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8 February 2026

Big Tech Commits $660B to AI

Big Tech's $660 billion AI infrastructure commitment creates immediate financial pressure for founders and investors, impacting earnings and balance sheets. Procurement teams face increased costs, while CTOs must justify substantial capital deployment against uncertain returns, continuing a pattern of escalating AI spending.

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8 February 2026

Economists Reject AI Rate Cut Claim

Economists reject Kevin Warsh's claim that AI will enable rate cuts, creating uncertainty for investors and founders. This scepticism challenges assumptions about AI's immediate economic impact, complicating long-term capital allocation strategies.

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7 February 2026

AI Founder Organises Tax Protest

An AI startup founder is organising a 'March for Billionaires' to protest California's proposed wealth tax. This public demonstration introduces a new, organised opposition to the state's fiscal policy, increasing scrutiny and potentially complicating future legislative efforts.

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7 February 2026

Magnificent Seven AI Divergence

The "Magnificent Seven" tech companies are diverging due to AI scrutiny, requiring investors to differentiate based on demonstrable AI returns. This shift weakens previous market indicators and increases regulatory and due diligence burdens.

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7 February 2026

AI Workforce Pathway Shift

An article suggests AI is disrupting traditional career paths, prompting a re-evaluation of career guidance from conventional security to passion-driven pursuits, impacting workforce planning and skill development.

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7 February 2026

CarPlay AI Chatbot Compatibility

Apple is integrating AI chatbot support, including services like ChatGPT, directly into its CarPlay platform. This expansion, expected in the coming months, will enable native execution of third-party AI functionalities within vehicles, altering accessible digital services.

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6 February 2026

Anthropic Claude Enterprise Adoption

Anthropic's Claude AI model has rapidly gained significant enterprise market share, particularly with its coding tools, achieving a $1 billion annualised run-rate and surpassing competitors. This shift necessitates increased due diligence for IT and procurement teams.

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6 February 2026

AI.com Domain Acquisition

Kris Marszalek, Crypto.com founder, acquired the AI.com domain for $70 million. This establishes a new, well-funded entity poised for immediate, high-profile entry into the AI sector, launching a new site this weekend with a Super Bowl ad.

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6 February 2026

US Tech Stocks Rebound

US tech stocks, led by the Nasdaq, rebounded from a sell-off previously driven by concerns over vast AI spending. This market shift occurred despite the underlying worries about AI infrastructure expenditure persisting, indicating a change in immediate market sentiment.

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6 February 2026

SpaceX xAI Merger Finalised

The hypothetical merger of xAI into SpaceX, driven by capital needs, creates a combined entity integrating AI with space infrastructure. This consolidation aims to develop orbital data centres and full-stack AI, disrupting cloud and satellite markets.

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