AI HUB

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

Semis up 1.5% weekly avg but NVDA dips on spending jitters; TSMC, AMAT rally on AI fab demand.

AI minister seeks new investments in Germany, Saudi Arabia, India

Canada's AI Minister is touring Germany, Saudi Arabia, and India to secure investments amid global AI infrastructure race.

How AI Could Shape Future Olympics

AI poised to revolutionize Olympic judging, athlete training, and broadcasting, but raises fairness and privacy concerns.

A stock market doom loop is hitting everything that touches AI

AI hype is turning to fear as Big Tech's $600B+ 2026 capex on datacenters triggers valuation selloffs, creating a doom loop for software and infra stocks reliant on AI spend.

Blackstone leads $1.2B funding in AI platform Neysa ahead of India AI Summit

Blackstone invests $1.2 billion in Indian AI startup Neysa, fueling infrastructure ahead of the India AI Impact Summit 2026.

AI Boom Fuels DRAM Shortage and Price Surge

AI datacenters consuming 70% of 2026 memory production, driving DRAM prices sky-high despite new fabs; shortage to linger into 2027.

Pentagon Threatens to Cut Anthropic Over AI Safeguards Dispute

US Defense Dept. eyes terminating $200M deal with Anthropic unless Claude enables military uses like weapons dev and intel; ethics clash escalates.

Tesla becomes Wall Street's most controversial AI stock pick for 2026

Analysts split on Tesla's AI potential via robotaxis, with Wolfe calling 2026 catalyst-rich despite valuation debates.

This AI Stock Just Became Wall Street's Most Controversial Pick

Tesla emerges as polarizing AI bet amid falling sales but ramping robotaxi and Optimus investments.

Raytheon uses AI to speed up inspections, boosting efficiency

RTX deploys AI tools to automate manual inspections, generating reports for human review and accelerating workflows.

New AI model gains agency over its own memory, managing context like humans

Researchers develop an AI system that autonomously manages its memory and context, mimicking human-like agency in handling long-term interactions.

AI disruption fears slam software stocks; Citi spots buying opportunities

Investors flee software firms amid worries AI will cannibalize revenues, but analysts see oversold names as bargains.

These Might Be the Winners from Latest Round of Chinese New Year AI Launches

Amid wave of Chinese models, analysts spotlight stocks poised to benefit from hardware and cloud demand surge.

Robotics

China's humanoid robots take centre stage for Lunar New Year showtime

Humanoid robots from Chinese firms starred in Lunar New Year galas, demonstrating singing, dancing, and interaction capabilities amid booming robotics investments.

Google DeepMind CEO Demis Hassabis on transforming science with AI tools like AlphaFold

In a Fortune interview, DeepMind's CEO discusses creating cutting-edge AI science tools and the future impact of models like AlphaFold on research.

Anterior raises $40M to accelerate AI adoption in health plans

Health AI startup Anterior secured $40M in funding, bringing total to $64M, to deploy AI agents for operational efficiency in healthcare administration.

Flapping Airplanes raises $180M seed for radically different AI approaches

New AI lab Flapping Airplanes, founded by young entrepreneurs, secured $180M to develop data-efficient training methods inspired by the human brain, targeting robotics and discovery. They aim to break beyond transformers with creative, non-product-focused research. Positioned as complementary to big labs.

Big Tech Will Spend $700 Billion on AI in 2026

Analysts forecast massive capex from hyperscalers on AI infrastructure, highlighting opportunities in the supply chain.

ByteDance publishes Seed2.0 model card for real-world intelligence

ByteDance released the model card for Seed2.0, advancing towards frontier intelligence with emphasis on LLMs in digital infrastructure.

Human AI Co-Innovation Summit Launches in Paris

The Human AI Co-Innovation Summit kicked off in Paris, gathering leaders to explore collaborative AI advancements beyond pure tech, focusing on human-centric applications.

Proposed State AI Law Update: February 16, 2026

Chatbot bills advance in VA/WA; TN Senate passes AI mental health ban; new bills in CA/IL/MD/SC/KY/ID on chatbots/pricing/employment/health. UT AI Transparency Act faces Trump opposition.

Cadence unveils ChipStack AI Super Agent to revolutionize chip design

Cadence introduced ChipStack, an agentic AI workflow designed to shorten chip design timelines dramatically amid surging AI hardware demand.

MBZUAI receives $1M Google.org grant for linguistically grounded AI in MENA

Mohamed bin Zayed University of AI gets funding to develop culturally attuned AI models advancing research in the Middle East and North Africa.

As AI use surges across the EU, who are the countries and age groups using it most?

Generative AI adoption is booming in the EU, led by Greeks, Danes, and Estonians, highlighting regional disparities in AI engagement.

China's AI surge threatens US monopoly, exec warns

Chinese models like Doubao rival or beat US frontiers on key benchmarks at lower costs, per execs. Investments and open-source push accelerate catch-up. US leads in innovation but China dominates deployment scale.

Tech

OpenAI's $1T compute pledge shocks markets, hits Oracle, MSFT, Broadcom

Investors punish AI infrastructure plays after OpenAI's massive backlog reveal, fearing unsustainable spending on Altman’s ambitious plans.

Fractal Analytics IPO debuts flat amid AI disruption fears in India

AI analytics firm Fractal's $1.6B valuation debut saw muted response, reflecting investor caution on AI's impact on software services.

Critical metals rally on AI and electrification demand surge

Copper, lithium, and rare earths spike as AI datacenters and EVs fuel industrial boom, with analysts forecasting sustained shortages.

Software Market Selloff: Trillion-Dollar AI Wipeout as Investors Rethink Winners

AI hype leads to a broad tech selloff, with investors questioning if every software firm benefits equally from the boom.

Key updates from India AI Impact Summit: partnerships, infrastructure pledges

Day 1 highlights include Anthropic's airline and Cognizant deals, AMD-Tata AI rack expansion, and PM Modi's inauguration of massive expo drawing 100+ countries.

AI Governance in China Not Just Top-Down, Research Finds

New study reveals bottom-up influences shaping China's AI regulations, blending state control with local innovation and societal input.

Why the 'AI scare trade' might not be done

CNN reports investors dumping Big Tech stocks over fears of ballooning AI infrastructure costs without near-term profits, signaling potential market rotation.

Alibaba Launches New LLM as China's AI Battle Heats Up

Alibaba unveils Qwen3.5 amid a flurry of Chinese model releases, intensifying competition in the agentic AI space.

India's AI Impact Summit kicks off with Modi, global CEOs in Delhi

Delhi hosts high-stakes AI summit drawing 20+ leaders, OpenAI/Google execs, focusing on impact, ethics, and global standards.

Ant Group unleashes Ling-2.5-1T and Ring-2.5-1T trillion-param models

New open-source models excel in reasoning and agents, matching frontiers on math benchmarks with far fewer tokens; Ring hits gold on IMO/CMO.

Ant Group Releases Ling-2.5-1T, Expanding Open-Source AI Family

New trillion-parameter models Ling-2.5-1T and Ring-2.5-1T push boundaries in multimodal and agentic tasks, available openly.

Moonshot AI launches Kimi Claw, a new AI agent development platform

Moonshot AI released Kimi Claw, enabling developers to build advanced AI agents with enhanced capabilities for complex tasks.

Big Tech stocks shed billions as AI spending fears intensify

Microsoft, Nvidia, and others dropped amid concerns over massive AI capex and competition risks, with MSFT down 17% YTD.

Big Tech Stocks Lose Billions on AI Spending Fears

Magnificent Seven shed value as investors fret over ballooning AI capex without near-term ROI. Alphabet's $180B guidance highlights risks.

2026 Global Strategy Briefing for Boards on Quantum and AI

Expert guest post outlines strategic imperatives for corporate boards navigating the convergence of quantum computing and AI in 2026.

Lenovo expands global R&D with new AI innovation centers

Lenovo announced expansion of its R&D footprint with new AI-focused facilities in Europe and the Middle East to accelerate hybrid AI development. The move aims to enhance personalized, perceptive, and proactive AI technologies amid growing enterprise demand.

ByteDance vows safeguards after AI model infringement claims

ByteDance pledges improved protections following accusations from Hollywood that its new Doubao model uses infringing content, amid rising IP battles in AI.

Skygen.AI emerges from stealth with $7M seed, 19yo founder ends 'chatbot era'

19-year-old founder raises $7M for Skygen.AI, building agentic platforms to replace chatbots with autonomous task agents.

Tavus introduces Raven-1 with multimodal perception for real-time AI conversations

Tavus launched Raven-1, enabling lifelike AI humans that see, hear, and respond in real-time, advancing conversational AI.

Alphabet's moves boost Nvidia and Broadcom investor confidence

Google's AI advancements signal continued demand for high-end chips from NVDA and AVGO.

India hosts AI Impact Summit with world leaders and top AI CEOs

Prime Minister Modi inaugurated the five-day AI Impact Summit in New Delhi, drawing 20 national leaders including Macron and Lula, plus execs like Altman, Pichai, Hassabis, and Amodei. The event focuses on global AI governance, ethics, jobs, and bridging Global South with advanced economies.

GLM-5 Launch Signals a New Era in AI: When Models Become Engineers

Z.ai open-sources GLM-5 (744B params, 28.5T tokens), topping SWE-bench Verified (77.8%), Vending Bench 2 ($4,432), surpassing Gemini 3 Pro in engineering tasks and nearing Claude Opus 4.5.

Cognizant expands Google Cloud partnership to operationalize agentic AI at enterprise scale

Cognizant and Google Cloud deepen collaboration to deploy advanced agentic AI solutions for business transformation.

Energy

AI data centers strain US electric grid in watershed moment

Exploding AI power demands highlight infrastructure challenges for hyperscale datacenters.

Anthropic releases India Country Brief: 5.8% of global Claude.ai usage

Anthropic's new Economic Index highlights India's surging AI adoption, ranking it among top countries for Claude usage amid the India AI Impact Summit.

BharatGen to launch 17B multilingual AI model at AI Summit 2026

India's BharatGen will unveil Param2, a 17B parameter model supporting 22 languages, aimed at transforming citizen services, healthcare, and education.

Google downplays health disclaimers in AI Overviews, risking user harm

The Guardian reports Google is minimizing safety warnings on AI-generated medical advice, potentially endangering users seeking health info.

If AI writes 100 per cent code at Anthropic, what will engineers do? Claude code chief responds

Claude Code generates nearly 100% of Anthropic's internal code; engineers now focus on prompting, reviewing, planning, and oversight amid industry shift.

AMD and TCS launch 'Helios' rack-scale AI architecture for India

AMD partners with Tata Consultancy Services to deploy state-of-the-art Helios rack-scale AI systems in India, targeting enterprise-scale AI infrastructure.

Torq's John White: Security at AI speed redefines CISO role

Agentic AI demands new cybersecurity paradigms for real-time threat response.

Cognizant Expands Strategic Partnership with Google Cloud to Operationalize Agentic AI at Enterprise Scale

Cognizant advances Google Cloud partnership to deploy agentic AI at scale, using Gemini Enterprise and Workspace for governed enterprise systems.

WTF is Markdown for AI agents?

LLMs.txt files emerge as a new standard markdown to guide AI agents scraping websites, improving structured data access like robots.txt for crawlers.

ByteDance launches Doubao Seed 2.0 LLM with superior visual understanding

New multimodal model from ByteDance aims to rival top global LLMs with enhanced vision capabilities.

Seedance 2.0 sparking China's AI youth boom

ByteDance's Seedance 2.0 video model is fueling a creative explosion among Chinese youth, who are blending AI-generated visuals with traditional art and narratives on social platforms. This user-driven innovation highlights a shift where young creators under 35 treat AI as a personal tool rather than state tech.

India hosts high-stakes AI summit drawing 20 leaders and tech CEOs

Focus on supercharging growth, unlocking jobs, and responsible AI at Bharat Mandapam event.

OpenAI Acqui-Hires OpenClaw Creator Peter Steinberger for Next-Gen Agents

OpenAI has brought on Peter Steinberger, creator of viral open-source agent OpenClaw (aka Moltbot), to lead personal agents development. The move folds the project into OpenAI amid bidding wars.

State of AI on IBM i in 2026: Current trends and future directions

Analysis of GenAI adoption on legacy IBM platforms amid maturing AI landscape.

PM Modi: India at forefront of AI transformation at Impact Summit

Modi highlights AI's potential across sectors like health and agriculture during summit inauguration.

OpenAI researcher teases internal model set to transform STEM research

OpenAI's top researcher Noam Brown stated their latest internal models will 'remove doubt' that STEM research is changing dramatically, with a public release hoped soon.

ByteDance to curb Seedance AI app after Disney legal threats

ByteDance pledges to restrict controversial AI video tool Seedance following Disney's cease-and-desist over copyright infringement.

ByteDance Seed 2.0 debuts on Arena leaderboards with strong text and vision results

ByteDance's new Seed 2.0 Preview model achieves impressive scores on Arena text and vision benchmarks, highlighting advances in multimodal AI.

AI Impact Summit: U.K. Deputy PM calls Delhi summit 'important moment'

UK's Angela Rayner hails India AI Summit as key to unlocking AI benefits for growth and services.

Ant Group Releases Ling-2.5-1T and Ring-2.5-1T Open-Source AI Models

Alibaba affiliate drops upgraded 1T-param family excelling in multilingual agents and vision-language tasks, pushing China's open-source frontier.

OpenAI unveils GPT-5.3 Codex Spark for real-time coding

OpenAI releases GPT-5.3 Codex Spark as a Cerebras-powered research preview for ultra-fast coding in ChatGPT Pro.

Five Hot AI Issues: Job Threats, Rogue Bots, and More

Generative AI's threats to industries from coding to entertainment top the agenda, with India-focused insights on customer support and creative disruption.

Peak XV bets $15M on C2i to solve AI's power crisis

Peak XV invested $15M in C2i Genomics, a startup tackling AI data center power shortages with efficient cooling and energy tech for hyperscale infrastructure.

UK PM Starmer vows no 'free pass' for Big Tech on AI child safety

Keir Starmer announces stricter online safety rules targeting social media and AI chatbots to protect children, with no exemptions for platforms.

Hollywood's AI crackdown: Copyright detection startups rise

Studios ramp up pressure on AI firms with new tools to detect if models trained on copyrighted content, escalating IP battles.

Weekly news roundup: Intel resets AI PC race, backs ZAM memory architecture

Digitimes covers HBM3/HBM4 shifts, AI PC market changes, Intel's push in AI PCs with ZAM memory amid capacity crunches.

AI and media relations with a bot

Journalists share experiences using AI bots for media relations, highlighting frustrations and lessons in dealing with automated PR tools.

Better AI stock: Nvidia vs AMD in the chip wars

Comparison pits Nvidia's ecosystem dominance against AMD's cost advantages and roadmap for AI accelerators.

UK to champion AI growth at India Impact Summit

The UK will push AI's role in boosting growth, jobs, and public services at the AI Impact Summit 2026 in New Delhi, partnering with India on transformative applications.

India plans massive AI 'data city' to rival global leaders

India announces a staggering-scale AI data city initiative to accelerate its AI ambitions and narrow the gap with frontrunners amid the global race.

Blackstone Leads Over $1 Billion Funding for Neysa's AI Infrastructure Platform

Blackstone is spearheading more than $1B in funding for Indian startup Neysa to develop India's premier AI infrastructure, signaling massive capital flowing into emerging market AI compute.

AI is evolving fast and may bring the fourth industrial revolution

Recent AI breakthroughs, fake news incidents, and tech resignations signal 2026 as a pivotal year for AI's societal impact on jobs and innovation.

Advertisers salivate over thought of AI-embedded ads

AI assistants could capture 2% of online ad market by 2030, with HSBC analysts predicting massive growth in embedded advertising opportunities.

Debt investors worried amid battle for AI power

AI infrastructure spend projected over $3T raises debt concerns as hyperscalers compete, boosting hedging demand.

US pushes AI exports to Pacific islands to counter China's tech influence

Trump administration promotes American AI solutions to Pacific nations as a strategy to offset Beijing's growing AI footprint in the region.

The AI Industry's Chicken Little Problem: Viral Essay Warns of Imminent Overhype

A viral X post claims 'Something Big Is Happening' with AI, but critics say it's recycled hype without substance.

Claude Sonnet 5 release expected imminently amid rumors

Anthropic's next mid-tier model Sonnet 5, codenamed 'Fennec', rumored for launch soon with major reasoning and agent improvements.

Rampant AI demand for memory is fuelling a growing chip crisis

AI training demands are causing DRAM shortages, with Tesla, Apple, and others signaling impacts; prices rising since start of 2026.

AI fears rattle global markets and investors

AI-driven disruptions spark volatility, with European software stocks and US tech giants facing sharp sell-offs amid concerns over rapid advancements.

Rising Costs and Demand Drive China's LLM Price Jump; Zhipu GLM-5 Hikes 30%

Surging demand prompts Zhipu to raise GLM-5 API prices by 30%—its first 2026 increase—while MiniMax and others follow amid booming agent model usage.

India to host AI Impact Summit with Nvidia's Huang, Google's Pichai in attendance

Tech CEOs including Jensen Huang and Sundar Pichai head to New Delhi for the AI Impact Summit, focusing on AI's role in growth, jobs, and public services in a key emerging market. The event underscores India's push for AI infrastructure like data cities and public models.

OpenClaw founder Peter Steinberger is joining OpenAI

Creator of open-source AI agent OpenClaw, Peter Steinberger, announced he's joining OpenAI to scale agent tech, while the project remains open-source.

Claude edges out ChatGPT, Gemini as top daily AI driver

A long-term user declares Anthropic's Claude superior to rivals like ChatGPT and Gemini, even as new models flood the market weekly.

OpenClaw Creator Peter Steinberger Joins OpenAI

Peter Steinberger, developer of the popular AI personal assistant OpenClaw (formerly Clawdbot), has joined OpenAI to advance agentic AI tools.

Anthropic and the Pentagon are reportedly arguing over Claude usage

Anthropic is resisting Pentagon demands to allow unrestricted military use of Claude, facing threats to its $200M contract, amid broader tensions on AI for weapons and surveillance.

China's MiniMax releases M2.5 agent model topping LLM rankings

MiniMax launched M2.5 and HighSpeed variant with 100 TPS inference, claiming near-SOTA agent/coding performance at ultra-low cost; quickly hits #1 on OpenRouter.

Better AI Stock: Nvidia vs. AMD

Motley Fool compares NVDA and AMD as AI plays, arguing AMD doesn't need to beat Nvidia's dominance to win big in GPUs.

'Dark side of AI': Wall Street weighs stock sell-off over disruption fears

Investor concerns over AI's potential to disrupt industries like wealth management, transportation, and logistics have triggered recent market sell-offs.

Hollywood groups condemn ByteDance's AI video generator, claiming copyright infringement

Hollywood organizations including the Motion Picture Association and SAG-AFTRA slammed ByteDance's Seedance 2.0 for using copyrighted works and actor likenesses without permission to train its text-to-video model. The tool, available only in China, generates high-quality videos but faces accusations of ethical and legal violations. ByteDance has not commented.

AI demand sells out Western Digital hard drives for all of 2026

Western Digital has sold out its entire 2026 storage capacity, mostly to top AI customers with deals extending to 2028. Consumer market now just 5% of revenue amid hardware shortages.

Jim Cramer on Anthropic-fueled software stock sell-off

CNBC's Jim Cramer analyzes how Anthropic's AI advances are pressuring software stocks, amid broader market jitters over AI disruption.

India has 100M weekly active ChatGPT users, Sam Altman says

OpenAI CEO Sam Altman disclosed that India boasts 100 million weekly active ChatGPT users, cementing it as one of the company's largest markets ahead of his visit.