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The Repricing Week17 Feb 2026

7 Day Summary

Massive infrastructure spending and sovereign pushes signal a shift towards ambient, screenless hardware. As Apple and Google target wearables, legacy software valuations buckle under agentic disruption. Persistent security flaws and tightening European regulations create a tense friction between rapid innovation and essential, robust institutional safety.

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Apple Accelerates Screenless AI Hardware

Apple Accelerates Screenless AI Hardware

Apple’s development of screenless smart glasses, pendants, and camera-enabled AirPods signals a shift from spatial computing to ambient data capture. By tethering sensors to the iPhone, Apple solves thermal constraints but introduces significant passive recording risks for enterprise security teams.

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US, China Capture LatAm AI

US, China Capture LatAm AI

Latin America secures only 1.1% of global AI investment. Critical infrastructure remains in the hands of US and Chinese hyperscalers. This dependency forces local enterprises to export data value. It creates long-term vendor lock-in and sovereignty risks for the region's projected $30 billion market.

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Thoughtworks Reports AI Amplifies Debt

Thoughtworks Reports AI Amplifies Debt

AI accelerates technical debt before it accelerates velocity. For CTOs, new findings from Thoughtworks invalidate using AI to bypass legacy constraints. Data shows 30% higher defect rate in unhealthy code, forcing investment into verification and code health.

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Google Standardises Mid-Range AI

Google Standardises Mid-Range AI

Google launched $499 Pixel 10a to lower cost floor for Android 16 AI features. By porting flagship Tensor capabilities to mid-range hardware, Google locks developers into ecosystem before Apple releases competing AI wearable trio.

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Voice AI Becomes Primary Interface

Voice AI Becomes Primary Interface

Voice AI replaces text as primary interface for generative agents. While ElevenLabs and LiveKit secure massive funding, technical constraints like accent misinterpretation limit global reliability. Security architects must prioritise voice-cloning protection as deployment scales.

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Amazon Consolidates Robotics Efforts

Amazon Consolidates Robotics Efforts

Amazon terminated its Blue Jay robotics project to consolidate resources into core automation programmes. This shift follows a broader restructure under Rohit DeSantis, prioritising scalable infrastructure over experimental hardware to support a $200B AI investment strategy.

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Venice Challenges CyberArk Identity Dominance

Venice Challenges CyberArk Identity Dominance

Security architects can now replace legacy identity tools with Venice, which aims to unseat CyberArk within 18 months. The startup reduces deployment complexity, allowing procurement teams to cut costs and accelerate security workflows as the SaaS market shifts toward automation.

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Kana Launches Marketing Agents

Kana Launches Marketing Agents

Marketing procurement teams can replace rigid SaaS tools with flexible AI agents following Kana’s $15 million launch. This shift reduces integration costs because agents adapt to existing stacks, signalling a move toward specialised agentic execution over general-purpose models.

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Raspberry Pi Hits £1bn Valuation

Raspberry Pi Hits £1bn Valuation

Raspberry Pi's valuation reached £1 billion as investors pivot to edge computing hardware. This surge increases capital costs for hardware startups while signaling a speculative shift in the FTSE 250, mirroring broader AI-driven volatility seen in Micron and Kioxia.

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Saudi Humain Invests $3bn xAI

Saudi Humain Invests $3bn xAI

Saudi Arabia’s $3 billion investment in xAI accelerates the firm’s capital growth, following recent Tesla and SpaceX deals. This funding allows xAI to scale compute and talent acquisition, solidifying its position against OpenAI in the AI infrastructure race.

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Canva Revenue Hits $4 Billion

Canva Revenue Hits $4 Billion

Canva achieved $4 billion annual revenue, driven by 20% user growth and increased LLM referral traffic. This shift proves AI utility converts to enterprise-scale growth, fundamentally altering user acquisition for CMOs and growth engineers.

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Sarvam Ships Open-Source Models

Sarvam Ships Open-Source Models

CTOs and procurement teams gain high-performance, open-source alternatives to proprietary APIs. Local hosting reduces data residency risks and cuts inference costs because these models run on domestic infrastructure. This release validates significant regional investments, allowing Indian founders to build sovereign AI stacks without Western licence constraints.

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Google Adds Gemini Music Generation

Google Adds Gemini Music Generation

Google integrated music generation into Gemini app, allowing users to create audio from text, images, or video. Move reduces production costs for creators and continues Google's pattern of standardising Gemini across its product ecosystem.

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OpenAI Trains 100,000 Indian Students

OpenAI Trains 100,000 Indian Students

OpenAI launched partnerships with Indian universities to train 100,000 students and staff. This move secures a future talent pipeline and embeds OpenAI's ecosystem within India's rapidly growing AI sector, following similar expansions in US higher education.

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Microsoft Copilot Accesses Private Emails

Microsoft Copilot Accesses Private Emails

Enterprise data isolation failed after a Microsoft Office bug allowed Copilot to summarise confidential emails. Security architects must re-evaluate AI permissions because existing policies failed to block unauthorised access. This follows a pattern of systemic AI data exposure incidents.

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Sarvam Scales AI to Feature Phones

Sarvam Scales AI to Feature Phones

Sarvam AI released edge-based language models for feature phones, cars, and smart glasses. This allows hardware procurement teams to integrate AI without increasing bill-of-materials costs, and founders can scale AI applications to millions of previously excluded users.

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Court Blocks OpenAI Cameo Trademark

Court Blocks OpenAI Cameo Trademark

OpenAI renamed its Sora character-consistency feature to Characters after a US court barred the use of the name Cameo. The ruling forces immediate rebranding, highlighting increased trademark litigation risks for AI developers using established brand terms.

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Republican AI Policy Faces Revolt

Republican AI Policy Faces Revolt

Internal Republican opposition to federal AI deregulation creates legislative uncertainty for tech founders. Local voter resistance and state-level challenges from figures like Ron DeSantis threaten to fragment the regulatory landscape, increasing compliance costs for platform engineers ahead of midterms.

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Perplexity Rejects AI Advertising

Perplexity Rejects AI Advertising

Perplexity AI terminated its advertising programme to prioritise user trust over ad revenue. This move creates a strategic divide with OpenAI, forcing product managers to choose between ad-supported bias and subscription-based neutrality.

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Sequoia Leads $1bn Silver Seed

Sequoia Leads $1bn Silver Seed

Sequoia Capital’s $1bn investment in David Silver’s Ineffable Intelligence sets a $4bn valuation ceiling for European AI. This massive seed round intensifies the global talent war and signals continued capital concentration in foundational research labs.

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