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GTC 2026 is live, Foxconn's AI server margins signal a cost problem, and ByteDance blinked on copyright.

Three moves that reshape the AI supply chain, the policy landscape, and who builds the hardware.

The chip war moved to Malaysia. Adobe's CEO is out. Anthropic goes enterprise.

A medical milestone. Nvidia's new chip. Anthropic vs the Pentagon.

SMR goes European. Hims gets Novo Nordisk. FOMC preview.

Inflation data in. AI regulation moves. Market reaction.

Microsoft deployed a rival's AI inside its own flagship product. Anthropic tackles the vibe coding bottleneck. Nscale raises $2B at a $14.6B valuation.

The DoD formally designated Anthropic a supply chain risk after the lab refused autonomous weapons use. OpenAI shipped GPT-5.4. Cursor launched always-on agentic coding.

Nvidia killed H200 chips for China and pivoted to Vera Rubin. Mastercard completed Europe's first AI agent payment. Stanford study: unsupervised AI agents destroyed servers.

OpenAI released GPT-5.4 unifying reasoning, coding, and agentic capabilities in one model. Anthropic rolled out voice mode for Claude Code. Meta opened WhatsApp to rival AI chatbots in Europe.

Defense contractors including Lockheed Martin are removing Claude following the Pentagon's national security designation. Apple announced the M5 MacBook Air with 4x faster LLM processing.

State, Treasury, and HHS ordered staff to stop using Anthropic's Claude. OpenAI amended its Pentagon deal within 72 hours under employee pressure.

The DoD's $200M AI contract with Anthropic collapsed over "unfettered" access demands. OpenAI secured the classified Pentagon network. Nvidia announced $4B in photonic chip investments.

OpenAI reached an agreement to deploy AI inside the Pentagon's classified network. Jack Dorsey cut 40% of Block's workforce citing AI. Perplexity launched a digital worker coordinating 19 AI models.

Over 360 employees across Google and OpenAI signed an open letter urging executives to stand with Anthropic. DeepSeek gave Huawei early access to V4, cutting out Nvidia and AMD.

Nvidia's Q4 results hit $68B in revenue — up 73% year over year. Google folded Intrinsic robotics back into its AI ecosystem. Lockheed integrated AI into the F-35's combat identification system.

Nvidia revealed its next rack-scale AI system — 72 Rubin GPUs delivering 3.3x the performance-per-watt of Blackwell. A research scenario on AI unemployment moved markets.

Meta signed a multi-year deal with AMD for 6 gigawatts of Instinct GPUs. The Pentagon threatened to designate Anthropic a supply chain risk. Amazon's AGI lab chief resigned less than 2 years in.

Anthropic accused DeepSeek, Moonshot, and MiniMax of using 24,000 fake accounts to extract 16 million Claude outputs. A UCSF study found AI outperforms senior research teams on medical data analysis.

Claude Code Security uncovered 500+ high-severity vulnerabilities in production open-source code. Apple is betting on Visual Intelligence as the defining feature of its wearable AI push.

Anthropic shipped Claude Sonnet 4.6 making Opus-class performance available at no extra charge. Chinese labs were caught stealing 16 million Claude outputs. The US launched a Tech Corps to counter China's AI influence.