📋 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

🏛️ 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

• Humans& raises $480M seed round at $4.5B valuation—one of the largest seed rounds ever for human-centric AI startup founded by ex-Anthropic, xAI, Google researchers
• OpenAI reportedly evaluating Pinterest acquisition to access 200 billion images for visual AI training and shopping integration
• Elon Musk predicts robotaxis “very widespread” in US by end of 2026; claims AI could surpass human intelligence this year
• Physical AI declared “next major wave” at Davos—executives predict 5-6x larger market than agentic AI within five years
• Micron’s HBM memory completely sold out through 2026 as AI chip demand continues explosive growth
• Prosus reveals 30,000 AI agents currently running; CEO predicts companies could be run entirely by agents in 5 years
• Yoshua Bengio warns current AI training approaches are problematic; calls next few years “critical” for regulation

💰 Major AI Funding & Investments

Humans& Raises Historic $480M Seed Round at $4.5B Valuation

Landmark Investment: Human-centric AI startup Humans& has secured a staggering $480 million seed round, valuing the company at $4.48 billion—making it one of the largest seed rounds in venture capital history.

📋 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

• 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

🏗️ 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 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