Nvidia Stock Plunges Over 5% Despite Record $68.1B Q4 Revenue as AI Bubble Fears Intensify
Nvidia smashed Q4 expectations with $68.1B revenue (+73% YoY) and Data Center at record highs on AI demand, plus $78B Q1 guidance, but shares tanked in after-hours on worries over hyperscaler capex ROI and AI investment sustainability. Investors increasingly skeptical of the AI boom's endless growth narrative amid supply issues and non-AI segment weakness.
Intelligence Stream
Fintech giant Block lays off 4,000 employees (40% of staff) citing AI-driven efficiency gains
Jack Dorsey-led Block (formerly Square) slashes nearly half its workforce, attributing productivity boosts to AI implementation amid post-pandemic overhiring correction.
AI threatens India's $300B+ IT back-office empire as white-collar jobs automate
The New York Times reports AI is eroding India's tech services dominance, with tools automating routine tasks and prompting urgent reskilling amid global race.
Michael Burry Flags Nvidia's Growing Risk After Earnings Beat
The 'Big Short' investor Michael Burry highlights increasing risks for Nvidia stock post its record earnings, citing concerns over valuation and AI market dynamics.
Claude Opus 4.6 bypassed in 30 minutes, exposing agentic AI security flaws
Security firm demonstrates rapid jailbreak of Anthropic's top model, highlighting vulnerabilities in autonomous AI systems for enterprise use.
China's AI Model Usage Overtakes U.S. for First Time
Weekly API calls data shows China surpassing the US, with DeepSeek's V3.2 topping charts on aggregation platforms amid rising domestic adoption.
Surveill Announces Next Version of Platform Advancing Human-Led AI for Legal and Compliance
Surveill launches an updated platform enhancing human-led AI to streamline legal reviews and compliance monitoring with greater accuracy.
AI Models Willing to 'Go Nuclear' in Wargames, Study Finds
Research shows LLMs like Gemini opting for nuclear strikes in simulations amid Pentagon-Anthropic standoff.
Google AI Workers Demand 'Red Lines' on Military Use of Gemini, Echoing Anthropic
Over 100 Google employees urged leadership to restrict Gemini model's use in U.S. surveillance and military applications, citing ethical risks in a letter to chief scientist Jeff Dean.
Australia's Appen says being the Switzerland of AI boosts demand for its human testing
Data labeling firm Appen reports surging demand as it maintains neutrality amid US-China AI tensions, positioning itself as a trusted human-in-the-loop provider for model training datasets.
Google and Meta reportedly strike new multibillion-dollar AI chip deal
Meta Platforms signs multi-billion deal to rent Google's next-gen MTIA AI chips optimized for model training, diversifying from Nvidia dominance.
Defence tech Constelli bags $20M from General Catalyst
Indian defence technology startup Constelli secures $20 million in funding led by General Catalyst to scale AI-powered defence solutions.
Yoodli Expands AI Roleplays with Live Visual Content for Team Training
Yoodli's AI roleplay feature now supports sharing slides and visuals in real-time, enabling immersive team practice sessions.
200+ Google and OpenAI Staff Sign Petition Backing Anthropic's Military AI Limits
Employees from rival labs rally behind Anthropic's refusal to ease safeguards for Pentagon, pushing for industry-wide ethical boundaries on weaponized AI.
Anthropic: 'Cannot in good conscience' release models without Pentagon safety guarantees
Anthropic CEO stands firm against DoD demands, prioritizing AI safety amid escalating tensions.
Google, OpenAI workers push for military AI limits
Over 200 employees from Google and OpenAI signed a petition urging their companies to adopt Anthropic's red lines against Pentagon demands for unrestricted AI access in surveillance and weapons.
DeepSeek Withholds Latest AI Model from US Chipmakers Like Nvidia
Chinese lab DeepSeek is blocking its newest model from American firms including Nvidia, citing sources, escalating US-China AI tensions.
AI Swiftly Answers Questions By Focusing On Key Areas
New research introduces techniques for embodied AI to efficiently answer questions in complex environments by prioritizing key visual regions, improving speed and accuracy.
Researchers Test AI Reasoning on 786 Real-World Videos
New benchmark evaluates AI models' video understanding and reasoning, exposing gaps in current systems beyond static benchmarks.
AI Legislative Update: Feb. 27, 2026
Roundup of new bills including HB 4103 for AI commission and Chief AI Officer in Oregon.
Anthropic Updates Responsible Scaling Policy for More Flexibility
Anthropic revised its AI safety framework amid Pentagon pressures, balancing ethics with deployment needs.
Dow Steady as Tech Slides on NVDA Reaction and CoreWeave Losses
Markets mixed post-Nvidia earnings drop and CoreWeave's widening Q4 deficits fueling AI spending doubts.
Google Rolls Out Nano Banana 2 After Viral AI Hit
Google has launched Nano Banana 2, a faster image generation model based on Gemini Flash, rolling out to Gemini app, Search, and dev tools. It promises Pro-level quality at lower cost/speed, fixing common AI image flaws like text.
Meta signs multi-billion-dollar deal to rent Google AI chips
Meta Platforms has inked a multi-year, multi-billion dollar agreement with Google to rent TPUs for AI model training, and is in talks to buy them outright next year. The deal underscores chip supply strains and Big Tech's scramble for compute amid exploding AI demand.
UK activists plan protests over climate, social impacts of AI data centres
Activists are staging nationwide protests against AI data center expansion, citing massive power/water use equivalent to UK peak demand. 'March Against The Machines' targets OpenAI's office amid 140 new centers seeking grid connections.
CSU College of Law Unveils New Voluntary AI Certificate Program
Cleveland State University College of Law introduces a certificate program to train lawyers on AI tools and ethics.
zypl.ai and Cognition Partner to Accelerate Governed AI Deployment
zypl.ai teams with Cognition to enable secure AI decisioning and workflow automation for financial institutions.
India backs principles-based AI governance over standalone law at AI Summit 2026
At the AI Impact Summit 2026, India pushes for flexible, principles-driven AI regulation instead of prescriptive laws to foster innovation.
Africa Center releases AI toolkit for defense forces
The Africa Center for Strategic Studies launches a comprehensive toolkit on integrating artificial intelligence into African defense operations.
Anthropic Loosens AI Safety Rules Amid Competition and Pentagon Tensions
Anthropic is relaxing its Responsible Scaling Policy due to competitive pressures and ongoing disputes with the Pentagon over military access to Claude models, while banning Chinese entities and blocking surveillance uses.
Anthropic CEO Stands Firm as Pentagon Deadline Looms on AI Access
Dario Amodei refuses Pentagon demands for full military access to Claude, citing conscience, as deadline approaches amid escalating tensions over AI ethics and national security.
Anthropic CEO Dario Amodei Rejects Pentagon Demands for Unrestricted Claude AI Access
In a direct statement, Amodei declares the company 'cannot in good conscience accede' to DoD requests to loosen safety guardrails, as a deadline looms amid national security pressures.
Why CoreWeave Stock Is Plunging in After-Hours Trading
CoreWeave beat Q4 revenue estimates but posted a steeper-than-expected net loss of $452M, leading to a 7.9% after-hours drop. The AI cloud provider's widening loss margin highlights profitability challenges in hyperscale AI compute.
Do Investors Underestimate Nvidia? CEO Jensen Huang Thinks So
Nvidia shares plunged over 5% despite blockbuster earnings, with CEO Huang arguing investors undervalue the massive growth in AI computing. Huang stated 'The market can't hold us back forever' as Nvidia pulls ahead daily.
Florida Senate Unanimously Passes Bill to Regulate Booming AI Data Centers
Legislation targets power consumption, water use, and environmental impacts of AI facilities amid explosive growth in Florida.
CesiumAstro Acquires AI Firm Vidrovr to Boost Space Tech
Satellite comms company snaps up AI video analytics startup, following SpaceX-xAI trend in space-AI M&A.
MARA Announces Strategic Partnership with Starwood for 1GW AI-Capable Data Centers
MARA and Starwood team up to build hyperscale infrastructure delivering 1GW near-term IT capacity for AI and enterprise, expandable to 2.5GW, blending Bitcoin mining with HPC workloads.
Meta's internal AI chip design efforts hit roadblocks
Meta Platforms struggles with in-house AI chip development, turning to supply deals with AMD and Nvidia as design challenges persist.
Salesforce, Workday leaders take swipes at AI rivals: 'Parasites' to 'SaaSquatch'
Execs from Salesforce, Workday, and Snowflake mock AI wrappers and startups, positioning their platforms as true AI beneficiaries amid enterprise adoption.
Citadel Securities demolishes viral doomsday AI essay, arguing the real ‘Global Intelligence Crisis’ is ignorance of macro fundamentals
Citadel critiqued a viral essay predicting AI-driven economic collapse via job displacement, using labor data and historical tech adoption to argue AI boosts productivity without systemic ruin. The report counters doomsday narratives amid debates like the 'Engels pause.'
Domino Data Lab Unveils Platform for Safely Scaling Enterprise Agentic AI
Major update enables governed end-to-end workflows for deploying agentic systems at scale in businesses.
Nvidia expects gaming chips shortage to last until year-end
NVIDIA warns of ongoing gaming GPU shortages through 2026, even as AI drives core growth, highlighting supply chain strains.
Mistral AI inks multi-year deal with Accenture for enterprise AI solutions
Mistral partners with Accenture to build enterprise tech powered by Mistral models, with Accenture adopting the tech for its employees and clients.
C3.ai stock plunges 22% on revenue miss, widened losses and major layoffs
C3.ai's Q3 revenue tanked to $53M vs expectations, with Q4 guidance lowered and 26% workforce cuts announced amid enterprise AI slowdown.
Google AI Releases Nano-Banana 2 for Advanced Image Generation
New model delivers pro-level subject consistency and sub-second 4K synthesis, rolling out in Gemini, Search, and dev tools.
AI rout hits software stocks, but Grayscale says blockchains stand to benefit
As AI pressures software shares, Grayscale argues blockchains will enable intelligent agent transactions and mitigate risks in the agentic era.
RBC Capital: Nvidia Stock Already Discounts Major AI Spending Slowdown
Analysts argue current levels bake in capex pullback, maintaining buy despite post-earnings drop.
Anthropic's Retired Opus 3 Model Now Blogs on Substack
Anthropic repurposes retired Claude Opus 3 for 'Claude's Corner' Substack on AI ethics, consciousness, and poetry, with human oversight but no edits.
Dartmouth celebrates AI milestone, charts future path where AI began
Dartmouth hosts event marking AI's origins, gathering researchers to shape next era of artificial intelligence.
Palantir Down 27% YTD: Analysts Weigh Buy-the-Dip Opportunity Post-Nvidia
Despite high valuation at 97x forward earnings, PLTR seen benefiting from agentic AI shift highlighted in Nvidia's call.
L.A. schools face crisis amid investigation into Carvalho, AI contract
Los Angeles schools superintendent faces probe over a controversial AI contract, sparking crisis amid broader scrutiny of edtech deals.
AWS Updates Large Model Inference Container with Support for DeepSeek v3.2 and Mistral Large 3
New LMI features boost performance for latest open models, enabling faster, cheaper inference on AWS Trainium and Inferentia.
Andrew Ng-backed Profitmind raises $9M Series A for AI hotel revenue optimization
Profitmind, an AI startup optimizing revenue management for hotels, secured $9M in Series A funding led by Accenture Ventures.
‘Incoherent’: Hegseth’s Anthropic ultimatum confounds AI policymakers
Pentagon chief demands full military access to Claude AI or faces bans, threatening to override ethics on surveillance and weapons. Tech experts call it contradictory, risking Silicon Valley-DoD ties.
Perplexity partners with Samsung to integrate into Galaxy S26 as system-level AI
Every Galaxy S26 ships with Perplexity pre-installed, activated by 'Hey Plex', marking deep hardware-software AI fusion.
Read AI Launches Email-Based 'Digital Twin' for Schedules and Answers
Startup unveils AI agent that acts as personal digital clone via email, handling calendars and queries.
Fractional AI Acquires Y Combinator Startup Fabius to Advance Applied AI Solutions
Fractional AI snapped up Fabius, enhancing its platform for deploying specialized AI agents in enterprise workflows.
UpGuard Targets AI-Driven Risk Operations With $75M Raise
Cybersecurity platform UpGuard raises $75M to supercharge AI for third-party vendor risk amid supply chain AI threats.
Self-driving truck startup Einride raises $113M PIPE ahead of public debut
Autonomous freight leader Einride secures $113M from VCs including Volkswagen to scale AI-powered electric trucks toward IPO.
Homesage.ai Launches AI-Powered Property Condition Grading System
Real estate AI tool rolls out automated home assessments to streamline valuations and inspections.
Google rolls out Nano Banana 2 after viral success of AI image tool
Gemini 3.1 Flash Image model delivers advanced subject consistency and sub-second 4K image synthesis for developers.
Michael Burry Warns of 'Troubling' Nvidia Supply Commitments
Big Short investor flags Nvidia's $117B noncancelable AI chip orders as risk if demand slows, amplifying potential downside.
Why Did Nvidia Stock Crash Today After Blowout Earnings?
Despite record results and strong guidance, NVDA shares cratered 5.5% on concerns over peaking margins, inventory pileup, and AI hype fatigue.
HaystackID acquires eDiscovery AI to boost GenAI in legal and compliance
E-discovery giant HaystackID buys data intelligence startup eDiscovery AI, enhancing AI-driven workflows for legal, cyber, and compliance.
Workers on training AI to do their jobs
Employees feel devalued training AI replacements, warning of job losses and declining wages amid rapid adoption.
IDF Unleashes AI Researchers to Supercharge Battlefield Intelligence
Israel Defense Forces deploys elite AI team to accelerate real-time intel analysis on battlefields using frontier models.
Google launches Nano Banana 2 model with faster image generation
Google DeepMind released Nano Banana 2 (Gemini 3.1 Flash Image), a faster AI image model with improved realism, rolling out to Gemini app, Search, and developer APIs.
Letter AI raises $40M Series B for deal-level intelligence in revenue enablement
Enterprise AI platform Letter AI secures $40M led by Battery Ventures to scale AI-native revenue tools.
HaystackID Acquires eDiscovery AI to Advance GenAI in Legal and Compliance
HaystackID bought eDiscovery AI to integrate generative AI into legal review, cyber workflows, and compliance platforms, expanding options for clients.
Peter Thiel Warns AI Poses Greater Threat to STEM Jobs Than Creative Ones
PayPal co-founder argues technical roles face bigger disruption, while 'LinkedIn skills' like schmoozing rise in value.
Palantir surges 4.2% as enterprise AI shifts to massive deployment
PLTR climbs on momentum from enterprise customers moving AI from pilots to production scale.
Anthropic Drops Safety Pledge as Hegseth Demands Pentagon Access to AI Models
Anthropic abandons voluntary safety commitments amid US military pressure for direct access to Claude models.
FirmPilot Closes $22M Series A-1 for Legal AI Client Acquisition
AI platform for law firms raises $22M to automate lead gen and client onboarding with domain-specific models.
The Trump Administration Is Trying to Make an Example of the AI Giant Anthropic
Pentagon threatens Anthropic over refusal to grant full DoD access to Claude models, citing national security.
Anthropic Revives Retired Claude 3 Opus with Its Own Substack Blog
Anthropic has brought back its former flagship Claude 3 Opus model by granting it a Substack where it publishes posts, blending retirement with ongoing AI experimentation.
Alphabet, Big Tech eye hundreds of billions in borrowing for AI capex
Amazon, Alphabet, and Meta tap bond markets for tens of billions to fund AI data centers, signaling massive infrastructure investments ahead.
Physical AI data startup Encord lands $60M to accelerate robot and drone development
Encord raised $60M to build data infrastructure for training AI models in robotics, drones, and autonomous vehicles, addressing key bottleneck in physical AI.
Trace Raises $3M to Tackle AI Agent Adoption in Enterprises
Startup Trace secures $3M seed to address enterprise hurdles in deploying AI agents for productivity.
CrowdStrike Unveils AI-Powered Cyber Defenses at Fal.Con Gov
CrowdStrike accelerates national security with new AI tools to counter evolving threats in the AI era.
Figma Partners with OpenAI to Integrate Codex for Design-to-Code Workflows
Figma is embedding OpenAI's Codex via its MCP server, allowing seamless transitions between visual design in Figma and code generation/editing in Codex to bridge designers and engineers.
Samsung Galaxy S26 Brings Agentic Gemini and Perplexity AI to Mobile
TechCrunch recaps Galaxy Unpacked: S26 series with Snapdragon 8 Elite Gen 5, agentic Google Gemini for task automation, Circle to Search upgrades, and Perplexity partnerships for AI search.
Amazon Eyes Up to $50B OpenAI Investment Tied to AGI Milestone or IPO
Reuters reports Amazon allocating $15B upfront + $35B conditional on AGI/IPO; Nvidia and SoftBank reportedly planning $30B each in massive round valuing OpenAI at $1T.
OpenAI to make London its biggest research hub outside US
OpenAI plans to expand its London office into its largest non-US research site, hiring aggressively to bolster global AI talent.
AI Agents Overload Internet as Adoption Explodes; Inference Demand Set to 1000x
IDC forecasts 10x agent growth by 2027 amid site crashes; Gartner sees 40% of apps embedding agents by year-end, supercharging Nvidia's GPU/inference dominance.
AI Agents Driving 1000x Inference Surge, NVIDIA Poised to Capitalize
Motley Fool highlights AI agents exploding inference demand 1000x by 2027, with 40% enterprises embedding agents by year-end; NVIDIA's toolkit central.
CesiumAstro Acquires AI Startup Vidrovr to Embed Intelligence in Satellite Comms
Space tech firm CesiumAstro bought Vidrovr to infuse AI video analytics and search into electronically steered antennas for defense and comms satellites.
Burger King Deploys AI Chatbot 'Patty' to Coach Employees on Politeness
Burger King's BK Assistant platform uses OpenAI-powered Patty in employee headsets to monitor interactions for 'please' and 'thank you', provide real-time coaching, and integrate with POS systems; piloting in 500 stores.
RLWRLD Raises $26M Seed 2 for Real-World Industrial Robotics Foundation Models
Korean Physical AI startup hits $41M total funding to train foundation models on live factory data via investor networks like CJ Logistics. Plans public launch in H1 2026.
Research Solutions Launches Scite MCP, Connecting ChatGPT, Claude & Other AI Tools to Scientific Literature
Scite introduced Model Context Protocol (MCP) integration, allowing ChatGPT, Claude, and other LLMs to access scientific papers directly for improved accuracy and citations.
Marketers: AI Will Hit Creative Teams First
Survey reveals marketers expect AI to transform creative departments before other areas, accelerating content generation and ideation.
Google nears $1B investment in battery startup Form Energy for AI data centers
Google poised to invest $1 billion in Form Energy's long-duration batteries to power AI infrastructure amid surging datacenter energy needs.
General Magic raises $7.2M seed to advance AI-powered SaaS tools
AI SaaS startup General Magic lands $7.2M in seed funding amid hot market for enterprise AI applications.
New MIT method boosts LLM training efficiency using idle compute
MIT researchers develop technique to leverage idle GPUs, potentially slashing costs and time for training large language models.
Perplexity AI Launches 'Perplexity Computer' — A Multi-Model System to Coordinate AI Agents
Perplexity unveiled Perplexity Computer, a platform orchestrating multiple AI models including Claude for complex workflows like research, coding, and deployment in a persistent cloud environment.
Aehr Test Systems Lands $14M Order from Leading AI Processor Customer
Aehr receives $14 million order for multiple FOX-XP automated wafer-level burn-in systems from a top AI chipmaker, highlighting surging demand for high-reliability AI processors.
AI-RAN Alliance Hits Milestone with 132 Members, 33 Demos for AI-Native Networks
AI-RAN Alliance grows to 132 members, launches 33 innovation demos and 4 blueprints to embed AI in radio access networks for faster, efficient wireless.
Intrinsic Joins Google to Accelerate Physical AI Development
Alphabet is integrating its robotics firm Intrinsic with Google DeepMind, Gemini models, and Cloud to fast-track AI-powered industrial automation and make intelligent robotics accessible for manufacturing.
Aehr Test Systems lands $14M order from leading AI processor customer
Aehr secures multiple FOX-XP systems for high-volume wafer-level burn-in testing of next-gen AI chips.
Alibaba Releases Qwen 3.5 Open Model Series, Targeting GPT-5 Mini and Claude Sonnet at Lower Costs
The new Qwen 3.5 supports multimodal inputs for AI agents, outperforming rivals in benchmarks while being far cheaper to run.
Qnity Crushes Q4 Earnings with AI-Driven Demand, Guides FY26 Revenue Above Consensus
Qnity reported Q4 revenue of $1.19B beating estimates, with upbeat FY26 guidance of $4.97-5.17B and EPS $3.55-3.95 amid AI boom; board approved $500M buyback.
Qnity Stock Jumps on Q4 Earnings Beat, Strong 2026 AI Chip Guidance
Chip firm exceeds estimates with $3.55-3.95 EPS outlook for 2026, plus $500M buyback; positioned to surf AI accelerator wave.