Magnificent 7 Weekly Briefing

NVIDIA made big AI deals, Microsoft pushed its AI agents into Windows, and Tesla was slammed by safety and autonomy setbacks and more.

  • NVIDIA continued to aggressively deepen its AI position through a $20 billion licensing deal with Groq for its inference chip technology, a $5 billion investment in Intel, and rumored talks to acquire Israeli AI startup AI21 Labs for up to $3 billion. 1234567891011121314
  • Microsoft made significant internal pushes in AI, with CEO Satya Nadella overhauling leadership and injecting urgency into efforts to embed AI agents deep into Windows, including a plan to auto-port x64 codebases to Arm64. 151617181920212223
  • Tesla faced significant scrutiny and setbacks regarding its autonomous driving claims, safety issues, and delivery targets, including a judge ordering revisions to 'self-driving' claims, NHTSA probes into door handle designs, and missing robotaxi targets by a wide margin. 242526272829303132333435
  • Tesla's Cybertruck was a source of negative headlines involving a fatal accident, multiple recalls covering over 745,000 vehicles, a loss of brakes on an off-road trail, and a reduced battery cathode order that hurt a South Korean supplier. 3637383940414243
  • Apple dealt with regulatory and security challenges, including a massive appeal against a UK antitrust ruling over App Store fees, a supply chain cyberattack, and issuing urgent security updates to address zero-day vulnerabilities on iPhones. 44454647484950515253545556
  • Google lost a major antitrust case regarding Android, faced scrutiny over its DEI commitments, was ordered to pay out a $700 million settlement to Play users, and announced the retirement of numerous products as it realigns its ecosystem. 575859606162636465666768
  • Meta was hit with a lawsuit over scam ads and user safety, pushed OpenAI to raise pay with a $6 billion stock compensation plan, and paused its Horizon OS sharing while delaying its Phoenix AR product until 2027. 697071727374757677

Sources

  1. CES 2026, Nvidia's $20 Billion Groq Deal, Meta Buys Manus For $2 Billion, Netflix Nabs Ready Player Me Forbes
  2. CES 2026, Nvidia's $20 Billion Groq Deal, Meta Buys Manus For $2 Billion, Netflix Nabs Ready Player Me Forbes
  3. NVIDIA Eyes $3 Billion AI21 Labs Buy to Deepen AI Software Play Analytics Insight
  4. Nvidia Invests $5 Billion in Intel With Plans for Joint CPU Production ProPakistani
  5. Nvidia Changed the AI Market With This Recent Licensing Agreement The Motley Fool
  6. ByteDance to spend about $14 billion in Nvidia chips in 2026, SCMP reports Yahoo Finance
  7. Nvidia in advanced talks to buy Israel s AI21 Labs for up to $3 billion, report says Reuters
  8. Top 5 biggest deals of the year: Palo Alto Networks buys CyberArk, Nvidia acquires the makers of Slurm SDX Central
  9. Nvidia’s Strategic Gambit: A $25 Billion Push for AI Dominance NewsCase
  10. NVIDIA Corporation (NVDA) To Make its Largest Purchase From Groq Yahoo Finance
  11. Nvidia licenses Groq's inferencing chip tech and hires its leaders InfoWorld
  12. Nvidia bets US$5 billion on Intel's comeback BNN Bloomberg
  13. Five things to know about Nvidia’s $20 billion licensing deal Mint
  14. Nvidia Will Pay Groq Backers and Staff at Deal's $20 Billion Valuation The Information
  15. Microsoft’s Windows 11 SE, once supposed to be a ChromeOS-killer, bites dust in next ten months Windows Latest
  16. Inside Microsoft’s Plan to Embed AI Agents Deep Into Windows TechRepublic
  17. Microsoft CEO Injects ‘Sense of Urgency’ Into AI Efforts | PYMNTS.com PYMNTS.com
  18. Microsoft Adds Managed Memory to Foundry Agent Service, Ending ‘Stateless’ AI Era Winbuzzer
  19. 2026 will be pivotal to AI’s transition from discovery to diffusion: Microsoft CEO Satya Nadella The Economic Times
  20. Microsoft's Nadella overhauls leadership as he plots AI strategy beyond OpenAI Financial Times
  21. Microsoft's Project Strong ARMed wants AI agents that auto-port x64 codebases to Arm64 on Windows Windows Latest
  22. Microsoft Copilot is rolling out GPT 5.2 as "Smart Plus" mode BleepingComputer
  23. Schleswig-Holstein will save €15 million in 2026 by dropping Microsoft software in favor of free Linux ProVideo Coalition
  24. NVIDIA CEO believes Tesla's Optimus robot will unlock multi-trillion dollar market Digit
  25. From 1,500 Cars to Just 30: Tesla Robotaxi Missed Big 2025 Targets International Business Times
  26. Tesla Doesn’t Want to Pay After Lawsuit Alleges Deadly Door Handle Design Autoblog
  27. Tesla: Challenging 2026 Ahead Seeking Alpha
  28. Tesla expected to deliver 15% fewer vehicles in Q4 Yahoo Finance
  29. Tesla posts a pessimistic forecast for fourth-quarter sales Morningstar
  30. Elon Musk removes "sustainable" from Tesla's mission FOCUS Online
  31. California judge orders Tesla to revise self-driving claims within 90 days CBT News
  32. NHTSA Probes Tesla Model 3 Emergency Door Release Insurance Journal
  33. California Demands Tesla Stop Calling Its Cars Self-Driving Yahoo Tech
  34. Tesla Under Scrutiny Due to Model 3 Door Release Concerns Yahoo Finance
  35. NHTSA complaint says Tesla door handles trapped driver during car fire Yahoo
  36. Gentle schoolboy, 14, killed on Christmas Day after vile Tesla Cybertruck driver smashed into his family's Toyota before fleeing scene Daily Mail
  37. The Total Number Of Tesla Cybertruck Recalls May Surprise You CarBuzz
  38. Tesla Cybertruck with no brakes flips over on an off-road trail, needs diesel-powered help autoevolution
  39. Tesla recalls 2025: Check the list of models recalled this year USA TODAY
  40. Tesla's battery cathode order: $7,000 instead of $2.9 billion heise online
  41. DHL Supply Chain Eyes Fleet of Tesla Semis - TT Transport Topics
  42. Tesla’s Vanishing Order Hastens Fall of an $800 Million Fortune Bloomberg
  43. Tesla Cybertruck Flop Proves Costly for South Korean Supplier Bloomberg
  44. Apple Watch Series 11 Crashes to Record Low to Wind Down Its 2025 Smartwatch Lineup Kotaku
  45. Apple's Next CEO May Already Be Chosen — Here's Who's Leading The Race International Business Times
  46. Apple warns all iPhone users of critical zero day security vulnerabilities Metro
  47. Apple Got Hacked? - Massive Cyberattack May Have Leaked Sensitive Data from iPhone Maker International Business Times
  48. Apple Gets Relief on China Chip Tariffs Until 2027 iPhone in Canada
  49. Apple Appeals Massive UK Antitrust Ruling That Could Cost Billions TechRepublic
  50. Apple assembly partner victim of a supply chain cyberattack AppleInsider
  51. Apple issues warning to all 1.8bn iPhone users over 'extremely sophisticated attack' | Daily Mail Online Daily Mail
  52. Apple’s iPhone Upgrade—Hundreds Of Millions Of Users Must Act Now Forbes
  53. Apple patches two zero-day flaws used in targeted attacks Fox News
  54. Apple vs. Epic: Promises broken - no Fortnite for iOS PC Games
  55. Apple seeks to appeal against £1.5bn ruling it overcharged UK customers The Guardian
  56. Apple Watch Ban Averted As Judge Rejects Key Legal Move Forbes
  57. 11 executives and researchers who left Google in 2025 — mostly for Microsoft Business Insider
  58. When you can expect payment from Google's $700 million settlement USA TODAY
  59. US Justice Department Launches Investigation Into DEI Commitments At Google, Verizon, And More Using 1863 Fraud Law Yahoo
  60. Security experts voice suspicion: Warning for 1.5 billion Google users CHIP
  61. Google recaps AI updates from December Google
  62. Trusted Google Services Abused in New Phishing Scam Android Headlines
  63. Google Just Lost A Huge Antitrust Case For Android Yahoo
  64. Biggest upheaval in years: These Google offers will be discontinued in 2026 CHIP
  65. A Pennsylvania court says police can sift through Google searches to find suspects TechSpot
  66. Google's 'AI Overview' Wrongly Accused a Musician of Being a Sex Offender -... tech.slashdot.org
  67. Google Chrome Is Still Free, But Agentic AI Features May Require A Subscription Yahoo Tech
  68. Google decided to remove all its servers from Russia - Media - Korrespondent.net ua.korrespondent.net
  69. U.S. Virgin Islands Files Lawsuit Against Meta Over Scam Ads and User Safety TechStory
  70. Meta Pushes OpenAI to Raise Pay With $6 Billion Stock Compensation Plan Yahoo Finance
  71. Meta created 'playbook' to fend off pressure to crack down on scammers, documents show Reuters
  72. Meta supports water restoration projects for data centers Meta
  73. Meta buys Chinese-founded AI start-up Manus Financial Times
  74. Meta Pauses Horizon OS Sharing And Pushes Phoenix To 2027 – Why It Matters Now Glass Almanac
  75. Italy orders Meta to open WhatsApp to AI competitors tickernews.co
  76. Meta’s European Ambitions Face Regulatory Headwinds AD HOC NEWS
  77. Meta Presses For Fast Appeal In Battle Over Scam Ads MediaPost

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