This week on The AI Breakdown, Anthropic just raised $30 billion at a $380 billion valuation, making it the second-largest private funding round in tech history. Meanwhile, OpenAI dropped GPT-5.3-Codex-Spark, their first model running on Cerebras hardware instead of NVIDIA, pushing past 1,000 tokens per second and redefining what "fast" means for AI-assisted coding.

But the story of the week might be the one that got less attention: researchers caught an infostealer exfiltrating the entire identity of an OpenClaw AI agent - tokens, cryptographic keys, behavioural guidelines, and private memory files. It's a stark preview of what happens when agents become high-value targets.

Beyond the headlines, we dig into Claude Cowork landing on Windows, Google quietly shipping Gemini-powered audio summaries in Docs, Zoom pushing deeper into agentic workflows, Microsoft wiring up new Copilot connectors, Slack's rebuilt Slackbot, and Oracle Health rolling out AI clinical note-drafting across the NHS. Plus, OpenAI hired the founder of OpenClaw, and what that tells us about the race to own the agent layer.

This week on The AI Breakdown, we talk about OpenAI’s Frontier launch, an enterprise platform designed to help organisations build, deploy, and govern AI agents across real workflows.

Anthropic fires back with Claude Opus 4.6, including a one million token context window in beta and new agent teams designed to split complex work across multiple cooperating agents, with a clear push beyond coding into everyday knowledge work like documents, spreadsheets, and presentations.

We then zoom out to the money and the infrastructure. Google is introducing a Workspace add on called AI Expanded Access from March 1, 2026, signalling the shift toward paid higher tier usage. Cerebras just closed a one billion dollar Series H at about a twenty three billion valuation, as demand for compute fuels a new wave of AI hardware competition.

Finally, Super Bowl LX made AI advertising feel like a cultural inflection point. Anthropic used its spot to promise Claude will remain ad free, while OpenAI ran a Codex ad built around the idea that you can just build things now. iSpot data reported by AdWeek says 23 percent of Super Bowl commercials featured AI, and Axios covered X rolling out BrandRanx to track ad conversation in real time as the game unfolded. 

And with the echoes of the Dot Com Super Bowl and the Crypto Bowl still fresh in marketers minds, it raises the question, will the Super Bowl burst the AI bubble?

In this week’s AI Weekly Briefing, I break down the biggest developments in artificial intelligence from the past seven days, from viral open-source AI agents like OpenClaw, to major enterprise moves as Snowflake deepens its partnership with OpenAI.

You’ll also hear how Amazon Ads is adopting the Model Context Protocol to make agent-driven workflows more practical, why cybersecurity firms like Malwarebytes are exploring AI-native threat checking, and what ElevenLabs’ latest voice advances mean for media, accessibility, and deepfake risk.

Plus: a cautionary tale from Moltbook’s security breach, a look at xAI’s Grok Imagine pushing generative video to mass scale, and why multi-agent coding tools could reshape the way developers build software.

CES 2026 quietly marked a turning point. AI stopped being the shiny feature you bolt on for a headline, and started behaving like electricity. It's just assumed.

In this episode, I break down the five AI themes that defined the show:

If you take one thing from CES 2026: AI is becoming infrastructure. That means it's going to be boring, expensive, and absolutely worth getting right.

This week on The AI Breakdown, I cover the biggest AI moves in about 10 minutes from Mastercard’s agentic shopping push, to Apple’s Siri reboot, YouTube’s AI creator avatars, and Nvidia’s signals that retail AI is scaling fast.

In this week’s AI news breakdown, we look at how Google and Shopify are accelerating agentic commerce, with open protocols for AI shopping agents and in chat checkout through Gemini.

Also on the radar:

This week on The AI Breakdown, Google proves it can execute, Apple quietly admits it can’t do everything alone, retailers chase customers into chatbots, and regulators draw a hard line on AI abuse.

This week on The AI Breakdown, I cover the biggest AI moves in the last week, from Samsung doubling down on AI devices to Snowflake embedding Gemini with enterprise governance. Plus Google TV upgrades, Boston Dynamics Atlas heading for real deployment, in car agentic AI, and Accenture buying UK based Faculty.

This week on The AI Breakdown, the AI arms race goes fully physical.

SoftBank has completed a massive investment into OpenAI, locking in an estimated 11 percent stake and reinforcing a message the entire industry is starting to accept: the real bottleneck is not ideas, it is infrastructure.

From there, we zoom into the compute race as xAI expands its Memphis supercluster again, aiming for training capacity on the scale of gigawatts and a future buildout of over a million GPUs. The AI leaders are starting to look as much like energy companies as software companies.

Over in China, funding is moving through public markets, with MiniMax at the front of a year end Hong Kong IPO surge that signals how fast China is building capital market momentum around AI.

We also cover Europe’s tightening stance on synthetic media and platform responsibility after Poland asked Brussels to investigate TikTok over AI generated disinformation content and called for action under the Digital Services Act.

Plus, Meta makes a headline grabbing move with its plan to acquire Manus, the viral AI agent startup, and Nvidia’s China facing H200 demand highlights just how strategic hardware access has become for everyone building AI products.

AI is getting embedded everywhere and this week proved it. Salesforce is buying Qualified to power always on AI agents for pipeline. Lovable just raised big money at a massive valuation as vibe coding explodes. Microsoft and Google are leaning on partners to push AI from pilots to production. Notion reveals that AI now drives a huge chunk of revenue, and Zoom launches AI Companion 3.0 to turn meetings into actions.

But there’s a catch: Reuters reports that many companies still aren’t seeing the ROI they expected. So what separates hype from real value?