Here are the weekly AI news:

Anthropic:
Anthropic’s Claude Code tool for COBOL modernization triggers IBM’s largest stock drop since 2000, erasing $31 billion market value. forbes

1. IBM shares dropped 13.1% to $223.39 on Monday, the largest single-day loss since October 2000 (15.5%).
2. IBM’s market value fell by $31 billion, from $240.8 billion on Friday to $208.7 billion.
3. Anthropic announced a Claude Code tool to modernize COBOL code, which processes about 95% of U.S. ATM transactions and is used in Social Security, financial, and airline systems.
4. Anthropic highlighted the shrinking pool of COBOL engineers, with the language taught at only a “handful” of universities and expertise declining quarterly.
5. Anthropic argued AI could rapidly modernize “hundreds of billions” of lines of COBOL code still in production.
6. Anthropic released multiple AI tool updates in February 2026, including Claude Cowork plugins that automate customer service, product management, marketing, legal, data analysis, financial statement generation, sales prospect research, and sales call preparation.
7. Anthropic’s new tool for scanning software code for vulnerabilities triggered a 9% drop in cybersecurity stocks like CrowdStrike and Zscaler on Monday.
8. Economists and analysts, including Adam Turnquist (LPL Financial), JPMorgan, and Dan Ives (WedBush Securities), cautioned that investor reactions to AI developments may be overblown and not based on declining revenues or profits.


Anthropic resists Pentagon’s February 2026 ultimatum to open AI for unrestricted military use, risking $200 million contract and Defense Production Act invocation. dw

1. Anthropic refuses Pentagon demands for unrestricted military use of its AI systems, citing risks to democracy and potential for mass surveillance or autonomous weapons.
2. Anthropic, OpenAI, Google, and Grok were awarded a $200 million Pentagon contract in 2025 for military AI applications.
3. Defense Secretary Pete Hegseth gave Anthropic an ultimatum to open its AI for classified military use by Friday or risk losing the contract.
4. Military officials threatened to designate Anthropic as a supply chain risk or invoke the Defense Production Act for greater authority over its products.
5. Anthropic maintains its position, stating its systems are not reliable enough for lethal autonomous use and refusing to endanger warfighters or civilians.
6. Pentagon spokesman Sean Parnell denied intentions for mass surveillance or fully autonomous weapons but confirmed discussions involving intercontinental ballistic missiles.
7. Parnell warned that the military will not allow companies to dictate operational terms.
8. Senator Mark Warner criticized the Pentagon's approach, calling for binding AI governance mechanisms for national security.


Anthropic accuses DeepSeek, Moonshot AI, and MiniMax of 16 million distillation attacks on Claude via 24,000 fake accounts. unifuncs

1. On 2026-02-24, Anthropic accused Chinese AI firms DeepSeek, Moonshot AI, and MiniMax of large-scale distillation attacks on its Claude model.
2. Over 24,000 fake accounts were allegedly created, generating more than 16 million API interactions to extract Claude's reasoning capabilities and knowledge base.
3. MiniMax alone accounted for over 13 million interactions, targeting agent programming and tool orchestration features.
4. The attacks reportedly used a "Hydra cluster" architecture with rotating IPs and forged relay data to bypass security.
5. Following the allegations, MiniMax's stock dropped up to 11% intraday, erasing over HK$30 billion in market value.
6. Moonshot AI's co-founders addressed suspicions on 2026-01-29, attributing Kimi K2.5's occasional self-reference as Claude to upsampling recent programming data during pretraining, noting K2.5 outperformed Claude on several benchmarks.



Microsoft:
Microsoft AI Tour 2026 in Munich unveils sovereignty updates, local AI infrastructure, and showcases enterprise deployments by Volkswagen, Parloa, EPA, and Fraunhofer. microsoft

1. On February 25, 2026, the Microsoft AI Tour in Munich showcased public sector and enterprise AI deployments, with 1,700 attendees at Eisbach-Studios.
2. Satya Nadella announced a comprehensive Sovereignty Update for Germany, expanding customer configuration options for Microsoft solutions.
3. Azure Local Disconnected enables fully air-gapped, business-critical infrastructure with Azure governance and policy controls without cloud connectivity, ensuring continuity and resilience in sovereign environments.
4. Microsoft 365 Local Disconnected offers the full productivity suite, including Exchange, SharePoint, and Skype-for-Business, for operation in sovereign environments without cloud connectivity, with deep integration of Outlook, Teams, Word, Excel, PowerPoint, SharePoint, and Copilot.
5. Foundry Local allows organizations to run large, multimodal AI models on-premises within strict sovereign boundaries using infrastructure from partners like NVIDIA.
6. The Microsoft European Sovereignty Studio, newly opened in Munich, provides structured analysis and configuration of sovereignty architectures tailored to regulatory and business needs.
7. The Branddirektion München and Microsoft developed a multilingual AI voice bot for non-critical patient transport coordination, automating data capture and freeing resources for emergency calls, with high compliance to data protection and regulatory standards.
8. The European Patent Office (EPA) completed a pilot using Microsoft Copilot-based AI to draft oral hearing protocols, enabling patent examiners to focus on substantive case assessment; EPA is evaluating Confidential GPUs in Azure for highly sensitive patent data.
9. Volkswagen Group uses Microsoft 365 Copilot across more than 50 business units, integrating AI agents into daily team collaboration.
10. Parloa, a rapidly growing German startup, deploys AI agents for 24/7 customer service, orchestrated on Microsoft Azure, and is expanding in the US, UK, and Scandinavia.
11. Fraunhofer-Gesellschaft and Microsoft developed a "Research Democratization" agent to convert scientific publications into accessible, multimodal formats; a pilot study on Copilot for Microsoft 365 shows 80% user retention and a productivity gain of about 2 hours per week, with results to be published in 2026.



US AI Tech Companies:
Major tech firms to sign March 4, 2026, pledge for self-supplied power to AI data centers amid rising US electricity costs and regulatory scrutiny. theverge

1. President Trump announced a “rate payer protection pledge” with Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI, to be signed on March 4, 2026, requiring tech companies to build or pay for new electricity generation for AI data centers.
2. Details on the pledge’s enforcement and accountability mechanisms remain unspecified.
3. Companies like Anthropic, Microsoft, and Meta have recently made voluntary commitments to cover new power plant costs for their data centers, with Meta signing a 15-year agreement for three gas-fired plants in Louisiana.
4. Next-generation nuclear reactor agreements have been announced by tech companies, but commercial deployment is not expected until the 2030s.
5. Gas turbine shortages are causing delays in connecting new fossil fuel plants to the grid.
6. National household electricity bills rose 13% in 2025, per a December Climate Power report, due to grid upgrades and increased demand from data centers, factories, and EVs.
7. Department of Energy projects data center electricity demand will double or triple by 2028.
8. Local opposition has led to construction delays and cancellations for dozens of US data center projects, prompting tech firms to make new community engagement promises.
9. Rising electricity costs became a central issue in 2025 state elections, notably in Virginia, the world’s largest data center hub, influencing Governor Abigail Spanberger’s campaign and victory.



Investment:
MatX, founded by ex-Google engineers, secures $500M Series B to develop AI chips targeting 10x LLM training over Nvidia, shipping in 2027. techcrunch

1. MatX, an AI chip startup founded by ex-Google hardware engineers, raised a $500 million Series B on February 24, 2026.
2. Series B was led by Jane Street and Situational Awareness, an investment fund created by former OpenAI researcher Leopold Aschenbrenner.
3. Additional investors include Marvell Technology, NFDG, Spark Capital, and Stripe co-founders Patrick and John Collison.
4. MatX aims to develop processors 10x more effective than Nvidia GPUs for LLM training and inference.
5. Previous Series A of about $100 million was led by Spark Capital, with a 2024 valuation exceeding $300 million.
6. Closest competitor Etched raised $500 million at a $5 billion valuation in January 2026.
7. CEO Reiner Pope previously led AI software for Google TPUs; co-founder Mike Gunter was a lead TPU hardware designer.
8. New funding will support chip production with TSMC, targeting shipments in 2027.


Kimi’s Moonshot AI surpasses 2025 revenue in 20 days, secures $700M+ funding led by Alibaba, Tencent, Wuyuan, Ji’an, February 2026. technode

1. Kimi’s Moonshot AI’s K2.5 large language model generated more revenue in the past 20 days than the company did in all of 2025.
2. The revenue surge is attributed to increased global paying users and API usage.
3. Overseas revenue has surpassed domestic income, with strong international subscriber growth.
4. Moonshot AI is set to raise over $700 million in a new financing round, just over a month after closing a $500 million round.
5. The new funding round is co-led by Alibaba Group, Tencent Holdings, Wuyuan Capital, and Ji’an Investment.
6. The date of these developments is February 24, 2026.



Automated Driving:
Volkswagen to deploy XPeng’s Vision-Language-Action model, boosting driver takeover distance 13x with mass-produced AI for real-world scenarios. technode

1. Volkswagen will be the launch customer for XPeng’s second-generation Vision-Language-Action model.
2. CEO He Xiaopeng stated the model’s debut could represent a “DeepSeek moment” for intelligent driving.
3. XPeng introduced the model in November 2025 as its first mass-produced physical world large model for real-world scenario understanding and prediction.
4. The system performs internal reasoning and simulates responses to various driving situations.
5. The model increases average driver takeover distance on complex roads by 13 times.


Uber launches Uber Autonomous Solutions on February 23, 2026, targeting robotaxi, AV, and delivery robot operations with 15-city expansion by year-end. techcrunch

1. Uber launched Uber Autonomous Solutions on February 23, 2026, to provide operational, software, and support services for autonomous vehicle businesses.
2. Uber has partnerships with nearly two dozen AV technology companies, including Lucid, Nuro, Waabi, WeRide, Baidu, Momenta, Pony.ai, Cartken, Starship, Serve, Wayve, AVride, Motional, and Volkswagen.
3. Uber invested $100 million in fast-charging, autonomous-vehicle charging stations and created Uber AV Labs for data collection.
4. The division aims to help AV partners reduce cost per mile, accelerate speed to market, and scale robotaxi deployments to over 15 cities by end of 2026.
5. Uber will handle infrastructure such as training data, mapping, fleet financing, regulatory services, and fleet management, including remote assistance, insurance, and human support for AVs.
6. Uber is using Lucid vehicles to collect and share data with partners for AI training.
7. Uber and Waymo operate a shared robotaxi service in Atlanta and Austin.
8. Uber plans to launch a robotaxi service with Volkswagen in Los Angeles by end of 2026, with full driverless operations expected in 2027.
9. Uber sold its in-house AV unit, Uber ATG, to Aurora in 2020 after internal challenges and a fatal accident.
10. The new division is intended to offset potential revenue loss from AV partners impacting Uber’s core ride-hailing and delivery business.



Consumer Electronics:
Samsung Galaxy S26 Ultra unveiled at February Unpacked 2026, surpasses iPhone 17 Pro Max in AI features, raw power, privacy, starts at $1,299. zdnet

1. Samsung unveiled the Galaxy S26 Ultra at its February Unpacked 2026 event, with a starting price of $1,299, while the iPhone 17 Pro Max starts at $1,199.
2. The iPhone 17 Pro Max offers up to 2TB onboard storage, compared to the S26 Ultra's 1TB maximum.
3. The S26 Ultra features the Qualcomm Snapdragon 8 Elite Gen 5 processor, currently outperforming Apple's A19 Pro in benchmarks.
4. Galaxy S26 Ultra integrates advanced AI features, including Galaxy AI and Gemini's Uber automation, while Apple Intelligence has experienced delays.
5. Samsung introduces Privacy Screen technology, enabling selective pixel deactivation for privacy, surpassing traditional privacy measures.
6. S26 Ultra supports 60W wired charging versus iPhone 17 Pro Max's 25W wired and wireless charging.
7. S26 Ultra has a 6.9" QHD AMOLED 120Hz display, 5,000mAh battery, and weighs 214g; iPhone 17 Pro Max has a 6.9" AMOLED 120Hz display with 3,000 nits peak brightness, 5,088mAh battery, and weighs 233g.
8. S26 Ultra camera specs: 200MP wide, 50MP telephoto (5x), 10MP telephoto (3x), 50MP ultrawide, 12MP front; iPhone 17 Pro Max: 48MP wide, 48MP ultra wide, 48MP telephoto (4xx), 18MP front.
9. Android ecosystem, exemplified by the S26 Ultra, offers broader compatibility with accessories and devices compared to Apple's ecosystem.
10. The S26 Ultra provides a stylus option, not emphasized for iPhone 17 Pro Max.



Agents:
Notion cofounders highlight exponential value of “agentic” individuals leveraging AI coding agents, shifting hiring priorities and productivity in 2026. wired

1. AI coding tools like Claude Code and Codex are automating significant portions of software engineering work, with some tech companies mandating their use.
2. Notion, valued at $11 billion, emphasizes hiring "high-agency" individuals who excel at managing and delegating tasks to AI agents.
3. Simon Last, Notion cofounder, uses up to four AI coding agents simultaneously, citing "context overload" as a limiting factor.
4. The primary value for software engineers is shifting from coding to determining and directing what AI agents should work on.
5. The ability to effectively harness and manage AI agents is described as the most critical skill, with its value rising exponentially.
6. Notion is not reducing headcount due to AI but is hiring differently, prioritizing individuals adept at the "new way of working" with AI agents.
7. Product development velocity and overall output at Notion have increased due to AI agent integration.
8. Kothari predicts the "new way of work" driven by AI agents will expand beyond software engineering to industries like finance, legal, and creative sectors.
9. A recent Gallup survey indicates most Americans do not yet use AI in their jobs, though adoption is increasing.


Salesforce’s Agentforce IT Service achieves 180+ enterprise adoptions in four months, disrupting $50B ITSM market with unified agentic AI platform. salesforce

1. As of February 26, 2026, over 180 organizations have adopted Salesforce's Agentforce IT Service within four months of its general availability.
2. Agentforce IT Service is positioned as the only complete agentic AI ITSM solution, offering a unified, Slack-first, Microsoft Teams-ready platform for human and autonomous agent collaboration.
3. The platform leverages over 20 years of Service Cloud leadership and targets disruption of the $50 billion ITSM market.
4. Agentforce IT Service enables a shift from reactive ticketing to autonomous, proactive 24/7 resolution, with rapid deployment from purchase to production in weeks.
5. The solution features a dynamic, conversational CMDB and agentic user experience across Slack, Teams, email, web, and voice.
6. CoolSys is replacing its legacy ServiceNow implementation with Agentforce to increase IT productivity, reduce total cost of ownership, and automate high-volume administrative IT requests.
7. Sunrun is transitioning 750 Service Desk users and 11,000 employees to Agentforce, consolidating ITSM operations, reducing total cost of ownership, and enhancing scalability.
8. Cornerstone is integrating Agentforce IT and HR Service to transform agents into outcome engines by combining people data and skills intelligence for faster resolution and measurable workforce impact.


Anthropic unveils enterprise agents program with customizable plugins for finance, engineering, HR, and new Gmail, DocuSign, Clay integrations, launching February 24, 2026. techcrunch

1. On February 24, 2026, Anthropic launched an enterprise agents program with plugins for finance, engineering, and design.
2. The program enables companies to deploy pre-built agentic AI for tasks such as financial research and engineering specifications.
3. The initiative is positioned as a significant threat to existing SaaS products in these domains.
4. The system builds on previously announced Claude Cowork and plugin technology, with the plugin system first previewed on January 30, 2026.
5. New features include private software marketplaces, controlled data flows, and customized plugins for enterprise deployment.
6. Stock plugins target finance, legal, and HR departments, offering basic skills like market research, financial modeling, job description generation, and onboarding.
7. Companies are expected to modify plugins to fit specific organizational needs.
8. New enterprise connectors for Gmail, DocuSign, and Clay allow agents to access data and context from these platforms.


Agentic AI orchestration platforms deliver enterprise-scale multi-agent coordination, achieving 50-80% efficiency gains, 35-60% cost reduction, 40-70% process speedup, 10x agent scalability, 99.9% reliability, and 95-100% compliance automation. qbotica

1. Agentic AI orchestration platforms coordinate, manage, and optimize autonomous AI agents to achieve enterprise business objectives.
2. These platforms are centralized networks controlling agent lifecycles, resource allocation, decision governance, and integration across workflows and departments.
3. Core functions include onboarding, configuring, monitoring agents, smart task routing, workflow automation, and performance maximization.
4. Strategic value lies in multi-agent coordination, operational complexity reduction, compliance engineering, and rapid automation scaling.
5. Key elements: intelligent agent lifecycle management, workload-based auto-scaling, health checks, and automatic repair.
6. Task assignment features include ability-based agent assignment, multi-stage workflow execution, and priority-based scheduling.
7. Communication protocols involve event-driven messaging, pub/sub queues, conflict management, and consensus mechanisms for real-time collaboration.
8. Leading enterprise orchestration solutions: Microsoft Azure AI, Google AI Cloud, Amazon Bedrock, IBM Watson, and UiPath Orchestrator.
9. Developer platforms: Apache Airflow, Kubernetes, Docker Swarm, and OpenShift for containerized agent orchestration.
10. Advanced orchestration supports dynamic agent discovery, skill-based task decomposition, teamwork, and multi-agent results aggregation.
11. Resource management includes on-demand compute allocation, cost-aware scheduling, bottleneck detection, and elastic scaling.
12. Compliance features: policy enforcement, audit logging, access control, and risk management workflows for regulated industries.
13. Industry use cases: banking (fraud detection, loan processing), healthcare (clinical decision support, billing), supply chain (production planning, logistics), and call centers (omnichannel bots, escalation).
14. Technical architecture: microservices, event-based coordination, API-first connectivity, cloud deployment, REST/gRPC APIs, message brokers, and persistent data stores.
15. Security: end-to-end encryption, identity and access control, compliance monitoring, and threat detection.
16. Implementation best practices: platform assessment, pilot workflow deployment, phased agent onboarding, performance tracking, and optimization.
17. Governance: clear ownership, escalation paths, performance dashboards, and continuous improvement cycles.
18. Performance optimization: predictive scaling, smart caching, network traffic optimization, workload prioritization.
19. Scalability: horizontal scaling, automated failover, multi-region deployments, backup and recovery.
20. ROI metrics: 50-80% cross-agent coordination efficiency, 35-60% reduction in manual intervention, 40-70% process speed improvement, 10x agent network scalability, 99.9% automated failover, 95-100% compliance monitoring.
21. Future trends: self-optimizing orchestration logic, edge-based low-latency coordination, interoperability protocols, human-in-the-loop models, and zero-trust security.
22. Implementation challenges: system integration, governance configuration, performance optimization, and organizational change management.
23. Human-in-the-loop remains available for approvals, compliance, and exception management.
24. qBotica offers strategy, implementation, optimization, and managed services for agentic AI orchestration, with industry-specific solutions and integration expertise.
25. As of February 24, 2026, qBotica is recognized as a UiPath Agentic Automation Fast Track Partner and provides comprehensive orchestration platforms for enterprise automation.



Manufacturing & Robotics:
Google integrates Intrinsic to accelerate industrial robotics with Gemini AI, launches Flowstate, partners with Foxconn, and advances factory automation in 2025. techcrunch

1. Intrinsic, Alphabet-owned industrial robotics AI company, is joining Google while remaining a distinct entity and will collaborate closely with Google DeepMind, leveraging Gemini AI models and Google Cloud.
2. Intrinsic became an independent Alphabet company in 2021 after five years in Alphabet’s X division, with Wendy Tan White as CEO since the spinout.
3. In April 2022, Intrinsic acquired Vicarious, which had raised about $250 million, and later acquired several for-profit divisions of Open Robotics.
4. Intrinsic laid off 20% of its workforce in January 2023.
5. The company launched its first product, Flowstate, a robotics workflow software platform for non-expert developers, a few months after the layoffs.
6. Intrinsic released its Intrinsic Vision AI model in late 2025 after improving simulation capabilities.
7. In October 2025, Intrinsic and Foxconn announced a joint venture to develop general-purpose intelligent robots for electronics manufacturing and full factory automation.
8. Intrinsic aims to accelerate advanced manufacturing by integrating Google’s AI and infrastructure, targeting broader manufacturing businesses and developers.
9. The move aligns with industry trends, as leaders like Nvidia’s Jensen Huang and Qualcomm’s Cristiano Amon identify physical AI as the next phase in AI monetization and advancement.



Curated with AI from 1076 news reports. Article summaries are in the attachment for viewing in a browser (not email reader).
I, AI and underlying news can make mistakes. Check important info.

Yours,
Robert