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

• 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

---

🏢 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.

Week 51 in AI: Market correction fears trigger global tech sell-off, OpenAI launches GPT-5.2 with ‘Thinking’ mode, TikTok agrees to US sale, Tesla begins fully unmanned Robotaxi tests, and Intel acquires SambaNova for $1.6B as sovereign AI races heat up.

📋 Quick Takeaways

• OpenAI releases GPT-5.2, reportedly outperforming Gemini 3 on industry benchmarks with 71% human expert accuracy.
• Google rolls out Gemini 3 Flash, a high-efficiency model replacing version 2.5 for global search and developer APIs.
• Amazon in talks for massive $10B OpenAI investment, potentially shifting cloud alliances away from Microsoft.
• OpenAI seeks staggering $750B valuation in new funding rounds to support infrastructure expansion.
• Amazon restructures AI leadership, placing Peter DeSantis in charge of “Nova” models and custom silicon.
• $700M+ in fresh funding announced for AI security (Cyera) and nuclear power for data centers (Radiant Nuclear).

---

🚀 Frontier Model Releases

OpenAI Launches GPT-5.2 with “Thinking” Mode and GPT Image 1.5

Major Leap Forward: OpenAI has released GPT-5.2, a new flagship model that reportedly matches human experts on 71% of tasks and outperforms Google’s Gemini 3 on key industry benchmarks. The release follows an internal “code red” to regain dominance.