E109: Weekly AI Recap - Devin, OpenAI Health, Meta-Manus, Nvidia CES, Anthropic, DeepSeek

This is your weekly degustation menu — the curated, high-signal recap of what mattered in AI in the second week of January 2026.We can’t cover everything. So I picked the stories that actually move markets: enterprise procurement, regulated industries, geopolitics, hardware roadmaps, capital flows, and the next research frontier.1) Infosys × Cognition: Devin Goes EnterpriseInfosys (massive IT services giant) partners with Cognition to deploy Devin inside enterprises.This is huge because IT services companies were supposed to be the “AI losers” — they sell developer hours. Infosys isn’t running from the threat. They’re integrating it.The real advantage here is enterprise trust: clients don’t just want the coolest tool — they want someone accountable when things break. This is agentic AI moving from hype → procurement.2) OpenAI Health in ChatGPT: Big Bet, Big QuestionsOpenAI is rolling out a dedicated Health space where users can connect health data and ask medical questions. It’s reported that 230M people already ask ChatGPT health questions weekly.Key tension: consumer health isn’t HIPAA-compliant — clinical products are.I get why OpenAI is doing it: healthcare is a moat. But we need to watch hallucination risk and liability closely.3) Meta–Manus: China Reviews the DealFinancial Times reports China is reviewing whether Meta’s Manus purchase should have required an export license — essentially a “Singapore washing” warning shot.This is what AI M&A looks like now: not just corporate strategy, but geopolitics.4) Nvidia at CES: Vera Rubin + AlpamayoNvidia announces the next platform beyond Blackwell: Vera Rubin.And Alpamayo, an AI model aimed at autonomous driving.The key signal: the hardware roadmap isn’t slowing down — and Nvidia is pushing further into vertical solutions, not just chips.5) Anthropic Raises AgainAnthropic is planning another major funding round. This is the AI arms race: compute is the weapon, and frontier training costs can hit hundreds of millions to billions.6) DeepSeek: Welcome to the Age of R&DDeepSeek publishes training improvements focused on internal information sharing.With scaling showing diminishing returns, we’re entering what Ilya Sutskever calls the age of R&D: smarter algorithms, better architectures, more capability per compute.THE TAKEAWAYThis week wasn’t about flashy demos. It was about the infrastructure of the next decade:agentic AI procurementregulated AI expansiongeopolitics shaping AI dealshardware accelerationcapital as a weaponresearch as the new edgeSee you next week.LINKS & CONTACTWebsite: https://www.werchota.aiLinkedIn: https://www.linkedin.com/in/malcolmwerchotaPodcast: [email protected] TAGSweekly AI recap, Infosys Cognition Devin, OpenAI Health ChatGPT, Meta Manus China export license, Nvidia CES 2026, Vera Rubin, Alpamayo, Anthropic fundraising, DeepSeek training breakthrough, AI R&D era