India is experiencing a significant surge in AI investments, highlighted by the India AI Impact Summit in New Delhi. Blackstone committed millions to Neysa for deploying over 20,000 GPUs, while AMD partnered with TCS to advance India's AI objectives. The five-day summit, which began on Monday, February 17, 2026, features prominent figures like Sam Altman from OpenAI and Sundar Pichai from Google, underscoring the region's growing importance in the global AI landscape.
Anthropic has identified India as its second-largest market for Claude AI and recently opened a new office in Bengaluru. Meanwhile, Amazon's stock is experiencing a dip, attributed to investor concerns over its substantial $200 billion AI budget. Despite this, experts view the situation as a strong buying opportunity, noting Amazon Web Services (AWS) reported robust growth with $35.6 billion in revenue during the fourth quarter. Amazon is also actively building its AI ecosystem through partnerships with Anthropic and by developing custom Trainium and Inferentia chips.
Apple is poised for a significant AI push in 2026, with Wedbush analysts anticipating new AI features, including a revamped Siri, based on Google's Gemini models and cloud technology. This could add $75 to $100 per share. However, the broader AI stock market shows signs of wavering investor confidence, with the Global X Artificial Intelligence & Technology ETF (AIQ) experiencing a $400 million outflow in one week. Nvidia's stock is also underperforming, down 2% year-to-date in 2026, as investors question the sustainability of massive AI infrastructure spending by tech giants like Amazon, Alphabet, Microsoft, and Meta, alongside increasing competition from in-house chip development.
AlphaTON Capital Corp. is deploying 504 NVIDIA Blackwell B200 chips in Canada through a $30 million deal, expecting to boost AI revenues by at least $1.2 million monthly starting March 2026 by renting these chips. In other sectors, Daffodil Health secured $16.3 million in Series A funding to advance its AI technology for managing health insurance claims. Additionally, Airbnb CEO Brian Chesky emphasizes AI's critical role, noting it now handles one-third of North American customer service tickets and drives significant innovation, urging other companies to embrace AI or risk disruption. The London Stock Exchange Group (LSEG) is also seen as a key AI player, with Elliott Management investing heavily due to LSEG's unique financial data, some of which is now available to Microsoft Copilot users.
Key Takeaways
- India is seeing a significant increase in AI investments, with Blackstone committing millions to Neysa for over 20,000 GPUs and AMD partnering with TCS.
- Anthropic's Claude AI now considers India its second-largest market and has opened an office in Bengaluru.
- Amazon's stock dip, driven by concerns over its $200 billion AI budget, is viewed by experts as a buying opportunity, with AWS reporting $35.6 billion in Q4 revenue.
- Amazon is strengthening its AI ecosystem by partnering with Anthropic and developing custom Trainium and Inferentia chips.
- Apple is expected to fully enter the AI market in 2026, with a revamped Siri and AI platform based on Google's Gemini models, potentially adding $75-$100 per share.
- Nvidia's stock is underperforming in 2026, down 2% year-to-date, due to concerns about sustainable AI infrastructure spending by tech giants (Amazon, Alphabet, Microsoft, Meta) and increasing competition from in-house chip development.
- AlphaTON Capital Corp. secured a $30 million deal with NVIDIA for 504 Blackwell B200 chips, projected to generate at least $1.2 million in monthly AI revenue starting March 2026.
- Daffodil Health raised $16.3 million in Series A funding to develop AI technology for managing health insurance claims.
- Airbnb CEO Brian Chesky highlights AI's impact, noting it handles one-third of North American customer service tickets and drives innovation, urging companies to adopt it quickly.
- Elliott Management is heavily investing in The London Stock Exchange Group (LSEG), viewing its unique financial data as essential for AI models, with LSEG also partnering with Microsoft for Copilot users.
Billionaire investor bets big on London Stock Exchange AI data
Elliott Management, a major activist investor, is heavily investing in The London Stock Exchange Group, or LSEG. The firm sees LSEG as a picks-and-shovels play for the AI revolution because it provides essential financial data that AI models need. LSEG's Data & Feeds business generates over 20% of its revenue, with 90% of this data being unique and not publicly available. LSEG also partnered with Microsoft to make some datasets available to Copilot users, while maintaining control over data access. Elliott Management is pushing LSEG to improve performance and has seen the company announce significant share buybacks, with analysts seeing strong upside for LSEG stock.
India sees huge AI investment during major Delhi summit
India is experiencing a large increase in AI investments as top tech leaders gather in New Delhi for the India AI Impact Summit. Blackstone committed millions to Neysa to deploy over 20,000 GPUs for AI training, and AMD partnered with TCS for India's AI goals. The five-day summit, which began on Monday, February 17, 2026, includes major figures like Sam Altman from OpenAI and Sundar Pichai from Google. Anthropic announced India is now its second-largest market for Claude AI and opened a new office in Bengaluru. The Indian government also plans to promote a global AI commons for developing nations, focusing on AI uses in education, health, and agriculture.
Amazon stock dip offers rare AI buying chance
Amazon stock is currently experiencing a dip due to investor concerns about its large $200 billion AI budget and its impact on free cash flow. However, many experts believe this presents a great buying opportunity. Amazon Web Services, or AWS, reported strong growth with $35.6 billion in revenue during the fourth quarter, showing its high profitability. Amazon is also building a strong AI ecosystem by partnering with Anthropic and developing its own custom Trainium and Inferentia chips. This strategy helps Amazon offer advanced AI solutions beyond simple chatbots, making its stock appear undervalued despite the current decline.
Daffodil Health raises 16.3 million for AI health claims
Daffodil Health, a new startup, has successfully raised $16.3 million in a Series A funding round. The company uses artificial intelligence to help people manage and understand their health insurance claims. CEO Navin Nagiah shared this exclusive news with Axios Pro. This investment will help Daffodil Health further develop its AI technology to simplify the complex process of health insurance for its users.
Airbnb CEO Brian Chesky praises AI warns other companies
Airbnb CEO Brian Chesky stated that artificial intelligence is the best thing to happen to his company and urged other business leaders to adopt it quickly. He warned that companies must disrupt themselves with AI or risk being disrupted by others. Airbnb's fourth-quarter 2025 earnings surpassed expectations, largely due to new innovations driven by AI. Currently, AI handles one-third of Airbnb's customer service tickets in North America, and its chatbots receive more traffic than traditional search engines. Chesky is committed to keeping Airbnb at the forefront of AI adoption, believing it is essential for future success.
Nvidia stock struggles in 2026 amid AI concerns
Nvidia stock is underperforming in 2026, down 2% year-to-date, despite strong financial results like a 62% revenue increase in fiscal Q3. Investors are worried about several factors impacting the company's future. One concern is whether the massive AI infrastructure spending by tech giants like Amazon, Alphabet, Microsoft, and Meta is sustainable. Another major issue is the growing competition from these same tech companies, which are developing their own in-house AI chips, such as Amazon's Trainium2. Finally, some investors believe Nvidia's current valuation, with a high price-to-earnings ratio, might be too high if these competitive pressures or spending slowdowns occur.
AI stocks face trouble as investor confidence wavers
AI stocks are showing signs of trouble, with some investors wondering if this is a temporary dip or the start of a bear market. The Global X Artificial Intelligence & Technology ETF, known as AIQ, recently saw a large outflow of over $400 million in just one week. Technical analysis also suggests more downside ahead for the ETF, with its 50-day moving average turning down. While the long-term potential of AI remains strong, the current market signals indicate a cloudy future for these stocks. However, some individual holdings within AIQ, like Oracle, Salesforce, and Synopsys, might still offer short-term trading opportunities.
Apple's AI moment arrives in 2026 Wedbush says
Wedbush analysts believe 2026 will be the year Apple fully enters the AI market, despite recent investor concerns about Siri's development delays. They argue that the recent sell-off in Apple's stock is unwarranted, as the company's much-anticipated AI features, including a revamped Siri, are still on track for release in phases. Apple's AI platform will reportedly be based on Google's Gemini models and cloud technology. Wedbush expects AI monetization to add $75 to $100 per share over the coming years, with an AI-driven subscription service potentially launching by fall. This service would target Apple's vast installed base of 2.5 billion iOS devices and 1.5 billion iPhones.
AlphaTON deploys Nvidia Blackwell chips boosts AI revenue
AlphaTON Capital Corp. announced a $30 million deal with NVIDIA Corp. to install 504 Blackwell B200 chips in its Canadian facilities. This deployment, expected this week, will boost AlphaTON's AI revenues by at least $1.2 million per month starting in March 2026. The company plans to rent these B200 chips hourly to AI developers, businesses, and the Telegram ecosystem, expecting each chip to generate $4 to $6 per hour. AlphaTON also plans to sell up to $400 million in ordinary shares to fund its Cocoon AI platform, which is built on the TON blockchain and integrated with Telegram. CEO Brittany Kaiser noted that many AI tasks require privacy that large tech platforms cannot offer, highlighting the need for AlphaTON's solutions.
Sources
- 1 Ultimate Picks-and-Shovels AI Stock That Has a Billionaire Investor Loading Up
- AI investments surge in India as tech leaders convene for Delhi summit
- A Once-in-a-Decade Investment Opportunity: 1 Magnificent Artificial Intelligence (AI) Software Stock to Buy Hand Over Fist Right Now
- Exclusive: Daffodil Health nabs $16.3M for health claims AI
- Airbnb CEO Brian Chesky says AI is ‘the best thing that ever happened to’ his company—now he’s warning other founders to get onboard pronto or else
- Why Is Nvidia Stock Underperforming in 2026?
- AI Stocks Are in Trouble: Is This Just a Pullback or the Start of a Bear Market?
- Apple's AI moment is finally arriving in 2026, Wedbush says
- AlphaTON Deploys Nvidia Blackwell Chips To Boost AI Revenue Amid Share Sale Announcement
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