AI News 6 February 2026 - 10 February 2026

Microsoft’s new AI data-center bet: superconducting cables to squeeze more power in less space
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Microsoft’s new AI data-center bet: superconducting cables to squeeze more power in less space

Microsoft is testing high-temperature superconductor power lines for data centers as U.S. grid constraints delay expansion. Early results show the cables can carry as much power as conventional lines in less space, but high costs and cooling demands may keep the technology in pilot stages. Microsoft has not disclosed investment amounts or deployment timelines.
February 10, 2026
Google’s AI Overviews draw a fresh EU antitrust complaint from publishers
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Google’s AI Overviews draw a fresh EU antitrust complaint from publishers

The European Publishers Council filed an EU antitrust complaint against Google, alleging its AI Overviews in Search use journalism without consent, opt-outs, or fair pay. The move comes as the European Commission investigates Google’s AI use of publisher content. The complaint claims Google’s AI features threaten publishers’ traffic and revenue. Google has not commented.
February 10, 2026
Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia
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Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia

Cisco unveiled its Silicon One G300 switch chip and new data center systems Tuesday, targeting AI clusters and rival offerings from Broadcom and Nvidia. The G300, built on TSMC’s 3-nanometer process, is expected to deliver 102.4 Tbps switching capacity and go on sale in the second half of 2026. Cisco claims the design can cut AI job completion time by 28% and improve energy efficiency by nearly 70%.
February 10, 2026
Cadence’s new ChipStack AI “super agent” claims 10x faster chip design work
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Cadence’s new ChipStack AI “super agent” claims 10x faster chip design work

Cadence launched its ChipStack AI Super Agent, claiming it can automate chip design and verification tasks up to 10 times faster. Early users include Nvidia, Altera, and Tenstorrent. Cadence said the tool uses “agentic AI” to generate and check designs from high-level specs. Analysts noted rising interest in AI-driven productivity tools amid U.S.-China chip rivalry.
February 10, 2026
Oracle (ORCL) stock pops again before the open as Wall Street splits on its OpenAI bet
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Oracle (ORCL) stock pops again before the open as Wall Street splits on its OpenAI bet

Oracle shares climbed 1.5% in premarket trading Tuesday after a 9.7% surge Monday, trading near $158.95. D.A. Davidson upgraded the stock, citing optimism about Oracle Cloud Infrastructure and OpenAI contracts, while Melius Research downgraded it, warning of cash flow and competitive risks. Oracle remains far below its 52-week high of $345.72. The company plans to raise up to $50 billion in 2026 to fund cloud growth.
February 10, 2026
Google stock slips in premarket as Alphabet’s $20B bond sale puts AI spending back in focus
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Google stock slips in premarket as Alphabet’s $20B bond sale puts AI spending back in focus

Alphabet shares slipped 0.1% to $324.14 in premarket trading after the company sold $20 billion in investment-grade bonds to fund AI data center and chip expansion. CEO Sundar Pichai last week projected 2026 capex at $175–185 billion. Traders are watching funding costs and upcoming U.S. macro data for further moves. Waymo expanded fully autonomous operations to Nashville.
February 10, 2026
EU threatens Meta with quick WhatsApp action over rival AI chatbots
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EU threatens Meta with quick WhatsApp action over rival AI chatbots

EU antitrust regulators sent formal charges to Meta over WhatsApp policies blocking third-party AI assistants and are considering interim measures to keep access open during the investigation. Meta disputes WhatsApp’s role as a key gateway and says users can access other chatbots elsewhere. The probe centers on Meta’s move to restrict WhatsApp Business API access to its own AI assistant.
February 9, 2026
Goldman Sachs brings in Anthropic “AI agents” to tackle compliance and accounting grunt work
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Goldman Sachs brings in Anthropic “AI agents” to tackle compliance and accounting grunt work

Goldman Sachs is testing AI agents from Anthropic to automate trade accounting, transaction reconciliation, and client due diligence, the bank confirmed Friday. Chief Information Officer Marco Argenti said the project is in early stages and declined to give a launch date. The move comes as banks weigh automation in regulated areas and investors react warily to new AI tools.
February 8, 2026
Anthropic’s $20B-plus funding round could close next week at $350B valuation, report says
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Anthropic’s $20B-plus funding round could close next week at $350B valuation, report says

Anthropic is nearing a funding round that could raise over $20 billion, valuing the AI firm at about $350 billion, Bloomberg reported Friday. Amazon disclosed a $14.8 billion stake in Anthropic and valued its convertible notes at $45.8 billion in its latest SEC filing. Anthropic and OpenAI have not yet turned a profit. Reuters has not confirmed the Bloomberg report, and Anthropic declined to comment.
February 7, 2026
Chip sales seen topping $1 trillion in 2026 as AI data-center spending keeps demand hot
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Chip sales seen topping $1 trillion in 2026 as AI data-center spending keeps demand hot

Global semiconductor sales reached $791.7 billion in 2025 and are projected to hit $1 trillion in 2026, according to the Semiconductor Industry Association. Logic and memory chips led growth, driven by AI demand. December sales rose 2.7% from November, with gains in the Americas and China but declines in Europe and Japan. Memory chip shortages are pushing up prices, impacting device makers like Apple.
February 6, 2026
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