📋 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

• 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.

📋 Quick Takeaways

• SpaceX, OpenAI, and Anthropic prepare for historic IPOs with combined valuations exceeding $1.5 trillion
• Amazon commits $125 billion to AI development in 2026, the largest investment among hyperscalers
• Tech giants form Agentic AI Foundation with Microsoft, Google, OpenAI, and Anthropic collaborating on open standards
• OpenAI pivots to audio-first AI with new hardware initiative and advanced conversational audio models
• IBM predicts 2026 as the year quantum computers will outperform classical supercomputers
• Boston Dynamics’ new Atlas robot makes its first public appearance at CES 2026
• World models emerge as the next paradigm shift beyond large language models
• LG unveils CLOiD humanoid robot for home automation at CES 2026
• Sony Honda begins AFEELA 1 trial production integrating 40 AI sensors
• Anthropic targets $15 billion revenue for 2026, tripling its 2025 figures

🚀 Historic Tech IPOs

SpaceX, OpenAI, and Anthropic Prepare for Landmark 2026 IPOs

Unprecedented IPO Wave: Three of the most valuable private tech companies are preparing to go public in 2026, potentially raising more capital than all ~200 U.S. IPOs combined in 2025.