
Infosys and Anthropic Launch Telecom-First Enterprise AI Partnership as AI Revenue Hits 5.5%
Infosys and Anthropic announced a telecom-first AI partnership on February 17, 2026, as AI services contributed 5.5% of quarterly revenue.

Infosys and Anthropic announced a telecom-first AI partnership on February 17, 2026, as AI services contributed 5.5% of quarterly revenue.

Meta – Nvidia deal scales to millions of Nvidia GPUs and adds standalone Grace CPUs, plus confidential computing designed for WhatsApp AI processing.

ByteDance unveiled Doubao 2.0 ahead of Lunar New Year 2026, positioning it for agent-style AI tasks with advanced reasoning and significantly reduced usage costs.

Anthropic closed a $30 billion Series G round at a $380 billion valuation, driven by Claude Code revenue growth and accelerating enterprise AI adoption.

ByteDance released Seedance 2.0 in February 2026, enabling multimodal AI video generation with audio. Hollywood groups including the Motion Picture Association and SAG-AFTRA condemned the model over copyright concerns.

OpenAI is testing ads in ChatGPT in the U.S. for Free and Go tiers. Sponsored content is labeled, excluded from sensitive topics, and can be limited or opted out.

SpaceX has taken over xAI in a private merger valuing the combined company at roughly $1.125 trillion to $1.25 trillion, uniting AI, space launch, and satellite infrastructure.

Apple acquires Israeli AI startup Q.ai in January 2026 in a deal valued at about $1.6–2 billion, strengthening audio and sensor-based AI for AirPods and Vision Pro.

OpenAI has agreed to a multi-year, $10-billion-plus deal with Cerebras Systems for 750 megawatts of low-latency AI compute delivered through 2028.