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AI News Flash

[2/18 13:00] Investors souring on AI spending - Hyperscalers lose $1T / NVIDIA sells entire Arm stake

3 min•18 februari 2026

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AI News Flash for February 18, 2026 at 13:00 UTC. Topics: 1. Investors souring on AI spending - Hyperscalers lose $1T https://www.axios.com/2026/02/18/ai-meta-amazon-microsoft 2. NVIDIA sells entire Arm stake https://www.bloomberg.com/news/articles/2026-02-17/nvidia-sells-off-stake-in-arm-a-company-it-once-tried-to-buy 3. Analog Devices Q1 earnings beat on AI chip demand https://www.reuters.com/business/analog-devices-sees-strong-second-quarter-ai-boom-fuels-chip-sales-2026-02-18/ 4. Lionsgate appoints first-ever Chief AI Officer https://variety.com/2026/film/news/lionsgate-hires-chief-ai-officer-1236653786/

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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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[8/29 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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