AI 18 January 2026 - 26 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
Drugmakers say AI is shaving weeks off clinical trials and regulatory submissions
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Drugmakers say AI is shaving weeks off clinical trials and regulatory submissions

Novartis said AI reduced trial site selection for a 14,000-person Leqvio study to a two-hour meeting. Drugmakers report AI is cutting weeks from clinical trial logistics and regulatory paperwork. AstraZeneca and others still face challenges managing thousands of regulatory documents. Analysts say it may take one to three years before investors see the full impact on drug development timelines.
January 26, 2026
Will AI Kill the Smartphone? OpenAI, Meta and Amazon Fuel a New Gadget Threat
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Will AI Kill the Smartphone? OpenAI, Meta and Amazon Fuel a New Gadget Threat

Global smartphone shipments are projected to fall about 6% this year, with no rebound expected in 2027, according to Counterpoint’s Yang Wang. The Economist reports Apple and Android face new competition from AI-first devices backed by OpenAI, Meta, and Amazon. Rising chip prices and manufacturing bottlenecks are squeezing phone makers. OpenAI plans to launch a device in the second half of 2026.
January 26, 2026
Nvidia CEO Jensen Huang in Shanghai as China weighs H200 AI chip entry after customs block
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Nvidia CEO Jensen Huang in Shanghai as China weighs H200 AI chip entry after customs block

Nvidia CEO Jensen Huang arrived in Shanghai Saturday as the company awaits Beijing’s approval to sell its H200 AI chip in China, sources said. Chinese customs have instructed agents not to allow the H200 into the country. Some domestic tech firms have been warned to limit Nvidia chip purchases and prioritize local alternatives. Nvidia has not commented on Huang’s visit.
January 24, 2026
Lenovo wants more AI model partners than Apple as it rolls out Qira, CFO says
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Lenovo wants more AI model partners than Apple as it rolls out Qira, CFO says

Lenovo CFO Winston Cheng said at Davos the company is seeking partnerships with multiple large language model providers to power its devices and will pass higher memory chip costs to customers. Lenovo’s January deal with Nvidia targets faster rollout of liquid-cooled AI data center systems. Cheng named potential AI partners in Saudi Arabia, Europe, and China. He warned of an AI bubble in market valuations.
January 23, 2026
Malaysia lifts Grok ban after X adds safety fixes for Musk’s AI chatbot
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Malaysia lifts Grok ban after X adds safety fixes for Musk’s AI chatbot

Malaysia lifted its ban on xAI’s Grok chatbot after X added new safety and security measures, the communications regulator said Friday. The move follows reports Grok generated about 3 million sexualised images in 11 days, including images likely depicting children, after an image-editing feature launched. Authorities said they will keep monitoring compliance and may review licensing thresholds for online platforms.
January 23, 2026
UK’s £1bn AI data centre thrown into doubt after ministers concede ‘serious error’
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UK’s £1bn AI data centre thrown into doubt after ministers concede ‘serious error’

The UK High Court has allowed a legal challenge to proceed against government approval of a £1 billion, 90-megawatt data centre in Buckinghamshire. Officials admitted the project’s climate safeguards were not secured, agreeing the planning consent should be quashed. The case will move to a full hearing later this year. Developer Greystoke Land maintains the approval was valid.
January 23, 2026
Intel stock sinks on weak Q1 forecast as AI server chip supply crunch bites
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Intel stock sinks on weak Q1 forecast as AI server chip supply crunch bites

Intel forecast first-quarter revenue of $11.7 billion to $12.7 billion, missing Wall Street estimates and citing supply constraints for server CPUs amid surging AI data center demand. Shares dropped sharply in after-hours trading. Executives said factory capacity could not quickly shift to meet data center needs. Intel’s adjusted earnings per share are projected to be near break-even.
January 23, 2026
Autodesk’s 1,000-job cut: Why the AutoCAD maker is shrinking sales to fund AI and cloud
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Autodesk’s 1,000-job cut: Why the AutoCAD maker is shrinking sales to fund AI and cloud

Autodesk will cut about 1,000 jobs, or 7% of its workforce, mostly in customer-facing sales, as part of a sales overhaul. The company expects $135 million to $160 million in pre-tax restructuring charges and raised its outlook above prior guidance. CEO Andrew Anagnost told staff the cuts are not tied to AI replacement. Shares rose over 3% after the announcement.
January 22, 2026
Intel talks stall as AI chip startup SambaNova hunts up to $500 million in fresh funding
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Intel talks stall as AI chip startup SambaNova hunts up to $500 million in fresh funding

SambaNova is seeking $300 million to $500 million in new funding after takeover talks with Intel collapsed, Bloomberg reported Wednesday. Intel CEO Lip-Bu Tan, who also chairs SambaNova, is weighing whether Intel should invest further. A previous deal valued SambaNova at about $1.6 billion including debt. The company is pitching the round to tech firms and semiconductor manufacturers.
January 22, 2026
OpenAI’s $20 billion run-rate lands as Apple picks Google Gemini to remake Siri
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OpenAI’s $20 billion run-rate lands as Apple picks Google Gemini to remake Siri

OpenAI’s annualized revenue jumped to over $20 billion in 2025, up from $6 billion the previous year, CFO Sarah Friar said. Apple will use Google’s Gemini models to power a new version of Siri, giving Google access to more than two billion devices. OpenAI will remain a Siri option for complex queries. The Apple-Google deal could draw regulatory scrutiny.
January 20, 2026
iOS 27 rumors tease a Siri makeover, AI Health+ coach and even 5G satellite internet
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iOS 27 rumors tease a Siri makeover, AI Health+ coach and even 5G satellite internet

Apple’s upcoming iOS 27 could introduce 5G satellite internet support, enhanced Siri features, and new “Apple Intelligence” AI tools, according to MacRumors. Reports from 9to5Mac and Bloomberg say Apple is focusing on stability and performance, with iOS 27 also expected to support the company’s first foldable iPhone. The first beta is likely to appear at WWDC in June, with a public release in September.
January 19, 2026
Google AI Overview Says 2027 Isn’t Next Year — and It’s Raising Fresh Questions on Search Accuracy
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Google AI Overview Says 2027 Isn’t Next Year — and It’s Raising Fresh Questions on Search Accuracy

Google’s AI Overview in Search has been giving wrong answers about the current year, pointing some users to 2028 as “next year” instead of 2027, according to Futurism and Reddit reports. The glitch has persisted for over a week. Google previously acknowledged “odd, inaccurate or unhelpful” AI Overviews and said it made technical fixes in May. The company faces a lawsuit from Penske Media over its use of AI-generated summaries.
January 19, 2026
Edge AI is Here: The New On-Device AI Gadgets That Could Make Your Smartphone Feel Old
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Edge AI is Here: The New On-Device AI Gadgets That Could Make Your Smartphone Feel Old

AI inference is moving from cloud servers to local devices for speed, privacy, and cost, according to new industry reports. Consumer hardware launches now emphasize wearables and “screenless” products over phones. Chipmakers say demand is rising but cite limits in power, memory, and standards. Analysts project the global edge AI market could reach $143 billion by 2034.
January 19, 2026
Google’s big Gmail Gemini AI change is rolling out — what users need to decide now
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Google’s big Gmail Gemini AI change is rolling out — what users need to decide now

Google is launching Gemini-powered AI features in Gmail, including thread summaries, AI-assisted drafting, and a new “AI Inbox” view now in testing. Basic tools are free; advanced Q&A and proofreading require a paid plan. The update has triggered privacy concerns as the AI scans email content and metadata. The new AI Inbox is available to select testers, with wider rollout expected in coming months.
January 18, 2026
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