The AI startup Anthropic has signed a term sheet for a $10 billion funding round, according to CNBC. The deal would value the company at a staggering $350 billion, signaling continued massive investor appetite for generative AI leaders.
At CES, Dell’s head of product admitted the company shifted its marketing away from an “AI-first” message. He said consumers aren’t buying based on AI and that the term probably confuses them more than it helps.
According to CNBC, Nvidia has unveiled its next-generation Rubin (R100) AI architecture, locking in its roadmap through 2027. The analysis highlights Nvidia’s exceptional growth metrics and presents a bullish options trade targeting a move to $220-$250.
Meta’s planned $2 billion acquisition of AI startup Manus is facing a review by Chinese regulators. The concern is whether the deal violates the country’s technology export controls, even though Manus has since moved to Singapore.
According to a column on Inc, investors are publicly denying an AI bubble while privately shifting strategies. The piece highlights how early-stage AI bets are waning as capital moves to “upstream” public giants and underserved industries.
The UK’s Department for Work and Pensions is launching a £23 million AI system to manage calls from 20 million benefits claimants. The six-year contract aims to steer calls to the right human agent or self-service, hoping to fix a system that’s been missing performance targets since 2020.
At CES, McKinsey’s Bob Sternfels and General Catalyst’s Hemant Taneja declared the old career model broken. They argue AI’s explosive growth, like Anthropic’s leap to a “couple hundred billion” dollars, demands constant re-skilling.
The flashy robots doing backflips are a distraction. The real, quiet revolution is in software that lets robots learn from data, finally giving them the “common sense” to handle a chaotic world. This shift could unlock physical labor markets the way AI unlocked digital ones.
Consulting giant Accenture is acquiring UK-based AI services firm Faculty. As part of the deal, Faculty’s CEO Marc Warner will become Accenture’s new chief technology officer.
CES 2026 is shaping up to be a major battleground for chipmakers. Nvidia announced its next-gen Vera Rubin AI systems are coming this year, while AMD and Intel fired back with their own reveals.
