AI 26 January 2026 - 29 January 2026

AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus
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AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus

AMD shares fell 3.4% to $203.68 Thursday as semiconductor stocks dropped after Nvidia’s earnings. The decline followed news of AMD’s five-year AI chip supply deal with Meta, which includes a warrant for Meta to buy up to 10% of AMD at $0.01 per share. Investors are watching Friday’s U.S. inflation data and Broadcom’s results next week for further signals on AI spending.
February 26, 2026
Nvidia dragged into DeepSeek military row as U.S. lawmaker urges tougher chip controls
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Nvidia dragged into DeepSeek military row as U.S. lawmaker urges tougher chip controls

House China committee chair John Moolenaar accused Nvidia of helping Chinese AI firm DeepSeek develop technology later used by China’s military. Nvidia denied the claim, saying China’s military does not rely on U.S. chips. CEO Jensen Huang said China is still finalizing an import license for Nvidia’s H200 chip. The Commerce Department and DeepSeek declined to comment.
January 29, 2026
Open-source AI “guardrails” stripped off as hackers eye exposed models, researchers say
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Open-source AI “guardrails” stripped off as hackers eye exposed models, researchers say

Researchers identified over 175,000 internet-exposed open-source AI systems, with hundreds lacking safety guardrails and vulnerable to exploitation, according to SentinelOne and Censys. Nearly half of the hosts enabled tool-calling features, and about 30% were based in China, 20% in the U.S. Most ran versions of Meta’s Llama or Google’s Gemma models.
January 29, 2026
AI in schools: A teacher goes “analog” as educators warn about Pinterest-style classroom clutter
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AI in schools: A teacher goes “analog” as educators warn about Pinterest-style classroom clutter

A Fort Worth high school English teacher has banned generative AI and requires nearly all assignments to be handwritten, rejecting school-issued laptops. Chanea Bond said students relied on AI for thesis statements and weren’t engaging with literature. Some students said the shift felt strange but made them think more. Other districts, including Miami-Dade, are expanding official access to AI tools.
January 29, 2026
Google Joins Redwood Materials’ $425 Million Round as AI Data Centers Chase Power
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Google Joins Redwood Materials’ $425 Million Round as AI Data Centers Chase Power

Redwood Materials closed a $425 million Series E funding round, adding Google as a new investor with a reported $75 million stake. The company’s valuation is estimated above $6 billion. Funds will accelerate energy storage and recycling operations as demand from AI data centers rises. Redwood claims to recycle over 70% of used battery packs in North America.
January 28, 2026
UK watchdog puts Google Search on notice: publishers may get an AI Overviews opt‑out
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UK watchdog puts Google Search on notice: publishers may get an AI Overviews opt‑out

Britain’s competition watchdog has proposed binding rules requiring Google to let publishers opt out of AI Overviews and certain AI training, while staying in Search. The Competition and Markets Authority set a Feb. 25 deadline for feedback. The package also addresses ranking transparency, Android and Chrome choice screens, and data portability. Google Search holds over 90% of UK search queries.
January 28, 2026
AI Models Advance: How Self-Training and Mistakes Lead to Better Performance
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AI Models Advance: How Self-Training and Mistakes Lead to Better Performance

AI models are now training by playing against themselves, reducing reliance on human input and accelerating performance gains. Google’s self-play strategy, once used only in games, is being applied to advanced systems, raising hopes and concerns. Experts warn that self-learning AIs risk compounding errors if not closely monitored. Some researchers fear this trend could remove humans from key decision-making.
January 28, 2026
UK FCA launches “Mills Review” on AI — what it could mean for everyday banking by 2030
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UK FCA launches “Mills Review” on AI — what it could mean for everyday banking by 2030

Britain’s Financial Conduct Authority has begun a major review of advanced AI in retail finance, led by executive director Sheldon Mills. The FCA is seeking feedback from industry and consumers by Feb. 24, with recommendations expected by summer 2026. UK firms remain cautious about customer-facing AI despite rising interest. Lawmakers are pressing for clearer rules as AI tools proliferate in financial services.
January 27, 2026
Nvidia’s AI chip rush puts ASML’s laser ‘printers’ in the spotlight ahead of earnings
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Nvidia’s AI chip rush puts ASML’s laser ‘printers’ in the spotlight ahead of earnings

ASML reports earnings Wednesday as investors watch for a possible upgrade to its 2026 sales forecast. The Dutch firm, sole supplier of EUV lithography tools used in advanced AI chips, has seen its shares double since April. Major customers TSMC and Intel are increasing capital spending, driving demand for ASML systems. Analysts’ estimates for 2026 sales are outpacing the company’s current guidance.
January 27, 2026
Clawdbot goes viral — but security warnings trail the AI assistant behind the Mac mini rush
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Clawdbot goes viral — but security warnings trail the AI assistant behind the Mac mini rush

SOCRadar reported 1,009 Clawdbot gateways exposed online after scanning with Shodan. The open-source AI assistant has seen a surge in use, with some users buying Mac minis to run it nonstop. Creator Peter Steinberger advised against new hardware purchases and urged basic security. Exposed instances risk leaking credentials and allowing unauthorized command execution.
January 27, 2026
Nvidia’s open-source Earth-2 AI weather models drop as a U.S. winter storm tests forecasts
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Nvidia’s open-source Earth-2 AI weather models drop as a U.S. winter storm tests forecasts

Nvidia unveiled new open AI weather models at a Houston meteorology conference, including Earth-2 Medium Range, which it says outperformed Google DeepMind’s GenCast on over 70 variables. The models run on GPUs for faster, more frequent forecasts and allow users to operate and customize them on their own hardware. Nvidia is releasing the models and tools as open source via Hugging Face.
January 26, 2026
Microsoft’s Maia 200 AI chip takes a swing at Nvidia’s CUDA lock-in as Azure rollout starts
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Microsoft’s Maia 200 AI chip takes a swing at Nvidia’s CUDA lock-in as Azure rollout starts

Microsoft unveiled its Maia 200 AI inference chip on Monday, built on TSMC’s 3-nanometer process and featuring 216GB HBM3e memory. Initial deployment begins this week in Iowa, followed by Arizona. Microsoft claims Maia 200 outperforms Amazon’s Trainium and Google’s TPU in key benchmarks and will power OpenAI’s GPT-5.2 models on Azure. New software tools for Maia 200 include a development kit compatible with PyTorch.
January 26, 2026
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