
The AI Daily Brief: Artificial Intelligence News and Analysis Are Markets Still Worried About an AI Bubble?
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Jan 30, 2026 Markets are parsing which AI stories actually convert spending into growth. Big moves include SoftBank eyeing another huge OpenAI cheque and Tesla sinking billions into xAI. Google adds agentic browsing to Chrome while ServiceNow doubles down on Anthropic. The clash between Meta’s aggressive AI bets and Microsoft’s caution drives investor selectivity.
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Give Enterprises Model Choice
- Offer enterprises model choice and orchestration to avoid vendor lock-in and satisfy governance needs.
- Integrate multiple models to deliver the right model for the right job while keeping consistent security and auditability.
Claude Cowork Sped Up Competitive Response
- Anthropic built Claude Cowork in ten days and released it as a research preview, alarming Microsoft product teams.
- Microsoft held emergency meetings and pushed to improve Copilot in response to Cowork's capabilities.
Chrome Gets Agentic, Contextual Gemini
- Google is embedding Gemini into Chrome as an agentic, context-aware sidebar to use open tabs and personal data for web tasks.
- The feature targets pro subscribers first, signaling cautious rollout despite competitive parity with other agentic browsers.
