The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project was meant to anchor a new era of American dominance in AI. More than a year on, it has yet to move beyond rhetoric.
Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where Nvidia and AMD currently set the standard.
During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management arguing that token-driven revenue models support continued elevated infrastructure investment.
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble, as the company reported record sales and signaled continued rapid demand for data‑center compute.
Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing plants, transportation networks, and utilities.
Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation. The goal: to accelerate training of their own systems.
On the evening of February 24, 2026, at the State of the Union address, President Trump urged major tech firms to build their own power plants for AI data centers and said American technology is driving a historic economic renewal.
Following the US Supreme Court ruling that US President Donald Trump had acted unlawfully in invoking the International Emergency Economic Powers Act (IEEPA) to impose sweeping global tariffs, Trump swiftly announced a new across-the-board 15% tariff hike. Taiwanese steelmaker China Steel Corporation (CSC) has stated that the tariff dispute is far from over and may intensify further, requiring close monitoring of future developments.
Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker says will support product expansion and strengthen the two companies' partnership.
HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet the company cautioned that escalating memory prices and the US trade policy uncertainties could push full-year profits to the lower end of guidance, while overall PC shipments for FY26 are expected to decline in the double digits.
Chinese robotics firm Unitree Robotics unveiled its latest quadruped robot, the Unitree As2, on February 24, 2026, positioning the new model as a more capable platform for industrial and outdoor applications. The As2 builds on earlier consumer-oriented products and delivers a combination of performance upgrades and enhanced utility designed for real-world deployment.
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