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AI News Flash

[2/11 22:00] Cisco Q2 Earnings - AI Hyperscaler Orders Hit $2.1B / Equinix Q4 Earnings - AI Data Center Demand Drives $10B+ Outlook

3 min•11 februari 2026

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AI News Flash for February 11, 2026 at 22:00 UTC. Topics: 1. Cisco Q2 Earnings - AI Hyperscaler Orders Hit $2.1B https://www.wsj.com/business/earnings/cisco-sales-rise-as-ai-hyperscalers-drive-demand-b0e8ab10 2. Equinix Q4 Earnings - AI Data Center Demand Drives $10B+ Outlook https://www.reuters.com/business/equinix-forecasts-annual-sales-above-estimates-ai-data-center-demand-2026-02-11/ 3. AI Scare Trade Hits Real Estate Services https://www.bloomberg.com/news/articles/2026-02-11/real-estate-services-stocks-latest-domino-in-ai-scare-trade 4. Wall Street Pushes Back on AI Selloff https://www.bloomberg.com/news/articles/2026-02-11/software-stocks-trade-at-bargain-bin-prices-after-ai-fueled-drop

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[9/1 03:00] Anthropic publishes "Improving our alignment and security efforts": paused some RL for weeks, deployed an escape-detection classifier, resumed external cyber evaluations, calls for a verifiable mechanism for coordinated pacing / Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda for a roughly 350-megawatt Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease

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[8/31 15:00] OpenAI says ChatGPT Ads hit a $1 billion annualized revenue run rate in under 200 days, opens self-serve buying in India, Europe, the Middle East and North Africa / Nvidia invests $3.5 billion in MediaTek convertible bonds; MediaTek adopts NVLink Fusion to bring custom XPUs into Nvidia rack-scale AI factories

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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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