Enterprise AI hit warp speed last week, ending on February 6, 2026. Launches and tie-ups were so fast that they went from being lab toys to real businesses with agent armies.
Anthropic released Claude Opus 4.6, a full-knowledge beast with 1 million tokens of memory, long-game tasks, and wizardry for documents, finances, spreadsheets, presentations, and searches. Made for long-term operations, not quick hits. OpenAI shot back at Frontier: a secure agent hub that connects CRM, ERP, and tickets directly to the government, with permissions, context, and human checks for production.
The $200 million Snowflake/OpenAI deal is a huge deal. Frontier models (including GPT-5.2) are now native in Cortex AI across clouds for more than 12,000 clients. Build data-smart agents on top of secure business stuff, with built-in uptime and recovery. Canva/WHOOP early: Multimodal magic on mixed data. Snowflake’s now AI pipes, not a side project.
Intuit/Uber/State Farm agent trailblazers: Intuit handles accounting and payments for small businesses that don’t have an accountant; Uber makes changes to dispatch and support; and State Farm speeds up claims and underwriting. Reg-proof prod in the wild.
Cerebras’ $1B Series H is worth $23B for wafer AI scale; Positron’s $230M unicorn is worth 5x Nvidia energy sip via Arm mem-arch. Mistral Voxtral Transcribe 2 is the best phone/lap STT privacy app. It’s live for 200 ms and cheap for batch. Reddit bets that AI search will be a cash cow by mixing old and new data and licensing training data.
India ramps: Budget ’26 mentions AI 11 times; the Coimbatore AI Summit on February 5 and 6 has a “tech for good” vibe from Modi for health, education, agriculture, climate, and government. UP’s AI City push and SGPGIMS Tele-ICU/predix statewide.
TechCrunch ’26 pragmatism—new archs, small specialists, trusty agents, physical AI, real products—chills hype. IBM sec/quantum mash; small economic hits in the short term.
The agent boom is at its peak. EXL AI Action ’26 for CXOs (March 11–24): Pilot-to-scale, workflows/data/orch/gov cases. Insight Jam’s Mesh Lab: A year-long project to rethink how AI can be used in all areas of life. OpenClaw agents are spreading like wildfire—email, trade, and chat wins over fears of hacking on perms.
Big talks: Anthropic’s Dario says that engagement will be obsolete in 12 months, and Zoho Vembu agrees. Women think AI is 11% riskier (risk/job vibes). Construction AI to $33B by 2033 (26% CAGR), with Nvidia and Cat leading the way; Jersey AI “workers” fight labor shortages.26 agent pivot is locked: Anthropic knowledge pros, OpenAI/Snowflake infrastructure, and the Cerebras/Positron wars. Intuit/Uber/State Farm prod shows 1:30 ratios. Hype to real: Sec/gov first. India is pushing for public AI, and the race for hardware is on. Agents don’t help; they run. Workflows change; they either orchestrate or fade. Pace screams a trillion changes.
