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Top Story

Microsoft Azure unveils new OpenAI models: GPT-5.3-Codex for agentic coding, GPT-Realtime-1.5 for voice AI

Azure OpenAI introduces GPT-5.3-Codex, blending advanced coding with reasoning for engineering tasks, 25% faster execution. GPT-Realtime-1.5 and GPT-Audio-1.5 boost real-time voice with better reasoning, transcription, and low latency. These models enable continuous, multimodal AI systems now available on Microsoft Foundry.

Why it matters: OpenAI's latest specialized frontier models accelerate real-world agentic and interactive AI deployments at scale.
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Intelligence Stream

AI

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.

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Big Tech

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.

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Chips

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.

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Research

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.

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Startups

BeyondMath bags $18.5M to build 'ChatGPT for physics simulation'

Funding fuels AI platform simulating complex physical systems, targeting engineering and science R&D.

Added today
AI

ByteDance Doubao AI chatbot hits 100M DAU during China holiday

Yahoo Finance says TikTok parent surges past rivals in Lunar New Year user battle.

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Chips

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.

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Research

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.

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Startups

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.

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Policy

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.

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Startups

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.

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Policy

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.

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Policy

Pentagon eyes xAI Grok for classified ops as Anthropic tensions escalate

Storyboard18 reports DoD considering Grok amid disputes with Anthropic over model restrictions.

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AI

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.

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Policy

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.

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AI

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.

Added today
AI

1024EX launches mainnet alpha: first prediction market for AI agent trading

New platform enables AI agents to trade predictions transparently, opens limited early access.

Added today
Chips

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.

Added today
Startups

Giant raises $8M for AI-powered interactive kids' storytelling app

Seed funding to scale personalized AI stories that boost child literacy and engagement.

Added today
AI

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.

Added today
Chips

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.

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Startups

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.

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Startups

upGrad and Waterloo launch AI-CTO program for enterprise leaders

MoU for Chief Technology & AI Officer certification focusing on AI leadership and transformation.

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Chips

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.

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Big Tech

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.

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Startups

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.

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Big Tech

Apple shifts Mac Mini assembly to the US amid supply chain shifts

Apple moves Mac Mini production stateside, potentially boosting AI hardware localization.

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Robotics

Pony.ai robotaxis hit record Shenzhen paid orders over Chinese New Year

Pony.ai reports surge in robotaxi rides, advancing autonomous driving in China.

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Chips

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.

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Big Tech

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.

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Startups

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.

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Startups

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.

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AI

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.

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Chips

Markets jittery ahead of Nvidia Q4 earnings on AI demand

Nvidia set to report after close, with focus on datacenter growth amid chip competition.

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Chips

Adapt Raises $10M Seed to Build 'AI Computer for Business'

Startup funding aims to create specialized AI hardware tailored for enterprise workflows and scalability.

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Big Tech

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.

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Startups

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.

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Chips

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.

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AI

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.

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Research

PyTorch Foundation adds new members amid agentic AI surge

Linux Foundation project grows with fresh contributors as demand for agent frameworks accelerates.

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Policy

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.

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AI

Thomson Reuters CoCounsel AI tool hits 1 million users, shares rally

Powered by Anthropic's Claude, CoCounsel reaches 1M users as Thomson Reuters expands legal AI offerings, boosting stock amid enterprise adoption surge.

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Energy

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.

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Policy

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.

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Startups

Wayve raises $1.2B for AI driverless car tech in Europe

UK autonomous driving startup Wayve landed $1.2B to scale embodied AI software for self-driving vehicles.

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Research

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.

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Policy

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.

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AI

ProducerAI music generator joins Google Labs, backed by Chainsmokers

Generative music tool ProducerAI integrates into Google Labs, accelerating AI creativity tools.

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AI

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.

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Policy

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.

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Chips

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.

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Big Tech

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.

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Policy

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.

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Startups

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.

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AI

Thomson Reuters preps next-gen CoCounsel AI legal tool for beta

Upgrade to core legal product promises advanced capabilities for professionals.

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AI

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.

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AI

Scientel launches Gensonix AI LLM optimized for Intel ARC GPUs

New LLM targets consumer GPUs, enabling affordable local AI inference on Intel hardware.

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Policy

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.

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Startups

AI accounting startup Basis raises $100M at $1.15B valuation

Basis secured $100M in funding to scale its agentic AI for autonomous finance workflows, hitting unicorn status amid enterprise AI boom.

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AI

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.

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Chips

SambaNova raises $350M led by Vista Equity, partners with Intel on AI chips

AI chip startup SambaNova secured $350M funding and a key Intel collaboration to ramp production amid booming demand.

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Chips

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.

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Research

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.

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AI

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.

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Big Tech

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.

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Chips

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.

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AI

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.

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Big Tech

Intuit partners with Anthropic to launch customizable AI agents for finance pros

Intuit integrates Claude to let SMBs build/deploy trusted AI agents for financial intelligence, targeting TurboTax/QuickBooks users.

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AI

LiquidAI releases LFM2-24B, its largest open-source model with blazing inference speed

New 24B param model optimized for speed, detailed in blog and arXiv tech report.

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Policy

xAI pitches to Pentagon: 'Throw Anthropic' amid AI terms feud

Elon Musk's xAI offers military Grok access as DoD escalates dispute with Anthropic over red lines.

Added yesterday
Big Tech

Software Stocks Rebound as Anthropic Announces New Partnerships

Anthropic's integrations with Slack, Intuit, Docusign, and more lift software stocks amid enterprise AI push.

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AI

Anthropic expands Claude Cowork with enterprise plugins for office workers

New connectors and plugins for finance, HR, and more aim to make Claude a go-to AI coworker for knowledge workers.

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Research

"2028 Global Intelligence Crisis" report ignites Wall Street AI apocalypse fears

Citrini Research's hypothetical report warns superintelligent AI could crash global economy by 2028, sparking market jitters.

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AI

Alibaba's Qwen team launches Qwen3.5 medium series: MoE models outperform larger predecessors

New Qwen3.5-35B-A3B (3B active), Qwen3.5-122B-A10B, and others excel in agent tasks, closing gap to closed-source giants with less compute.

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Startups

Code Metal raises $125M Series B at $1.25B valuation for trusted AI code gen

Funding to bridge trust gap in AI-generated code, amid rising demand for secure dev tools.

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AI

DeepSeek's latest AI model trained on Nvidia's top chip despite export curbs

Chinese startup DeepSeek trained its upcoming model on Nvidia H100s, set for release next week, heightening US-China AI tensions.

Added today
Chips

HPE Juniper routers target massive AI fabrics at scale

HPE unveils latest Juniper networking gear optimized for large-scale AI data center interconnects.

Added yesterday
Startups

Kana exits stealth with $15M to build AI agents for marketing ops

Stealth startup Kana raised $15M to deploy autonomous AI agents that handle marketing workflows, from content creation to campaign optimization.

Added yesterday
Startups

Crittora adds crypto-enforced policies to make OpenClaw enterprise-ready

New framework eliminates ambient authority risks in OpenClaw agents, enabling secure autonomous ops for businesses.

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Policy

Federal Circuit rules AI patent ineligible under Section 101, win for Amazon

Court affirms ineligibility of AI invention claims, impacting software patents in ongoing eligibility debates.

Added yesterday
AI

Oura launches proprietary AI model for personalized women's health insights

Wearables giant Oura released its first in-house AI model, trained on anonymized user data to provide clinically grounded advice on cycle tracking, fertility, and menopause.

Added yesterday
AI

Outreach February 2026 release: AI agents that understand and execute revenue workflows

Outreach unveils AI-powered agents, MCP integrations, and smarter tools for sales execution amid agentic AI push.

Added today
Big Tech

Data center expansion hits 'inflection point' on AI demand

Hyperscalers drive record buildout, but construction lags potential amid regulatory snags.

Added yesterday
AI

Anthropic launches enterprise plugins for Claude Cowork in finance, engineering, and design

Anthropic unveiled 10 new connectors and plugins for its Claude Cowork AI agent, enabling automation in HR, investment banking, software engineering, and more business workflows.

Added yesterday
Policy

Fed Governor Cook on AI ushering new tasks and occupations

In opening remarks, Governor Lisa D. Cook discusses AI's profound impact on labor markets, predicting unimaginable new jobs.

Added yesterday
Chips

Axelera AI secures over $250M in funding for edge AI hardware expansion

European AI chip firm Axelera AI raised more than $250M in equity, grants, and debt to fuel global growth in AI inference accelerators.

Added today
Enterprise

Gartner: Embedded AI in ERP to speed financial closes by 30% by 2028

Gartner forecasts AI integration in cloud ERP apps will accelerate month-end closes by 30%, urging finance leaders to prioritize agentic capabilities.

Added yesterday
Chips

AMD stock surges 14% on Meta's massive 6GW AI GPU deal

Meta commits to huge AMD GPU deployment, challenging Nvidia dominance in AI infrastructure.

Added yesterday
Big Tech

Microsoft Celebrates 250M Developers Enabling Global AI Economy

Microsoft highlights community contributions to AI growth, emphasizing sustainability and empowerment.

Added yesterday
Chips

Nvidia launches DreamDojo open-source world model for robot training

Built on Nvidia Cosmos physical AI platform, DreamDojo enables robot world modeling with 2M downloads and training on 9,000 hours of data, accelerating embodied AI development.

Added today
AI

General Availability of Lexis+ with Protégé Sets New Standard for Legal AI Workflows

LexisNexis launches easy-to-use AI for automating legal work, powered by models from Anthropic, Google, and OpenAI.

Added yesterday
Policy

Fed's Waller: No AI job market blowup expected, central bank using AI cautiously

Fed Gov Christopher Waller downplays AI unemployment risks while noting internal AI adoption; contrasts Cook's short-term rise warning.

Added yesterday
Chips

Marvell showcases AI data center connectivity at DesignCon 2026

Marvell highlights end-to-end portfolio advances for AI infrastructure in diverse panels and demos.

Added yesterday
AI

William & Mary redesigns learning for AI-enabled future

Mason School hosts AI Sprint on generative AI in teaching and research.

Added yesterday
AI

ŌURA Launches Its First Proprietary AI Model for Women's Health

Oura unveils in-house AI model in Oura Labs offering personalized, clinically-grounded health insights for women; opt-in testers help refine it.

Added yesterday
AI

New Relic launches AI agent platform with OpenTelemetry integration

New Relic rolls out tools for enterprises to build, manage AI agents and integrate observability data streams.

Added yesterday
robotics

Waymo robotaxis expand to 10 US cities

Alphabet's Waymo opens public robotaxi service in Dallas, Houston, San Antonio, and Orlando.

Added yesterday
Research

Princeton tests show AI accuracy up 21%/yr but reliability lags at 3%

Study across 14 models over 18 months reveals growing trustworthiness gap in agentic systems.

Added yesterday
Robotics

Waymo launches public driverless rides in Houston, expands to Orlando and San Antonio

Alphabet's Waymo rolls out fully autonomous ride-hailing in three new US cities today, pushing toward 13 total amid robotaxi race.

Added yesterday
AI

Cato Networks hits $100M ARR milestone powered by AI security tools

Cybersecurity firm Cato surpassed $100M annual recurring revenue, crediting AI-driven threat detection amid concerns over agentic AI vulnerabilities.

Added yesterday

Quick Bites

Nvidia Q4 rev est $66B, EPS $1.53—street eyes Blackwell ramp guidance
GPT-5.3-Codex unifies coding + reasoning, 25% faster on Azure
AMD-Meta: $100B, 6GW AI compute commitment starts 2H26
Qwen3.5-35B-A3B (3B active) now #1 open medium on agent evals, beats 235B giants.
Qwen3.5-35B-A3B MoE crushes Qwen3-235B on agent benchmarks with 1/6th active params
Qwen3.5-35B-A3B MoE (3B active) tops Qwen3-235B on agent evals
Qwen3.5-35B-A3B MoE beats Qwen3-235B on agent benches w/ 10x less compute
Qwen3.5-35B-A3B MoE beats Qwen3-235B on agent benchmarks
OpenClaw v2026.2.23: kilocode providers, strict HSTS headers, SSRF IPv4 hardening
OpenClaw GitHub: 225k stars, 43k forks steady as sub-agent features go live

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