AI Tech Brief — Tuesday, 17 Feb 2026 (Dubai)

📰 TOP 10 AI STORIES

1

NVIDIA Blackwell Ultra: 50x Performance, 35x Lower Costs

New SemiAnalysis InferenceX data shows Blackwell Ultra delivering up to 50x better throughput per megawatt vs Hopper — with 35x lower cost per token for agentic AI workloads. GB300 NVL72 specifically optimized for long-context coding assistants. The AI infrastructure arms race continues.

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2

Ricursive Intelligence Raises $335M at $4B Valuation in 4 Months

AI chip startup founded by ex-Google Brain researchers raised massive round. The team is "so famed in the AI world, everyone tried to hire them." Building custom silicon for inference — the new gold rush is AI hardware infrastructure.

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3

OpenAI Accuses DeepSeek of "Malpractice" in Congressional Memo

OpenAI sent memo to U.S. House China Committee claiming DeepSeek's next model uses distillation from frontier labs. Escalating US-China AI tensions as DeepSeek V4 expected mid-February. "Whatever they launch — it's built on the shoulders of others."

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4

DeepSeek Expands Context 10x to 1 Million Tokens

DeepSeek quietly upgraded its flagship model from 128k to over 1 million token context window — nearly 10x increase. Moves come ahead of anticipated V4 release. Chinese AI race heating up ahead of Lunar New Year.

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5

Alibaba Unveils Qwen 3.5 Ahead of DeepSeek Launch

Major upgrade to flagship model as Chinese tech giants race to release before DeepSeek V4. ByteDance, Zhipu also launching new models this week. "A year after DeepSeek shock" — flurry of low-cost Chinese AI models incoming.

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6

India AI Impact Summit: Public Expo Opens + $1.2B Neysa Deal

Day 2: India's AI Impact Summit opens to public today. Blackstone backs Neysa with up to $1.2B financing for 20,000+ GPU deployment. Ministry of Education hosting "Pushing the Frontier of AI in India" session. Major policy announcements expected.

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7

Anthropic & Pentagon Arguing Over Claude Usage

Reported dispute over whether Claude can be used for mass domestic surveillance and autonomous weapons. Anthropic's Responsible Scaling Policy vs national security needs. First major AI lab vs DoD policy clash to go public.

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8

MIT J-PAL Launches "Project AI Evidence" to Fight Poverty

$3M+ initiative with Google.org, Community Jameel funding to test and scale AI innovations for poverty alleviation. Eight studies launching in Kenya, India, Italy on AI in education, career counseling, health. Rigorous RCT approach to AI for social good.

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9

Xcode 26.3 Unlocks Agentic Coding with Claude + Codex

Apple's latest Xcode integrates both Anthropic's Claude Agent and OpenAI's Codex directly into the IDE. "Seamless access to advanced reasoning" for iOS/macOS developers. Apple's belated but serious entry into AI-assisted development.

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10

MiniMax M2.5 Targets Coding & Agent Workflows

Chinese startup MiniMax launched M2.5, a programming-oriented model for software development and tool-using agents. Another entrant in the coding model wars — pressure on GitHub Copilot, Claude Code, Codex.

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🔥 VIRAL MOMENTS

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"The Great CS Exodus"

TechCrunch report on students losing interest in traditional computer science majors while flocking to AI-specific programs. Stanford, MIT seeing CS enrollment drops while "AI Engineering" courses overflow. "Why learn to code when AI codes better?" anxiety going mainstream.

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•

Flapping Airplanes: "We Want to Try Radically Different Things"

New AI research lab founded by ex-DeepMind researchers exploring alternative architectures beyond transformers. Viral HN discussion about whether we've hit transformer limits. "What if the current path is a local maximum?"

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•

Fractal Analytics' Muted IPO Debut

India's first AI company IPO didn't have stellar first day. Stock traded flat as "enthusiasm for the technology collided with jittery investors." Reality check on AI valuations? Or just Indian market conditions?

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•

Claude Code on GitHub: ~4% of Public Commits?

Unverified analysis estimates Claude Code could be involved in ~4% of public GitHub commits. If true, mind-boggling scale of AI-assisted development. Debate raging on whether this represents augmentation or replacement.

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📢 AI ADVERTISING

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Google Outlines AI-Powered, Agent-Driven Future for Shopping & Ads

Major blog post on how buying decisions are shifting to "AI-driven search, creator content, and agent-powered checkout flows." Google prepping for a world where AI agents, not humans, control purchasing decisions. Monumental implications for ad industry.

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•

WPP Creative Agency Reorg Lands "Too Little, Too Late"

Insiders weigh in on WPP's reported creative unit consolidation amid AI disruption. Risk of "bureaucracy and disruption" as holding companies scramble to respond to AI-generated creative. 2026 = year of ad agency restructuring?

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•

Dropbox Campaign: "AI Isn't Coming for Your Job. It's Coming for Your Bottlenecks."

Clever reframing of AI narrative in new Dropbox sponsored content on Adweek. Positioning AI as productivity enhancer rather than job killer. Will this messaging resonate with nervous knowledge workers?

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Winter Olympics 2026: AI-Powered Skating Analysis

NBC Sports using MIT-developed OOFSkate AI to explain figure skating jumps to viewers. AI helping broadcasters tell "data-driven stories" for complex sports. Practical, non-threatening AI application getting mainstream exposure.

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