In partnership with
Good Morning! Welcome to today's AI Business Weekly. You're part of a community that values clarity over hype and business impact over benchmark theater. Let's get to it.
Anthropic Accuses DeepSeek, Moonshot AI, and MiniMax of Industrial-Scale Claude Distillation Using 24,000 Fraudulent Accounts
Anthropic publicly accused three Chinese AI laboratories of orchestrating coordinated campaigns to extract capabilities from its Claude chatbot through massive-scale distillation attacks, alleging the labs generated over 16 million exchanges through approximately 24,000 fraudulent accounts in violation of terms of service and national security concerns. Read more
Meta Strikes Up to $100 Billion AMD Deal for 6 Gigawatts of AI Chips with 160 Million Share Warrant Making Meta Major Shareholder
Meta announced a five-year agreement to purchase AMD's MI540 GPUs and latest CPUs worth potentially $100 billion with Meta receiving warrants to buy 160 million AMD shares vesting at performance milestones, potentially giving Meta 10% ownership as Zuckerberg aggressively front-loads computing capacity. Read more
US Officials Confirm DeepSeek Trained Latest AI Model on Banned Nvidia Blackwell Chips at Inner Mongolia Data Center Despite Export Controls
Trump administration official reported DeepSeek's upcoming model launching next week was trained on Nvidia's most advanced Blackwell chips at its Inner Mongolia facility potentially violating US export restrictions, intensifying Washington debate over enforcement effectiveness as the company allegedly removed technical indicators revealing American chip usage. Read more
Bridgewater Warns Big Tech's $650 Billion AI Infrastructure Spending in 2026 Enters "More Dangerous Phase" as Compute Demand Outpaces Supply
Alphabet, Amazon, Meta, and Microsoft projected to collectively invest $650 billion in AI infrastructure in 2026 up sharply from $410 billion in 2025, with Bridgewater co-CIO Greg Jensen cautioning the boom has entered a more dangerous phase marked by exponentially rising capital expenditure, growing reliance on external funding, and significant downside risks if expectations slip. Read more
Citrini Research "2028 Global Intelligence Crisis" Report Triggers Wall Street Selloff as IBM Drops 13% on AI Disruption Fears
Speculative thought experiment published Sunday projecting 10.2% unemployment and 38% S&P 500 drawdown by June 2028 from AI-driven white-collar job displacement triggered Monday market selloff with IBM falling 13% despite report being clearly labeled hypothetical fiction, revealing how plausible AI disruption narratives now move real capital regardless of fictional framing. Read more
The Lithium Boom is Heating Up
Thanks to growing demand, lithium stock prices grew 2X+ from June 2025 to January 2026. $ALB climbed as high as 227%. $LAC hit 151%. $SQM, 159%.
This $1B unicorn’s patented technology can recover 3X more lithium than traditional methods. That’s earned investment from leaders like General Motors.
Now they’re preparing for commercial production just as experts project 5X demand growth by 2040. They’ve announced what could be one of the US’ largest lithium production facilities and have rights to approximately 150,000 lithium-rich acres across North and South America.
Unlike public stocks, you can buy private EnergyX shares alongside 40,000+ other investors. Invest for $11/share by the 2/26 deadline.
This is a paid advertisement for EnergyX Regulation A offering. Please read the offering circular at invest.energyx.com. Under Regulation A, a company may change its share price by up to 20% without requalifying the offering with the Securities and Exchange Commission.
📢 The Signal Behind the Noise
When Anthropic accuses Chinese labs of systematic capability theft while DeepSeek allegedly trains on smuggled chips banned by export controls, the pattern is clear: technology containment has failed. But the real shift isn't just circumvention—it's what happens next. Meta commits $100 billion to diversify chip supply. Bridgewater warns hyperscalers are entering a "more dangerous phase" burning $650 billion annually chasing compute demand they can't satisfy. A speculative report imagining 2028 job displacement crashes markets today because the anxiety is already priced in waiting for a narrative. The question isn't whether AI disrupts business models and employment. It's whether the $650 billion bet arrives before the disruption, or whether markets reprice before the infrastructure delivers returns.
🎁 Refer a Friend
Know someone who'd benefit from bite-sized AI business news? Share AI Business Weekly and help them stay ahead.
