India's AI Impact Summit drew $350 billion in infrastructure commitments from Reliance, Adani, Microsoft, and Google, positioning New Delhi as a third pole in the global AI race.

Google releases Gemini 3.1 Pro with 77.1% on ARC-AGI-2, more than doubling the reasoning capability of its predecessor and beating Claude Opus 4.6 and GPT-5.2 on most benchmarks.

Anthropic announced Claude Code Security, an AI tool that found 500+ vulnerabilities missed for decades in open-source code. Within hours, JFrog lost 25%, CrowdStrike dropped 8%, and the cybersecurity ETF hit its lowest since November 2023.