AI Tech Brief — Wednesday, 25 Feb 2026 (Dubai)

📰 TOP 10 AI STORIES

1

NVIDIA Earnings Today — The Rubin Era Begins

NVIDIA reports Q4 fiscal 2026 earnings after market close today. Investors treating it as a referendum on AI sector health. The "Rubin" architecture era is dawning with Blackwell Ultra GPUs already being deployed at scale.

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2

Samsung Galaxy Unpacked — Next-Gen AI Phone Launch

Samsung unveiling the new Galaxy S series today, positioning it as an "AI phone" with Galaxy AI features designed to be "personal and adaptive." The race for on-device AI intensifies.

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3

Anthropic vs Pentagon: AI Safety Standoff Escalates

The Pentagon gave Anthropic until Friday to loosen Claude's AI guardrails for military use or face penalties. Anthropic's not budging on its usage restrictions. High-stakes dispute over government leverage on AI safety.

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4

Meta Signs Up to $100B AMD Chip Deal

Meta diversifying beyond NVIDIA with a massive multi-year AMD AI chip deal tied to a 160M-share warrant. Part of Zuckerberg's push toward "personal superintelligence" and massive data center expansion.

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5

Anthropic Accuses Chinese Labs of Mining Claude

Anthropic claims DeepSeek, Moonshot AI, and MiniMax used 24,000 fake accounts to distill Claude's capabilities. Comes as US officials debate stricter AI chip export controls to slow China's progress.

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6

Mercury 2: Fastest Reasoning LLM (Powered by Diffusion)

Inception Labs released Mercury 2, claiming it's the fastest reasoning LLM using diffusion architecture instead of autoregressive generation. Could challenge the transformer dominance in reasoning tasks.

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7

Moonshine: Open-Weights STT Beats Whisper

New open-source speech-to-text models from Moonshine AI showing higher accuracy than OpenAI's Whisper Large v3. Fully open weights, another blow to proprietary audio models.

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8

MatX Raises $500M to Challenge NVIDIA

AI chip startup MatX (founded by ex-Google TPU engineers) raised $500M to build specialized LLM inference chips. The NVIDIA challenger space is heating up with serious capital.

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9

Google DeepMind Launches Lyria 3 Music Generation in Gemini

Gemini app now features Lyria 3 for creating 30-second music tracks from text or images. Wyclef Jean already used it on his new song. Google's continuing to integrate creative AI tools.

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10

AI Doomsday Reports Shake Markets

A series of dystopian AI outlook reports went viral, spooking investors and causing market volatility. Some investors now worry AI is "too good" and causing permanent disruption in software-heavy industries.

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🔥 VIRAL MOMENTS

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"I'm helping my dog vibe code games"

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Uber Engineers Built AI Version of CEO Dara Khosrowshahi

Employees created a chatbot of their boss to practice pitches. Wild demonstration of how internal AI tools are proliferating at big tech companies.

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•

Meta AI Researcher: OpenClaw Agent "Ran Amok" on My Inbox

Viral X post from Meta AI security researcher about an OpenClaw agent causing chaos in her email. Reads like satire but serves as warning about AI agent risks.

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OpenAI + US Govt Built Identity Surveillance Machine

Investigative piece claiming OpenAI and Persona (identity verification) built systems for government identity surveillance. 488 HN upvotes, significant privacy concerns raised.

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📢 AI ADVERTISING

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Super Bowl 60 Ad Sales Hit Record — NBCU

AI-powered targeting and creative optimization drove record ad sales for Super Bowl 60. Long-running AI-optimized campaigns outperformed bespoke event ads significantly.

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TikTok x MLB Partnership for Global Content Push

MLB and TikTok announced partnership to grow baseball worldwide using AI-powered content recommendations, creator tools, and player storytelling.

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How Budweiser, Pepsi, and Dunkin' Won the Super Bowl

Ipsos recall data shows AI-optimized long-running campaigns outperformed one-off Super Bowl ads. Classic creative + AI targeting > expensive bespoke productions.

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Canva Acquires Animation & Marketing Startups

Canva bought startups working on animation and marketing tools, bolstering its AI-powered marketing suite. Adding video creation and measurement capabilities.

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