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If you needed proof the AI infrastructure arms race isn’t slowing down, Nvidia and Meta just handed it to you on a silver platter worth tens of billions of dollars. The two companies announced a multiyear, multigenerational partnership that will put millions of Nvidia processors inside Meta’s data centers. Not just GPUs — standalone CPUs, next-gen hardware, networking, and confidential computing for WhatsApp. This isn’t a purchase order. It’s a strategic alignment that reshapes who controls AI’s physical backbone. ...

When the Federal Reserve starts war-gaming artificial intelligence, pay attention. Not because central bankers are known for tech hot takes — but because when the people who control interest rates start modeling AI scenarios, the economic establishment has officially stopped treating this as hype. On February 17, Fed Governor Michael S. Barr stepped in front of the New York Association for Business Economics and delivered what might be the most important AI speech to come out of Washington this year. No vague platitudes about “responsible innovation.” Instead, three distinct futures for how AI reshapes work — and one of them should keep you up at night. ...

If you thought the AI wars were just about who has the best chatbot, think again. Axios dropped a bombshell this weekend: the U.S. Department of Defense is reportedly considering designating Anthropic — maker of Claude, poster child for responsible AI — as a “supply chain risk.” If that designation goes through, every defense contractor in America would have to cut ties with Anthropic entirely. The irony is almost too perfect. The AI company that built its entire brand around safety might get blacklisted by the Pentagon. ...

Remember when “AI-powered” was the magic phrase that made stock prices go up? Those days are over. In the first seven weeks of 2026, enterprise software has experienced what might be its worst bloodbath in history. The iShares Expanded Tech-Software Sector ETF (IGV) has plunged over 23% year-to-date, officially entering bear market territory. Salesforce down 28%. ServiceNow down 30%. Adobe’s market cap has cratered from $350 billion to roughly $107 billion. Figma, which IPO’d to fanfare last summer, has collapsed 85% from its 52-week high. ...

Anthropic just cannibalized its own flagship model — and that’s exactly the point. Claude Sonnet 4.6, released today, delivers near-Opus performance at $3/$15 per million tokens. That’s one-fifth the cost of the model it’s chasing. In benchmark after benchmark, the mid-tier model is breathing down its big brother’s neck. In some cases, it’s already ahead. This isn’t a minor version bump. It’s a price-performance earthquake. Two Models, Twelve Days, One Message Anthropic dropped Opus 4.6 on February 5th with “Agent Teams” — the ability to spin up multiple AI agents that coordinate in parallel. Think less “chatbot” and more “autonomous project team.” A million-token context window. PowerPoint integration. The works. ...

Stop watching Silicon Valley for a second. The most important AI event this week is happening in New Delhi — and the chaos tells you everything about where India actually stands in the global AI race. Every AI CEO on Earth Just Flew to Delhi Sam Altman. Sundar Pichai. Dario Amodei. Demis Hassabis. Yann LeCun. Brad Smith. Over 100 countries. Twenty heads of state. 3,250 speakers. 250,000 expected visitors across five days at Delhi’s Bharat Mandapam. ...

Alibaba just dropped a model with 397 billion parameters that only uses 17 billion of them. And it might be the most important AI release of 2026 so far. Qwen 3.5 landed on the eve of Chinese New Year — 60% cheaper to run than its predecessor, 8x faster at decoding, and supposedly beating GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro on multiple benchmarks. Bold claims. But even if you discount the scoreboard, the engineering underneath tells a story worth paying attention to. ...

The company that built its brand on saying “no” to dangerous AI might be about to learn what that actually costs. Over the weekend, Axios reported that the U.S. Department of Defense is considering designating Anthropic — maker of Claude, darling of the AI safety crowd — as a supply chain risk. If that label sticks, every defense contractor in the ecosystem would be forced to sever ties with the company. ...

A solo developer vibe-codes an AI assistant. It goes viral. Anthropic sends a cease-and-desist over the name. He rebrands — twice. Within a month, OpenAI hires him to “drive the next generation of personal agents.” Peter Steinberger’s journey from hobbyist tinkerer to OpenAI employee is the most 2026 story imaginable. But beneath the speed-run narrative, his move tells us something important about where the entire AI industry is heading. From Side Project to Industry Shaker OpenClaw — originally called Clawdbot, then Moltbot — is an AI assistant that actually does things. Not just answers questions. It manages calendars, books flights, sends messages, and even interacts with other AI assistants on what became a bizarre and delightful AI social network. ...

A solo developer vibe-codes an AI assistant. It goes viral. Anthropic threatens to sue over the name. He rebrands twice. Within a month, he’s hired by OpenAI to build the future of personal AI agents. That’s not a hypothetical. That’s Peter Steinberger’s actual February. From Side Project to OpenAI in 30 Days Steinberger was already a known name — he founded PSPDFKit and ran it for 13 years. But OpenClaw was different. It started as a tinkering project called Clawdbot: an AI assistant that could actually do things. Not just chat. Manage calendars, book flights, send messages, even talk to other AI assistants on what became a genuinely weird and wonderful AI social network. ...