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AI News Flash

[2/9 23:00] Micron Loses Nvidia HBM4 Orders / a16z Makes First Japan-Related AI Bet with Shizuku AI

3 min•9 februari 2026

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AI News Flash for February 09, 2026 at 23:00 UTC. Topics: 1. Micron Loses Nvidia HBM4 Orders https://finance.yahoo.com/news/micron-ai-memory-story-reassessed-221534477.html 2. a16z Makes First Japan-Related AI Bet with Shizuku AI https://asia.nikkei.com/business/technology/artificial-intelligence/andreessen-horowitz-backs-ai-virtual-character-in-1st-japan-related-bet 3. Target Tests Ads Inside ChatGPT https://corporate.target.com/press/fact-sheet/2026/02/conversational-ai-advertising 4. Credo Technology Posts 272% Revenue Surge https://www.investing.com/news/stock-market-news/credo-technology-stock-soars-after-crushing-quarterly-revenue-estimates-93CH-4494959 5. Federal Judge Sanctions Lawyers Over AI-Generated Fake Citations https://www.coloradopolitics.com/2026/02/09/10th-circuit-orders-lawyer-to-pay-1000-for-faulty-ai-citations/

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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

3 min

[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

3 min

[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

3 min

[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

3 min

[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

3 min

[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

3 min

[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

3 min

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

3 min

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

3 min

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