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AI News Flash

[2/3 23:00] AMD Q4 Earnings - Record Revenue on AI Demand / Varonis Acquires AllTrue.ai

3 min•3 februari 2026

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AI News Flash for February 03, 2026 at 23:00 UTC. Topics: 1. AMD Q4 Earnings - Record Revenue on AI Demand https://www.globenewswire.com/news-release/2026/02/03/3231629/0/en/AMD-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results.html 2. Varonis Acquires AllTrue.ai https://www.globenewswire.com/news-release/2026/02/03/3231593/33473/en/Varonis-to-Acquire-AllTrue-ai-to-Manage-and-Secure-AI-Across-the-Enterprise.html 3. Citi AI Agent Pilot https://www.ciodive.com/news/citi-agentic-AI-tools-stylus-workspaces/760804/ 4. Software Stocks Plunge on AI Fears https://www.wsj.com/finance/stocks/threat-of-new-ai-tools-wipes-300-billion-off-software-and-data-stocks-d0a8927e

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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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