Latest AI News Cycle for Thursday, February 5, 2026

• Alphabet plans to double capital spending to fuel AI infrastructure: Alphabet's massive commitment to double capital expenditure by 2026 signals a tectonic shift in the AI infrastructure race. This move highlights the staggering financial requirements needed to maintain dominance in cloud computing and large-scale model training.
• ElevenLabs valuation surges to $11 billion after massive funding round: The synthetic voice giant has more than tripled its valuation, reflecting the explosive growth and commercial potential of generative audio. This $11 billion milestone underscores investor confidence in the future of AI-driven media production and communication.
• Nvidia rival Cerebras raises $1 billion at $23 billion valuation: Cerebras is emerging as a significant challenger to Nvidia's hardware dominance. This massive $1 billion Series H funding round at a $23 billion valuation demonstrates the market's desperate need for alternative high-performance AI compute architectures.
• Anthropic’s new tools trigger global selloff in major software stocks: New releases from Anthropic have caused a ripple effect across the stock market, wiping out value for established software giants like Adobe and Oracle. This illustrates how rapidly AI innovation can disrupt legacy software business models.
• Google’s Gemini 3 release attracts over 100 million active users: Gemini 3’s rapid adoption milestone demonstrates Google's ability to leverage its massive ecosystem to scale AI tools. Surpassing 100 million active users quickly places Gemini in direct competition with ChatGPT for consumer AI dominance.
• TSMC expands advanced AI chip production with new Japan facility: TSMC’s move to produce 3nm AI semiconductors in Japan is a strategic shift in the global supply chain. This expansion aims to diversify production sites and ensure a steady supply of high-end chips for the growing AI market.
• Amazon launches AI Studio to reduce film and TV costs: Amazon is integrating generative AI directly into the entertainment production workflow. This tool aims to lower the barrier for high-quality content creation, potentially revolutionizing the economics of film and television production through automation and AI-assisted editing.
• Shift from vibe coding to agentic engineering redefines development: The industry is moving from simple prompt-based 'vibe coding' to sophisticated agentic engineering. This transition requires software developers to master complex autonomous systems, significantly raising the bar for technical skills in the AI-driven job market.