AI Trends

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  Feb 5, 2026 · 24-Hour AI Briefing: Alphabet Sets a $175B–$185B AI Capex War Chest as Gemini Hits 750M MAU, and TSMC Brings 3nm to Japan with a $17B Bet

  For the past year, the conversation has been “whose model is better.” Today’s two headlines drag the...

  2026-02-05
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  Feb 4, 2026 · 24-Hour AI Briefing: Anthropic’s $350B Buyback Signal, Qwen3-Coder-Next Goes Open, and AMD’s AI GPU Revenue Still Looks Like Catch-Up

  Over the past few months, the industry’s center of gravity has been shifting from “who has the stron...

  2026-02-04
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  Feb 3, 2026 · 24-Hour AI Briefing: A $1.25T SpaceX–xAI rumor, Zhipu’s GLM-OCR pushes into pro document intelligence, and AMD Zen 6 adopts Intel’s FRED

  Three signals, one theme: AI competition is expanding beyond models into valuation narratives, enter...

  2026-02-03