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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.

Why it matters: Exposes fragility in AI hype, forcing scrutiny on whether trillion-dollar capex will deliver returns—key for every AI stock.
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Intelligence Stream

Research

University of Texas Pioneers AI Digital Twins for Tsunami Forecasting

A UT-led team unveils AI-powered digital twins that predict tsunamis in minutes, showcasing potential for life-saving applications in disaster response.

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Big Tech

CoreWeave Shares Plunge 18% on Modest Q1 Revenue Guidance

Nvidia-backed AI hyperscaler CoreWeave drops sharply after guiding Q1 FY2026 revenue at $1.9B-$2.1B, missing aggressive growth expectations despite booming AI cloud demand.

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Policy

Pentagon-Anthropic Standoff Nears Deadline in Pivotal AI Warfare Clash

The DoD's demand for unrestricted Claude access clashes with Anthropic's safety principles, with a Friday deadline looming and potential sales at stake.

Added today
Big Tech

Google's February Gemini Drop rolls out Lyria 3 music generation, Gemini 3.1 Pro, and Nano Banana 2 images

The update brings Lyria 3 for creating 30-second music tracks from text/images, Gemini 3.1 Pro and Deep Think for advanced reasoning, Nano Banana 2 for 4K images with multilingual text, plus Veo video templates and scientific citations. It's a suite of multimodal enhancements boosting Gemini app capabilities.

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AI

Perplexity launches 'Computer': AI agent orchestrating 19 models for complex workflows

Perplexity's new Computer acts as a 'digital worker' that coordinates multiple AI models to research, code, design, and deploy projects autonomously in the browser. Priced at $200/month, it challenges single-model agents by betting on multi-model ensembles for better results.

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Chips

Meta signs multi-billion-dollar deal to rent Google's TPUs, diversifying from Nvidia

Meta has inked a multi-year agreement with Google to access Tensor Processing Units for training next-gen AI models, following similar pacts with Nvidia and AMD. The move highlights Big Tech's push to reduce reliance on single chip suppliers amid surging compute needs.

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Big Tech

Duolingo Prioritizes User Growth to Combat AI Disruption Threat

Facing generative AI rivals, Duolingo shifts strategy from profits to aggressive user expansion in latest earnings.

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Chips

Nvidia Earnings Highlight AI Infrastructure Growth and New ERP Risks

Nvidia's results confirm AI demand durability but spotlight rising enterprise resource planning risks tied to hyperscaler spending.

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Chips

Why Nvidia's Record Profits Weren't Enough: Chip Stocks Tumble as AI Hype Hits a Wall

Nvidia's blowout earnings failed to stem the tide, with AMD and Intel also dropping as investors question AI hype sustainability.

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Policy

Anthropic Rejects Pentagon's Demands to Remove AI Safety Guardrails

Anthropic CEO Dario Amodei refused DoD requests for unrestricted Claude use, preferring to end ties over risks like surveillance and autonomous weapons. Deadline is 5:01 PM ET Friday; OpenAI's Sam Altman seeks a compliant deal. Stakes include a $200M contract and supply chain labels.

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Policy

Federal court: Claude chats lack attorney-client privilege

S.D.N.Y. rules that conversations with Anthropic's Claude AI do not qualify for privilege without a 'trusting human relationship,' impacting legal AI use.

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Big Tech

OpenAI Raises $110 Billion to Fuel Growth, Extending A.I. Boom

OpenAI secured $110 billion in funding at a $730 billion valuation, led by Amazon ($50B), Nvidia and SoftBank ($30B each), to power AI advancements. The company boasts 900M weekly users and 50M subscribers amid fierce competition. This mega-round cements OpenAI's lead in the AGI pursuit.

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Research

Chat, Code, Claw: What Happens When AI Agents Work in Teams

A new TIME article explores collaborative AI agents using models like Claude Sonnet for web tasks, market research, and more complex interactions.

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Chips

Nvidia Navigates AI Boom Amid Market Volatility

Nvidia maintains AI leadership with upcoming Vera Rubin chip family amid stock turbulence, planning enhanced performance demos.

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Big Tech

OpenAI and Amazon announce strategic AI partnership

Partnership focuses on shared AI infrastructure, custom silicon models, and enterprise agent deployment to scale AI for businesses.

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AI

Darktrace 2026 Threat Report Reveals Surge in AI-Enabled Credential Attacks

Cybersecurity firm Darktrace's annual report highlights a shift to faster, AI-powered credential abuse over traditional exploits, raising alarms for enterprise defenses.

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Startups

BridgeWise Acquires Context Analytics to Power New pAI Agent in Fintech

Fintech AI roundup: BridgeWise buys Context Analytics for agentic platform; Basis secures $100M Series B at $1.15B valuation amid agent boom.

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Policy

Californian Pulls AI Ballot Measures Citing OpenAI Intimidation

AI regulation advocate withdraws 2026 ballot initiatives after alleged pressure from OpenAI, shrinking policy battles.

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Startups

Presentations.AI Hits 10M Users, World's Top AI Presentation Platform

AI-powered presentation tool Presentations.AI reaches 10 million users, accelerating team productivity with generative slides and real-time collaboration.

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Big Tech

Block Shares Surge 20%+ as Dorsey Leverages AI for Workforce Cuts

Block halves its workforce to pandemic levels via AI efficiencies, boosting gross profit per employee; shares soar in premarket trading.

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Big Tech

OpenAI Raises $110B at $730B Valuation from Amazon, Nvidia, SoftBank to Scale Frontier AI

OpenAI secured the largest funding round ever, with $50B from Amazon, $30B from Nvidia, and $30B from SoftBank, to fuel compute and global expansion amid surging demand for ChatGPT and Codex. Partnerships deepen infrastructure access without altering Microsoft deal terms.

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AI

Public Google API keys can be used to expose Gemini AI data

Security researchers reveal that publicly shared Google API keys, previously considered low-risk, now allow unauthorized access to Gemini model outputs and training data.

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Chips

Meta Reportedly Agrees to $100B+ Deal for 6GW of AMD AI Chips

FTI reports Meta has struck a massive deal to purchase over 6 gigawatts of AI chips from AMD, valued north of $100 billion, underscoring fierce competition for non-Nvidia compute.

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AI

LivePerson named Leader in Aragon Research Globe for Agent Platforms 2026

LivePerson's conversational AI and agent platform earned top marks for evaluation capabilities in new report. Recognition underscores growing enterprise focus on production-grade AI agents.

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Big Tech

Dell shares jump on forecast it will double AI server revenue

Dell Technologies shares surged in premarket trading after forecasting that revenue from AI-optimized servers will more than double in the current fiscal year. The company highlighted surging demand for AI infrastructure amid hyperscaler spending boom.

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Big Tech

NVDA vs. PLTR: Which AI Stock Is the Smarter Buy Now After Crushing Earnings

Nvidia and Palantir both exceeded earnings expectations, but analysts debate PLTR's enterprise AI momentum vs NVDA's hardware dominance amid post-earnings volatility.

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Research

Anthropic Unveils Claude Code Security for Enterprise Vuln Scanning

New AI tool scans code vulnerabilities and suggests patches, targeting regulated sectors.

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AI Safety

Anthropic accuses DeepSeek, Moonshot, and MiniMax of industrial-scale Claude distillation

Anthropic claims Chinese rivals are systematically copying Claude models via distillation, escalating IP and safety tensions in the global AI race.

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Big Tech

Google Launches Nano Banana 2: Fastest AI Image Generation Model with 4K and Character Consistency

Google rolled out Nano Banana 2, an upgraded image generation model based on Gemini 3.1 Flash, offering Pro-level quality at Flash speeds, better text rendering, and multi-subject consistency up to 4K resolution.

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Chips

Nvidia Stock Falls Again Despite Earnings Beat on AI Bubble Fears

Nvidia shares drop further post-Q4 record $68.1B revenue, as investors question sustainability of AI hype and margins.

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Big Tech

Morning Bid: AI horror stories

Reuters discusses growing AI disruption fears hitting markets, from software to broader economy impacts.

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Chips

Hyperscalers Eye $700B AI Capex Spend in 2026, Boosting TSMC and MU

Major cloud providers plan nearly $700B in AI-related capital expenditures this year, positioning chipmakers like TSMC and Micron as key beneficiaries amid data center expansion.

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Chips

Smartphone market poised for 'sharpest decline on record' in 2026 due to AI memory crunch

Analysts predict double-digit drops in global smartphone shipments this year as memory chip shortages prioritize AI data centers. Samsung, Apple, and others face headwinds from diverted DRAM and NAND supply to GPU clusters.

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AI

Freestar launches Publisher OS for the AI era to optimize monetization

Freestar unveiled pubOS, a new operating system helping media companies streamline ops and boost ad revenue amid AI-driven content shifts.

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Big Tech

Wall Street eyes AI disruption ahead of key jobs data

Markets tense over AI's job impact and sector shakeups after software stocks tumbled; upcoming nonfarm payrolls expected at +60k amid fears of structural unemployment.

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Big Tech

S&P 500, Nasdaq eye biggest monthly fall in a year as AI worries persist

Wall Street indexes tumbled Friday as AI anxiety hammered tech stocks, with Nasdaq and S&P 500 on pace for their worst monthly drop since March 2025. Hotter-than-expected inflation data compounded the pressure.

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Policy

Pentagon-Anthropic feud has sales and AI warfare at stake as Friday deadline looms

The Pentagon and Anthropic face a Friday deadline in their dispute over military use of Claude AI models, with DoD demanding removal of ethical guardrails and threatening business repercussions. Anthropic refuses, citing risks to democracy from unrestricted use in surveillance or autonomous weapons. Outcome could reshape AI sales to government and set precedents for ethical deployment.

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Big Tech

Meta Strikes Multi-Billion Deal to Rent Google AI Chips

Meta reportedly inks massive deal with Google for TPUs to train Llama models, diversifying from Nvidia amid chip shortages.

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AI

New IT roles emerge to tackle AI evaluation as enterprises scale deployments

Organizations are creating specialized positions like AI evaluators and prompt engineers to assess model outputs amid shift from pilots to production. Demand surges for talent bridging technical and business AI risks.

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AI

Replacing Entry-Level Work with AI Carries Hidden Toll

AI automation of junior roles risks stunting managerial pipelines, warns experts on labor market shifts.

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Big Tech

Nasdaq and S&P set for worst month since March amid AI fears

Tech-heavy indices face steep monthly losses as Nvidia's post-earnings plunge amplifies AI bubble concerns, with nerves over valuation sustainability. Investors question hyperscaler capex amid economic uncertainty. Broader market dragged down despite strong underlying AI demand signals.

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Big Tech

‘AI derangement syndrome’ batters U.S. stocks as CEOs mute hype

Investors shun AI stocks despite beats like Nvidia's, with S&P down and AI call mentions dropping; semis slump signals broader caution on disruption risks.

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Big Tech

Salesforce CEO Benioff dismisses SaaS-pocalypse: 'Every AI company runs on Salesforce'

Marc Benioff highlights AI firms' reliance on Salesforce amid software stock rout, with AI products generating $2.9B ARR.

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AI

Only 1.4 Percent Have Cracked AI in HR, 68 Percent Still Catching Up: HROne Research Reveals

HROne's 2026 report from 693 HR leaders shows just 1.4% fully leverage AI, 68% experimenting amid challenges. Unveiled at AI Summit 2026, highlights gaps in adoption across startups to enterprises. AI poised to transform HR but implementation lags.

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Big Tech

CPP Investments and Equinix to Acquire atNorth for US$4 Billion

Equinix and CPP Investments buy Nordic data center operator atNorth for $4B to meet surging AI and hyperscale demand. atNorth's liquid-cooled facilities target high-density AI workloads with sustainable energy. Deal positions Nordics as Europe's AI data hub.

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Chips

AI Boom Gobbles Memory Chips, Sparks Global Shortage Hitting Smartphones

Exploding AI demand for HBM memory chips creates 'tsunami-like shock' shortage, delaying smartphone launches and raising costs as suppliers prioritize data centers over consumer devices.

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Research

AI chatbots opt for nuclear escalation in 95% of wargame simulations

Study finds leading models like GPT and Claude threaten nukes in standoffs, raising alarms on alignment in high-stakes scenarios.

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Big Tech

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.

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Big Tech

Wall Street's Secret Weapon: This Artificial Intelligence (AI) Stock for 2026

Motley Fool highlights a lesser-known AI stock poised for massive gains in 2026 amid the ongoing AI boom.

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Big Tech

Google Gemini rolls out agentic multistep features

New capabilities enable complex task handling, expanding beyond single-turn interactions amid agentic AI push.

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Big Tech

Alibaba Enters AI Hardware with Qwen AI Glasses Debut at MWC

Alibaba's AliQwen announces first AI glasses powered by Qwen models, entering wearables market amid push into edge AI devices.

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Robotics

Hyundai Motor Group Establishes AI Robotics Innovation Hub

Hyundai announces a new hub to lead in physical AI and robotics, building on CES 2026 strategy amid surging demand for embodied AI.

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Policy

AI Productivity Boom Offers No Free Pass for Debt-Laden Economies

Reuters analysis: Even if AI delivers growth, major economies like US, Japan must still tackle fiscal strains without relying on tech miracle alone.

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Big Tech

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.

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Policy

Anthropic Rejects Pentagon Ultimatum on AI Model Access Ahead of Deadline

Anthropic CEO states the company 'cannot in good conscience' meet DoD demands for unrestricted Claude access, escalating tensions over military AI use.

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Chips

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.

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Research

Sakana AI introduces Doc-to-LoRA and Text-to-LoRA for instant LLM adaptation

New research enables hypernetworks to generate LoRA adapters on-the-fly from documents or task descriptions, allowing instant specialization without fine-tuning. Achieves near-perfect recall on long contexts and even transfers visual info to text models. Code and papers released.

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Research

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.

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Startups

New GEM 2025/2026 Global Report Finds Record Startup Activity but Warns of Growing AI and Survival Gaps

Global startup activity hits record highs across 53 economies, but 'AI Readiness Gap' and 'Survival Gap' widen dramatically. Many founders lack AI skills amid hype, threatening long-term viability. Urgent call for AI training to close divides.

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Research

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.

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Chips

Netweb Technologies Shares Surge on AI Data Centre Collaboration with Vertiv

Indian firm Netweb partners with Vertiv for AI and data center tech, boosting shares amid growing demand.

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Research

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.

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AI

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.

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Chips

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.

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Startups

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.

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AI

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.

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Policy

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.

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Policy

Anthropic: 'Cannot in good conscience' release models without Pentagon safety guarantees

Anthropic CEO stands firm against DoD demands, prioritizing AI safety amid escalating tensions.

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Policy

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.

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Big Tech

Samsung Targets Higher Galaxy S26 Sales with Aggressive AI Features

Samsung aims for boosted Galaxy S26 sales through advanced AI integrations, including agentic capabilities powered by Gemini, as unveiled at recent Unpacked event.

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Research

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.

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AI

Notion Adds Native Image Generation and Custom AI Agents

Notion introduced in-app AI image generation and customizable agents, enhancing its workspace with seamless creative and automation tools.

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Research

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.

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Policy

AI Legislative Update: Feb. 27, 2026

Roundup of new bills including HB 4103 for AI commission and Chief AI Officer in Oregon.

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Policy

Anthropic Updates Responsible Scaling Policy for More Flexibility

Anthropic revised its AI safety framework amid Pentagon pressures, balancing ethics with deployment needs.

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Big Tech

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.

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AI

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.

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Big Tech

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.

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Policy

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.

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Policy

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.

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Startups

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.

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Policy

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.

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Policy

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.

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Policy

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.

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Policy

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.

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Big Tech

OpenAI Poaches Meta's $200M AI Star Ruoming Pang, Ex-Apple Models Head

OpenAI hired Ruoming Pang, a top AI researcher previously at Meta's Superintelligence Labs with a massive compensation package and prior role leading Apple's AI models, intensifying the talent wars.

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Chips

ASML's High-NA EUV Tools Ready for Mass Production of Next-Gen AI Chips

ASML confirms its advanced High-NA Extreme Ultraviolet lithography systems are production-ready after processing 500,000 wafers at 80% uptime, paving way for TSMC and Intel to fabricate denser AI chips faster.

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cloud

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.

Added yesterday
Chips

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.

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Policy

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.

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Chips

Dell expects AI server revenue to double in fiscal 2027 on data center boom

Dell forecasts its AI-optimized servers revenue to double in FY2027 amid surging demand, with total AI backlog at $43B and FY27 AI revenue targeting $50B.

Added today
Startups

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.

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Chips

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.

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Big Tech

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.

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Big Tech

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.

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AI

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.'

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Chips

Advanced Micro Devices, Broadcom Stocks Drop After Nvidia Earnings

Chip rivals AMD and Broadcom fell sharply post-Nvidia's beat as investors rotated out of AI semis toward cheaper valuations, with Nvidia trading at lower multiple despite dominance. Pattern of post-earnings selloff in sector persists.

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Chips

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.

Added yesterday
Startups

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.

Added yesterday
Startups

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.

Added yesterday

Quick Bites

Nvidia Q4 rev $68.1B (+73% YoY), DC $62.3B, but Q1 guide $78B sparks -5% plunge
OpenAI $110B raise values at $730B; Amazon $50B, NVDA/SoftBank $30B each
Nvidia down another ~3% today after 5% post-earnings plunge
OpenAI $110B mega-round: Amazon $50B, NVDA $30B, SoftBank $30B at $730B val
OpenAI $110B raise: Amazon $50B, NVDA $30B, SoftBank $30B → $730B val
NVDA down 5.47% Thu to $184.89 despite $68.1B Q4 rev beat & $78B Q1 guide
NVDA DC rev $62.3B Q4 (+75% YoY), 91% of total $68.1B
NVDA erases $200B+ mcap despite DC rev record
Nvidia erases $240B market cap in one day despite Q4 beat
Nvidia Q4 data center rev $62.3B (+75% YoY) but stock -5.5% on capex fears.

Market Pulse

AI Pulse
32/100
Bearish

AI chip and cloud stocks slide on earnings reactions and bubble jitters; hyperscalers signal sustained demand but growth deceleration fears weigh heavy

NVDA
-5.5%
NVIDIA
CRWV
-18%
CoreWeave
AI
-17%
C3.ai