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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

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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18 February 2026

WordPress Integrates AI Site Assistant

Content creators and small business founders can now manage website design via natural language. WordPress.com integrated AI Assistant to automate styling and image generation, reducing developer dependency and manual CSS adjustments to accelerate site updates.

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17 February 2026

Nvidia Secures ByteDance Chip Deal

ByteDance committed billions to Nvidia for millions of AI chips to secure immediate compute capacity. The deal proves that internal silicon projects cannot yet replace external vendors, forcing procurement teams to maintain high capital expenditure for market-leading hardware.

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17 February 2026

Apple Develops AI Wearable Trio

Apple's development of three AI-integrated wearables validates the consumer AI wearable market, forcing hardware architects to pivot to ambient interfaces. This move, following other big-tech acquisitions, compels procurement teams to prioritise low-latency inference chips and platform engineers to standardise multimodal data pipelines.

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17 February 2026

Anthropic Ships Sonnet 4.6

Anthropic's release of Sonnet 4.6, with its doubled context window and enhanced capabilities, accelerates model evaluation cycles for CTOs. This consistent update cadence intensifies enterprise AI competition, requiring procurement teams to adapt purchasing strategies to rapidly evolving model performance and cost.

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17 February 2026

Mistral AI Acquires Koyeb Cloud

Mistral AI acquired Koyeb to internalise infrastructure orchestration and reduce deployment friction. Platform engineers can now deploy Mistral models natively, removing reliance on third-party cloud providers and consolidating procurement contracts for AI application hosting.

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17 February 2026

US AI Funding Hits Record

Capital concentration forces US AI founders to prioritise rapid scaling as seventeen firms secured rounds over $100 million in early 2026. This follows Big Tech's $660 billion infrastructure commitment, which significantly raises entry costs for competitors.

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