Nvidia reports record $68.1 billion Q4 revenue - The chipmaker beat Wall Street expectations with 73% year-over-year growth, announcing the "agentic AI inflection point has arrived" while guiding to $78 billion for next quarter, sending shares up 5% as CEO Jensen Huang declared enterprise adoption of AI agents is "skyrocketing."

White House schedules March 4 AI energy summit - The administration will host leading data center and AI companies to formalize a "Rate Payer Protection Pledge," responding to rising electricity demand tied to AI infrastructure and voter anger over utility rate increases, making tech companies accountable for incremental power costs.

Samsung unveils Galaxy S26 series with advanced AI features - The company launched its third-generation AI phone with Now Nudge for contextual awareness, upgraded Photo Assist that can restore objects and transform day into night using AI, and the S26 Ultra's world-first Privacy Display that limits viewing angles for security.

AI coding tools create "productivity panic" at software companies - A new wave of AI coding agents is pushing teams into a high-pressure sprint to ship faster with less refactoring, creating tension between leadership expectations and engineering realities around governance, testing, security review, and maintainability.

Thought experiment warns of AI-driven economic crisis by 2028 - Investment firm executives published a fictional memo predicting mass layoffs due to human obsolescence beginning in 2026, with AI agents handling tasks without supervision leading to a vicious cycle where companies invest more in AI, models become more capable, and justify more job cuts.

Meta expands AMD chip deal to $100 billion - The social media giant announced a multiyear agreement to purchase up to $100 billion worth of AMD chips including MI540 GPUs and CPUs to diversify its AI infrastructure and support development of personal superintelligence.

Nvidia ships first Vera Rubin samples to customers - The next-generation rack-scale system that delivers 10 times more performance per watt than Grace Blackwell was delivered to lead customers this week, with production shipments on track for the second half of 2026 as data centers face major power constraints.

OpenAI resets investor expectations to $600 billion compute spend - The company told investors it's targeting roughly $600 billion in total compute spend by 2030, down from the previously touted $1.4 trillion figure, while projecting revenue of $280 billion by 2030 with nearly equal contributions from consumer and enterprise businesses.

Hugging Face details MoE integration in Transformers library - The AI company published a technical overview explaining how the Transformers library integrates Mixture of Experts architectures, detailing infrastructure changes such as weight loading refactors, pluggable expert backends, and parallelism strategies.

Economist Impact reveals AI implementation gap - A survey of 639 executives showed that while 88% view AI as a competitive advantage, only 4% have achieved repeatable business value at scale and just 8% have comprehensive governance frameworks, highlighting a massive disconnect between AI ambition and execution.