inditelecomunicacoes • February 5, 2026

AI News - February 05, 2026

OpenAI-Amazon Collaboration

Amazon has proposed a substantial $50 billion investment in OpenAI, which could see OpenAI models powering Alexa. This collaboration aims to enhance the functionality and intelligence of Amazon's virtual assistant.

Google's Massive AI Investment

Google plans to significantly increase its investment in AI this year, allocating up to $185 billion for models, infrastructure, and cloud services. This move underscores Google's commitment to lead in the rapidly growing AI sector.

Meta's AI Tools Update

At CES 2026, Meta unveiled AI-powered wearable tools designed to help users stay engaged without constantly checking their phones. This reflects Meta's strategy to integrate AI into everyday user experiences.

China's H200 Chip Approval

China has provisionally approved the sale of Nvidia's H200 AI chips to DeepSeek, pending regulatory conditions. This decision could impact Nvidia's business in the region and influence global AI chip markets.

Claude Cowork Impact on IT Stocks

The recent introduction of Anthropic's 'Claude Cowork' AI tool has led to significant volatility in the stock markets, particularly affecting IT and software companies. This highlights the growing market sensitivity to AI advancements.

DeepSeek's New Model Launch

DeepSeek has announced its latest AI model, focusing on efficient training processes, following significant market impact from past innovations. This new model sets the stage for further advancements in AI technology.