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Macro fund sent client note flagging AI capex cycle risks: companies cutting buybacks, relying on external capital, needing product breakthroughs to justify mega-valuations. IPO paths for OpenAI and Anthropic under scrutiny.

Dutch edge AI chip maker, backed by BlackRock. Largest-ever European AI chip funding round. Building energy-efficient chips for manufacturing and public safety.

Nvidia is scheduled to report quarterly earnings on Wednesday, and analysts expect revenue growth of 68% from a year earlier to $66 billion. With the AMD-Meta deal just announced, all eyes are on whether Nvidia's dominance is truly being challenged or simply complemented.

U.S. equities rose on Tuesday, led by gains in AMD and software stocks, as investors' fears around AI disruption to certain industries eased. The S&P 500 advanced 0.7%, while the Nasdaq climbed 1%. This follows Monday's rout triggered by Claude Code's COBOL announcement hammering IBM 11%.

AMD and Meta today announced a 6-gigawatt agreement to power Meta's next generation of AI infrastructure across multiple generations of AMD Instinct GPUs. The deal could potentially be worth more than $100 billion, and AMD has issued Meta a performance-based warrant to acquire up to 10% of the chip company. This comes just days after Meta committed to using millions of Nvidia's processors - making clear Meta is running a deliberate multi-vendor chip strategy, not choosing between suppliers. AMD stock jumped 8–9% on the news.

A leading tech visionary declared that general AI is real as the latest models have reached 77% on ARC-AGI-2 - the benchmark long considered a machine-proof stronghold. Just months ago models were at 20%. Progress is no longer linear. Gemini 3.1 Pro scored 77.1% and the threshold many considered the AGI bar is effectively crossed.

Apple Gemini-powered Siri revamp is confirmed still on track for iOS 26.4, expected before the end of February or early March. The full new Siri redesign is delayed to iOS 26.5 or iOS 27, meaning the revamped AI-native Siri won't land on iPhone 17e at launch - a significant gap for Apple's AI narrative.

iOS 26.3 dropped on February 11 and controversially makes it easier to migrate to Android and pair third-party smartwatches with iPhones — a notable move as Apple faces EU regulatory pressure to open its ecosystem. It also includes security patches and AI refinements across iPhone, iPad, Mac, tvOS, and visionOS simultaneously.

Mobile World Congress starts next Sunday. Expected to dominate: AI-powered smartphones, smart glasses from multiple vendors, Honor's new robot phone, new foldables, and next-gen connectivity demos. Samsung, Honor, Xiaomi, and Nothing are all confirmed to show hardware. It's shaping up to be the most AI-focused MWC ever.

Apple is hosting simultaneous Apple Experience sessions in New York, London, and Shanghai on March 4. The lineup includes the iPhone 17e, a new low-cost MacBook (running A18 Pro chip instead of M-series to cut costs), updated MacBook Air and Pro, and at least one new iPad. It's Apple's most aggressive spring launch in years.