IBM stock gets slammed, becoming the latest perceived victim of rapidly developing AI technology, after Anthropic said its Claude Code tool could be used to modernize legacy systems that run COBOL.
MARKET TRENDS
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The Relationship Between AI Progress and Real-World Impact
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A tale of two S-curves: AI impact picks up even as AI progress slows down.
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Model companies raise capital and deploy AI models in one year
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"In the past if you raised money, you basically had to wait for engineering to catch up, which famously doesn't scale, like the mythical man-month that took a very long time. But that's not the case here.
— Latent.Space (@latentspacepod) 24 février 2026
A model company can raise money and drop a model in a year and it's… https://t.co/jtAkbJwG6B pic.twitter.com/4njNfM4NKn"In the past if you raised money, you basically had to wait for engineering to catch up, which famously doesn't scale, like the mythical man-month that took a very long time. But that's not the case here. A model company can raise money and drop a model in a year and it's
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The impact of AI on the future of the SaaS stack
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I can’t wait for the productivity explosion when the whole rotten SaaS stack is replaced by AI.
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DeepSeek to Release New AI Model Amid Market Speculation
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https://t.co/H5Lm8N1691 pic.twitter.com/serPMuVYtx
— Bojan Tunguz (@tunguz) 23 février 2026CHINA’S DEEPSEEK IS SET TO RELEASE A NEW AI MODEL. A ROUGH PERIOD FOR NASDAQ STOCKS COULD FOLLOW – CNBC
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TT-Boltz now runs on Tenstorrent QuietBox with 4x speedup
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Finally! TT-Boltz now runs on a @tenstorrent QuietBox, fully parallelized across all four Blackhole cards.
— Moritz Thüning (@moritzthuening) 23 février 2026
This yields a 4x speedup, making QuietBox the best product for anyone who wants to run Boltz-2 locally at scale.
Very soon we'll parallelize it on all 32 processors of a… pic.twitter.com/jYKhkmzgKUFinally! TT-Boltz now runs on a @tenstorrent QuietBox, fully parallelized across all four Blackhole cards. This yields a 4x speedup, making QuietBox the best product for anyone who wants to run Boltz-2 locally at scale. Very soon we'll parallelize it on all 32 processors of a Galaxy server. It’s pretty clear by now that GPUs aren’t the best bet for LLM inference. The same shift will happen to other fields like biotech.
→ View original post on X — @tenstorrent, 2026-02-23 20:05 UTC
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OpenAI struggles with computing power as Stargate project stalls
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Incredible reporting from @anissagardizy8 in @theinformation about OpenAI's struggle to get more computing power as Stargate—its $500B data center buildout—has floundered. theinformation.com/articles/… It includes this detail. We are in the dirt-eating phase of the AI hype cycle.
→ View original post on X — @_karenhao, 2026-02-23 14:12 UTC
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OpenHunt: AI Agents Solve SaaS Discovery Problem
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SaaS is dead. Every day thousands of vibe-coded products get shipped, landing pages go live, AI wrappers drop, Chrome extensions launch, and yet almost nobody makes real money. Not because the tools are bad, but because discovery is broken. When everything can be built in a weekend, attention becomes the only scarce asset. That’s why we’re building OpenHunt around AI agents. Humans submit products, agents autonomously evaluate them, structure the signal, and surface what actually matters. If something truly fits your workflow, your agent can even recommend it to you directly. Bring your agent into OpenHunt.
→ View original post on X — @arrakis_ai, 2026-02-23 08:24 UTC
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Nvidia CEO: Trillions More Needed for AI Infrastructure Development
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Nvidia CEO Huang Says Trillions More Needed for AI Buildout https://
share.google/cDJHC2od1AdtfE
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… @nvidia @nvidianewsroom #WEF26 #DAVOS #AI #IoT #MWC26