OpenAI goes prime Time, Oracle loads up & more (February 2, 2026)

Good morning,

Big money, bigger compute, and louder positioning, AI players are flexing capital, infrastructure, and distribution to win mindshare and workloads globally. This edition spans Super Bowl marketing, sovereign tax plays, open source agents, and Nvidia’s capital narrative.

Let’s dive in 👇

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🧠 AI Power Plays & Infrastructure

🏈 OpenAI takes the Super Bowl stage

OpenAI is reportedly targeting the Super Bowl as a breakout marketing moment to separate itself from a growing field of consumer AI rivals. The move signals a shift from purely developer focused growth toward mass market brand competition. It also suggests OpenAI believes distribution and awareness now matter as much as model capability.

💰 Oracle lines up massive capital raise

Oracle plans to raise up to $50B through a mix of debt and equity to expand cloud capacity and AI infrastructure. The funding is aimed squarely at meeting contracted demand, not speculative buildout. This positions Oracle as a quieter but serious hyperscaler in the AI compute race.

🇮🇳 India offers zero taxes to lure AI workloads

India is offering zero taxes through 2047 for companies running AI workloads locally. The policy targets hyperscalers and foundation model providers looking to diversify compute geography. It’s a long term bet to make India a default AI infrastructure hub.

🤖 Agents, Open Source & Global Models

🧩 OpenClaw ignites open source agent debate

OpenClaw’s rise is fueling controversy as viral agents like Clawdbot and Moltbot spread rapidly. Supporters see faster innovation and composability, critics warn of security and misuse risks. The episode highlights how quickly agent tooling is escaping centralized control.

🌏 Moonshot AI sees overseas revenue surge

Moonshot AI reports strong international growth as its Kimi K2.5 model gains traction outside China. The momentum shows Chinese foundation models are finding demand beyond domestic markets. Global AI competition is no longer just US versus Big Tech.

🧠 Nvidia pushes back on OpenAI investment rumors

Nvidia’s CEO denied reports that a massive OpenAI investment had stalled. Nvidia continues to frame itself as infrastructure neutral while benefiting from every major model builder. The messaging reinforces Nvidia’s role as the arms dealer of AI.

🛠️ Tools of the Day

→ Voice Anywhere – Write into any app using voice commands, system wide.
→ Dereference – A high performance IDE built for deep code understanding.
→ Polyvia – Build and deploy AI workflows without managing infrastructure.

⚡ Quick Hits

→ Indonesia lifts ban on Grok under conditional compliance rules.
→ Claude on Mars showcases Anthropic’s long context and simulation demos.
→ Thrive bets $100M on AI powered IT support automation.
→ OpenClaw security risks raise alarms as agents go viral.
→ Linq raises $20M to embed AI inside messaging platforms.

🧾 TLDR

AI competition is shifting from models to money, marketing, and infrastructure. OpenAI is going mainstream, Oracle and India are competing for compute dominance, and open source agents are moving faster than governance can keep up. Nvidia remains the quiet winner as every path forward still runs on its chips.

Cheers,
David