📋 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

• Meta announces $115-135 billion AI CapEx for 2026—nearly double 2025 spending—while beating Q4 earnings expectations with $59.9B revenue
• Nvidia, Microsoft, and Amazon in talks for $60B OpenAI investment as part of potential $100B funding round at $750-830B valuation
• Microsoft stock plunges 10% after Azure growth slows to 39% and guidance points to further deceleration
• Tesla invests $2B in Elon Musk’s xAI and discontinues Model S/X to make room for Optimus robot production
• Google launches Gemini 3-powered “Auto Browse” AI agent in Chrome for autonomous web task execution
• China approves Nvidia H200 chip purchases as geopolitical AI tensions continue

💰 Record AI Infrastructure Investments

Meta Announces $115-135 Billion AI CapEx for 2026

Landmark Spending Commitment: Meta delivered blockbuster Q4 2025 earnings on January 29, beating expectations with $59.9 billion in revenue and $8.88 EPS, while unveiling an unprecedented AI infrastructure investment plan.

📋 Quick Takeaways

• IBM closes in on $11 billion acquisition of data streaming leader Confluent to bolster hybrid cloud capabilities
• Apple faces critical “executive exodus” in design and AI divisions, raising concerns about its 2026 strategy
• New UK-based AI model reportedly outperforms ChatGPT in early benchmark tests
• Tesla’s Optimus robot suffers viral malfunction in latest demonstration, sparking timeline debates
• SpaceX wins major regulatory approval to build Starship launch complex at Cape Canaveral
• SpaceX successfully deploys 28 Starlink satellites, continuing global coverage expansion

💼 Corporate AI & M&A

IBM Nears $11 Billion Confluent Acquisition to Boost Hybrid Cloud

Major Consolidation: IBM is in advanced negotiations to acquire data streaming platform Confluent for approximately $11 billion, with a potential announcement expected as early as Monday.

📋 Quick Takeaways

• OpenAI revenue exceeds $13 billion with Sam Altman projecting $100B by 2027
• Anthropic achieves breakthrough in Claude AI introspection and safety detection
• Apple signals AI M&A strategy with Tim Cook confirming openness to acquisitions
• Microsoft resumes hiring with AI-leveraged workforce expansion plans
• Tesla reveals Optimus training methods using AI-generated prompts and worker motion capture
• Saudi Arabia launches Humain initiative targeting third-largest global AI market
• OpenAI systemic risk debate emerges as company scale raises “too big to fail” concerns

💰 AI Business & Revenue

OpenAI Annual Revenue Surpasses $13 Billion, Targets $100B by 2027

Revenue Milestone: OpenAI CEO Sam Altman revealed on November 1 that the company’s annual revenue is “well more” than $13 billion, significantly exceeding previous estimates and positioning OpenAI as one of the fastest-growing AI companies in history.