Week 06 in AI: Big Tech commits a stunning $650B to 2026 AI infrastructure, sparking a $1T software stock rout as investors bet on AI agents replacing SaaS. OpenAI and Anthropic escalating the model war with simultaneous agent launches, while SpaceX and xAI merge in a $1.25T deal. Plus, a major security crisis hits the OpenClaw agent platform.

Week 5 in AI: OpenAI targets historic $100B funding round and 2026 IPO, Big Tech combined AI CapEx hits $505B, China approves Nvidia H200 chips for tech giants, Meta surges on $135B AI bet while Microsoft stumbles, Tesla pivots fully to robotics with $2B xAI deal.

Week 4 in AI: Davos 2026 crowns ‘Physical AI’ as the next era, OpenAI pivots to ads and hardware, Humans& raises historic $480M seed, and energy infrastructure becomes the primary bottleneck for $85T projected growth.

Week 3 in AI: Grok faces global backlash and lawsuits over deepfakes while Pentagon adopts it, Apple partners with Google Gemini for Siri, Skild AI raises $1.4B for robotics, OpenAI signs $10B Cerebras deal and launches ads, and Meta secures 6.6GW nuclear power.

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.

📋 Weekly Summary

The transition into 2026 has been marked by seismic shifts in capital and competition. SoftBank redefined the landscape with a massive $40 billion investment in OpenAI, while Google surged past its rival in user metrics, prompting a “code red” at OpenAI. The industry is bracing for a historic year of IPOs with combined valuations potentially exceeding $1.5 trillion. Meanwhile, CES 2026 signaled the arrival of physical AI, with Boston Dynamics and LG debuting next-gen robotics. DeepSeek continued to challenge Western dominance with efficient architecture, and Agentic AI became the new standard for interoperability.

Week 52 in AI: SoftBank and ByteDance commit $45B+, Nvidia disrupts chip market with Groq deal, Security threats explode with ransomware and prompt injection, and ‘Agentic AI’ becomes the dominant theme for 2026.

Week 51 in AI: Market correction fears trigger global tech sell-off, OpenAI launches GPT-5.2 with ‘Thinking’ mode, TikTok agrees to US sale, Tesla begins fully unmanned Robotaxi tests, and Intel acquires SambaNova for $1.6B as sovereign AI races heat up.

Week 50 in AI: OpenAI launches GPT-5.2 and secures $1B Disney deal, Pentagon deploys GenAI.mil with Google Gemini, Microsoft commits $17.5B to India, IBM acquires Confluent for $11B, Anthropic-Accenture train 30,000 professionals, Israel joins Pax Silica, SpaceX targets $1.5T IPO, Trump signs national AI regulation framework.

Week 49 in AI: OpenAI rushes GPT-5.2 with ‘Code Red’, Google rolls out Gemini Deep Think, AWS dominates re:Invent with Trainium3 and autonomous agents. Open Source surges with DeepSeek and Mistral releases, while Apple shakes up AI leadership.