Artificial Intelligence 20 February 2026 - 14 April 2026

Sify Shares Stuck, India AI Data-Center Bet Draws Traders
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Sify Shares Stuck, India AI Data-Center Bet Draws Traders

Sify Technologies Limited’s American depositary receipts trading in the U.S. ended Tuesday mostly unchanged. The stock stalled after choppy moves, as investors considered the Indian digital infrastructure group's ongoing data-center expansion against bigger losses and rising debt. Sify ADRs were last at $17.24, up 0.12%, trading 82,064 shares, market data showed. An ADR, or American depositary receipt, is a certificate traded in the U.S. that stands for shares of a foreign company.
June 2, 2026
Sandisk Stock Pulls Back After Nasdaq-100 Boost as Evercore Sees $1,200 on AI Storage Demand
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Sandisk Stock Pulls Back After Nasdaq-100 Boost as Evercore Sees $1,200 on AI Storage Demand

Sandisk shares eased about 2.2% to $932.01 by midday Tuesday, cooling off after Monday’s record-setting 11.8% surge to $952.50. Wall Street digested a new bullish call, but the stock had already been on a tear this year. Sandisk is set to take Atlassian’s spot in the Nasdaq-100 when trading begins April 20, a switch that could trigger fresh demand from index-tracking funds. Nasdaq says the benchmark backs more than 200 products, collectively holding upwards of $600 billion.
April 14, 2026
Google Expands Intel AI Chip Deal, Backs Xeon 6 for Data Centers as Intel Shares Rise
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Google Expands Intel AI Chip Deal, Backs Xeon 6 for Data Centers as Intel Shares Rise

SANTA CLARA, Calif., April 9, 2026, 09:13 PDT Google on Thursday expanded its AI infrastructure collaboration with Intel, committing to continued use of Intel Xeon chips—including the latest Xeon 6—in segments of its cloud network. The companies also plan to broaden their efforts on custom infrastructure chips. Intel shares climbed 2.3% to $60.33 in morning trading.
April 9, 2026
HSBC Holdings Plc CEO says 100-plus AI use cases are live as overhaul deepens
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HSBC Holdings Plc CEO says 100-plus AI use cases are live as overhaul deepens

HSBC Holdings Plc CEO Georges Elhedery says the bank now has over 100 generative AI tools—software capable of drafting, summarizing, and coding—about half of which are already in use. That’s one of the most concrete indications yet of just how aggressively HSBC is adopting the technology. According to a transcript the bank released Thursday, internal productivity tools have already reached 170,000 staff. Elhedery made it clear: using this technology “is not optional” as HSBC gears up its workforce for the next five years. The update’s significance comes down to its concrete figures—Elhedery describes a restructuring that's not yet complete. On a separate transcript, he claimed he’d been “ruthless about killing” complexity, slashed HSBC’s group operating committee from over 20 people
April 2, 2026
Next-Gen Smartphones Push Toward 256GB as On-Device AI Demands More Space
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Next-Gen Smartphones Push Toward 256GB as On-Device AI Demands More Space

Taipei, March 24, 2026, 02:42 Despite higher flash-memory prices, smartphone manufacturers are increasing built-in storage this year. TrendForce points to a 4.8% jump in average phone capacity for 2026, with the push coming from on-device AI features that need anywhere from 40 GB to 60 GB just for local cache. Premium brands, the firm notes, are ditching lower storage options rather than cutting features.
March 23, 2026
AI Could Lift Europe’s Productivity by More Than 4% in 10 Years, ECB Says
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AI Could Lift Europe’s Productivity by More Than 4% in 10 Years, ECB Says

Artificial intelligence has the potential to push euro-zone productivity up by over 4 percentage points within the next ten years, assuming adoption continues at a rapid pace, according to ECB chief economist Philip Lane on Monday. Lane also cautioned that a drawn-out energy shock might dampen those benefits. The near-term picture in Europe just got gloomier. Last week, ECB staff slashed their 2026 growth projection to 0.9% and bumped up their inflation forecast, citing higher energy costs from the Middle East conflict. Euro-zone consumer confidence? Down again this month, now at its weakest since late 2023.
March 23, 2026
Amazon’s Secret ‘Transformer’ Smartphone Aims to Reinvent Mobile With AI as AMZN Stock Climbs
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Amazon’s Secret ‘Transformer’ Smartphone Aims to Reinvent Mobile With AI as AMZN Stock Climbs

Amazon.com jumped 3.2% to $211.85 on Monday, after reports surfaced that the company is working on a new AI-focused smartphone—internally dubbed “Transformer”—marking a return to a segment it left over ten years ago. Shares climbed as Wall Street staged a broader rebound. Amazon’s push here is significant. After years spent pushing Alexa far beyond its smart-speaker roots, the company hopes to embed its AI assistant into daily life. A phone—or even a slimmer, secondary device—could plug Alexa straight into shopping, streaming, and food ordering, every hour of the day.
March 23, 2026
AI Agents Could Disrupt Mobile App Economy as Tencent, Alibaba and Baidu Roll Out Tools, Report Warns
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AI Agents Could Disrupt Mobile App Economy as Tencent, Alibaba and Baidu Roll Out Tools, Report Warns

SHENZHEN, China, March 23, 2026, 21:38 CST Frost & Sullivan flagged a potential shakeup for the mobile app business in a white paper released Monday, cautioning that AI agents operating across services could sap as much as 39% of the commercial value from utility apps if these agents hit 25% user adoption. According to the firm, as users interact more with the agent than the app itself, apps risk being relegated to mere back-end functions.
March 23, 2026
Mastercard Incorporated launches AI ‘Virtual CFO’ for small businesses in new push beyond payments
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Mastercard Incorporated launches AI ‘Virtual CFO’ for small businesses in new push beyond payments

PURCHASE, N.Y., March 10, 2026, 15:00 UTC-04:00 Mastercard Incorporated rolled out Virtual C-Suite on Tuesday, an AI-powered offering aimed at small businesses that debuts with a Virtual CFO. The product is set to reach users later this year via banks, accounting platforms, and software firms. With this launch, the payments giant is taking a bigger step into layering software solutions on its own rails.
March 10, 2026
Bank of America says AI, Erica and Zelle drove 30 billion client interactions in 2025
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Bank of America says AI, Erica and Zelle drove 30 billion client interactions in 2025

CHARLOTTE, N.C., March 10, 2026, 10:32 AM EDT On Tuesday, Bank of America reported its clients logged roughly 30 billion digital interactions in 2025—a 14% increase from last year. The surge came as more customers relied on tools like Erica, the Zelle payments service, and its suite of corporate cash solutions. Shares ticked up about 0.6% by midmorning.
March 10, 2026
NVIDIA Invests in Thinking Machines, Seals Gigawatt Vera Rubin Deal Ahead of GTC
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NVIDIA Invests in Thinking Machines, Seals Gigawatt Vera Rubin Deal Ahead of GTC

Nvidia on Tuesday announced a major investment in Thinking Machines Lab, the startup launched by ex-OpenAI exec Mira Murati, and locked in a multiyear deal to deliver no less than one gigawatt’s worth of its upcoming Vera Rubin systems. Both sides kept the financial details under wraps. Nvidia lands another marquee customer for Vera Rubin, its upcoming AI chip platform, right on the eve of the March 16-19 GTC developer conference in San Jose. This move also pushes Nvidia further along its playbook of funding startups that ultimately become buyers of its own hardware—a tactic now drawing sharper investor scrutiny as AI budgets balloon.
March 10, 2026
Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee
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Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee

Meta Platforms, Inc. is opening up WhatsApp in Europe to rival AI chatbots for a year, with access coming through its WhatsApp Business API—at a fee. “We believe that this removes the need for any immediate intervention,” a Meta spokesperson said. The European Commission has put Meta on notice, saying it could slap the company with interim measures—a kind of provisional order aimed at heading off “serious and irreparable harm” before antitrust officials deliver a verdict. “We must protect effective competition in this vibrant field,” said EU antitrust chief Teresa Ribera as the Commission laid out its case. For its part, Meta pushed back, arguing there’s no cause for EU intervention.
March 5, 2026
Microsoft teams up with copper giant Codelco on AI as mining races to modernise
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Microsoft teams up with copper giant Codelco on AI as mining races to modernise

Codelco, Chile’s state-run copper producer, has entered into an 18-month memorandum of understanding with Microsoft Corp, the miner said Thursday. The agreement will see both firms explore collaboration on artificial intelligence, advanced analytics, automation, and digital security across mining operations. Financial details weren’t provided. Miners are hunting for ways to boost output and improve safety, all while dealing with declining ore grades and mounting expenses. Microsoft, for its part, sees this deal as a fresh chance to extend its AI ambitions beyond its core tech and office software business.
March 5, 2026
Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin
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Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin

Nvidia has halted output of its H200 AI chips designed for China and shifted some of its Taiwan Semiconductor Manufacturing Co production lines to focus on upcoming Vera Rubin hardware, the Financial Times said Thursday. https://www.reuters.com/world/china/nvidia-refocuses-tsmc-capacity-export-controls-stall-china-sales-ft-reports-2026-03-05/ This is significant: Nvidia counted China among its biggest customers for data-center accelerators, the key chips powering large AI models. With U.S. export rules changing, Nvidia has been working to hang onto its slice of the Chinese market.
March 5, 2026
Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits
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Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits

BEIJING, March 5, 2026, 18:48 Alibaba Group Holding Ltd announced Thursday it’s putting together a new task force to speed up work on foundation models, following the resignation of Qwen AI chief Lin Junyang. According to a staff memo, CEO Eddie Wu, group CTO Wu Zeming, and Alibaba Cloud CTO Zhou Jingren will coordinate the initiative and tap resources from across the company. Zhou stays on as head of Tongyi Laboratory, Alibaba’s AI research shop, and the firm promised in the letter to boost funding for AI projects.
March 5, 2026
OpenAI’s GitHub rival idea puts Microsoft’s developer platform in the spotlight
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OpenAI’s GitHub rival idea puts Microsoft’s developer platform in the spotlight

OpenAI is working on its own code-hosting service that could challenge Microsoft’s GitHub, The Information reported Tuesday. That would put the ChatGPT creator on more competitive footing with one of its main supporters. For Microsoft, the stakes are clear. GitHub underpins its developer segment. These code-hosting platforms—where software lives, changes get tracked, and teams coordinate—form the backbone of today’s software development.
March 4, 2026
AI stocks: AMD stock price jumps on Meta chip pact as Nvidia earnings loom
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AI stocks: AMD stock price jumps on Meta chip pact as Nvidia earnings loom

New York, Feb 24, 2026, 12:58 EST — Regular session Shares of Advanced Micro Devices jumped over 6% Tuesday after the company announced Meta Platforms plans to use as much as 6 gigawatts of AMD Instinct GPUs to build out its AI infrastructure. Meta picked up warrants linked to certain delivery targets—potentially opening the door to a significant equity position.
February 24, 2026
Nvidia stock edges up on reported $30 billion OpenAI stake as AI shares churn
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Nvidia stock edges up on reported $30 billion OpenAI stake as AI shares churn

NEW YORK, Feb 20, 2026, 13:12 EST — Regular session Nvidia edged up 0.3% to $188.54 Friday on word that the AI chip giant is nearing a $30 billion deal to invest in OpenAI, according to a person with knowledge of the talks. The planned stake would come as part of OpenAI’s ongoing fundraising, with the ChatGPT creator looking to raise north of $100 billion and aiming for a valuation near $830 billion.
February 20, 2026
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