11.02.26

Ottawa's C$1.6B stake turns Cohere into a state-backed sovereign AI bet

WeRide's Global Insurance Program Turns Underwriting Into a Robotaxi Scaling Lever

HeyGen's General-Purpose Video Model Takes the Silent Text-to-Video Lead

Intellia's positive late-stage data re-rates gene editing, but the catalyst is thin on specifics

FBI Attributes Binance's $6.3B Breach to North Korea, Shifting the Custody Debate

Neuralink's Telepathy and Blindsight Claims Arrive Before Either Has Cleared a Trial

Salesforce's rice-farming credit deal shows where agri-carbon buyers are actually paying

Oracle's Vera Rubin rollout on OCI reinforces its GPU-cloud pitch as debt questions linger

Figma's Weave Workflows Turn One-Off AI Runs Into Repeatable Production Pipelines

Fortinet's inline AI service pushes inspection into the traffic path, where its own firewalls are the target

Snowflake's $300M Saudi Commitment Makes Data Residency a Market-Entry Template

Lockheed's $700M Hypersonic Award Turns a Canceled Program Into a Production Test

DeepSeek's Open-Source Coding Agent Puts Claude Code's Pricing Power Under Test

iProov turns its face-verification rails toward AI agents, gating bot actions with a human sign-off

Sungrow's Hazelwood win shows grid-forming storage is becoming a supply-and-services contest

Beyond Meat's mycelium filet lands at Sprouts, testing whether a new protein bet can outrun its shrinking base

GE HealthCare puts AI inside the cath lab with its new Allia Celeo cardiac system

Longevity's evidence is moving from mouse lifespans to measurement, and measurement will decide winners.

Honeywell's $500M Tempe build is a bet on physical capacity over software margin

UbiQD's $200K New Mexico grant points its quantum dot patents at single-photon sources

Lime's Council Fights Shift From Parking Fees to Street-Level Rules

Visa Says Business Stablecoin Use Is Surging, But Withholds the Numbers That Would Prove It

Quantinuum's Helios Fidelity Claim Shifts the Fight to Logical Qubits, Not Qubit Counts

Meta's "Max" humanoid prototype, built with China's Fourier, puts Humanoid's rivals on notice

CXMT's 4F² DRAM validation puts SK Hynix's memory lead on a shorter clock

Apple's China Apple Intelligence rollout runs on Alibaba's Qwen, not Apple's own model

Eutelsat's IRIS² win fattens its backlog, but Q1 sales show the LEO bet is still unproven

Samsung's Galaxy AI Glasses Push Into Meta's Home Market by Mid-December

Deepgram buys Daily to own the voice agent layer, and Pipecat goes to a foundation

DexCom's Medicare Expansion and New Sensor Push CGMs Toward the Mainstream Type 2 Market