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AI Industry Shake-Up: Snowflake-OpenAI $200M Deal, Oracle Eyes 30K Layoffs & GPT-4o Retirement | February 3, 2026
📋 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.