Episodes

  • Anthropic Blacklisted, OpenAI Defense Deal & Nvidia's $68B Q4

    Anthropic Blacklisted, OpenAI Defense Deal & Nvidia's $68B Q4
    Mar 1 2026
    The AI industry faces a major geopolitical shakeup as the Trump administration officially blacklists **Anthropic** over safety disputes, while **OpenAI** steps in to secure classified defense contracts with the newly renamed "Department of War."

    In financial news, **Nvidia** smashes expectations with $68.1B in revenue, with CEO Jensen Huang declaring the arrival of the "Agentic AI" era. Meanwhile, **Google DeepMind** launches "Nano Banana 2," a high-speed image model designed for real-time creativity.

    Plus: **Apple & Ericsson** partner on AI-driven 6G networks, and **Microsoft** unveils autonomous Copilot Tasks.

    Sources:
    • The Guardian: https://www.theguardian.com/technology/ai
    • OpenAI News: https://openai.com/news
    • Nvidia Reports: https://nvidianews.nvidia.com/
    • Google Blog: https://blog.google/technology/ai/
    • Ericsson: https://www.ericsson.com/en/press-releases
    • Microsoft Blog: https://blogs.microsoft.com/
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    4 mins
  • OpenAI Hits $840B, Trump Bans Anthropic & Perplexity's New OS

    OpenAI Hits $840B, Trump Bans Anthropic & Perplexity's New OS
    Feb 28 2026
    OpenAI secures a historic **$110 billion** funding round led by Nvidia and Amazon, rocketing its valuation to **$840 billion**. We discuss how this capital fuels the AI infrastructure race and cements OpenAI's dominance.

    Meanwhile, President Trump orders US federal agencies to **cease using Anthropic** products. The directive follows a dispute over safety guardrails and national security, marking a major clash between AI ethics and defense requirements.

    Also in this episode: Perplexity launches **"Computer"** to act as an AI operating system, Google brings memory features to free Gemini users, and Anthropic adjusts its safety scaling policy.

    Sources:
    • The Guardian: https://www.theguardian.com/technology/2026/feb/27/openai-announces-110bn-funding-round-valuation
    • SiliconANGLE: https://siliconangle.com/2026/02/27/trump-orders-federal-agencies-stop-using-anthropic-products/
    • TechCrunch: https://techcrunch.com/2026/02/27/perplexity-launches-computer-platform
    • 9to5Google: https://9to5google.com/2026/02/26/gemini-app-past-chats-free-users/
    • CBC News: https://www.cbc.ca/news/business/anthropic-amends-safety-policy-1.7126834
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    1 min
  • Anthropic vs Pentagon, Nvidia Hits $68B & Perplexity's Agent OS

    Anthropic vs Pentagon, Nvidia Hits $68B & Perplexity's Agent OS
    Feb 27 2026
    Today on AI RADAR: **Anthropic** takes a historic stand against the U.S. Pentagon, refusing a "final offer" to remove safety guardrails from Claude. CEO Dario Amodei risks a $200M contract to maintain ethical standards amidst national security pressures.

    Meanwhile, **Nvidia** silences bubble fears with a massive $68.1B quarter. CEO Jensen Huang declares the industry has reached the "agentic AI inflection point," driven by autonomous systems rather than just chatbots.

    Also in this episode: **Perplexity** pivots from search to action with its new "Perplexity Computer" platform, **Meta** signs a shock deal to rent Google's TPUs, and **DeepMind** releases the lightning-fast "Nano Banana 2" image model.

    Sources:
    • The Guardian: https://www.theguardian.com/technology/2026/feb/26/anthropic-pentagon-ai-safety-standoff
    • RNZ News: https://www.rnz.co.nz/news/business/2026/02/26/nvidia-smashes-forecasts-with-record-quarter
    • Elets CIO: https://cio.eletsonline.com/news/perplexity-ai-launches-perplexity-computer
    • The Standard: https://www.thestandard.com.hk/breaking-news/section/4/20260226/meta-google-chip-deal
    • Google Blog: https://blog.google/technology/ai/nano-banana-2-launch
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    4 mins
  • Nvidia's $68B Q4 & Agentic AI, Google Gemini 3.1, OpenAI Scrutinized

    Nvidia's $68B Q4 & Agentic AI, Google Gemini 3.1, OpenAI Scrutinized
    Feb 26 2026
    Nvidia has silenced "AI bubble" fears with a massive **$68.1 billion quarter**, driven by what CEO Jensen Huang calls the new era of **"Agentic AI."** We break down the earnings and the insatiable demand for Blackwell Ultra chips.

    Meanwhile, Google strikes back with **Gemini 3.1 Pro**, introducing a "Medium" thinking mode to balance speed and reasoning, plus new agentic capabilities for Android devices.

    Also in this episode: OpenAI faces heavy scrutiny in Canada over the **Tumbler Ridge shooter case**, sparking debates on AI liability and a potential legal "duty to report" threats.

    Plus: Microsoft pledges **$50 billion** for Global South infrastructure, and Anthropic partners with Pratham for education in India.

    Sources:
    • Nvidia Earnings: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2026
    • Google Gemini 3.1: https://blog.google/products/gemini/gemini-3-1-pro-model-updates-android-features/
    • OpenAI Canada Scrutiny: https://globalnews.ca/news/10293847/openai-tumbler-ridge-shooting-regulation-minister-solomon/
    • Microsoft Investment: https://news.microsoft.com/2026/02/26/microsoft-announces-50-billion-investment-global-south-ai/
    • Anthropic India: https://www.anthropic.com/news/pratham-partnership-india-education
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    4 mins
  • Meta's $100B AMD Bet, Perplexity Drops Ads & Pentagon Pressures Anthropic

    Meta's $100B AMD Bet, Perplexity Drops Ads & Pentagon Pressures Anthropic
    Feb 25 2026
    In this episode of AI RADAR, we break down **Meta's** historic $100 billion deal with **AMD**, a strategic pivot designed to challenge Nvidia's monopoly on AI hardware.

    We also discuss **Perplexity AI's** surprise decision to completely remove ads from its platform to prioritize user trust, and the **Pentagon's** ultimatum to **Anthropic** regarding the use of its models for military operations. Plus, **Samsung** integrates Perplexity into the Galaxy S26 and **Google Vids** gets a multilingual upgrade.

    Sources:
    • Meta/AMD Deal: https://www.latimes.com/business/story/2026-02-24/meta-to-buy-ai-chips-from-amd-in-100-billion-deal
    • Perplexity Removes Ads: https://www.tomsguide.com/ai/perplexity-just-removed-ads-to-protect-trust-heres-why-chatgpt-should-do-the-same
    • Pentagon vs Anthropic: https://www.piquenewsmagazine.com/world-news/hegseth-warns-anthropic-to-let-the-military-use-the-companys-ai-tech-as-it-sees-fit-ap-sources-say
    • Samsung Galaxy S26: https://www.deccanherald.com/technology/technology-news/samsungs-android-flagship-galaxy-s26-series-to-support-perplexity-ai
    • Google Vids Update: https://workspaceupdates.googleblog.com/2026/02/ai-avatars-and-ai-voiceovers-in-google-vids-now-available-in-seven-new-languages.html
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    1 min
  • Anthropic vs. China, OpenAI Safety Crisis & Pentagon Ultimatum

    Anthropic vs. China, OpenAI Safety Crisis & Pentagon Ultimatum
    Feb 24 2026
    On this episode of AI RADAR, tensions escalate globally. **Anthropic** formally accuses major Chinese labs of stealing Claude's reasoning capabilities through "industrial-scale" model distillation, labeling it a national security risk.

    Meanwhile, **OpenAI** faces political fury in Canada after revelations it banned a school shooter's account months before the attack but didn't alert authorities.

    Plus, the **Pentagon** issues an ultimatum to Anthropic over autonomous weapons restrictions, threatening to label the startup a "supply chain risk" while turning to Elon Musk’s **xAI**.

    Also: **Meta** revives its AI smartwatch plans and **Google DeepMind** warns of a critical hardware choke point.

    Sources:
    • Anthropic Blog: https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
    • CBC News: https://www.cbc.ca/news/canada/british-columbia/eby-tumbler-ridge-shooting-openai
    • Axios: https://www.axios.com/technology/artificial-intelligence
    • The Information: https://www.theinformation.com/topics/meta
    • CNBC: https://www.cnbc.com/artificial-intelligence
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    4 mins
  • Anthropic Shakes Cyber Stocks, Samsung Adds Perplexity & Nvidia's PC Return

    Anthropic Shakes Cyber Stocks, Samsung Adds Perplexity & Nvidia's PC Return
    Feb 23 2026
    Today on AI RADAR: **Anthropic** disrupts the cybersecurity market with "Claude Code Security," a new agent that reasons through code logic to find vulnerabilities. The release triggered a sell-off for major stocks like CrowdStrike and Cloudflare.

    Also, **Samsung** makes a bold move by integrating **Perplexity** as a native system-level agent on Galaxy devices, ending its exclusive reliance on Google. Meanwhile, **Nvidia** re-enters the PC market with AI chips to challenge Apple and expands its infrastructure partnership with **Meta**.

    Plus, **Google** launches Gemini 3.1 Pro with enhanced reasoning, and **OpenAI** targets a staggering $600 billion in compute spending by 2030.

    Sources:
    • Security Affairs: https://securityaffairs.com/anthropic-unveils-claude-code-security-detect-fix-code-bugs/
    • The Tech Buzz: https://thetechbuzz.com/samsung-opens-galaxy-ai-perplexity-multi-agent-push/
    • Seeking Alpha: https://seekingalpha.com/news/nvidia-re-enters-pc-market-ai-powered-laptop-chips
    • Google The Keyword: https://blog.google/technology/ai/gemini-3-1-pro-smarter-model/
    • Reuters: https://www.reuters.com/technology/artificial-intelligence/openai-aims-600-billion-computing-power-spending-2030
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    3 mins
  • Nvidia's $30B OpenAI Bet & Anthropic's Security AI Crashes Market

    Nvidia's $30B OpenAI Bet & Anthropic's Security AI Crashes Market
    Feb 22 2026
    On this episode of AI RADAR, we cover the massive financial shifts shaking the tech world.

    **Nvidia** is reportedly finalizing a **$30 billion investment** in OpenAI, cementing a partnership that values the AI giant at a staggering **$730 billion**. We analyze why big tech is doubling down despite market jitters.

    Also, **Anthropic** has launched **Claude Code Security**, an autonomous auditing tool that identified 500+ zero-day bugs. The release sent shockwaves through the market, causing cybersecurity stocks like **CrowdStrike** and **Okta** to plummet.

    Plus: **Perplexity** permanently abandons ads, **Meta** secures a $50B GPU deal, and **OpenAI** faces political heat in Canada over safety protocols.

    Sources:
    • The Guardian: https://www.theguardian.com/technology/2026/feb/20/nvidia-reportedly-plans-30bn-investment-in-openai-funding-round
    • Seeking Alpha: https://seekingalpha.com/news/2026-02-21-cybersecurity-stocks-fall-after-anthropic-unveils-claude-code-security
    • ExchangeWire: https://www.exchangewire.com/news/digest-perplexity-abandons-ads-to-protect-trust-in-ai
    • CBC News: https://www.cbc.ca/news/politics/federal-ai-minister-openai-safety-protocols-tumbler-ridge-1.7123456
    • The Motley Fool: https://www.fool.com/investing/2026/02/21/meta-platforms-stock-climbs-after-50-billion-nvidia-chip-deal
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    4 mins