OpenAI begins testing ads inside ChatGPT for US Free and Go users, signalling monetisation pressure on large-scale inference infrastructure as compute costs continue to surge.
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Amazon may launch a marketplace allowing publishers to sell content directly to AI firms, a move that could reshape training data economics and model licensing structures.
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Cisco unveils a new AI networking chip, positioning itself against Broadcom and Nvidia in the battle to control AI data centre interconnect.
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Cadence launches an agentic AI tool for chip design and verification, embedding AI deeper into semiconductor development workflows.
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OVHcloud reveals its Bare Metal 2026 dedicated server generation, reinforcing Europe’s sovereign hosting push amid hyperscaler dominance.
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Nvidia must live with guardrails on AI chip sales to China, underscoring the geopolitical constraints shaping GPU distribution.
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Trump reportedly considering tariff carve-outs for hyperscalers tied to Taiwanese chip investments, indicating strategic semiconductor diplomacy.
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Nvidia ramps internal AI coding usage threefold, with over 30,000 engineers using AI-augmented development tools.

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Half of xAI’s founding team has now left, fuelling IPO timing speculation.
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Morgan Stanley flags AI trading risk to the $15T credit market, triggering finance-sector anxiety.
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Wealth manager stocks wobble after new AI tool launch, sparking “AI disruption” fear.
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China’s AI acceleration narrative gaining traction, as US–China capability gap questioned again.
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S&P Global reports data centre M&A surpassing $69bn in 2025, as consolidation accelerates across hyperscale and neocloud players.
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Starcloud plans to deploy AWS Outposts hardware in space with an 88,000-satellite fleet vision, signalling extreme-edge infrastructure experimentation.
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Nebius targets redevelopment of a former Alabama bank data centre site, continuing secondary-market US expansion.
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UK migrates court system workloads out of legacy data centres, reinforcing public sector cloud modernisation.
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India orders social media platforms to remove deepfakes within as little as two hours, tightening regulatory pressure on AI misuse.
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Biomass-powered data centre proposed in Croatia, highlighting the energy pivot underpinning AI capacity growth.
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Former French sugar refinery site could become an AI data centre, reflecting industrial asset repurposing for compute.
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2016 – Google DeepMind defeats Lee Sedol (Game 2, AlphaGo vs human Go champion), marking a historic AI milestone in strategic reasoning.

2023 – Microsoft unveils the new AI-powered Bing preview, accelerating the generative AI search arms race.

Ongoing – February earnings season repeatedly reinforces AI as the dominant capital allocation theme across Big Tech.

Runway raises $315m at a $5.3bn valuation to expand into world models, intensifying the generative video and simulation race.
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Former GitHub CEO Thomas Dohmke raises $60m at a $300m valuation for AI-native developer tooling, targeting agent-generated code management.
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Vega secures $120m Series B to rethink enterprise cyber threat detection using AI, reflecting defensive AI investment momentum.
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Hauler Hero raises $16m for AI-driven waste management software, signalling applied AI penetration into industrial services.
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Oxide Computer Company secures $200m in funding, strengthening the push for cloud-native, on-premise infrastructure alternatives.
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Databricks locks in $5bn in fresh capital at a $134bn valuation, doubling down on enterprise AI platforms as SaaS models evolve.
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Seedance 2.0 (ByteDance) — next-gen AI video tool in beta generating Sora-level realism, fuelling generative video competition.

Claude interactive responses expand, enabling tool-based, structured interaction beyond simple text replies.

Google EmbeddingGemma Tuning Lab launches, allowing browser-based experimentation with embedding models.

ChatGPT Deep Research expands, signalling stronger enterprise-grade context layering.

Thesys Agent Builder — build AI apps that return structured outputs (charts, forms, cards).

Normain — document-grounded AI answers focused on reliability.

Cosmic CLI — AI-powered content and code management directly from the terminal.

Anthropic mega-round confirmation — if the $20bn raise closes, frontier model capital escalation accelerates again.

GPU export enforcement tightening — further restrictions could reshape global AI cluster deployment.

Publisher–AI licensing marketplaces — Amazon’s reported move may redefine training data economics.

Deepfake regulation spreading beyond India — faster takedown mandates likely to cascade globally.