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AI

On theCUBE Pod: Stock market winners and losers, OpenAI’s unquenchable thirst for funds, and growing fears of an AI bubble

By Devony Hof Feb 2, 2026

The AI spending frenzy shows no signs of stopping in 2026, as OpenAI, Anthropic and Nvidia continue to gobble up funds. With NYSE media week coming up, everyone is watching to see if enterprise…

AI

Snowflake bypasses Microsoft to strike $200M multiyear deal with OpenAI

By Paul Gillin Feb 2, 2026

Snowflake Inc. today said it has struck a $200 million, multiyear partnership with OpenAI Group PBC to bring enterprise-grade generative artificial intelligence models directly into its data platform, deepening a relationship that until now…

Infra

Oracle unveils $50B fundraising plan to fuel AI data center ambitions

By Mike Wheatley Feb 1, 2026

Oracle Corp. has given investors another reason to be nervous after revealing a plan today to raise between $45 billion and $50 billion this year, in order to fund the buildout of more data…

Emerging Tech

Alphabet’s robotaxi startup Waymo looks to raise $16B at $110B valuation

By Mike Wheatley Feb 1, 2026

Alphabet Inc.’s self-driving car business Waymo LLC is looking to raise around $16 billion through a fresh funding round that would hike its valuation to about $110 billion, according to a report Saturday in the…

Cloud

Microsoft investors fret as capital spending and Azure growth decouple

By Dave Vellante Feb 1, 2026

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells…

Security

Expanding cyberattack surface from AI agents, models and rogue nations raises new alarms

By Mark Albertson Jan 31, 2026

As the global artificial intelligence engine keeps accelerating, so are concerns about threats to the very infrastructure powering it. The rise of AI agents has opened new questions about the levels of security needed…

AI

Anthropic debuts Claude Cowork plugins to help users automate more tasks

By Maria Deutscher Jan 30, 2026

Anthropic PBC today rolled out an update to Claude Cowork that will enable users to extend its feature set with custom plugins. Claude Cowork is an automation tool that the company introduced for its…

AI

Poetiq nabs $45.8M in seed funding for its LLM-enhancing ‘meta-system’

By Maria Deutscher Jan 30, 2026

Poetiq Inc., a startup working to make artificial intelligence large language models more capable and cost-efficient, has raised $45.8 million in seed funding. FYRFLY Venture Partners and Surface Ventures jointly led the investment, which…

Infra

Chinese chipmakers Montage, Axera file for Hong Kong IPOs

By Maria Deutscher Jan 30, 2026

Chinese chipmakers Montage Technology Co. and Axera Semiconductor Co. today filed to go public in Hong Kong. The companies are set to list their shares next month. The public offerings are expected to raise…

AI

Mito AI raises $4.5M to empower video professionals with AI tools

By Kyt Dotson Jan 30, 2026

Mito Films Inc., a collaborative platform bringing the power of artificial intelligence into the hands of video professionals, announced Thursday that it raised $4.5 million led by Paul Murphy at Lightspeed Venture Partners. Other…

the latest

On theCUBE Pod: Stock market winners and losers, OpenAI’s unquenchable thirst for funds, and growing fears of an AI bubble

Snowflake bypasses Microsoft to strike $200M multiyear deal with OpenAI

Alphabet’s robotaxi startup Waymo looks to raise $16B at $110B valuation

Anthropic debuts Claude Cowork plugins to help users automate more tasks

Poetiq nabs $45.8M in seed funding for its LLM-enhancing ‘meta-system’

Chinese chipmakers Montage, Axera file for Hong Kong IPOs

Mito AI raises $4.5M to empower video professionals with AI tools

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