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AI News Flash

[2/26 01:00] Jensen Huang declares "agentic AI inflection point" + SaaS selloff defense / Baidu $11B selloff + Q4 earnings today

3 min•26 februari 2026

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AI News Flash for February 26, 2026 at 01:00 UTC. Topics: 1. Jensen Huang declares "agentic AI inflection point" + SaaS selloff defense https://www.cnbc.com/2026/02/26/nvidia-jensen-huang-gpu-ai-threat-software-companies-saas-earnings-chips.html 2. Baidu $11B selloff + Q4 earnings today https://www.bloomberg.com/news/articles/2026-02-25/baidu-s-swift-11-billion-selloff-shows-struggle-to-meet-ai-hype 3. OpenAI wins xAI trade secrets lawsuit https://dataconomy.com/2026/02/25/judge-dismisses-elon-musks-xai-trade-secret-lawsuit-against-openai/ 4. IonQ first quantum company to exceed $100M revenue https://www.stocktitan.net/news/IONQ/ion-q-announces-fourth-quarter-and-full-year-2025-financial-b6mw0i7e0juy.html

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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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