AI Infra Brief|Capital Surge and Data Center Governance (2026.02.10)
February 10, 2026: Alphabet raises $20B in bonds, Anthropic raises over $20B, US government advances AI data center compact.
Tracking signals in AI infrastructure, decoding industry dynamics and technological evolution
February 10, 2026: Alphabet raises $20B in bonds, Anthropic raises over $20B, US government advances AI data center compact.
February 9, 2026: Private LLM pricing calculator, LocalGPT release, A2A protocol, and deployment trade-offs.
February 8, 2026: Z.ai releases GLM-OCR lightweight model, hyperscalers project $635-665B AI spend in 2026.
Feb 7, 2026: Amazon announces $200B AI infrastructure investment, Waymo launches World Model simulation system, US Signal builds 1,000-mile AI fiber network.
A sharp shift toward agentic coding models and enterprise-grade orchestration, with new releases focused on long context, cybersecurity, and production readiness.
Alphabet and Meta announce record AI infrastructure budgets for 2026, breakthrough O(1) memory attention achieves 97-99% reduction, and new video/coding models push performance boundaries.
Enterprise AI deployment accelerates with edge computing standardization, hyperscale cloud investments, and open source breakthroughs in models and agent frameworks.
Feb 3, 2026: EdgeLake reaches LF Edge Stage 2, OpenAI-Snowflake $200M deal, Oracle's $45-50B OCI expansion, Meta embeds LLMs in recommendations.
Feb 2, 2026: India launches Semiconductor Mission 2.0 and zero-tax AI policy, Teleport outlines zero-trust agent framework, AIsa Skills unified API launches, and OSS ecosystem accelerates.
Feb 1, 2026: TintraOS AI-native financial infrastructure, 41caijing AI-native PR platform, Nokia optical orders rise 17%, production LLM stack reference, and major OSS releases.
Jan 31, 2026: IndiaAI Mission ₹10,300 crore plan, PageIndex tree-search RAG framework, METR Time Horizon 1.1, Modular 26.1, and Gravitino metadata lake.
Jan 30, 2026: Kthena Kubernetes-native LLM orchestration, Moltworker edge agent hosting, LLM.co private infrastructure, Bizarre Bazaar scanning, and local AI tooling.