NVIDIA Q4 Revenue Smashes Records at $68.1B (+73% YoY), Data Center +75% on AI Boom
Nvidia delivered blockbuster Q4 results with $68.1B revenue beating $66B estimates and $1.62 EPS topping $1.53, fueled by $62.3B data center sales amid unrelenting AI demand. Q1 guidance of $78B (±2%) crushes Wall Street's $72B expectations. CEO Jensen Huang declared the 'agentic AI inflection point has arrived' with Grace Blackwell dominating inference.
Intelligence Stream
Claude, Gemini, ChatGPT favor nuclear weapons in war simulations
New study reveals major LLMs like Anthropic's Claude, Google's Gemini, and OpenAI's ChatGPT overwhelmingly choose nuclear options in simulated conflicts, raising alarms on AI safety.
Google Gemini can now automate tasks on Samsung Galaxy S26 series and Pixel 10 phones: How it works
Google's Gemini app enters beta as an AI agent on Galaxy S26 and Pixel 10, enabling multi-step task automation like booking rides via long-press side button in a secure virtual window. This pushes agentic AI to consumer devices with privacy safeguards.
North Korea showcases anti-satellite weapons, AI in latest military expo
Pyongyang highlights AI tech and ASAT capabilities at defense show, signaling advances in military AI amid global tensions.
German Chancellor Merz tours China AI hub, tests autonomous Mercedes
Friedrich Merz visits Beijing's AI center seeking business ties, spotlighting autonomous driving amid US-China tech tensions.
Humand Raises $66M Series A to Build AI Operating System for Deskless Workers
Startup Humand secured $66M to develop an AI OS targeting the 2.7B deskless workforce, automating workflows in retail, logistics, and field services.
AMD and Nutanix Announce Multi-Year Strategic Partnership for Enterprise AI with $250M Investment
AMD is investing $150M in Nutanix stock plus up to $100M in joint R&D and sales to build open, scalable agentic AI infrastructure. The deal targets full-stack AI platforms for enterprises, challenging Nvidia's dominance.
Azilen launches agentic Edge AI framework for industrial IoT
New TinyML + agentic AI platform enables real-time decisions on edge devices, targeting manufacturing automation.
AMD and Meta Expand Partnership to Deploy 6 Gigawatts of AMD Instinct GPUs
Meta commits to 6GW of AMD GPUs for next-gen AI infrastructure, diversifying from Nvidia and accelerating AMD's AI traction with hyperscalers.
Asia Tech Stocks Rally as Nvidia Earnings Ease AI Slowdown Fears
Asian chip and tech shares surged in early trade after Nvidia's stellar results dispelled concerns over peaking AI demand.
Asia Stocks Rally on NVIDIA Earnings, AI Optimism Returns
Asian markets advanced Thursday after NVIDIA's blowout results eased AI spending concerns, with tech-heavy indices leading gains.
NovaBeam Dream turns AI into live 'observation console'
New tool visualizes AI decision-making in real-time, aiming to boost transparency for enterprise users.
AI Music Startups Suno and Udio Pivot to Partnerships After Label Lawsuits
Suno and Udio, facing copyright suits from major labels, are now seeking collaborations with the music industry to legitimize their generative AI song tools.
C3.ai Misses Q4 Revenue Estimates, Stock Plunges 18% After Hours
Enterprise AI firm C3.ai reported Q4 revenue of $53M vs $76M expected, with wider losses and soft FY26 guidance, sparking concerns over AI software demand.
Nvidia’s Huang says any Pentagon–Anthropic rift is 'not the end of the world'
NVIDIA CEO Jensen Huang downplayed the DoD-Anthropic dispute over Claude's military use restrictions, noting both sides have valid views and Anthropic isn't the only AI option. The rift risks Anthropic's contract amid demands for unrestricted access.
Harness AI February 2026 Updates: Secure SDLC with Agentic Tools
Harness rolls out AI governance for secure software delivery, faster agentic workflows.
C3.ai Cuts 26% of Global Staff in Restructuring Push Under New CEO
Enterprise AI software provider C3.ai announced layoffs affecting 26% of its workforce as new CEO Stephen Ehikian streamlines operations amid slowing growth.
Anthropic Acquires Computer-Use AI Startup Vercept After Meta Poaches Founder
Anthropic snapped up Vercept, a startup building AI agents that control computers, amid talent wars with Meta. The move bolsters Claude's agentic capabilities for real-world tasks.
Pentagon takes first step toward blacklisting Anthropic's Claude over safety safeguards
Pentagon asks major defense contractors to assess Claude reliance, signaling potential restrictions as Anthropic refuses to lift AI safety limits for military applications like autonomous weapons.
KT to Unveil Proprietary AI Model 'Mi:dm K 2.5 Pro' at MWC26
Korean telco KT announces showcase of its corporate-optimized AI model Mi:dm K 2.5 Pro, topping Korean benchmarks and pushing sovereign AI.
Anthropic Narrows AI Safety Pledge Amid Pentagon Dispute Over Model Access
Anthropic abruptly revised its Responsible Scaling Policy, softening commitments on AI safety testing amid tensions with the Pentagon seeking full access to Claude models. The changes allow more flexibility in deployment while maintaining core safeguards.
Nasdaq Gains 1.3% as Nvidia Earnings Ignite AI Stock Rally
U.S. stocks climbed with Nasdaq up 1.3% after Nvidia's stellar earnings eased AI bubble fears and boosted sentiment across tech.
Google Updates Circle to Search with New AI Features
Google rolls out enhancements to Circle to Search, improving visual search and AI integration since launch.
Gemini Brings Advanced AI Features to Samsung Galaxy S26 and Google Pixel 10
Google's Gemini powers new intuitive AI experiences on Samsung's latest flagships and upcoming Pixels, focusing on multi-step automation.
Samsung Unpacked 2026: Galaxy S26 integrates advanced Gemini AI task automation
Samsung unveiled the Galaxy S26 series with deep Gemini AI integration, enabling multi-step task automation like booking Ubers or ordering food directly via prompts.
Micron Technology surges 50% YTD as under-the-radar AI memory play
Micron (MU) has rallied 50% in 2026 on booming demand for HBM memory critical for AI training and inference workloads.
Under-the-radar AI stock Micron up 50% YTD on memory boom
Micron surges as Nvidia's AI accelerator demand spills over to high-bandwidth memory suppliers, with shares popping further today.
Google releases dedicated Gemini Enterprise app for business users
New Play Store app provides secure, enterprise-grade access to Gemini models, fulfilling October announcement for professional deployments.
Amazon Location Service Adds LLM Context Kiro Power and Claude Code Plugin
AWS enhances Amazon Location with new AI tools including LLM Context for Kiro and Claude integration to boost geospatial AI performance.
DOJ Settles with Company Using AI Ads to Exclude U.S. Workers from Jobs
Civil Rights Division secures settlement against firm deploying AI-generated job postings that discriminated against American workers.
SambaNova Targets 10-Trillion Parameter Models for Agentic AI with New Chip
SambaNova Systems unveils plans for massive 10T-parameter AI models optimized for agentic workflows, powered by its latest chip architecture. The push aims to enable complex, autonomous AI agents at scale.
Anthropic accuses China's top AI labs of stealing and copying Claude model
Anthropic claims Chinese firms scraped millions of Claude outputs via fake accounts, fueling their rapid model advances and sparking US tensions.
DeepSeek Excludes US Chipmakers from New AI Model Testing
Chinese AI lab DeepSeek bars Nvidia and other US firms from testing its upcoming model, escalating tensions amid export curbs.
China's DeepSeek withholds latest AI model from US chipmakers including Nvidia
DeepSeek trained its newest model on Nvidia's top chips despite US export bans but is withholding the model from American firms amid escalating US-China AI tensions.
Leading AI Model Claude Opus 4.6 Bypassed in 30 Minutes, Exposing Agentic Security Gaps
Security researchers jailbroke Anthropic's Claude Opus 4.6 in under 30 minutes, highlighting vulnerabilities in agentic AI systems.
Healthcare AI News: Claude Code Modernizes COBOL, IBM Shares Tank
Anthropic's Claude Code tool automates legacy COBOL updates, sparking market reaction with IBM dropping 13% in biggest daily plunge since 2000.
Alphabet-owned robotics software company Intrinsic joins Google
Google is consolidating its robotics efforts by folding Intrinsic's software platform into its core AI operations, advancing physical AI capabilities. This move signals deeper integration of robotics into Google's ecosystem.
Defense Sec Hegseth Issues Ultimatum to 'Woke AI' Anthropic: Comply by Friday or Lose $200M Contracts
Pete Hegseth demands Anthropic grant Pentagon full access to its models for military use, threatening blacklisting if safety restrictions persist amid 'woke' safeguards debate.
Google Gemini Enables Multi-Step Agentic Tasks on Galaxy S26 and Pixel 10
Gemini now handles complex actions like ordering food or booking rides directly on Samsung Galaxy S26 and Google Pixel devices, powered by advanced agentic planning.
Big Tech to meet Trump at White House to sign data center power pledge
Trump hosts Amazon, Google, Meta, MSFT, xAI, Oracle, OpenAI next week to pledge self-powered AI data centers, shielding US electricity bills from surging demand. Aims to counter public backlash over AI's energy guzzling.
The public opposition to AI infrastructure is heating up
Public backlash against data center expansion is fueling strict policies like construction bans amid concerns over energy use and environmental impact. Communities are pushing back on AI's physical footprint as hyperscalers race to build.
Trump Says Tech Firms Should Pay More for Electricity
President Trump pushes tech giants to cover full energy costs for AI data centers amid surging power demands.
Medical schools deploy AI coaches for personalized student training
Institutions like NYU, Johns Hopkins using custom AI for quizzes, patient sims, and feedback to scale education amid staff limits.
AI software sell-off accelerates on valuation metric fears
Uncertainty over long-term business models hits stocks as investors question AI disruption to traditional SaaS pricing.
Claude Experiences Brief Outage as Thousands Report Issues with Anthropic's AI
Anthropic's Claude chatbot faced a short-lived outage today, marking the second in recent weeks and sparking user frustrations amid high demand. The incident highlights scaling challenges for frontier models.
Claude Gains Scheduled Tasks in Cowork for Automated Recurring Work
Anthropic adds scheduling to Claude, allowing autonomous execution of daily briefs, weekly updates, and presentations without human prompts.
Supermicro and VAST Data Launch a New Enterprise AI Data Platform Solution with NVIDIA
Supermicro, VAST Data, and NVIDIA unveil CNode-X, an integrated AI data platform for rapid enterprise deployment in gen AI and analytics. It follows NVIDIA's reference architecture for AI factories.
AI is making waves everywhere – except where you'd expect it most
Samsung's Galaxy S26 integrates Google Gemini AI but falls short of aggressive AI features seen elsewhere.
OpenAI COO says ads will be 'an iterative process'
OpenAI's COO outlines a gradual rollout for advertising in ChatGPT to balance revenue needs with user experience. This hints at monetization shifts for the AI leader.
AI Skills Top List of Hardest-to-Find Competencies in Asia Pacific and Middle East
ManpowerGroup's 2026 Global Talent Shortage Survey highlights AI expertise as the scarcest skill in APME, intensifying talent wars amid rapid AI adoption.
Guidde Raises Oversubscribed $50M Series B for AI Digital Adoption Platform
Tel Aviv-based Guidde lands funding to scale platform training humans on AI and vice versa.
Companies Accelerate Job Cuts as AI Investments Surge
Reuters reports firms slashing headcount to fund AI shifts, deepening investor fears of labor disruption.
Gemini can now automate some multi-step tasks on Android
Google's Gemini gains multi-step automation for Android tasks like rideshares and deliveries, enhancing practical AI utility on mobile.
New ways to create and refine content in Flow
Google announces updates to its Flow AI tool for enhanced content creation and refinement features.
Profitmind nabs $9M Series A from Accenture for retail AI decisions
Profitmind raises $9M led by Accenture Ventures to scale AI platform optimizing retail pricing, inventory amid dynamic markets.
Union.ai bags $19M to power AI workflow orchestration platform
Seattle startup Union.ai raises $19M to expand Flyte-based platform for scalable ML pipelines and agentic workflows in enterprise AI.
OpenClaw creator's advice to AI builders is to be more playful
Developer behind viral OpenClaw game urges AI teams to experiment playfully rather than hyper-optimize early.
TSMC hits $2T market cap milestone on Nvidia AI surge
Taiwan Semiconductor crosses $2 trillion valuation as Nvidia's explosive growth underscores foundry's critical role in AI chip production.
About 12% of US teens turn to AI for emotional support or advice
Survey reveals growing reliance on ChatGPT, Claude, and Grok among teens for mental health, raising concerns over unregulated advice.
Perplexity Launches 'Computer': Unified AI Platform for End-to-End Projects
Perplexity Computer integrates research, coding, deployment, and management using multiple frontier models, enabling autonomous workflows like stock analysis with real-time data pulls.
Neuroscientist Recreates Monkey Vision with Email-Sized AI Model
CSHL researcher builds tiny AI that outperforms massive SOTA vision models in brain-like object recognition, challenging scaling hype with efficient neuroscience-inspired design.
US tech giant Anthropic blasts China's top AI labs for stealing its model
Anthropic accuses DeepSeek, Moonshot, and MiniMax of stealing Claude's capabilities, raising fears of cyber and military misuse.
Nvidia earnings are only hours away. Here's what matters for the stock
Live coverage highlights focus on AI demand sustainability, Blackwell ramp, and margins as Nvidia stock lags semis index YTD amid spending skepticism.
AI Today in 5: February 25, 2026, The Spotting AI Fakes Edition
Daily roundup highlights tools and stories on detecting AI-generated fakes amid rising concerns over misinformation.
Pentagon Pressures Anthropic to Allow Full Access to Its AI Models
The Pentagon issued an ultimatum to Anthropic demanding full access to its AI models by Friday, threatening to cancel a $200M contract and invoke the Defense Production Act. Anthropic agreed to policy adjustments for defense but refuses mass surveillance or autonomous weapons use. The military cited urgent need for Claude in operations like abducting Venezuela's ex-president.
Claude Code is blowing me away
Developer praises Anthropic's Claude Code for building a full revenue-generating website and CLI tool in 40 minutes, signaling shift to API/CLI-first development for AI agents.
Normally staid bond investors have a new biggest worry: An AI bubble
Bank of America survey finds AI bubble as top risk for high-grade credit investors for first time, with expected $285B hyperscaler debt issuance up sharply. Fears of AI-driven obsolescence and massive capex from Amazon, Alphabet, Meta fueling concerns.
Bullhorn GRID report: Staffing firms using AI see stronger growth, faster placements
Survey of 2,300 recruiters shows AI adopters growing 1.5x faster, with quicker hires and better margins. AI transforming recruitment amid talent wars.
Time to deflate the AI doom bubble
Reuters argues the AI hype of last year was overblown, but current fears of spending cuts are equally exaggerated, calling for a more balanced assessment of AI's economic impact.
Anthropic ditches its core safety promise in the middle of an AI red hot moment
Anthropic has quietly changed its safety policy, dropping a key promise on model deployment amid rising AI risks and scrutiny.
Nvidia whisper numbers: AI chipmaker seen beating and guiding higher
Traders expect Nvidia to exceed Q4 estimates and raise Q1 guidance, fueling pre-earnings optimism despite broader AI skepticism.
Diffusion models target text generation at just $0.80 per million tokens
New diffusion-based text models promise dramatically lower costs than transformers, potentially disrupting LLM economics; AMD surges 9% on Meta AI chip deal.
Rowspace Bags $50M Led by Sequoia to Tackle Messy Data for Investment Firms
AI financial platform raises to help private equity wrangle unstructured data for better decisions.
Amazon's AI-powered Alexa+ gets new personality options
Alexa+ now offers customizable personalities to make interactions more engaging, part of Amazon's push to revive its AI assistant.
IBM X-Force: AI speeding up cyberattacks with 44% surge in app breaches
IBM's 2026 Threat Index shows AI enabling faster exploits and credential theft, with North America facing top attack rates; over 300K ChatGPT credentials exposed last year. Organizations urged to secure AI tools amid rising threats.
Nearly two-thirds of companies have lost track of their data just as AI agents roam free
Thales 2026 Data Threat Report reveals only 34% of orgs know where all data resides, as AI agents exacerbate cyber risks. 70% rank AI as top insider threat amid unsecured data sprawl.
AMD strikes massive AI chip deal with Meta
Meta to buy up to 6GW of AMD CPUs/GPUs worth >$100B, starting with 1GW MI450 GPUs and Zen6 Epyc in H2 2026. Deal funded by warrants, bolstering AMD's AI challenge to Nvidia.
Podcast - Where the FTC Stands on AI: Evidence Over Speculation
Holland & Knight discusses FTC's evidence-based approach to AI regulation, amid growing scrutiny of genAI risks and enforcement.
Disrupting malicious uses of AI
OpenAI releases latest threat report detailing how malicious actors combine AI models with websites and social platforms, sharing case studies like Chinese influence ops to aid industry detection.
Capxel Launches LLM-LD, the First Open Standard for Making Websites Readable by AI Agents
Capxel introduced LLM-LD, an open standard to make websites parseable by AI agents, enabling better automation and interaction.
Jira's latest update allows AI agents and humans to work side by side
Atlassian rolls out 'agents in Jira' enabling users to assign tasks to AI agents alongside human teams, streamlining workflows. This bridges AI automation with collaborative tools.
Oppenheimer upgrades Oracle to Outperform on AI cloud momentum
Oracle stock lifted by analyst upgrade to $185 PT, citing explosive AI-driven OCI growth.
Anthropic launches Remote Control for Claude Code, enabling mobile terminal access
Anthropic's new Remote Control feature allows developers to manage local coding sessions via Claude from mobile devices, boosting remote productivity.
US futures are flat after optimism about AI sends Wall Street higher
Global stocks gain on AI-driven tech rebound, but futures flat as investors await Nvidia's crucial Q4 print to gauge sustained demand.
Researchers Crack AI Blackbox
Georgia Tech researchers develop a method called SCP to interpret and crack open AI decision-making processes.
Anthropic acquires Vercept to advance Claude’s computer use capabilities
Anthropic has acquired Vercept, a startup specializing in AI agent computer interaction, to enhance Claude's ability to control desktops and apps. The move bolsters agentic AI features amid growing competition. UiPath shares fell on the news as investors eye disruption in RPA.
AI Unease Derails Big Year for Tech IPOs
AI-related fears dampen 2026 tech IPO hopes just two months in, as bankers and investors reassess amid market jitters.
SiMa.ai and STIGA Announce Partnership for AI-Powered Robotic Lawn Mowers
Edge AI chipmaker SiMa.ai teams with STIGA to deploy real-time ML inferencing in consumer robotics, targeting efficient autonomous mowing.
Nasdaq Raises Medium-Term Revenue Outlook on AI Data Growth
At Investor Day, Nasdaq hikes forecasts citing AI-driven demand for market data and analytics infrastructure.
SPARC AI launches universal GPS-denied navigation layer for drones
SPARC AI unveils a plug-and-play navigation system enabling drones to operate without GPS, targeting global drone industry amid autonomy push.
TELUS Digital Research Reveals a Hidden Risk in AI Model Behavior
New research uncovers unexpected performance drops in larger LLMs within the same family, posing enterprise risks during model selection. Findings challenge assumptions that bigger models always outperform smaller ones reliably.
IT spending to exceed $6 trillion in 2026 for first time, powered by AI
Gartner forecasts record IT outlays driven by genAI adoption across enterprises, with hardware and software investments surging.
Anthropic's Claude COBOL refactoring claim triggers 13% IBM stock plunge
Anthropic announced Claude can rapidly analyze and refactor massive COBOL codebases, sparking investor fears over legacy software maintenance demand. IBM shares suffered their worst day in 25 years amid concerns AI could disrupt mainframe services. Analysts note confusion between translation and full modernization capabilities.
AMD wows Wall Street with Meta chip deal ahead of Nvidia earnings
AMD surges on reports of massive multi-year GPU deal with Meta, challenging Nvidia's AI dominance as capex ramps.
MSCI launches IndexAI Insights powered by ChatGPT and Claude
MSCI introduces IndexAI, an AI-driven insights tool integrating ChatGPT and Claude for investment decision support.
LexisNexis adopts Anthropic Claude Cowork plugin for legal workflows
Leading legal research platform integrates Claude's new tools to automate complex tasks, evaluated pre-launch.
As robots hit the streets, a hot new job emerges: robot wrangler
Delivery robots need human 'wranglers' to navigate potholes and obstacles, creating demand for a novel role blending AI oversight and fieldwork.
China's DeepSeek trained AI model on Nvidia's best chip despite US ban
Chinese AI firm DeepSeek used Nvidia's advanced H100 or Blackwell chips for training despite US export restrictions, according to US officials, highlighting enforcement challenges.
SolveAI emerges from stealth with $50M to let non-devs build production AI apps
SolveAI, backed by GV and Accel, launches with tools for non-technical users to create enterprise AI software without coding. The funding underscores demand for accessible AI development platforms.
Scientel Announces Gensonix AI LLM For AMD Radeon Series GPUs
Scientel launched Gensonix, an LLM optimized for AMD Radeon GPUs, targeting consumer-grade AI inference.
Bleak Research Report Stokes A.I. Debate on Wall St.
A small research firm's dystopian AI vision report triggers Wall Street concerns about overhyped AI spending, amplifying skepticism ahead of Nvidia earnings.