• Jensen Huang Claims Nvidia Has Reached AGI
  • Said during wide-ranging Lex Fridman interview
  • Also covered OpenClaw, scaling laws, coding's future
  • The Verge, Techmeme
• Notion Dumps Cursor for Claude Code, Codex
  • Moving away from the leading AI coding IDE
  • Adopting both Anthropic and OpenAI tools
  • The Information
• FCC Bans Imports of All Foreign-Made Routers
  • China controls 60%+ of US home router market
  • Action taken on national security grounds
  • Engadget, Reuters
• DarkSword iPhone Exploit Kit Leaks Online
  • New version on GitHub; exploits work out of the box
  • Affects outdated iOS; iVerify urges immediate updates
  • TechCrunch, 9to5Mac

• Claude Gains macOS Computer Use in Preview
  • Available in Claude Code and Cowork desktop apps
  • Research preview for Pro and Max subscribers
  • 9to5Mac, Engadget
• Anthropic Extends Claude for Scientific Computing
  • New research on sustained long-running AI tasks
  • Targets scientific computing workflows
  • Anthropic
• Meta Acquihires Dreamer AI Agent Team
  • Co-founder Hugo Barra joins Meta Superintelligence Labs
  • Team built AI agents for end users
  • The Information, Bloomberg

• SoftBank LTV May Breach 25% Cap
  • Commits another $30B to OpenAI
  • Net debt vs. holdings ratio nearing limit
  • Financial Times
• OpenAI Offers PE Firms 17.5% Guaranteed Return
  • Beats terms Anthropic offered PE investors
  • Early model access included as sweetener
  • Reuters
• Dash0 Hits Unicorn Status on $110M Round
  • Led by Balderton Capital at $1B valuation
  • NYC-based AI monitoring for cloud and infrastructure
  • Bloomberg

• US Launches $4T Global Supply Chain Consortium
  • Voluntary coalition; US contributes $250M
  • Covers chips, energy, and critical minerals
  • New York Times
• State Dept Creates Bureau of Emerging Threats
  • Addresses cyberattacks and AI weaponization
  • Targets current and future adversary threats
  • ABC News
• Warren Calls Pentagon-Anthropic Bar 'Retaliation'
  • Pentagon blocked Anthropic from defense supply chain
  • Senator frames decision as political retribution
  • TechCrunch

• Vibe Physics: The AI Grad Student
  • Anthropic science blog on AI tackling physics research
  • Debut post on newly launched Anthropic Science blog
  • Anthropic
• Anthropic Tracks AI's Economic Primitives
  • January 2026 Economic Index report
  • Maps AI's emerging role across the economy
  • Anthropic
• OpenAI Builds Safety Into Sora 2
  • Safety-first foundation for state-of-the-art video model
  • Covers novel approach for new Sora social app
  • OpenAI