This is your weekly degustation menu — the curated, high-signal recap of what mattered in AI in the second week of January 2026.

We can’t cover everything. So I picked the stories that actually move markets: enterprise procurement, regulated industries, geopolitics, hardware roadmaps, capital flows, and the next research frontier.

Infosys (massive IT services giant) partners with Cognition to deploy Devin inside enterprises.
This is huge because IT services companies were supposed to be the “AI losers” — they sell developer hours. Infosys isn’t running from the threat. They’re integrating it.

The real advantage here is enterprise trust: clients don’t just want the coolest tool — they want someone accountable when things break. This is agentic AI moving from hype → procurement.

OpenAI is rolling out a dedicated Health space where users can connect health data and ask medical questions. It’s reported that 230M people already ask ChatGPT health questions weekly.

Key tension: consumer health isn’t HIPAA-compliant — clinical products are.
I get why OpenAI is doing it: healthcare is a moat. But we need to watch hallucination risk and liability closely.

Financial Times reports China is reviewing whether Meta’s Manus purchase should have required an export license — essentially a “Singapore washing” warning shot.
This is what AI M&A looks like now: not just corporate strategy, but geopolitics.

Nvidia announces the next platform beyond Blackwell: Vera Rubin.
And Alpamayo, an AI model aimed at autonomous driving.
The key signal: the hardware roadmap isn’t slowing down — and Nvidia is pushing further into vertical solutions, not just chips.

Anthropic is planning another major funding round. This is the AI arms race: compute is the weapon, and frontier training costs can hit hundreds of millions to billions.

DeepSeek publishes training improvements focused on internal information sharing.
With scaling showing diminishing returns, we’re entering what Ilya Sutskever calls the age of R&D: smarter algorithms, better architectures, more capability per compute.

This week wasn’t about flashy demos. It was about the infrastructure of the next decade:

• agentic AI procurement
• regulated AI expansion
• geopolitics shaping AI deals
• hardware acceleration
• capital as a weapon
• research as the new edge

See you next week.

Website: https://www.werchota.ai
LinkedIn: https://www.linkedin.com/in/malcolmwerchota
Podcast: social@werchota.ai

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