AI Business Weekly – February 19, 2026: Infrastructure Deals and Enterprise Partnerships Dominate as Tech Giants Pour Billions Into AI Compute Race

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Anthropic released Claude Sonnet 4.6 with a 1 million token context window and improved coding capabilities, making it the default model for free and pro users just 12 days after launching Opus 4.6 in the fastest consecutive release cycle in company history as competition intensifies across the AI industry. Read more

Meta secured millions of Nvidia processors including current Blackwell GPUs, forthcoming Rubin chips, and Grace CPUs in a deal analysts estimate reaches tens of billions of dollars, becoming the first hyperscaler to deploy standalone CPUs at scale as the company pursues its $135 billion 2026 AI infrastructure buildout. Read more

Mumbai-based Yotta Data Services announced plans to deploy 20,736 liquid-cooled Nvidia Blackwell Ultra GPUs in a $2 billion project including a four-year $1 billion engagement with Nvidia to establish Asia-Pacific's largest DGX Cloud cluster as India pursues AI sovereignty and targets $200 billion in infrastructure investment by 2028. Read more

Figma unveiled a feature converting Claude Code outputs into fully editable design layers one day before Q4 earnings as the design platform navigates an 85% stock decline and positions itself as essential infrastructure for teams using AI coding tools rather than competing against them. Read more

PIF-backed Humain became a significant minority shareholder in xAI through a $3 billion investment in the company's Series E round just before the SpaceX merger, securing approximately 0.24% of the combined $1.25 trillion entity as Saudi Arabia deepens ties with Musk and competes with UAE's OpenAI partnerships for regional AI supremacy. Read more

He's measuring in gold, not dollars. And that's the point.

The dollar dropped 10% in 2025. So, yeah, your portfolio went up in dollars, but, Dalio says your real return isn’t so exciting.

And the decline is reportedly advancing as macro conditions don’t improve.

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_{*According to Masterworks data.  Investing involves risk. Past performance not indicative of future returns. See important disclosures at masterworks.com/cd.}

When infrastructure commitments measure in tens of billions rather than millions, the AI buildout has moved past speculation into industrial-scale capital deployment. Meta isn't hedging its bets across multiple chip vendors—it's standardizing everything on Nvidia's full stack. India isn't waiting for Western companies to bring AI compute—it's building Asia's largest clusters domestically. Saudi Arabia isn't content being a customer—it's becoming a shareholder in the platforms themselves. These aren't pilot projects or exploratory partnerships. They're the foundations of the AI infrastructure layer that will determine which companies, countries, and ecosystems control access to compute over the next decade.

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