing cooperation
• AMD and DOE partner on $1 billion AI supercomputers Lux and Discovery at Oak Ridge National Laboratory
• Qualcomm launches AI200/AI250 chips, enters data center AI inference market challenging NVIDIA
• NVIDIA GTC Washington DC features Jensen Huang keynote on agentic and physical AI breakthroughs
• Elon Musk’s xAI launches Grokipedia with 885,000+ articles as AI-powered Wikipedia alternative
• Cisco and G42 deepen US-UAE AI partnership with AMD’s MI350X GPUs for secure infrastructure

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🧬 Healthcare AI & Scientific Breakthroughs

Google DeepMind’s C2S-Scale AI Model Generates Lab-Confirmed Cancer Hypothesis

Revolutionary Discovery: Google DeepMind’s Cell2Sentence-Scale 27B (C2S-Scale) AI model has generated a novel, laboratory-confirmed hypothesis on cancer cell behavior, representing a landmark achievement in AI-driven biological research and drug discovery.

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.

📋 Quick Takeaways

• Claude 4.5 Haiku achieves frontier model performance at one-third the cost, revolutionizing AI accessibility
• Apple M5 chip delivers 4x AI performance boost with advanced 3nm technology and neural accelerators
• Google DeepMind breakthrough transforms cancer treatment by converting “cold” tumors to “hot” using AI
• Anthropic-Salesforce partnership expands to regulated industries with Claude integration
• $40B BlackRock-NVIDIA data center acquisition signals massive AI infrastructure investment

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🚀 Major AI Model Launches

Claude 4.5 Haiku Redefines AI Cost-Performance Balance

Anthropic’s groundbreaking release of Claude 4.5 Haiku on October 15, 2025, delivers frontier-level AI capabilities at unprecedented affordability. The model matches the performance of Claude Sonnet 4 from May 2025 while operating at one-third the cost and double the speed.

📋 Quick Takeaways

• $5 billion AI infrastructure partnership between Brookfield and Bloom Energy for data center power
• Apple M5 iPad Pro launch imminent with Vision Pro refresh expected this week
• Cerebras expands AI infrastructure to UAE’s massive Stargate data center hub
• Google brings Gemini AI to Home and Nest devices dating back to 2015
• Tesla FSD v14 introduces robotaxi-style autonomous drop-off capabilities

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💰 Massive AI Infrastructure Investments

Brookfield and Bloom Energy Launch $5 Billion AI Infrastructure Partnership

Brookfield Asset Management announced a groundbreaking partnership with Bloom Energy to invest up to $5 billion in fuel cell technology specifically designed to power artificial intelligence data centers.

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.

📋 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.

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.

📋 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.

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.

📋 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

• 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.

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 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.

📋 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.

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.

📋 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.

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.

📋 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’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.

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 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.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

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🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 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.

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.

📋 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

• 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

• 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

• 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

• 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

• 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

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📉 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.

📋 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.

📋 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.

📋 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.

📋 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.

📋 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.

📋 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.

📋 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.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• Cerebras Systems raises $1 billion at $23 billion valuation, nearly tripling in 4 months with AMD as strategic investor
• ElevenLabs secures $500 million Series D at $11 billion valuation, plans expansion beyond voice into multimodal AI agents
• NVIDIA and Dassault Systèmes announce strategic partnership to build industrial AI platform with “World Models”
• Intel CEO Lip-Bu Tan announces aggressive move into data center GPUs, hiring chief architect to challenge NVIDIA
• Bedrock Robotics raises $270 million at $1.75B valuation for autonomous construction equipment
• DOJ and 35 states appeal Google search antitrust ruling, seeking Chrome divestiture and end to Apple default deal

---

🔥 AI Chip Infrastructure & Funding

1. Cerebras Systems Raises $1 Billion at $23 Billion Valuation

Landmark Investment: NVIDIA-rival Cerebras Systems announced the closing of a $1 billion Series H financing round, nearly tripling its valuation from $8.1 billion just four months prior.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• SoftBank completes historic $40 billion investment in OpenAI, securing approximately 11% stake in one of the largest private funding rounds ever
• SoftBank acquires DigitalBridge for $4 billion to build next-generation AI data center infrastructure
• OpenAI hiring “Head of Preparedness” at $555,000 salary as AI safety concerns intensify following mental health lawsuits
• Apple confirms AI-powered Siri delayed to 2026, putting pressure on its 50th anniversary year
• Northern Virginia “Data Center Alley” sparks national policy debates over AI infrastructure expansion and energy costs
• Research reveals ChatGPT experiences “anxiety” from violent inputs, with mindfulness techniques showing promise
• Federal AI healthcare legislation debate highlights concerns about AI prescribing medications without human oversight

---

💰 Major AI Investment & Funding

SoftBank Completes Historic $40 Billion Investment in OpenAI

Landmark Deal: SoftBank has completed its $40 billion investment commitment to OpenAI, marking one of the largest private funding rounds in history.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• SpaceX acquires xAI in largest merger in history, creating $1.25 trillion combined entity with plans for orbital AI data centers
• Waymo raises record $16 billion at $126B valuation, plans expansion to 20+ cities including London and Tokyo
• AMD reports record Q4 revenue of $10.3B but forecasts cautious Q1 2026 amid China AI chip restrictions
• Siemens Energy commits $1 billion to U.S. manufacturing for AI data center power infrastructure
• Alphabet reports Q4 earnings with focus on Google Cloud AI growth and $116B 2026 capex plans
• OpenAI confirms GPT-4o retirement on February 13 as GPT-5.2 dominates with 99.9% usage share

---

🚀 Historic Mergers & Acquisitions

SpaceX Acquires xAI in $1.25 Trillion Mega-Merger — Largest Deal in History

Historic Transaction: Elon Musk’s SpaceX has officially acquired his AI startup xAI, creating the world’s most valuable private company valued at $1.25 trillion and marking the largest corporate merger ever recorded.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

---

💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Snowflake and OpenAI announce $200M multi-year partnership bringing GPT-5.2 directly to enterprise data platforms
• Oracle reportedly considering 20,000-30,000 layoffs to fund $156B AI data center expansion amid banking pullback
• OpenAI confirms GPT-4o retirement on February 13, 2026, as usage shifts to GPT-5.2 with only 0.1% still using legacy model
• Sam Altman pushes back on NVIDIA chip dissatisfaction reports, calling them “insanity”
• Anthropic partners with Williams F1 racing team as “official thinking partner” in unprecedented AI-sports deal
• Google launches Project Genie to AI Ultra subscribers, enabling real-time interactive world generation
• Waymo targets September 2026 for London robotaxi launch, marking first European commercial operation

---

💼 Enterprise AI Partnerships

Snowflake and OpenAI Forge $200 Million Enterprise AI Partnership

Major Enterprise Deal: Snowflake announced on February 2 a multi-year $200 million partnership with OpenAI to integrate frontier AI models directly into its data platform, marking a significant shift in enterprise AI strategy.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

---

💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

---

💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

---

💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

---

💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

📋 Quick Takeaways

• Microsoft suffers $381 billion market cap loss in worst week since March 2020 as Wall Street questions AI investment returns
• Oracle considers laying off 20,000-30,000 employees to fund $156 billion AI data center expansion amid financing crisis
• Meta announces $115-135 billion AI capex for 2026, nearly doubling previous year’s spending
• OpenAI issues internal “code red” as Google Gemini 3 and Anthropic’s Claude Code gain competitive ground
• 45% of Microsoft’s cloud backlog tied to OpenAI, raising concentration risk concerns among analysts
• Anthropic CEO warns of AI existential risks in sweeping 38-page essay on “technological adolescence”
• Pentagon clashes with Anthropic over safeguards on autonomous weapons and domestic surveillance

---

💥 Market Shockwaves

Microsoft Loses $381 Billion in Worst Week Since March 2020

Market Crisis: Wall Street’s apprehension about the cost of developing artificial intelligence technology boiled over as Microsoft suffered its worst week since the pandemic crash, wiping out $381 billion in market value in just two trading sessions.

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Rank	Model	Developer	License
1	Ernie 5.0 (0110)	Baidu	Apache 2.0
2	Kimi k2.5 Thinking	Moonshot	Modified MIT
3	GLM-4.7	Z.ai	MIT

---

Source: LM Arena Leaderboard
Last Updated: February 1, 2026

🏆 Top LLMs (Text Main)

Global ranking for general chat and reasoning. #1 Gemini 3 Pro

💻 Top Code Models

Best for programming and software development. #1 Claude Opus 4.5 Thinking

👁️ Top Vision Models

Best for image understanding and multimodal tasks. #1 Gemini 3 Pro

🎨 Top Image Generators & Editors

Text-to-Image and Image Editing rankings. #1 GPT-Image 1.5

🎬 Top Video Generators

Text-to-Video and Image-to-Video rankings. #1 Veo 3.1

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Rank	Model	Developer	License
1	Ernie 5.0 (0110)	Baidu	Apache 2.0
2	Kimi k2.5 Thinking	Moonshot	Modified MIT
3	GLM-4.7	Z.ai	MIT

---

Source: LM Arena Leaderboard
Last Updated: February 1, 2026

Rank	Model	Score	Votes
1	claude-opus-4-5-20251101-thinking-32k	1497	7,953
2	gpt-5.2-high	1470	1,689
3	claude-opus-4-5-20251101	1468	8,193
4	gemini-3-pro	1454	14,107
5	gemini-3-flash	1443	9,548
6	glm-4.7	1440	5,110
7	minimax-m2.1-preview	1408	7,161
8	gemini-3-flash (thinking-minimal)	1399	5,612
9	gpt-5.2	1395	1,632
10	gpt-5-medium	1392	3,926

---

Rankings based on user blind-tests in the Arena Code category.

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Rank	Model	Score	Votes
1	claude-opus-4-5-20251101-thinking-32k	1497	7,953
2	gpt-5.2-high	1470	1,689
3	claude-opus-4-5-20251101	1468	8,193
4	gemini-3-pro	1454	14,107
5	gemini-3-flash	1443	9,548
6	glm-4.7	1440	5,110
7	minimax-m2.1-preview	1408	7,161
8	gemini-3-flash (thinking-minimal)	1399	5,612
9	gpt-5.2	1395	1,632
10	gpt-5-medium	1392	3,926

---

Rankings based on user blind-tests in the Arena Code category.

Text-to-Image Rankings

Rank	Model	Score	Votes
1	gpt-image-1.5-high-fidelity	1236	38,002
2	gemini-3-pro-image-preview-2k	1228	39,598
3	gemini-3-pro-image-preview	1226	84,376
4	flux-2-max	1168	44,486
5	flux-2-flex	1156	67,137
6	gemini-2.5-flash-image-preview	1154	736,121
7	flux-2-pro	1152	80,833
8	hunyuan-image-3.0	1150	161,016
9	flux-2-dev	1149	36,365
10	imagen-ultra-4.0-generate-001	1143	481,935

Image Editing Rankings

Rank	Model	Score	Votes
1	chatgpt-image-latest-high-fidelity	1416	163,150
2	gemini-3-pro-image-preview-2k	1405	159,984
3	gemini-3-pro-image-preview	1399	471,833
4	gpt-image-1.5-high-fidelity	1394	181,188
5	seedream-4.5	1324	196,407
6	hunyuan-image-3.0-instruct	1322	25,358
7	gemini-2.5-flash-image-preview	1319	10,383,871
8	seedream-4-2k	1288	218,636
9	flux-2-max	1270	84,026
10	reve-v1.1	1261	188,507

---

Rankings based on user blind-tests in the Arena Image categories.

Rank	Model	Score	Votes
1	gemini-3-flash-grounding	1224	11,062
2	gemini-3-pro-grounding	1219	18,839
3	gpt-5.2-search	1218	12,157
4	gpt-5.1-search	1207	14,152
5	gpt-5.2-search-non-reasoning	1189	5,510
6	grok-4-1-fast-search	1185	14,111
7	claude-opus-4-5-search	1179	4,293
8	grok-4-fast-search	1170	31,388
9	o3-search	1144	21,056
10	gemini-2.5-pro-grounding	1143	36,828

---

Rankings based on user blind-tests in the Arena Search category.

Rank	Model	Score	Votes
1	gemini-3-pro	1293	9,161
2	gemini-3-flash	1281	6,460
3	gemini-3-flash (thinking-minimal)	1258	5,089
4	gpt-5.2-high	1253	1,394
5	gpt-5.1-high	1251	5,984
6	kimi-k2.5-thinking	1249	1,458
7	gemini-2.5-pro	1248	77,676
8	gpt-5.1	1238	6,479
9	chatgpt-4o-latest-20250326	1235	21,942
10	gemini-2.5-flash-preview-09-2025	1226	5,312

---

Rankings based on user blind-tests in the Arena Vision category.

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Beyond Google: The Rise of Research Agents

Searching in 2026 isn’t about blue links; it’s about synthesis. Research agents read dozens of sources, cross-reference facts, and write a report for you.

1. Perplexity Pro (The Standard)

The replacement for Google Search.

Perplexity has matured into the default information engine for millions.

• Reasoning Mode: Slower, deliberate searches that verify conflicting information.
• Sources: Every claim is cited. Excellent for academic or market research.
• Features: “Pages” allows you to turn a search thread into a publishable article instantly.

2. OpenAI Deep Research

The heavy lifter.

Text-to-Image Rankings

Rank	Model	Score	Votes
1	gpt-image-1.5-high-fidelity	1236	38,002
2	gemini-3-pro-image-preview-2k	1228	39,598
3	gemini-3-pro-image-preview	1226	84,376
4	flux-2-max	1168	44,486
5	flux-2-flex	1156	67,137
6	gemini-2.5-flash-image-preview	1154	736,121
7	flux-2-pro	1152	80,833
8	hunyuan-image-3.0	1150	161,016
9	flux-2-dev	1149	36,365
10	imagen-ultra-4.0-generate-001	1143	481,935

Image Editing Rankings

Rank	Model	Score	Votes
1	chatgpt-image-latest-high-fidelity	1416	163,150
2	gemini-3-pro-image-preview-2k	1405	159,984
3	gemini-3-pro-image-preview	1399	471,833
4	gpt-image-1.5-high-fidelity	1394	181,188
5	seedream-4.5	1324	196,407
6	hunyuan-image-3.0-instruct	1322	25,358
7	gemini-2.5-flash-image-preview	1319	10,383,871
8	seedream-4-2k	1288	218,636
9	flux-2-max	1270	84,026
10	reve-v1.1	1261	188,507

---

Rankings based on user blind-tests in the Arena Image categories.

Rank	Model	Score	Votes
1	claude-opus-4-5-20251101-thinking-32k	1497	7,953
2	gpt-5.2-high	1470	1,689
3	claude-opus-4-5-20251101	1468	8,193
4	gemini-3-pro	1454	14,107
5	gemini-3-flash	1443	9,548
6	glm-4.7	1440	5,110
7	minimax-m2.1-preview	1408	7,161
8	gemini-3-flash (thinking-minimal)	1399	5,612
9	gpt-5.2	1395	1,632
10	gpt-5-medium	1392	3,926

---

Rankings based on user blind-tests in the Arena Code category.

Rank	Model	Score	Votes
1	gemini-3-pro	1293	9,161
2	gemini-3-flash	1281	6,460
3	gemini-3-flash (thinking-minimal)	1258	5,089
4	gpt-5.2-high	1253	1,394
5	gpt-5.1-high	1251	5,984
6	kimi-k2.5-thinking	1249	1,458
7	gemini-2.5-pro	1248	77,676
8	gpt-5.1	1238	6,479
9	chatgpt-4o-latest-20250326	1235	21,942
10	gemini-2.5-flash-preview-09-2025	1226	5,312

---

Rankings based on user blind-tests in the Arena Vision category.

🤖 September 19, 2025 - AI Daily

3 curated AI stories today - stay informed in 5 minutes

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📈 1. GPT-5 Development Rumors Spark Market Attention

Key Point: OpenAI reportedly testing GPT-5 internally, major reasoning improvements expected

Analysis: While officially unconfirmed, hiring patterns and partner feedback suggest next-gen models are indeed in development. Focus on enhanced multimodal capabilities and reasoning accuracy.

Impact: 📊 Could reshape existing AI application ecosystem

---

🔧 2. Anthropic Launches Claude Project Management Features

Key Point: Claude adds project collaboration and long-term memory, supports team workflow integration

Text-to-Image Rankings

Rank	Model	Score	Votes
1	gpt-image-1.5-high-fidelity	1236	38,002
2	gemini-3-pro-image-preview-2k	1228	39,598
3	gemini-3-pro-image-preview	1226	84,376
4	flux-2-max	1168	44,486
5	flux-2-flex	1156	67,137
6	gemini-2.5-flash-image-preview	1154	736,121
7	flux-2-pro	1152	80,833
8	hunyuan-image-3.0	1150	161,016
9	flux-2-dev	1149	36,365
10	imagen-ultra-4.0-generate-001	1143	481,935

Image Editing Rankings

Rank	Model	Score	Votes
1	chatgpt-image-latest-high-fidelity	1416	163,150
2	gemini-3-pro-image-preview-2k	1405	159,984
3	gemini-3-pro-image-preview	1399	471,833
4	gpt-image-1.5-high-fidelity	1394	181,188
5	seedream-4.5	1324	196,407
6	hunyuan-image-3.0-instruct	1322	25,358
7	gemini-2.5-flash-image-preview	1319	10,383,871
8	seedream-4-2k	1288	218,636
9	flux-2-max	1270	84,026
10	reve-v1.1	1261	188,507

---

Rankings based on user blind-tests in the Arena Image categories.

Rank	Model	Score	Votes
1	gemini-3-flash-grounding	1224	11,062
2	gemini-3-pro-grounding	1219	18,839
3	gpt-5.2-search	1218	12,157
4	gpt-5.1-search	1207	14,152
5	gpt-5.2-search-non-reasoning	1189	5,510
6	grok-4-1-fast-search	1185	14,111
7	claude-opus-4-5-search	1179	4,293
8	grok-4-fast-search	1170	31,388
9	o3-search	1144	21,056
10	gemini-2.5-pro-grounding	1143	36,828

---

Rankings based on user blind-tests in the Arena Search category.

Rank	Model	Score	Votes
1	gemini-3-flash-grounding	1224	11,062
2	gemini-3-pro-grounding	1219	18,839
3	gpt-5.2-search	1218	12,157
4	gpt-5.1-search	1207	14,152
5	gpt-5.2-search-non-reasoning	1189	5,510
6	grok-4-1-fast-search	1185	14,111
7	claude-opus-4-5-search	1179	4,293
8	grok-4-fast-search	1170	31,388
9	o3-search	1144	21,056
10	gemini-2.5-pro-grounding	1143	36,828

---

Rankings based on user blind-tests in the Arena Search category.

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Text-to-Image Rankings

Rank	Model	Score	Votes
1	gpt-image-1.5-high-fidelity	1236	38,002
2	gemini-3-pro-image-preview-2k	1228	39,598
3	gemini-3-pro-image-preview	1226	84,376
4	flux-2-max	1168	44,486
5	flux-2-flex	1156	67,137
6	gemini-2.5-flash-image-preview	1154	736,121
7	flux-2-pro	1152	80,833
8	hunyuan-image-3.0	1150	161,016
9	flux-2-dev	1149	36,365
10	imagen-ultra-4.0-generate-001	1143	481,935

Image Editing Rankings

Rank	Model	Score	Votes
1	chatgpt-image-latest-high-fidelity	1416	163,150
2	gemini-3-pro-image-preview-2k	1405	159,984
3	gemini-3-pro-image-preview	1399	471,833
4	gpt-image-1.5-high-fidelity	1394	181,188
5	seedream-4.5	1324	196,407
6	hunyuan-image-3.0-instruct	1322	25,358
7	gemini-2.5-flash-image-preview	1319	10,383,871
8	seedream-4-2k	1288	218,636
9	flux-2-max	1270	84,026
10	reve-v1.1	1261	188,507

---

Rankings based on user blind-tests in the Arena Image categories.

Text-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1371	12,572
2	sora-2-pro	1369	11,435
3	veo-3.1-fast-audio	1367	13,963
4	grok-imagine-video	1362	7,952
5	veo-3-fast-audio	1350	25,771
6	veo-3-audio	1340	19,329
7	sora-2	1338	14,207
8	wan2.5-t2v-preview	1267	6,077
9	seedance-v1.5-pro	1261	13,960
10	veo-3	1257	15,192

Image-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1394	23,391
2	veo-3.1-fast-audio	1384	25,090
3	grok-imagine-video	1378	12,042
4	wan2.5-i2v-preview	1340	12,032
5	veo-3-audio	1331	34,558
6	veo-3-fast-audio	1322	43,927
7	seedance-v1.5-pro	1306	27,858
8	kling-2.6-pro	1290	21,316
9	seedance-v1-pro	1272	36,498
10	kling-2.5-turbo-1080p	1272	3,878

---

Rankings based on user blind-tests in the Arena Video categories.

Rank	Model	Score	Votes
1	claude-opus-4-5-20251101-thinking-32k	1497	7,953
2	gpt-5.2-high	1470	1,689
3	claude-opus-4-5-20251101	1468	8,193
4	gemini-3-pro	1454	14,107
5	gemini-3-flash	1443	9,548
6	glm-4.7	1440	5,110
7	minimax-m2.1-preview	1408	7,161
8	gemini-3-flash (thinking-minimal)	1399	5,612
9	gpt-5.2	1395	1,632
10	gpt-5-medium	1392	3,926

---

Rankings based on user blind-tests in the Arena Code category.

Rank	Model	Score	Votes
1	gemini-3-flash-grounding	1224	11,062
2	gemini-3-pro-grounding	1219	18,839
3	gpt-5.2-search	1218	12,157
4	gpt-5.1-search	1207	14,152
5	gpt-5.2-search-non-reasoning	1189	5,510
6	grok-4-1-fast-search	1185	14,111
7	claude-opus-4-5-search	1179	4,293
8	grok-4-fast-search	1170	31,388
9	o3-search	1144	21,056
10	gemini-2.5-pro-grounding	1143	36,828

---

Rankings based on user blind-tests in the Arena Search category.

Rank	Model	Score	Votes
1	gemini-3-pro	1293	9,161
2	gemini-3-flash	1281	6,460
3	gemini-3-flash (thinking-minimal)	1258	5,089
4	gpt-5.2-high	1253	1,394
5	gpt-5.1-high	1251	5,984
6	kimi-k2.5-thinking	1249	1,458
7	gemini-2.5-pro	1248	77,676
8	gpt-5.1	1238	6,479
9	chatgpt-4o-latest-20250326	1235	21,942
10	gemini-2.5-flash-preview-09-2025	1226	5,312

---

Rankings based on user blind-tests in the Arena Vision category.

Text-to-Image Rankings

Rank	Model	Score	Votes
1	gpt-image-1.5-high-fidelity	1236	38,002
2	gemini-3-pro-image-preview-2k	1228	39,598
3	gemini-3-pro-image-preview	1226	84,376
4	flux-2-max	1168	44,486
5	flux-2-flex	1156	67,137
6	gemini-2.5-flash-image-preview	1154	736,121
7	flux-2-pro	1152	80,833
8	hunyuan-image-3.0	1150	161,016
9	flux-2-dev	1149	36,365
10	imagen-ultra-4.0-generate-001	1143	481,935

Image Editing Rankings

Rank	Model	Score	Votes
1	chatgpt-image-latest-high-fidelity	1416	163,150
2	gemini-3-pro-image-preview-2k	1405	159,984
3	gemini-3-pro-image-preview	1399	471,833
4	gpt-image-1.5-high-fidelity	1394	181,188
5	seedream-4.5	1324	196,407
6	hunyuan-image-3.0-instruct	1322	25,358
7	gemini-2.5-flash-image-preview	1319	10,383,871
8	seedream-4-2k	1288	218,636
9	flux-2-max	1270	84,026
10	reve-v1.1	1261	188,507

---

Rankings based on user blind-tests in the Arena Image categories.

Text-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1371	12,572
2	sora-2-pro	1369	11,435
3	veo-3.1-fast-audio	1367	13,963
4	grok-imagine-video	1362	7,952
5	veo-3-fast-audio	1350	25,771
6	veo-3-audio	1340	19,329
7	sora-2	1338	14,207
8	wan2.5-t2v-preview	1267	6,077
9	seedance-v1.5-pro	1261	13,960
10	veo-3	1257	15,192

Image-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1394	23,391
2	veo-3.1-fast-audio	1384	25,090
3	grok-imagine-video	1378	12,042
4	wan2.5-i2v-preview	1340	12,032
5	veo-3-audio	1331	34,558
6	veo-3-fast-audio	1322	43,927
7	seedance-v1.5-pro	1306	27,858
8	kling-2.6-pro	1290	21,316
9	seedance-v1-pro	1272	36,498
10	kling-2.5-turbo-1080p	1272	3,878

---

Rankings based on user blind-tests in the Arena Video categories.

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Rank	Model	Developer	License
1	Ernie 5.0 (0110)	Baidu	Apache 2.0
2	Kimi k2.5 Thinking	Moonshot	Modified MIT
3	GLM-4.7	Z.ai	MIT

---

Source: LM Arena Leaderboard
Last Updated: February 1, 2026

Rank	Model	Score	Votes
1	gemini-3-pro	1293	9,161
2	gemini-3-flash	1281	6,460
3	gemini-3-flash (thinking-minimal)	1258	5,089
4	gpt-5.2-high	1253	1,394
5	gpt-5.1-high	1251	5,984
6	kimi-k2.5-thinking	1249	1,458
7	gemini-2.5-pro	1248	77,676
8	gpt-5.1	1238	6,479
9	chatgpt-4o-latest-20250326	1235	21,942
10	gemini-2.5-flash-preview-09-2025	1226	5,312

---

Rankings based on user blind-tests in the Arena Vision category.

Rank	Model	Score	Votes
1	claude-opus-4-5-20251101-thinking-32k	1497	7,953
2	gpt-5.2-high	1470	1,689
3	claude-opus-4-5-20251101	1468	8,193
4	gemini-3-pro	1454	14,107
5	gemini-3-flash	1443	9,548
6	glm-4.7	1440	5,110
7	minimax-m2.1-preview	1408	7,161
8	gemini-3-flash (thinking-minimal)	1399	5,612
9	gpt-5.2	1395	1,632
10	gpt-5-medium	1392	3,926

---

Rankings based on user blind-tests in the Arena Code category.

Rank	Model	Score	Votes
1	gemini-3-pro	1487	32,205
2	grok-4.1-thinking	1475	32,194
3	gemini-3-flash	1471	22,683
4	claude-opus-4-5-20251101-thinking-32k	1468	23,990
5	claude-opus-4-5-20251101	1466	28,752
6	grok-4.1	1466	36,363
7	gemini-3-flash (thinking-minimal)	1463	13,989
8	gpt-5.1-high	1459	28,296
9	ernie-5.0-0110	1453	8,274
10	claude-sonnet-4-5-20250929-thinking-32k	1450	42,538

---

Source: Arena Leaderboard
Last Updated: February 1, 2026

---

Rank	Model	Developer	License
1	Ernie 5.0 (0110)	Baidu	Apache 2.0
2	Kimi k2.5 Thinking	Moonshot	Modified MIT
3	GLM-4.7	Z.ai	MIT

---

Source: LM Arena Leaderboard
Last Updated: February 1, 2026

🏆 Top LLMs (Text Main)

Global ranking for general chat and reasoning. #1 Gemini 3 Pro

💻 Top Code Models

Best for programming and software development. #1 Claude Opus 4.5 Thinking

👁️ Top Vision Models

Best for image understanding and multimodal tasks. #1 Gemini 3 Pro

🎨 Top Image Generators & Editors

Text-to-Image and Image Editing rankings. #1 GPT-Image 1.5

🎬 Top Video Generators

Text-to-Video and Image-to-Video rankings. #1 Veo 3.1

Rank	Model	Score	Votes
1	gemini-3-flash-grounding	1224	11,062
2	gemini-3-pro-grounding	1219	18,839
3	gpt-5.2-search	1218	12,157
4	gpt-5.1-search	1207	14,152
5	gpt-5.2-search-non-reasoning	1189	5,510
6	grok-4-1-fast-search	1185	14,111
7	claude-opus-4-5-search	1179	4,293
8	grok-4-fast-search	1170	31,388
9	o3-search	1144	21,056
10	gemini-2.5-pro-grounding	1143	36,828

---

Rankings based on user blind-tests in the Arena Search category.

Text-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1371	12,572
2	sora-2-pro	1369	11,435
3	veo-3.1-fast-audio	1367	13,963
4	grok-imagine-video	1362	7,952
5	veo-3-fast-audio	1350	25,771
6	veo-3-audio	1340	19,329
7	sora-2	1338	14,207
8	wan2.5-t2v-preview	1267	6,077
9	seedance-v1.5-pro	1261	13,960
10	veo-3	1257	15,192

Image-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1394	23,391
2	veo-3.1-fast-audio	1384	25,090
3	grok-imagine-video	1378	12,042
4	wan2.5-i2v-preview	1340	12,032
5	veo-3-audio	1331	34,558
6	veo-3-fast-audio	1322	43,927
7	seedance-v1.5-pro	1306	27,858
8	kling-2.6-pro	1290	21,316
9	seedance-v1-pro	1272	36,498
10	kling-2.5-turbo-1080p	1272	3,878

---

Rankings based on user blind-tests in the Arena Video categories.

Text-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1371	12,572
2	sora-2-pro	1369	11,435
3	veo-3.1-fast-audio	1367	13,963
4	grok-imagine-video	1362	7,952
5	veo-3-fast-audio	1350	25,771
6	veo-3-audio	1340	19,329
7	sora-2	1338	14,207
8	wan2.5-t2v-preview	1267	6,077
9	seedance-v1.5-pro	1261	13,960
10	veo-3	1257	15,192

Image-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1394	23,391
2	veo-3.1-fast-audio	1384	25,090
3	grok-imagine-video	1378	12,042
4	wan2.5-i2v-preview	1340	12,032
5	veo-3-audio	1331	34,558
6	veo-3-fast-audio	1322	43,927
7	seedance-v1.5-pro	1306	27,858
8	kling-2.6-pro	1290	21,316
9	seedance-v1-pro	1272	36,498
10	kling-2.5-turbo-1080p	1272	3,878

---

Rankings based on user blind-tests in the Arena Video categories.

Text-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1371	12,572
2	sora-2-pro	1369	11,435
3	veo-3.1-fast-audio	1367	13,963
4	grok-imagine-video	1362	7,952
5	veo-3-fast-audio	1350	25,771
6	veo-3-audio	1340	19,329
7	sora-2	1338	14,207
8	wan2.5-t2v-preview	1267	6,077
9	seedance-v1.5-pro	1261	13,960
10	veo-3	1257	15,192

Image-to-Video Rankings

Rank	Model	Score	Votes
1	veo-3.1-audio	1394	23,391
2	veo-3.1-fast-audio	1384	25,090
3	grok-imagine-video	1378	12,042
4	wan2.5-i2v-preview	1340	12,032
5	veo-3-audio	1331	34,558
6	veo-3-fast-audio	1322	43,927
7	seedance-v1.5-pro	1306	27,858
8	kling-2.6-pro	1290	21,316
9	seedance-v1-pro	1272	36,498
10	kling-2.5-turbo-1080p	1272	3,878

---

Rankings based on user blind-tests in the Arena Video categories.

Rank	Model	Score	Votes
1	gemini-3-pro	1293	9,161
2	gemini-3-flash	1281	6,460
3	gemini-3-flash (thinking-minimal)	1258	5,089
4	gpt-5.2-high	1253	1,394
5	gpt-5.1-high	1251	5,984
6	kimi-k2.5-thinking	1249	1,458
7	gemini-2.5-pro	1248	77,676
8	gpt-5.1	1238	6,479
9	chatgpt-4o-latest-20250326	1235	21,942
10	gemini-2.5-flash-preview-09-2025	1226	5,312

---

Rankings based on user blind-tests in the Arena Vision category.

Agents That “Do” Things

Productivity agents are the ultimate executive assistants. They live in your browser or desktop and interact with other apps on your behalf.

1. OpenAI Operator

The computer-using agent.

Released in early 2026, Operator takes control of your mouse and keyboard to perform tasks.

• Capabilities: “Book a flight to NYC on Expedia for under $300 next Tuesday.” Operator goes to the site, clicks the buttons, and fills the forms.
• Safety: High reliability in confirming actions before payment.

2. MultiOn

The browser automation specialist.

Rank	Model	Developer	License
1	Ernie 5.0 (0110)	Baidu	Apache 2.0
2	Kimi k2.5 Thinking	Moonshot	Modified MIT
3	GLM-4.7	Z.ai	MIT

---

Source: LM Arena Leaderboard
Last Updated: February 1, 2026

Agents That “Do” Things

Productivity agents are the ultimate executive assistants. They live in your browser or desktop and interact with other apps on your behalf.

1. OpenAI Operator

The computer-using agent.

Released in early 2026, Operator takes control of your mouse and keyboard to perform tasks.

• Capabilities: “Book a flight to NYC on Expedia for under $300 next Tuesday.” Operator goes to the site, clicks the buttons, and fills the forms.
• Safety: High reliability in confirming actions before payment.

2. MultiOn

The browser automation specialist.

The Battle of the AI Code Editors: Cursor vs Windsurf vs Trae

In 2026, the era of “autocomplete” is over. We represent the era of Agentic IDEs—editors that can plan, debug, and execute complex refactors across thousands of files.

Here is the definitive ranking of the top 3 contenders.

1. Cursor (The AI-Native Standard)

Best For: Power users who want granular control and speed.

Cursor remains the king of the “Chat-to-Code” workflow. As a fork of VS Code, it feels familiar but adds superpowers.

What are AI Agents?

Unlike traditional chatbots that just “talk,” AI Agents can “do.” They can execute code, browse the web autonomously, and complete complex workflows.

In 2026, the agent ecosystem has exploded. We track and rank the best tools across three categories:

1. Best AI Coding Agents

Turn natural language into production code.

• Top Picks:
  • Cursor: The best AI-first IDE for context-heavy refactoring.
  • Windsurf (Codeium): The best for agentic automation and bug fixing.
  • Trae AI: The “10x Engineer” choice for end-to-end app generation.

2. Best Research Agents

Deep dive into topics with autonomous web browsing.

The Battle of the AI Code Editors: Cursor vs Windsurf vs Trae

In 2026, the era of “autocomplete” is over. We represent the era of Agentic IDEs—editors that can plan, debug, and execute complex refactors across thousands of files.

Here is the definitive ranking of the top 3 contenders.

1. Cursor (The AI-Native Standard)

Best For: Power users who want granular control and speed.

Cursor remains the king of the “Chat-to-Code” workflow. As a fork of VS Code, it feels familiar but adds superpowers.

The Battle of the AI Code Editors: Cursor vs Windsurf vs Trae

In 2026, the era of “autocomplete” is over. We represent the era of Agentic IDEs—editors that can plan, debug, and execute complex refactors across thousands of files.

Here is the definitive ranking of the top 3 contenders.

1. Cursor (The AI-Native Standard)

Best For: Power users who want granular control and speed.

Cursor remains the king of the “Chat-to-Code” workflow. As a fork of VS Code, it feels familiar but adds superpowers.

What are AI Agents?

Unlike traditional chatbots that just “talk,” AI Agents can “do.” They can execute code, browse the web autonomously, and complete complex workflows.

In 2026, the agent ecosystem has exploded. We track and rank the best tools across three categories:

1. Best AI Coding Agents

Turn natural language into production code.

• Top Picks:
  • Cursor: The best AI-first IDE for context-heavy refactoring.
  • Windsurf (Codeium): The best for agentic automation and bug fixing.
  • Trae AI: The “10x Engineer” choice for end-to-end app generation.

2. Best Research Agents

Deep dive into topics with autonomous web browsing.

Beyond Google: The Rise of Research Agents

Searching in 2026 isn’t about blue links; it’s about synthesis. Research agents read dozens of sources, cross-reference facts, and write a report for you.

1. Perplexity Pro (The Standard)

The replacement for Google Search.

Perplexity has matured into the default information engine for millions.

• Reasoning Mode: Slower, deliberate searches that verify conflicting information.
• Sources: Every claim is cited. Excellent for academic or market research.
• Features: “Pages” allows you to turn a search thread into a publishable article instantly.

2. OpenAI Deep Research

The heavy lifter.

Agents That “Do” Things

Productivity agents are the ultimate executive assistants. They live in your browser or desktop and interact with other apps on your behalf.

1. OpenAI Operator

The computer-using agent.

Released in early 2026, Operator takes control of your mouse and keyboard to perform tasks.

• Capabilities: “Book a flight to NYC on Expedia for under $300 next Tuesday.” Operator goes to the site, clicks the buttons, and fills the forms.
• Safety: High reliability in confirming actions before payment.

2. MultiOn

The browser automation specialist.

Rank	Model	Developer	License
1	Ernie 5.0 (0110)	Baidu	Apache 2.0
2	Kimi k2.5 Thinking	Moonshot	Modified MIT
3	GLM-4.7	Z.ai	MIT

---

Source: LM Arena Leaderboard
Last Updated: February 1, 2026

Agents That “Do” Things

Productivity agents are the ultimate executive assistants. They live in your browser or desktop and interact with other apps on your behalf.

1. OpenAI Operator

The computer-using agent.

Released in early 2026, Operator takes control of your mouse and keyboard to perform tasks.

• Capabilities: “Book a flight to NYC on Expedia for under $300 next Tuesday.” Operator goes to the site, clicks the buttons, and fills the forms.
• Safety: High reliability in confirming actions before payment.

2. MultiOn

The browser automation specialist.

Beyond Google: The Rise of Research Agents

Searching in 2026 isn’t about blue links; it’s about synthesis. Research agents read dozens of sources, cross-reference facts, and write a report for you.

1. Perplexity Pro (The Standard)

The replacement for Google Search.

Perplexity has matured into the default information engine for millions.

• Reasoning Mode: Slower, deliberate searches that verify conflicting information.
• Sources: Every claim is cited. Excellent for academic or market research.
• Features: “Pages” allows you to turn a search thread into a publishable article instantly.

2. OpenAI Deep Research

The heavy lifter.

Agents That “Do” Things

Productivity agents are the ultimate executive assistants. They live in your browser or desktop and interact with other apps on your behalf.

1. OpenAI Operator

The computer-using agent.

Released in early 2026, Operator takes control of your mouse and keyboard to perform tasks.

• Capabilities: “Book a flight to NYC on Expedia for under $300 next Tuesday.” Operator goes to the site, clicks the buttons, and fills the forms.
• Safety: High reliability in confirming actions before payment.

2. MultiOn

The browser automation specialist.

What are AI Agents?

Unlike traditional chatbots that just “talk,” AI Agents can “do.” They can execute code, browse the web autonomously, and complete complex workflows.

In 2026, the agent ecosystem has exploded. We track and rank the best tools across three categories:

1. Best AI Coding Agents

Turn natural language into production code.

• Top Picks:
  • Cursor: The best AI-first IDE for context-heavy refactoring.
  • Windsurf (Codeium): The best for agentic automation and bug fixing.
  • Trae AI: The “10x Engineer” choice for end-to-end app generation.

2. Best Research Agents

Deep dive into topics with autonomous web browsing.

Beyond Google: The Rise of Research Agents

Searching in 2026 isn’t about blue links; it’s about synthesis. Research agents read dozens of sources, cross-reference facts, and write a report for you.

1. Perplexity Pro (The Standard)

The replacement for Google Search.

Perplexity has matured into the default information engine for millions.

• Reasoning Mode: Slower, deliberate searches that verify conflicting information.
• Sources: Every claim is cited. Excellent for academic or market research.
• Features: “Pages” allows you to turn a search thread into a publishable article instantly.

2. OpenAI Deep Research

The heavy lifter.

Beyond Google: The Rise of Research Agents

Searching in 2026 isn’t about blue links; it’s about synthesis. Research agents read dozens of sources, cross-reference facts, and write a report for you.

1. Perplexity Pro (The Standard)

The replacement for Google Search.

Perplexity has matured into the default information engine for millions.

• Reasoning Mode: Slower, deliberate searches that verify conflicting information.
• Sources: Every claim is cited. Excellent for academic or market research.
• Features: “Pages” allows you to turn a search thread into a publishable article instantly.

2. OpenAI Deep Research

The heavy lifter.

The Battle of the AI Code Editors: Cursor vs Windsurf vs Trae

In 2026, the era of “autocomplete” is over. We represent the era of Agentic IDEs—editors that can plan, debug, and execute complex refactors across thousands of files.

Here is the definitive ranking of the top 3 contenders.

1. Cursor (The AI-Native Standard)

Best For: Power users who want granular control and speed.

Cursor remains the king of the “Chat-to-Code” workflow. As a fork of VS Code, it feels familiar but adds superpowers.

The Battle of the AI Code Editors: Cursor vs Windsurf vs Trae

In 2026, the era of “autocomplete” is over. We represent the era of Agentic IDEs—editors that can plan, debug, and execute complex refactors across thousands of files.

Here is the definitive ranking of the top 3 contenders.

1. Cursor (The AI-Native Standard)

Best For: Power users who want granular control and speed.

Cursor remains the king of the “Chat-to-Code” workflow. As a fork of VS Code, it feels familiar but adds superpowers.

What are AI Agents?

Unlike traditional chatbots that just “talk,” AI Agents can “do.” They can execute code, browse the web autonomously, and complete complex workflows.

In 2026, the agent ecosystem has exploded. We track and rank the best tools across three categories:

1. Best AI Coding Agents

Turn natural language into production code.

• Top Picks:
  • Cursor: The best AI-first IDE for context-heavy refactoring.
  • Windsurf (Codeium): The best for agentic automation and bug fixing.
  • Trae AI: The “10x Engineer” choice for end-to-end app generation.

2. Best Research Agents

Deep dive into topics with autonomous web browsing.

What are AI Agents?

Unlike traditional chatbots that just “talk,” AI Agents can “do.” They can execute code, browse the web autonomously, and complete complex workflows.

In 2026, the agent ecosystem has exploded. We track and rank the best tools across three categories:

1. Best AI Coding Agents

Turn natural language into production code.

• Top Picks:
  • Cursor: The best AI-first IDE for context-heavy refactoring.
  • Windsurf (Codeium): The best for agentic automation and bug fixing.
  • Trae AI: The “10x Engineer” choice for end-to-end app generation.

2. Best Research Agents

Deep dive into topics with autonomous web browsing.

📋 Quick Takeaways

• LangChain reaches unicorn status with $125M Series B at $1.25B valuation led by IVP
• Periodic Labs triggers $300M VC frenzy from ex-OpenAI and Google Brain researchers
• Google DeepMind identifies novel cancer immunotherapy pathway using AI breakthrough
• Critical memory chip shortage emerges as AI boom disrupts semiconductor supply chains
• Apple approaches historic $4 trillion market valuation driven by AI product demand

---

💰 Venture Capital & Funding

LangChain Achieves Unicorn Status with $125M Series B Funding

LangChain announced a $125 million Series B funding round on October 20, 2025, achieving a $1.25 billion valuation and officially entering unicorn status. The round was led by IVP, with participation from existing investors Sequoia and Benchmark, alongside new strategic investors including CapitalG, Sapphire Ventures, ServiceNow Ventures, Workday Ventures, Cisco Ventures, Datadog, Databricks, and Frontline.

The Best AI Audio Models in 2026

Best Text-to-Speech (TTS)

1. ElevenLabs: The gold standard for emotive, human-like speech.
2. OpenAI Voice (Advanced Mode): Best for conversational latency.
3. Play.ht: Great for cloning and multi-language support.

Best AI Music Generation

1. Suno v4: Radio-quality full songs with coherent lyrics.
2. Udio: High-fidelity instrumentals and complex compositions.

Best Speech-to-Text (Transcription)

1. OpenAI Whisper v3: The industry standard for accuracy.
2. Google Gemini 1.5 Pro: Massive context window for long audio files.
3. AssemblyAI: Specialized for real-time applications.