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9 February 2026

US Miners Pivot to AI Compute

US bitcoin mining companies are repurposing their high-performance computing infrastructure for AI workloads. This pivot reduces dedicated crypto mining capacity, potentially impacting network security, while increasing available compute for AI development and accelerating model training.

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9 February 2026

AI Fears Undervalue Data Firms

Market participants devalued B2B information providers, fearing AI disintermediation. This affects investors and founders, as current valuations may not reflect true asset worth. Data firms provide curated, verified information AI models cannot replicate, risking essential data access for procurement teams.

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9 February 2026

Anthropic Finalises $20B Funding

Anthropic finalised a $20 billion funding round, valuing the company at $350 billion. This accelerated capital raise reflects intense competition and escalating compute costs in frontier AI development. Founders and investors face continuous, massive capital demands, locking in high expenditure for competitive AI research.

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9 February 2026

Levy Targets High-Growth AI Startups

Anton Levy will hunt for AI-driven start-ups with 300% annual growth potential. This raises valuation expectations for founders seeking AI investment, requiring exceptional growth metrics to secure funding.

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8 February 2026

Crypto.com Buys AI.com for $70M

Crypto.com's $70 million AI.com acquisition demonstrates escalating value in AI-centric digital assets. This move reflects a brand strategy to dominate AI search and mindshare, increasing competition and driving up costs for prime digital real estate among investors and marketing teams.

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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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