AI News February 1-8, 2026: The $650 Billion AI Arms Race Explodes

Key TakeawaysModel race is now platform race (Cowork vs Frontier)$650B Big Tech capex is the new realityProfessional software under genuine threatHardware competition intensifying (AMD, Broadcom)Regulatory complexity growing (federal vs state)AI adoption mainstream but returns concentratedSuper Bowl ads signal consumer battlegroundCompanies MentionedAnthropic, OpenAI, Alphabet/Google, Amazon, Meta, Microsoft, NVIDIA, AMD, Broadcom, Thomson Reuters, LegalZoom, HP, Intuit, Oracle, State Farm, Uber, Cisco, BBVA, T-Mobile, Cerebras, Goodfire, Bedrock Robotics, Sana, Perplexity, Boston Dynamics, Caterpillar, Khan Academy Hosted on Acast. See acast.com/privacy for more information.