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AI News Flash
AI News Flash

[2/10 05:00] JPMorgan Initiates Bullish Coverage on China AI Stocks MiniMax and Zhipu / SoftBank Shares Surge 10% on Telecom Outlook and Arm AI Growth

3 min•10 februari 2026

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AI News Flash for February 10, 2026 at 05:00 UTC. Topics: 1. JPMorgan Initiates Bullish Coverage on China AI Stocks MiniMax and Zhipu https://www.bloomberg.com/news/articles/2026-02-10/china-s-latest-ai-stars-minimax-zhipu-jump-on-jpmorgan-buy-call 2. SoftBank Shares Surge 10% on Telecom Outlook and Arm AI Growth https://www.cnbc.com/2026/02/10/softbank-group-corp-shares-surge-after-telecom-unit-lifts-outlook-arm-ai-chip.html 3. Taiwan Rejects US Push to Move 40% of Chip Production https://www.cnbc.com/2026/02/10/taiwan-chips-us-supply-chain-lutnick-trade-deal.html 4. ServiceNow Deepens Anthropic Partnership, Claude as Default Build Agent https://finance.yahoo.com/news/servicenow-deepens-anthropic-ai-push-031307340.html 5. Runway Gen-4.5 Turns Sketches into Video, Tops Benchmarks https://www.zdnet.com/article/i-turned-doodles-into-video-clips-in-minutes-with-runways-new-ai-video-tool-heres-how/

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[8/31 09:00] FSB Chair Andrew Bailey warns G20 finance ministers that cyber risk from frontier AI models is the most immediate concern for the financial system / EuroHPC orders the LUMI-AI supercomputer from France's state-owned Bull for 387.8 million euros, its sixth AI Factory machine, built on AMD MI430X GPUs and due in 2027

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[8/31 06:00] WSJ: SoftBank's SB Energy issued OpenAI warrants worth an estimated 5.5 billion dollars to lock it in as a long-term data center tenant / The Information: OpenAI has bought tens of thousands of Mac minis and Mac Studios to train agents; Anthropic is renting Mac minis through AWS

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[8/30 06:00] Sony Music Publishing and Warner Chappell sue Anthropic over lyrics training, alleging "one of the largest thefts of intellectual property in history" / Coding-agent usage limits: Anthropic sets a permanent 25% Claude Code increase from Sept 14 (about 17% below today's temporary 50% boost); OpenAI fixes eight token-waste bugs in Codex and resets usage for all paid users

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[8/29 15:00] OpenAI to cut off SpaceX-owned Cursor from its models on November 12 / Google releases Gemini Omni 1.1 Flash video generation model

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[8/29 00:00] Federal judge rules Pentagon's "supply chain risk" designation of Anthropic illegal and vacates it / Andreessen Horowitz raises $1.1B "Machine Age Fund" for AI hardware infrastructure

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[8/27 15:00] SK hynix breaks ground on $3.87 billion Indiana HBM packaging plant / Georgia regulators approve Georgia Power's 3.2 gigawatt OpenAI contract

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[8/27 09:00] Salesforce x Anthropic announce Claudeforce / Anthropic x Nscale $45 billion six-year compute deal

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[8/27 06:00] MTN x Al Ashram Africa AI data centers venture / Seventh Circuit ruling on AI-generated CSAM possession

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