Week 2 in AI: CES 2026 defines the ‘Physical AI’ era with NVIDIA, Boston Dynamics, and LG. xAI raises $20B and Anthropic reportedly seeks $350B valuation. OpenAI enters healthcare market. Meta signs historic 6.6GW nuclear deal. AMD challenges NVIDIA with Helios rack. Industrial AI OS launches.

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

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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.