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12 February 2026

Modal Labs Targets $2.5B Valuation

Modal Labs targets a $2.5 billion valuation as investors shift focus to AI inference infrastructure. Platform engineers gain more efficient GPU orchestration options because capital flows toward the execution layer, reducing production deployment costs for generative AI.

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11 February 2026

OpenAI Disbands Mission Alignment Team

OpenAI disbanded its mission alignment team, reassigning staff to accelerate commercial product development. Security architects and procurement teams now face higher due diligence burdens as the company decentralises safety oversight to prioritise the scaling of its Frontier enterprise platform.

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11 February 2026

Threads Launches AI Feed Controls

Threads users can now override algorithmic recommendations using natural language prompts. This shift from passive to explicit preference signals forces product managers to recalibrate engagement metrics as users gain direct control over feed composition and content discovery.

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11 February 2026

Microsoft Patches Critical Zero-Days

Critical zero-day exploits in Windows and Office demand immediate patching. Hackers gain full system control via malicious links, forcing emergency updates. This increases enterprise attack surface and operational costs for security teams, following Microsoft's AI prioritisation.

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11 February 2026

Orbital Data Centres Cost Triple

A recent analysis reveals a 1 GW orbital AI data centre costs $42.4 billion, three times its terrestrial equivalent. This significant capital expenditure impacts investors and founders, constraining viability for space-based AI ventures and diverting funds to more cost-efficient ground solutions.

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11 February 2026

Elliott Management Backs LSEG

Elliott Management acquired stake in LSEG, challenging market fears that generative AI will commoditise financial data. Move signals that proprietary data infrastructure remains defensive asset against AI-driven margin compression in financial services sector.

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11 February 2026

Google Adopts Continuous Android Releases

Platform engineers must manage constant API updates because Google transitioned Android 17 to a continuous developer release model. This shift replaces seasonal cycles with an always-on Canary channel, requiring automated compatibility testing to maintain app stability.

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11 February 2026

Industry Rejects AI Colleague Branding

Industry leaders are abandoning the "AI colleague" metaphor to reduce liability and manage performance expectations. This shift follows failed white-collar benchmarks, forcing CTOs to reclassify agents as software tools rather than autonomous team members to secure measurable ROI.

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11 February 2026

Upside Robotics Cuts Fertiliser Use

Upside Robotics cuts fertiliser use by 70% through autonomous solar-powered robots. Agricultural operators reduce input costs and chemical waste because targeted delivery replaces broadcast spraying. This shift signals a move toward specialised AI hardware in precision farming.

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11 February 2026

AI Fears Devalue Wealth Managers

UK wealth managers lost £2.4 billion in market value as investors sold positions over AI disruption fears. St James’s Place led decline because generative AI threatens high-fee, human-centric business models, forcing immediate valuation resets for traditional firms.

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