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Alphabet’s $185B AI Bet According to the Financial Times, “Google set to double AI spending to $185bn after strong earnings”, the company said 2026 capex could hit $175–$185 billion to scale datacenters and Gemini models — a major *AI* infrastructure push that rattled markets. [Financial Times](https://www.ft.com/content/22d97d8e-1101-4b1b-8a28-66054dfa363a) Qualcomm Flags Memory Crunch According to Investing.com (Reuters), “Qualcomm…

Alexa+ Goes Wide in U.S. According to TechCrunch, “Alexa+, Amazon’s AI assistant, is now available to everyone in the U.S.”, the generative upgrade—free for Prime members—adds broader device and service integrations and intensifies Amazon’s strategy (AI). ([techcrunch.com](https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/?utm_source=openai)) [TechCrunch](https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/) ElevenLabs Nets $500M at $11B Valuation. According to TechCrunch, “ElevenLabs raises $500M from Sequoia at a $11…

SpaceX Acquires xAI According to TechCrunch, “Elon Musk’s SpaceX officially acquires Elon Musk’s xAI, with plan to build data centers in space”, the deal folds Grok and Starlink into SpaceX and targets SPACE-BASED compute to scale AI. ([techcrunch.com](https://techcrunch.com/2026/02/02/elon-musk-spacex-acquires-xai-data-centers-space-merger/?utm_source=openai)) [TechCrunch](https://techcrunch.com/2026/02/02/elon-musk-spacex-acquires-xai-data-centers-space-merger/) Palantir Posts Blockbuster Quarter According to Forbes, “Palantir Beats Wall Street Estimates With 70% Revenue Jump”,…

Oracle Plans $50B Raise According to Investing.com, “Oracle says it plans to raise up to $50 billion in debt and equity this year”, a move to expand Oracle Cloud Infrastructure to meet contracted demand from major customers and to fund *AI* data‑center capacity. ([investing.com](https://www.investing.com/news/stock-market-news/oracle-plans-to-raise-45-billion-to-50-billion-in-2026-4477731?utm_source=openai)) [Investing.com](https://www.investing.com/news/stock-market-news/oracle-plans-to-raise-45-billion-to-50-billion-in-2026-4477731) Microsoft Stock Tumbles After Earnings According to Yahoo Finance, “Microsoft…

Starlink countermeasures succeed. According to Financial Times, “SpaceX stops Russia’s ‘unauthorised’ use of Starlink, Elon Musk says”, Musk said measures appear to have blocked terminals linked to drone guidance, spotlighting SATELLITE SECURITY risks. ([ft.com](https://www.ft.com/content/4e65566b-cc00-4fa7-9006-6a441d0da6b2)) [Financial Times](https://www.ft.com/content/4e65566b-cc00-4fa7-9006-6a441d0da6b2) India courts AI data centers. According to TechCrunch, “India offers zero taxes through 2047 to lure global AI workloads”,…

Nvidia‑OpenAI investment update According to TechCrunch, “Nvidia CEO pushes back against report that his company’s $100B OpenAI investment has stalled”, Huang called the story “nonsense” and said Nvidia will make a “huge” INVESTMENT and remain central to scaling OpenAI’s AI systems. [TechCrunch](https://techcrunch.com/2026/01/31/nvidia-ceo-pushes-back-against-report-that-his-companys-100b-openai-investment-has-stalled/) Waymo eyes $16B raise According to Reuters, “Waymo seeking about $16 billion near…

Amazon Eyes Massive OpenAI Investment According to Reuters, “Amazon in talks to invest as much as $50 billion in OpenAI, source says”, this potential FUNDING boost would reshape cloud and chip alliances and deepen platform ties if completed. ([finance.yahoo.com](https://finance.yahoo.com/news/amazon-talks-invest-50-billion-204007775.html/?utm_source=openai)) [Reuters](https://finance.yahoo.com/news/amazon-talks-invest-50-billion-204007775.html) Microsoft Sell‑Off Tests AI Spending Thesis According to Reuters, “Investors punish Big Tech AI spending…

Tesla’s Big Pivot According to the Financial Times, “FirstFT: Tesla accelerates AI pivot”, Tesla will halt Model S/X production and convert Fremont to make Optimus ROBOTS while committing billions more to AI after revenue weakness. [Financial Times](https://www.ft.com/content/dd0dad69-3c4b-4f76-a14f-dc91083874a4) Chrome Gets Agentic AI According to The Verge, “Google adds Gemini AI-powered ‘auto browse’ to Chrome”, Google rolled…

China approves Nvidia H200 imports According to Reuters, “China gives nod to ByteDance, Alibaba and Tencent to buy Nvidia’s H200 chips – sources”, Beijing cleared ~400,000 H200 GPUs for major platforms, shifting compute access and geopolitical balance — an AI game‑changer. [Reuters](https://uk.finance.yahoo.com/news/exclusive-china-gives-green-light-034730976.html) Amazon confirms 16,000 corporate job cuts According to Amazon, “Update on our organization”,…

Big Tech Earnings Test AI Bets According to Reuters via Investing.com, “Big Tech earnings to test AI rally as resurgent Alphabet takes lead”, Microsoft and Meta must show that heavy AI investments will produce revenue; investors will watch AI SPENDING in upcoming quarterly reports. ([investing.com](https://www.investing.com/news/stock-market-news/big-tech-earnings-to-test-ai-rally-as-resurgent-alphabet-takes-lead-4466859?utm_source=openai)) [Investing.com](https://www.investing.com/news/stock-market-news/big-tech-earnings-to-test-ai-rally-as-resurgent-alphabet-takes-lead-4466859) Pinterest to Cut Jobs to Focus on AI According…