Elon Musk is getting serious about orbital data centers

PYMNTS / pymnts - Meta is considering making its artificial intelligence-powered short-form video feed Vibes a standalone app, TechCrunch reported Thursday (Feb. 5). The company is testing an app and positioning it as a direct competitor to OpenAI’s Sora app, according to …

#ai #mobile #meta #social #aiethics #genai #apps #media #contentmoderation #algorithm

Meta Tests Standalone Vibes App to Compete With OpenAI’s Sora

28 days / eweek / eWEEK Staff

Meta Challenges Sora With Standalone Vibes App

29 days / pymnts / PYMNTS

Meta is giving its AI slop feed an app of its own

29 days / engadget / Ian Carlos Campbell

Meta tests a standalone app for its AI-generated ‘Vibes’ videos

29 days / techcrunch / Aisha Malik

Amazon Revenues Up 14 Percent to $213.4 Billion

Paul Thurrott / thurrott - Amazon reported that it earned a net income of $21.2 billion on revenues of $213.4 billion in the quarter ending December 31, 2025.The post Amazon Revenues Up 14 Percent to $213.4 Billion appeared first on Thurrott.com.

#ai #cloud #amazon #genai #stockmarket #earnings #business #datacenter #economy

AI Capex Race (14)
Cloud & Revenue Performance (6)
Investor & Market Reactions (2)
Other Developments (2)
All Other Stories

AI Capex Race

The AI supply chain is soaring thanks to Amazon’s capex budget

28 days / sherwood / Luke Kawa

AWS prepares to invest $200 billion in AI infrastructure by 2026

28 days / techzine / Mels Dees

CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations

28 days / cnbc

Why Amazon’s CEO is ‘confident’ with $200 billion spending plan

29 days / cnbc

Amazon can't build AI capacity fast enough, throws another $200B at the problem

29 days / theregister / O'Ryan Johnson

CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets

29 days / cnbc

Amazon’s stock falls after it ups its fiscal 2026 spending forecast to $200B

29 days / siliconangle / Mike Wheatley

Amazon to Spend $200 Billion on AI Infrastructure; AMZN Stock Drops

29 days / reddit / /u/Possible-Shoulder940

Amazon and Google are winning the AI capex race — but what’s the prize?

29 days / techcrunch / Russell Brandom

Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year

29 days / nytimes / Karen Weise

Amazon’s holiday quarter was big. Its AI budget is bigger

29 days / qz / Shannon Carroll

Amazon (AMZN) Stock: Plunge 4% Despite Blowout AWS Growth and $200B AI Investment Plan in Q4

29 days / parameter / Yasmin Werner

Amazon Shares Sink as Company Boosts AI Spending by Nearly 60%

29 days / wsj / Sean McLain

Amazon stock slumps as it prepares $200bn AI spending blitz

29 days / ft

Cloud & Revenue Performance

AWS reports 35.6 billion dollars in fourth quarter revenue

28 days / dataconomy / Kerem Gülen

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending

29 days / pymnts / PYMNTS

AWS revenue continues to soar as cloud demand remains high

29 days / techcrunch / Rebecca Szkutak

Amazon Posts 14% Increase in Quarterly Subscription Services Revenue to $13.1 Billion

29 days / mediaplaynews / Erik Gruenwedel

Amazon Revenues Up 14 Percent to $213.4 Billion

29 days / thurrott / Paul Thurrott

Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending

29 days / cnbc

Investor & Market Reactions

Amazon learns a tough lesson in a market bailing on tech. Why we must be patient

29 days / cnbc

Amazon slides as it misses on Q4 earnings, gives downbeat profit guidance

29 days / sherwood / Jon Keegan

Other Developments

Amazon Leverages New Tax Laws to Fuel AI Buildout

28 days / pymnts / PYMNTS

Chris Hemsworth and Elsa Pataky star in Alexa+ Super Bowl LX commercial

29 days / mumbrella / Matthew Leong

All Other Stories

Just after I published the column below, the NYT published this: "Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year." The $50 billion earmarked for OpenAI seems so quaint. www.nytimes.com/2026/02/05/t...

29 days / bsky / @markhurst.bsky.social / markhurst.bsky.social

OpenAI's new coding model GPT-5.3-Codex helped build itself during training and deployment

Matthias Bastian / the-decoder - OpenAI's new GPT-5.3-Codex sets new highs on agentic coding benchmarks, and according to the company, it helped build itself.The article OpenAI's new coding model GPT-5.3-Codex helped build itself during training and deployment appeared first on The Decod…

#ai #automation #ml #openai #genai #compsci #technology #copilot #api #developertools

Anthropic Rivalry: Competing AI Codes (4)
Extended Deployment & Capabilities (4)
Other Industry Commentary (1)
Self-Developing GPT-5.3-Codex Spotlight (6)
All Other Stories

28 days / techspot

GPT 5.3 Codex is here and it debugged its own training says OpenAI

28 days / dataconomy / Kerem Gülen

OpenAI Launches GPT-5.3-Codex as the “First Self-Developing” AI Coding Model

29 days / winbuzzer / Markus Kasanmascheff

OpenAI releases GPT-5.3-Codex, a coding model that helped build itself

29 days / mashable

OpenAI's new coding model GPT-5.3-Codex helped build itself during training and deployment

29 days / the-decoder / Matthias Bastian

GPT-5.3-Codex

29 days / ycombinator

All Other Stories

Image post - please click to view at origin

29 days / bsky / @arstechnica.com / arstechnica.com

Report claims Nvidia will not be releasing any new RTX gaming GPUs in 2026, RTX 60 series likely debuting in 2028

tomshardware - Nvidia's RTX 50 series Super refresh supposedly is design complete, but the GPU maker won't be releasing any new RTX GPUs in 2026, according to a report in The Information.

#ai #gaming #semiconductors #chips #nvidia #gpu #supplychain #manufacturing #technology #memory

Nvidia reportedly has no plans to release new RTX 50-series Super GPUs in 2026

28 days / theshortcut / Reece Bithrey

Nvidia’s gaming GPU roadmap just hit a weird speed bump

29 days / digitaltrends

Image post - please click to view at origin

29 days / bsky / @techpowerup.com / techpowerup.com

Report claims Nvidia will not be releasing any new RTX gaming GPUs in 2026, RTX 60 series likely debuting in 2028

29 days / tomshardware

No NVIDIA GeForce RTX 50 "SUPER" GPUs This Year, RTX 60-Series Also Pushed Back

29 days / techpowerup

NVIDIA reportedly won't release new graphics cards this year

29 days / engadget / Will Shanklin

Nvidia’s RTX 50-series Super refresh is delayed, and the RTX 60-series might miss 2027

29 days / theverge / Stevie Bonifield

ExpressVPN launches new free tools for users: VPN for email, secure AI, privacy tools

mashable - ExpressVPN is rolling out a suite of new and reworked digital security tools: ExpressAI, ExpressMailGuard, ExpressKeys, and Identity Defender.

#ai #cybersecurity #dataprivacy #infosec #genai #apps #technology #encryption #digitalprivacy

ExpressVPN launches new free tools for users: VPN for email, secure AI, privacy tools

29 days / mashable

ExpressVPN launches four new standalone apps

29 days / engadget / Sam Chapman

ExpressVPN’s New Privacy-Focused AI and Email Protection Features Could Be Game-Changers

29 days / cnet / Attila Tomaschek

Anthropic Announces Claude Opus 4.6 as Next Step in Enterprise AI Development

PYMNTS / pymnts - Anthropic announced Thursday (Feb. 5) Claude Opus 4.6, a new version of its flagship artificial intelligence model that it described as a direct upgrade to Claude Opus 4.5, designed for enterprise and knowledge work. The model is built around three outcom…

#ai #ml #enterprise #anthropic #genai #business #creativity #productivity #api #developertools

Coding & Technical Innovations (19)
Competition & Rivalry (8)
Enterprise Impact & Finance (11)
Other (3)
All Other Stories

Coding & Technical Innovations

Anthropic improves AI coding with Claude Opus 4.6

28 days / techzine / Berry Zwets

Anthropic rolls out Claude Opus 4.6 for long-context workloads

28 days / techmonitor / Swagath Bandhakavi

Opus 4.6 allows multiple AI agents to work in parallel

28 days / dataconomy / Aytun Çelebi

Claude Opus 4.6: Better Coding, Worse Writing?

29 days / winbuzzer / Markus Kasanmascheff

Anthropic readies upgraded voice mode for Claude desktop

29 days / testingcatalog / Alexey Shabanov

Anthropic’s new Claude Opus 4.6 aims to think through bigger codebases

29 days / fastcompany / Mark Sullivan

Anthropic’s Claude Opus 4.6 Debuts with 1M Token Context Window

29 days / winbuzzer / Markus Kasanmascheff

Anthropic Unleashes Opus 4.6 With Major Skill Upgrades

29 days / parameter / Yasmin Werner

Claude Opus 4.6 brings one million token context window to Anthropic's flagship model

29 days / the-decoder / Matthias Bastian

We tasked Opus 4.6 using agent teams to build a C Compiler

29 days / ycombinator

Anthropic Rolls Out Claude Opus 4.6

29 days / iphoneincanada / Usman Qureshi

Anthropic Opus 4.6 Tops GPT-5.2 on Knowledge Work Benchmarks by Wide Margin

29 days / implicator / Marcus Schuler

Anthropic Releases Claude Opus 4.6

29 days / thurrott / Paul Thurrott

Anthropic's Claude Opus 4.6 uncovers 500 zero-day flaws in open-source code

29 days / ycombinator

Anthropic Announces Claude Opus 4.6 as Next Step in Enterprise AI Development

29 days / pymnts / PYMNTS

Anthropic rolls out Claude Opus 4.6 with 1 million-token context support

29 days / siliconangle / Kyt Dotson

Anthropic debuts new model with hopes to corner the market beyond coding

29 days / theverge / Hayden Field

Anthropic launches Claude Opus 4.6 as AI moves toward a 'vibe working' era

29 days / cnbc

Anthropic releases Opus 4.6 with new ‘agent teams’

29 days / techcrunch / Lucas Ropek

Competition & Rivalry

OpenAI, Anthropic fight on the frontier

28 days / therundown / Zach Mink

[AINews] OpenAI and Anthropic go to war: Claude Opus 4.6 vs GPT 5.3 Codex

29 days / latent / Latent.Space

The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals

29 days / wsj / Bradley Olson

OpenAI and Anthropic Roll Out Rival AI Models as Competition for Enterprise Heats Up

29 days / decrypt / Jose Antonio Lanz

Claude and Codex Go to War

29 days / theresanaiforthat / There's An AI For That

Anthropic unveils new AI model as OpenAI rivalry heats up

29 days / techxplore

Opus 4.6 and Codex 5.3

29 days / simonwillison / Simon Willison

Sam Altman got exceptionally testy over Claude Super Bowl ads

29 days / reddit / /u/Logical_Welder3467

Enterprise Impact & Finance

Anthropic launches Claude Opus 4.6 with tools for finance

28 days / testingcatalog / Erin

Anthropic release puts AI legal startups on defensive

29 days / sifted

Anthropic Sparks SaaSpocalypse, Deeptechs Get A Booster Shot & More

29 days / inc42 / Team Inc42

Why one Anthropic update wiped billions off software stocks

29 days / fastcompany / Taylor Hatmaker

Wall Street Starts to Turn on AI

29 days / spyglass / M.G. Siegler

Software stock rout deepens as new Claude tool targets financial work

29 days / semafor / J.D. Capelouto

Anthropic Launches New Model That Spots Zero Days, Makes Wall Street Traders Lose Their Minds

29 days / gizmodo / AJ Dellinger

Anthropic’s Claude Opus 4.6 gains financial research, improved coding features

29 days / sherwood / Jon Keegan

Anthropic Launches Claude Opus 4.6 as Its AI Tools Rattle Software Markets

29 days / slashdot / msmash

Anthropic launches new Claude model as AI fears rattle markets

29 days / ft

Advancing finance with Claude Opus 4.6

29 days / ycombinator

Other

Claude Opus 4.6 extra usage promo

29 days / ycombinator

Anthropic's Powerful Claude Opus AI Model Is Getting an Upgrade

29 days / cnet / Jon Reed

Claude Opus 4.6

29 days / ycombinator

All Other Stories

"Vibe working" www.cnbc.com/2026/02/05/a...

29 days / bsky / @stevekovach.bsky.social / stevekovach.bsky.social

New Claude just dropped. www.ft.com/content/a0cd...

29 days / bsky / @jomichell.bsky.social / jomichell.bsky.social

Amazon is turning to AI to cut film and TV production costs

digitaltrends - Amazon is investing in new AI tools to help streamline film and TV production and cut costs.The post Amazon is turning to AI to cut film and TV production costs appeared first on Digital Trends.

#ai #automation #amazon #movies #entertainment #genai #vfx #media #films #tv

THIS IS THE END OF AMAZON FOR STREAMING entertainment.slashdot.org/story/26/02/...

29 days / bsky / @chronosschiron.bsky.social / chronosschiron.bsky.social

Amazon is turning to AI to cut film and TV production costs

29 days / digitaltrends

Amazon Plans To Use AI To Speed Up TV and Film Production

29 days / slashdot / msmash

Amazon launches AI Studio to cut film and TV production costs

29 days / the-decoder / Maximilian Schreiner

Dutch FinTech startup Duna raises €30 million to expand compliant AI for business identity and onboarding

David Cendon Garcia / eu-startups - Amsterdam-based Duna, an identity FinTech founded by two Stripe alumni, today announced a €30 Million Series A funding round to build global trust infrastructure by providing a digital passport for every business. The round was led by CapitalG, Alphabet’s…

#ai #startups #vc #fintech #enterprise #business #europe #digitalid #api

Duna Raises €30M Series A To Expand AI Business Identity And Onboarding Platform

29 days / startuprise / Kailee Rainse

Duna Raises €30M in Series A Funding

29 days / finsmes / FinSMEs

Dutch FinTech startup Duna raises €30 million to expand compliant AI for business identity and onboarding

29 days / eu-startups / David Cendon Garcia

European fintech start-up Duna raises another $30m

29 days / siliconrepublic / Tim Barnwell

OpenAI Launches Frontier to Manage AI Agents From Rival Vendors in One System

Harkaram Grewal / implicator - OpenAI launched Frontier, a platform that manages AI agents from Google, Anthropic, and Microsoft alongside its own. No pricing disclosed. Uber, State Farm, and Intuit among first customers.

#ai #cloud #enterprise #google #anthropic #microsoft #openai #genai #api #developertools

Frontier Platform Launch & Features (12)
Industry Rivalries & Competitor Tensions (1)
Market Strategies & Business Profit (2)
All Other Stories

Frontier Platform Launch & Features

AI companies want you to stop chatting with bots and start managing them

29 days / arstechnica / Benj Edwards

OpenAI introduces Frontier agent management platform and new GPT-5.3-Codex model

29 days / siliconangle / Maria Deutscher

OpenAI Unfurls Frontier Platform to Transform AI Agents into Digital Co-Workers

29 days / techstrong / Jon Swartz

OpenAI launches a way for enterprises to build and manage AI agents

29 days / techcrunch / Rebecca Szkutak

OpenAI's Frontier gives AI agents employee-like identities, shared context, and enterprise permissions

29 days / the-decoder / Matthias Bastian

OpenAI Targets Enterprise Market With New AI Agent Platform

29 days / pymnts / PYMNTS

OpenAI Launches Frontier to Manage AI Agents From Rival Vendors in One System

29 days / implicator / Harkaram Grewal

OpenAI launches Frontier for building and managing AI agents

29 days / techzine / Berry Zwets

OpenAI Frontier

29 days / ycombinator

OpenAI launches new enterprise platform in bid to win more business customers

29 days / cnbc

OpenAI Frontier is a single platform to control your AI agents

29 days / theverge / Robert Hart

OpenAI Unveils Frontier, a Product for Building ‘AI Co-Workers’

29 days / wsj / Belle Lin

Industry Rivalries & Competitor Tensions

Silicon Valley Grudge Match: Altman Lashes Out at Anthropic’s Satirical Super Bowl Blitz

29 days / techstrong / Jon Swartz

Market Strategies & Business Profit

OpenAI chases business bucks with confusingly named Frontier platform

29 days / theregister / Thomas Claburn

OpenAI Enters a New Frontier: Trying to Make Money

29 days / gizmodo / AJ Dellinger

All Other Stories

OpenAI launched Frontier, a new platform designed for enterprises to build and deploy agents while treating them like human employees.

29 days / bsky / @techcrunch.com / techcrunch.com

TSMC’s Japan Plans Are Now Looking Much More Aggressive, as the Chip Giant Will Produce 3nm Chips in the Region to Support Gigantic AI Demand

Muhammad Zuhair / wccftech - TSMC is now looking to expand its fab operations in Kumamoto, Japan, as the chip giant now plans to introduce 3nm production lines, a massive upgrade from the previous plans. TSMC's Japan & US Projects Will Be On Par In Terms of Process Technologies Being…

#ai #semiconductors #techpolicy #china #chips #tsmc #supplychain #us #manufacturing #japan

Taiwan Semiconductor (TSM) Stock: TSMC Expands Japan Operations with 3nm Chips

29 days / parameter / Trader Edge

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

29 days / techxplore

TSMC’s Japan Plans Are Now Looking Much More Aggressive, as the Chip Giant Will Produce 3nm Chips in the Region to Support Gigantic AI Demand

29 days / wccftech / Muhammad Zuhair

TSMC Japan plan for advanced chips seen as hedge against pressure from US, China

29 days / scmp

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

29 days / go

TSMC to produce advanced chips in Japan

4 wks / ft

Anthropic’s Hilarious Super Bowl Ad Champions Ad-Free Claude Against ChatGPT

Markus Kasanmascheff / winbuzzer - Anthropic has unveiled its first Super Bowl campaign positioning Claude as the ad-free alternative to ChatGPT, challenging OpenAI's advertising strategy with provocative messaging.The post Anthropic’s Hilarious Super Bowl Ad Champions Ad-Free Claude Again…

#ai #anthropic #genai #business #chatgpt #media #assistant #superbowl #ads #advertising

Anthropic's ad‐free Super Bowl spectacle targets ad‐ridden competition (8)
Market impact evident: SaaS panic meets Indian IT sell‐off (1)
OpenAI rivalry intensifies as Altman counters Anthropic ads (9)
All Other Stories

Anthropic's ad‐free Super Bowl spectacle targets ad‐ridden competition

Anthropic apes OpenAI with cheeky chatbot commercials

29 days / theregister / Dan Robinson

Claude AI Stays Ad-Free as ChatGPT Prepares to Launch Advertising

29 days / parameter / Trader Edge

Anthropic is betting on ad-free Claude to win you over from ChatGPT

29 days / digitaltrends

Anthropic Spent Millions on Ads to Tell You It Hates Ads

29 days / implicator / Marcus Schuler

Anthropic’s Hilarious Super Bowl Ad Champions Ad-Free Claude Against ChatGPT

29 days / winbuzzer / Markus Kasanmascheff

Anthropic Says No To Ads in Claude, Takes a Dig at ChatGPT Ads in Super Bowl Commercials

29 days / medianama / Azdhan

Anthropic Refuses Ads in Claude, Betting on Subscriptions Instead

29 days / eweek / Liz Ticong

Anthropic commits to keeping Claude ad free unlike rival ChatGPT

29 days / dataconomy / Aytun Çelebi

Market impact evident: SaaS panic meets Indian IT sell‐off

Anthropic, SaaS Panic And The Indian IT Sell-Off: What Really Happened

29 days / inc42 / Shraddha Goled

OpenAI rivalry intensifies as Altman counters Anthropic ads

Drama Alert: Anthropic Just Dropped a Super Bowl Attack Ad on OpenAI

29 days / eweek / Grant Harvey

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

29 days / techxplore

OpenAI is hoppin' mad about Anthropic's new Super Bowl TV ads

29 days / arstechnica / Benj Edwards

OpenAI’s Altman calls Anthropic an “authoritarian company” and says its Super Bowl ad is “deceptive”

29 days / sherwood / Jon Keegan

Super Bowl AI ad spat heats up as Altman lashes out at Anthropic campaign

29 days / cnbc

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

29 days / go

ChatGPT boss ridiculed for online 'tantrum' over rival's Super Bowl ad

29 days / bbc

Altman accuses Anthropic of restricting access to Claude Code

29 days / dataconomy / Aytun Çelebi

Altman claims ChatGPT has more users in Texas alone than Claude has across the entire US

29 days / the-decoder / Matthias Bastian

All Other Stories

Image post - please click to view at origin

29 days / bsky / @arstechnica.com / arstechnica.com

I would much rather have RAM than whatever insult to having beef/drama/rivalry these cloud computing cartel guys are playing pretend at www.cnbc.com/2026/02/05/s...

29 days / bsky / @subzerofrog.bsky.social / subzerofrog.bsky.social

Gardia Raises €8.5M To Expand Mobile Emergency System For Seniors

Kailee Rainse / startuprise - Healthtech startup Gardia has raised €8.5 million in a Series A round to expand its mobile fall-detection emergency system for seniors. The round was led by European VC firm Peak, with participation from amberra (the corporate venture studio of Germany’s …

#ai #startups #ml #digitalhealth #mobile #health #business #emergencyservices #safety

Gardia Raises €8.5M To Expand Mobile Emergency System For Seniors

29 days / startuprise / Kailee Rainse

German healthtech Gardia zips €8.5M to equip seniors with AI fall-detection wristbands

29 days / techfundingnews / Abhinaya Prabhu

Gardia secures €8.5M to scale its mobile emergency system for seniors

29 days / tech / Tamara Djurickovic

Sweden Startup Fintower Raises €1.5M In Oversubscribed Seed Round

Kailee Rainse / startuprise - Gothenburg-based Fintower has successfully closed an oversubscribed €1.5 million seed round, drawing support from both new and existing investors. Participants include Chalmers Ventures, Akka, the Stena family via William Olsson, several entrepreneurs and…

#ai #startups #vc #fintech #ml #saas #enterprise #business #finance #europe

Sweden Startup Fintower Raises €1.5M In Oversubscribed Seed Round

29 days / startuprise / Kailee Rainse

Fintower completes €1.5M oversubscribed seed round

29 days / tech / Tamara Djurickovic

Chalmers Ventures backs Fintower’s €1.5M round for spreadsheet-free finance AI

29 days / techfundingnews / Abhinaya Prabhu

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