OpenAI launches a new macOS Codex app, turning agentic coding workflows into a native desktop experience with parallel agents and expanded rate limits.
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Amazon opens Alexa+ nationwide, introducing a paid AI assistant tier with agentic task handling, positioning Alexa directly against ChatGPT and Gemini.
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Apple integrates Claude directly into Xcode, enabling autonomous coding, visual verification, and architecture-level analysis inside the IDE.
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Google Gemini surpasses 750M monthly active users, signalling massive consumer-scale AI platform adoption.
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Intel confirms plans to re-enter the GPU market, building a customer-driven AI accelerator strategy to challenge Nvidia.
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Positron raises $230M Series B to develop non-Nvidia AI chips, backed by Qatar Investment Authority.
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Texas Instruments acquires Silicon Labs for $7.5B, consolidating control over critical mixed-signal and AI-adjacent silicon.
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Intel hires a new chief GPU architect, signalling acceleration of its AI hardware roadmap.
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KKR and Singtel fully acquire STT GDC for $5.1B, cementing control over one of APAC’s largest data-centre operators.
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Liberty Energy secures a 330MW power deal in Texas to support hyperscale data-centre growth.
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2GW data centre proposed in Cameron County, Texas, one of the largest AI-driven campus plans to date.
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Meta signs a 176MW solar PPA in Texas, directly tying renewable generation to AI infrastructure demand.
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Green Mountain launches heat-reuse project in Norway, feeding waste heat from AI data centres into aquaculture.
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1958: John McCarthy formally coins and popularises the term Artificial Intelligence, cementing AI as a standalone research discipline rather than a sub-field of mathematics or cybernetics.

1997 (early Feb): IBM confirms Deep Blue’s upgraded architecture ahead of its historic Kasparov rematch — one of the first times compute scale was openly framed as a competitive weapon.

2020: OpenAI releases key details on scaling laws that later underpin GPT-3, shaping the modern “bigger models, more compute” era.

ElevenLabs raises $500M at an $11B valuation, tripling valuation in under 12 months as demand for voice AI explodes.
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Lunar Energy raises $232M to build a distributed residential battery network supporting grid-scale AI power needs.
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Neocloud Nscale hires Goldman Sachs & JPMorgan, preparing for a potential IPO after raising infrastructure capital.
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A16z raises $1.7B for AI infrastructure, doubling down on compute, energy, and systems rather than applications.
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Skyryse raises $300M, pushing AI-controlled aviation systems toward FAA certification.
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Claude inside Xcode — Apple quietly turns IDEs into agent runtimes, not just code editors.

Chrome Auto-Browse — browsers officially cross the line from passive tools to autonomous operators.

Perplexity Deep Research (Max) — agentic research workflows tuned for high-stakes decisions, not summaries.

Qwen3-Coder-Next — smaller open models proving agentic performance beats raw parameter count.

GLM-OCR — document intelligence shifts from “extract” to “understand at scale”.

Agent security incidents — the first major credential or system-level breach caused by autonomous agents is inevitable.

Power contracts > model launches — hyperscalers and neoclouds racing for energy will dictate who scales next.

IDE wars escalate — Xcode, VS Code, Cursor, and Claude aren’t competing on autocomplete anymore — they’re competing on who runs the workflow.

Open vs closed tension peaks — open models are close enough that pricing, infra efficiency, and trust start to dominate.

Regulatory whiplash — safety reports are getting louder while deployment speeds keep accelerating.