In this episode of AI RADAR, we break down the colossal financial shifts redefining the industry. **OpenAI** unveils a massive **$600 billion infrastructure plan** aiming for $280B in revenue by 2030, while **Nvidia** doubles down with a reported **$30 billion investment** in the model maker, cementing their strategic alliance.

Meanwhile, the release of **Anthropic’s "Claude Code Security"** triggers a sharp sell-off in cybersecurity stocks like CrowdStrike and Palo Alto Networks, fueling fears that AI agents will replace traditional security software. We also cover **Google's $100M play** for Fluidstack to expand its TPU network and OpenAI's admission regarding the account ban of a Canadian school shooter.

Sources:
• OpenAI Recalibrates Growth: https://www.investing.com/news/stock-market-news/openai-recalibrates-growth-path-with-600-billion-compute-target--cnbc-3885624
• Anthropic Hits Cyber Stocks: https://economictimes.indiatimes.com/markets/stocks/news/cybersecurity-stocks-hit-sharply-by-anthropic-claude-code-security/articleshow/118413123.cms
• Nvidia Invests $30B: https://www.theguardian.com/technology/2026/feb/20/nvidia-openai-investment-funding-round
• Google Eyes Fluidstack: https://siliconangle.com/2026/02/20/google-reportedly-invest-100m-ai-cloud-operator-fluidstack/
• OpenAI & Canadian Shooter: https://www.cbc.ca/news/canada/british-columbia/openai-banned-account-tumbler-ridge-shooter-1.7468123