📋 Quick Takeaways

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

🤖 AI Model Releases & Retirements

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

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

📋 Quick Takeaways

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

🏈 Super Bowl AI Wars: Anthropic vs. OpenAI

Anthropic Launches Savage Super Bowl Ad Campaign Against ChatGPT Ads

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

📋 Quick Takeaways

• Big Tech’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.