Nvidia Q4 earnings collide with Wall Street skepticism over AI spending
Nvidia is set to report fiscal Q4 results after the bell today, with expectations of $65.6B-$66B in revenue and $1.50-$1.52 EPS amid concerns over slowing AI capex from hyperscalers. Guidance for next quarter will be key as investors question the sustainability of massive AI infrastructure investments. The results could reset sentiment for the entire AI sector.
Intelligence Stream
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.
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.
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.
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.
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.
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.
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.
Anthropic launches Remote Control feature for Claude Code
Claude Code now supports remote terminal operations from mobile devices, expanding agentic capabilities for on-the-go coding and ops.
AI framework helps researchers see bigger picture in cell biology
MIT's new AI tool analyzes multi-modal cell data to identify shared and unique features across imaging techniques, advancing biological discovery.
Claude's New AI Vulnerability Scanner Sends Cybersecurity Shares Plunging
Anthropic's Claude introduces an AI-powered vulnerability scanner, sparking fears of disruption and causing sharp declines in cybersecurity stocks.
OpenAI Uncovers Global Chinese Intimidation Operation via ChatGPT
OpenAI exposes a Chinese operation using AI tools for censorship and intimidation, highlighting geopolitical risks in AI usage.
Generative AI Could Deepen Inequality and Revenue Losses in Developing World
UN report warns gen AI may exacerbate global divides, hitting news and media sectors in poorer nations hardest.
AI evolves from tool to gatekeeper in business workflows
PYMNTS report highlights AI's shift to controlling access and decisions, raising concerns over transparency and dependency.
Brookfield acquires AI cloud operator Ori to launch massive chip leasing venture
Brookfield Asset Management merges Ori Industries with Radiant to create a new AI infrastructure entity focused on leasing high-demand chips amid global compute shortages.
Can A.I. Detection Tools Really Spot Fake Images and Videos?
The New York Times tests latest AI detectors on hyper-realistic generated media, revealing ongoing challenges in distinguishing real from synthetic content as deepfakes proliferate.
Multiverse Computing releases enhanced HyperNova 60B model on Hugging Face
Quantum-AI firm Multiverse Computing unveiled an upgraded HyperNova 60B compressed model optimized for edge inference and financial simulations. The open-source release targets enterprise use in risk modeling and optimization. Benchmarks show 2x speedups over prior versions.
TELUS Digital uncovers hidden risks in AI model behavior
New research highlights unpredictable behaviors in AI models that could impact reliability in critical applications.
Amazon's Graviton demand doubles Arm royalties, boosting AI inference play
Motley Fool highlights AWS Arm-based chips exploding in popularity for cost-efficient AI workloads.
Syntheia launches quantum initiative to supercharge enterprise conversational AI
Startup unveils plans to integrate quantum tech for faster, more scalable AI chat systems in business applications.
BeyondMath bags $18.5M to build 'ChatGPT for physics simulation'
Funding fuels AI platform simulating complex physical systems, targeting engineering and science R&D.
More than half of teens are using AI for schoolwork
Pew study reveals over 50% of teens use AI for homework like math explanations and novel summaries, highlighting rapid adoption in education.
Elon Musk teases official Grok CLI for developers as AI rivalry heats up
Elon Musk announced an upcoming command-line interface for Grok, positioning it as a developer tool amid intensifying competition with Anthropic's Claude.
ByteDance Doubao AI chatbot hits 100M DAU during China holiday
Yahoo Finance says TikTok parent surges past rivals in Lunar New Year user battle.
US AI boom faces electric shock
Big Tech's $600B+ AI spending in 2026 is straining U.S. power grids, with data centers driving record electricity demand and facing turbine shortages and regulatory delays. Companies like Microsoft and Amazon may build their own gas-fired plants as grid expansion lags. Trump stated tech must handle its own power needs.
Google Introduces Gemini Tools for Building XR Experiences with Prompts
Google launched new Gemini features allowing developers to generate interactive XR apps via natural language prompts, bridging AI and spatial computing.
Scientel releases Gensonix LLM optimized for AMD Radeon consumer GPUs
New lightweight model based on Llama 3B enables efficient local AI inference on AMD's Radeon series, targeting gamers and creators.
BCG X and Nature Awards Launch 'AI for Discovery' Prize
New global award recognizes teams using AI to advance solutions in health, sustainability, and beyond, fostering breakthrough research.
Mojo AI Raises $10M Series B Amid Fortune 500 Growth
Enterprise AI platform achieves 68% ARR growth and 396% new logo increase, fueling adoption by major corporations.
Black Hat Asia 2026 Spotlights AI Threats and Supply Chain Risks
Conference to reveal cutting-edge research on AI-driven attacks and vulnerabilities in global supply chains.
Seeds AI² Robotics Secures Over $140M in Series B Funding
Chinese firm completes massive Series B for its AI-driven AlphaBot humanoid robots, accelerating development and deployment.
IBM 2026 X-Force: AI-driven attacks escalate as security gaps persist
IBM's latest threat report warns of surging AI-powered cyberattacks exploiting basic enterprise vulnerabilities, urging immediate defenses.
Pentagon eyes xAI Grok for classified ops as Anthropic tensions escalate
Storyboard18 reports DoD considering Grok amid disputes with Anthropic over model restrictions.
Anthropic launches Claude Cowork plugins for HR, finance, and research automation
Anthropic rolled out customizable plugins for its enterprise Claude platform to automate workflows in HR, banking, engineering, and more.
Pentagon demands Anthropic drop Claude safety limits or face blacklist
Defense officials gave Anthropic until Friday to relax AI guardrails for military use, threatening supply chain exclusion.
OpenClaw repo hits 224k stars with fresh updates amid agent craze
Viral AI agent framework maintains momentum at #2 all-time GitHub, last commit minutes ago.
1024EX launches mainnet alpha: first prediction market for AI agent trading
New platform enables AI agents to trade predictions transparently, opens limited early access.
Nvidia Q4 FY26 earnings report due today after market close
All eyes on NVDA's datacenter revenue, China export impacts, Blackwell ramp. Analysts expect continued AI dominance amid competition.
Giant raises $8M for AI-powered interactive kids' storytelling app
Seed funding to scale personalized AI stories that boost child literacy and engagement.
LS Electric develops AI model to predict renewable energy output
South Korea's LS Electric unveiled an AI model for accurate forecasting of solar and wind power generation, aiding grid stability.
NVIDIA Q4 FY26 earnings webcast today amid sky-high expectations
Nvidia reports fiscal Q4 results after market close, with analysts eyeing $65B+ revenue on unrelenting AI datacenter demand.
G-Stacker launches beta AI platform for business entity verification
G-Stacker gains Google-approved AI status and enters limited beta for automated KYC and compliance checks.
upGrad and Waterloo launch AI-CTO program for enterprise leaders
MoU for Chief Technology & AI Officer certification focusing on AI leadership and transformation.
AI boom sparks global RAM shortage, set to hike prices for smartphones, PCs, and PlayStations
Explosive demand for high-bandwidth memory (HBM) in AI datacenters is spilling over, constraining consumer DRAM supplies and potentially driving up costs for everyday devices.
Global M&A surges into 2026 fueled by AI mega-deals despite capital crunch
AI sparks record deal frenzy with billions in transactions, but tightening cash raises risks for buyers.
UK self-driving startup Wayve raises $1.2B from Mercedes, Stellantis and others
Wayve secured $1.2B to advance embodied AI for robotaxis, valuing the firm highly amid autonomy race.
Apple shifts Mac Mini assembly to the US amid supply chain shifts
Apple moves Mac Mini production stateside, potentially boosting AI hardware localization.
Pony.ai robotaxis hit record Shenzhen paid orders over Chinese New Year
Pony.ai reports surge in robotaxi rides, advancing autonomous driving in China.
Nvidia challenger AI chip startup MatX raised $500M
MatX, founded by ex-Google hardware engineers, secures $500M Series B to build specialized AI inference chips challenging Nvidia's dominance. The funding values the startup at over $2B and accelerates production of next-gen silicon for datacenter AI workloads.
US tech giants to pour $650B into AI infrastructure in 2026
Big Tech's capex frenzy continues, fueling massive datacenter builds to power next-gen AI models and agents.
Startup Astelia secures $35M for AI vulnerability management
Astelia emerges from stealth with $35M to tackle security risks in AI models and agents, addressing exploding threats in agentic deployments.
DBS and Granite Asia launch $110M AI IPO fund for Asian tech
DBS Bank partners with Granite Asia to create $110M fund targeting AI and tech IPOs in Asia, betting on regional growth amid global AI race.
Spanish 'soonicorn' Multiverse Computing releases free compressed AI model HyperNova 60B
Multiverse Computing launches upgraded HyperNova 60B 2602 on Hugging Face, a 50% compressed version of gpt-oss-120B that outperforms Mistral on benchmarks while slashing compute needs.
Markets jittery ahead of Nvidia Q4 earnings on AI demand
Nvidia set to report after close, with focus on datacenter growth amid chip competition.
Adapt Raises $10M Seed to Build 'AI Computer for Business'
Startup funding aims to create specialized AI hardware tailored for enterprise workflows and scalability.
OpenAI defeats xAI's trade secrets lawsuit
A court rules in favor of OpenAI, dismissing Elon Musk's xAI lawsuit alleging trade secret theft. The decision clears a major legal hurdle amid intensifying rivalry between the AI labs.
Uber engineers built an AI version of their boss Dara Khosrowshahi
Uber staff created a chatbot mimicking CEO Dara Khosrowshahi for practice sessions, showcasing deep AI integration in enterprise. The tool uses company data to simulate interactions, boosting employee prep.
Meta inks up to $100B AMD chip deal to chase 'personal superintelligence'
Meta has committed to buying up to $100B in AMD MI540 GPUs and CPUs over multiple years, including a warrant for 160M shares, to diversify from Nvidia and power AI scaling.
Claude Code introduces remote control for mobile agentic coding
Anthropic added remote session control to Claude Code, letting users hand off terminal tasks to phone for seamless multitasking.
Pentagon threatens Anthropic with deadline over Claude safeguards
US military sets Friday deadline for Anthropic to relax AI safety guardrails or face contract penalties, escalating dispute on military access to Claude.
Google signs 1.9GW clean energy deal with massive 100-hour battery
Google's latest renewables pact includes breakthrough long-duration storage to power AI data centers amid surging electricity demand.
Anthropic digs in as Pentagon escalates AI guardrail dispute with Friday deadline
Pentagon demands Anthropic loosen Claude's safety restrictions by Friday or face penalties, but Anthropic refuses to budge in high-stakes clash over military AI use.
LlamaIndex Newsletter: Gemini 3.1 Pro hands-on, LlamaAgents Builder upgrades
Major enhancements to agent builder with file uploads, new model integrations for advanced RAG and workflows.
Anthropic releases Responsible Scaling Policy v3.0
Anthropic updates its RSP framework to address escalating risks from advanced AI systems, including new thresholds for deployment safeguards. The policy emphasizes voluntary mitigation of catastrophic risks.
ProducerAI music generator joins Google Labs, backed by Chainsmokers
Generative music tool ProducerAI integrates into Google Labs, accelerating AI creativity tools.
Notion launches Custom Agents: autonomous AI team for teams
Notion's new Custom Agents automate workflows 24/7 with triggers, schedules, easy no-code build for enterprise busywork.
Anthropic faces Friday deadline from Hegseth in Defense AI dispute
Defense Secretary Pete Hegseth gives Anthropic until Friday to drop AI safeguards for military use, escalating tensions over broad access to Claude models.
AMD stock roars 14% on Meta's up-to-$100B AI chip deal
AMD clinches massive supply agreement with Meta for AI GPUs, boosting shares and networking stocks like ANET.
JPMorgan CEO Jamie Dimon: AI reshaping workforce, bank plans redeployment
Dimon reveals JPM is addressing AI's labor impact by redeploying staff, highlighting broader enterprise shifts.
Pete Hegseth sets Friday deadline for Anthropic's AI red lines
Politico reports tense meeting where Hegseth warned of supply chain risk designation unless Anthropic relaxes policies on military AI use.
AI startups smashing $10M ARR in just 3 months, Stripe data reveals
Stripe reports unprecedented speed of AI firms reaching multimillion ARR, highlighting turbocharged growth in agentic era.
Thomson Reuters preps next-gen CoCounsel AI legal tool for beta
Upgrade to core legal product promises advanced capabilities for professionals.
Inception launches Mercury 2, the fastest reasoning diffusion LLM 5x faster than rivals
Stanford prof-backed Inception released Mercury 2, a diffusion-based LLM for instant production AI like agents and voice, slashing latency and costs vs. autoregressive models.
Scientel launches Gensonix AI LLM optimized for Intel ARC GPUs
New LLM targets consumer GPUs, enabling affordable local AI inference on Intel hardware.
Hegseth gives Anthropic until Friday to drop AI safeguards for military
Defense Secretary Pete Hegseth demanded Anthropic CEO Dario Amodei allow unfettered Pentagon access to Claude, threatening contract termination or Defense Production Act invocation over usage red lines like surveillance and autonomous weapons.
Cursor unveils major AI coding agent upgrade: agents now demo code via smooth video recordings
Cursor's latest update lets AI agents onboard to codebases, execute on cloud computers, and send video demos of their work, intensifying the coding agent wars with Anthropic and OpenAI.
Axelera AI raises $250M for European AI edge chips
Dutch AI chip firm Axelera secured $250M from BlackRock and others to challenge Nvidia in inference hardware.
Apple releases Ferret-UI Lite: 3B on-device model for GUI control
Apple researchers introduced Ferret-UI Lite, a compact 3B param multimodal model rivaling 72B giants in UI grounding and agent tasks across mobile/web/desktop.
Anthropic exposes industrial-scale distillation attacks by DeepSeek, Moonshot, and MiniMax
Anthropic reveals Chinese AI labs used 24k fake accounts for 16M+ Claude queries to extract capabilities for their models, violating ToS. Accusations spark AI IP theft debate and hypocrisy claims.
OpenAI COO: AI has barely penetrated enterprise processes yet
OpenAI's COO states that despite hype, AI adoption in business workflows remains minimal, signaling huge untapped potential.
Axelera AI raises $250M for edge AI chips rivaling Nvidia
Dutch startup secures massive funding to scale hardware accelerating AI inference on devices, targeting IoT and automotive.
Microsoft warns on malicious repos targeting developers amid OpenClaw risks
Microsoft Security Blog details C2 campaigns using fake Next.js repos; advises on running OpenClaw safely with identity isolation to mitigate runtime risks in self-hosted agents.