All Updates
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February 26, 2026
GitLab Duo Agents with Claude Boost Dev Velocity
GitLab launches Duo Agent Platform integrating external AI models like Anthropic's Claude for seamless dev workflows. Agents autonomously handle multi-step tasks from idea to production code, including full-stack app generation and code reviews. This keeps AI assistance within the GitLab environment, reducing context-switching.
AI Blocks Rising Short Drama Stars' Path
Rising stars in China's short drama industry, who have just entered mainstream entertainment, face their futures being blocked by AI. The article questions what direction these top influencers should take next amid AI competition.
February 25, 2026
Robot Funds Scale Hits 700B Yuan
Post-holiday, 13 robot theme funds netted 6.3B yuan inflows in two days. Total scale surpassed 700B yuan, led by华夏中证机器人ETF (3.03B inflow) and天弘中证机器人ETF (1.81B). Three funds exceed 100B each.
MSI RTX Connectors Slipping Out
MSI 12V-2x6 power connectors on RTX graphics cards are slipping out. Yellow discoloration on connectors indicates a problem. Users should check their setups immediately.
Tencent Yuanbao Fixes AI Profanity Bug
A Xi'an user got curse words in AI-generated New Year posters after multi-turn prompts on Tencent Yuanbao. The app altered blessing text to insults without violations. Tencent apologized, blamed model anomaly in multi-round dialogues, and urgently fixed it.
Baidu's $11B Selloff on AI Hype Fail
Baidu Inc.'s shares plunged 20% over the past month, erasing $11 billion in market value. This sharp selloff highlights the pressure on Chinese AI firms to deliver concrete results amid escalating hype and investor scrutiny in the intensifying AI competition.
Nvidia Warns Tight GPU Supply 2 Quarters
Nvidia expects very tight GPU supplies for at least the next two quarters. The company is prioritizing data center chips over gaming. This may result in no year-over-year growth in gaming GPU revenue.
Cambricon Shifts from Clusters to Cloud
Cambricon's early IP success with Huawei faded post-2020; cluster business for gov smart centers sustained revenue at 85% share. In 2024, it halted new cluster projects due to long payment cycles, reclassifying to cloud products amid no growth.
Thrive Capital's $1B OpenAI Investment at $285B Valuation
Thrive Capital, led by Joshua Kushner, invested approximately $1 billion in OpenAI last December at a $285 billion valuation, according to sources. This major funding round highlights strong investor confidence in OpenAI's AI leadership amid rapid growth.
Gemini App Enables Chat as Data Source
Google has made the chat feature available as a data source in the Gemini app. This update allows users to leverage conversation history for more contextual interactions. It's now live for enhanced app functionality.
Nvidia Hits Record Revenue Defying AI Skepticism
Nvidia has reported record revenue, countering widespread skepticism about AI viability. Demand for its chips surged despite economic concerns. The company is also developing its own AI products.
Nvidia Record Profits on Exploding AI Demand
Nvidia reported record quarterly profits amid surging global AI compute demand. CEO Jensen Huang highlighted exponential growth in token demand, with even six-year-old GPUs fully depleted and prices rising. This aligns with peak global capital expenditures.
Canada Warns OpenAI: Strengthen Safety or Face Legislation
Canadian ministers informed OpenAI that inadequate reporting of a recent campus shooting case requires swift safety enhancements. Failure to comply will prompt Ottawa to legislate forced rectifications. The Reuters report dates to February 26.
NVIDIA Eyes $78B Q1 Revenue on AI Surge
NVIDIA issued an optimistic Q1 revenue forecast of about $78 billion, surpassing Wall Street's average expectation of $72.8 billion. This outlook signals that large-scale AI computing power buildouts remain on track. The announcement underscores the enduring strength of AI demand.
Nvidia Record Quarter on Exploding Token Demand
Nvidia reported another record quarter amid surging AI demand. CEO Jensen Huang stated that global demand for tokens has grown completely exponential. This aligns with record capital expenditures by hyperscalers.
Sumitomo Cuts 1.2B Yen with M365 Copilot
Sumitomo Corporation deployed Microsoft 365 Copilot to 9000 employees, projecting 1.2 billion yen in annual cost savings. The rollout was managed by just two people, with analysis validating the impressive ROI figures.
AI Agents Overtake Copilots in US Startups
Stripe Japan released Stripe Atlas data on January 28, 2026, revealing a surge in AI startups among US incorporations. Trends show a clear shift from Copilots to AI agents as the mainstream approach.
Zack Kass: Software Bubble, AI Thrives
Zack Kass, former OpenAI Go-to-Market head, argues software stocks were in a bubble, not AI. He discusses Nvidia CEO Jensen Huang's optimism on rapid agentic AI growth. Shared on Bloomberg The Close.
Nvidia Boosts Asian Stock Sentiment
Asian equities are set to advance Thursday, lifted by Wall Street's bullish momentum. The gains accelerated after Nvidia's upbeat outlook post-closing bell.
Trump Pushes AI Giants for Own Power
Trump announced a 'ratepayer protection pledge' in his State of the Union, urging AI companies to produce their own electricity amid soaring energy costs. He didn't specify signatories, but several firms have previously committed to covering their electric costs.