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The Repricing Week24 Feb 2026

7 Day Summary

The past week saw a surge in AI-related legal battles, with Disney and NPR taking action against copyright infringement and voice replication. Simultaneously, the industry witnessed a race to build AI infrastructure, with massive investments in India and a focus on power efficiency. However, ethical concerns persist, as Anthropic and the Pentagon clash over AI usage, and regulatory bodies scrutinise AI-generated content.

All news

Disney Targets ByteDance Video AI

Disney Targets ByteDance Video AI

Walt Disney issued a cease-and-desist to ByteDance over its Seedance 2.0 video generation model, alleging IP theft. Unrestricted generation of copyrighted likenesses forces an immediate legal confrontation over training data, introducing severe compliance risks for enterprise adopters.

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Stripe Ships Unattended Coding Agents

Stripe Ships Unattended Coding Agents

Stripe built "Minions", homegrown unattended coding agents that merge over 1,000 pull requests weekly containing zero human-written code. Platform engineers face a new integration baseline: autonomous agents require custom harnesses built around proprietary libraries and existing continuous integration pipelines.

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Quesma Benchmarks AI Malware Detection

Quesma Benchmarks AI Malware Detection

Quesma's BinaryAudit benchmark reveals AI agents can detect backdoors in compiled binaries 49% of the time using open-source tools. However, a 28% false positive rate means security teams must still rely on human verification for malware detection.

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AI Stethoscopes Double Valve Detection

AI Stethoscopes Double Valve Detection

Two independent studies show AI-integrated digital stethoscopes achieve up to a 98% identification rate in detecting severe heart valve disease, doubling the sensitivity of traditional devices. The technology standardises early detection in primary care, shifting diagnostic bottlenecks away from specialised human auscultation.

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EY Measures Global AI Divide

EY Measures Global AI Divide

Enterprise deployment strategies face bifurcated global markets. According to an EY survey, 88% of respondents in India and China view AI positively, compared to 58% in US. High consumer acceptance accelerates deployment timelines across Global South markets.

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Apple Prioritises Visual AI Wearables

Apple Prioritises Visual AI Wearables

Apple positions visual artificial intelligence as the foundation for its upcoming wearable hardware lineup. The transition from screen-bound interfaces to ambient visual processing shifts the primary AI battleground from text generation to real-time spatial awareness and continuous environmental data collection.

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Infrastructure Constrains India AI Ambitions

Infrastructure Constrains India AI Ambitions

The AI Impact Summit in New Delhi generated investment promises but exposed severe rural infrastructure constraints. Teams cannot run advanced healthcare and education models without reliable electricity and basic hardware, delaying domestic AI adoption timelines.

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India Hits AI Ambition Limits

India Hits AI Ambition Limits

India's global AI summit secured $210 billion in infrastructure pledges and an 88-nation Delhi Declaration, but stark global compute divides expose execution gaps facing emerging tech hubs. Fragmented regulatory environments now form baseline reality.

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88 Nations Adopt Delhi Declaration

88 Nations Adopt Delhi Declaration

88 nations endorsed the New Delhi Declaration on AI Impact, establishing a non-binding framework for equitable AI governance. The agreement introduces new international benchmarks and voluntary initiatives, signalling a shift toward localised, sovereign AI infrastructure over centralised global standards.

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Altman Defends AI Energy Consumption

Altman Defends AI Energy Consumption

Framing AI compute requirements against human biological costs signals a rhetorical shift in how OpenAI counters environmental pushback. Procurement teams and infrastructure investors must recognise that frontier model developers treat massive power demands as necessary evolutionary costs rather than correctable inefficiencies.

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Marketing Agencies Adopt Predictive AI

Marketing Agencies Adopt Predictive AI

The baseline for marketing agency performance now requires live data processing rather than manual campaign testing. Evaluating external partners shifts from assessing creative output to auditing machine learning infrastructure and predictive capabilities.

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AI Glasses Replace Physical Goods

AI Glasses Replace Physical Goods

Substituting physical goods with digital overlays disrupts traditional hardware supply chains. As AI-powered smart glasses replace physical screens, value shifts from manufacturing to digital alternatives, shrinking addressable markets for single-purpose consumer electronics.

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NTransformer Fits 70B In 24GB

NTransformer Fits 70B In 24GB

NTransformer released open-source C++/CUDA engine running 70-billion-parameter Llama models on single 24GB RTX 3090 GPUs. Streaming weights directly from NVMe storage bypasses CPU processing, proving VRAM limits can be overcome with PCIe bandwidth.

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Engineer Publishes Claude Code Workflow

Engineer Publishes Claude Code Workflow

A software engineer published a structured workflow for Anthropic’s Claude Code that strictly separates planning from execution. By forcing the AI to generate persistent, human-reviewed markdown files before writing code, developers maintain architectural control and prevent expensive system failures.

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Developer Automates Fan With Vision

Developer Automates Fan With Vision

Passive environmental automation no longer requires cloud dependency. A Bengaluru developer built a local AI system using a MediaPipe pose vision model on a Raspberry Pi to control a ceiling fan based on real-time sleep posture.

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Uttar Pradesh Mandates AI Training

Uttar Pradesh Mandates AI Training

Uttar Pradesh mandated artificial intelligence training for 1.7 million employees across 63 state departments. State-level AI adoption is shifting from isolated pilot programmes to compulsory workforce upskilling, creating immediate demand for localised AI tools.

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Pentagon Threatens Anthropic Vendor Status

Pentagon Threatens Anthropic Vendor Status

Anthropic launched Claude Opus 4.6 with autonomous agent capabilities, but the Pentagon is threatening to label the company a "supply chain risk" over its military use restrictions. Enforcing AI safety boundaries within classified environments now risks total vendor exclusion.

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Trump Promises Rapid Nuclear Approvals

Trump Promises Rapid Nuclear Approvals

President Donald Trump committed to approving new US nuclear energy projects within three weeks to power AI data centres. Tying AI expansion directly to nuclear capacity shifts the primary infrastructure bottleneck from silicon to power generation.

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Cisco Rejects AI Job Obsolescence

Cisco Rejects AI Job Obsolescence

The 1,000x drop in inference costs shifts enterprise AI strategy from isolated experiments to continuous, agentic workflows. Platform architects and procurement teams face a transition from managing per-query expenses to funding broader infrastructure expansion.

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Anthropic Previews Claude Code Security

Anthropic Previews Claude Code Security

Moving AI from code generation to active vulnerability remediation forces security architects to evaluate automated patching workflows. Anthropic's new Claude Code Security traces data flows to find complex logic flaws, enforcing strict human oversight before applying any suggested patches.

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