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Welcome to the [AI Daily] column! This is your daily guide to exploring the world of artificial intelligence. Every day, we present you with hot topics in the AI field, focusing on developers, helping you understand technical trends, and learning about innovative AI product applications.
On February 19, Bloomberg reported that OpenAI is about to complete a funding round exceeding $100 billion. This record-breaking capital injection is expected to push its post-investment valuation above $850 billion (approximately 5.88 trillion Chinese yuan at the current exchange rate), instantly drawing widespread attention from the tech and investment sectors. In the first batch of funds from this round, strategic investors occupy a central position, with Amazon, SoftBank Group, NVIDIA, and Microsoft all listed among the core participants. Further information indicates that if all parties execute at the maximum discussed amount, the investment size
Recently, NVIDIA officially announced a multi-year, cross-generation strategic partnership with Meta. According to the agreement reached between the two parties, Meta plans to deploy millions of NVIDIA's Blackwell GPUs, as well as the next-generation Rubin architecture GPU designed specifically for agent AI inference, within its large-scale AI data centers to strengthen its AI computing infrastructure.
OpenAI is accelerating its strategy to reduce reliance on NVIDIA, and on February 12, 2026, it launched its first AI model based on Cerebras chips, GPT-5.3-Codex-Spark. This model is designed specifically for software engineers, offering a more flexible interactive experience, supporting instant interruption and switching, allowing developers to pause lengthy computations at any time and quickly handle other urgent coding tasks.

ByteDance is accelerating its development of the self-designed AI chip SeedChip, planning to mass-produce at least 100,000 units this year, mainly for inference tasks to ensure AI computing power supply. Although the company stated that the relevant reports are inaccurate, its AI procurement budget this year has exceeded 160 billion yuan, with half still used to purchase NVIDIA chips, reflecting the high inference cost pressure faced when advancing large models.
Cerebras Systems raises $1B at a $23B valuation, tripling in a year. Its wafer-scale engine tech, backed by Benchmark Capital, signals market confidence in non-GPU computing.....
NVIDIA deploys generative AI coding tools for 30,000 engineers, partnering with Anysphere to customize solutions, shifting from AI computing provision to deep AI-assisted design for enhanced productivity and technological integration.....

Mianbi Intelligence releases its first AI edge development board, the Songguo Board, based on the NVIDIA Jetson module, integrated with multi-modal interfaces such as microphones and cameras, and compatible with its self-developed MiniCPM series models, aiming to enable developers to conveniently build intelligent hardware.
NVIDIA CEO Jensen Huang dismisses AI fears, calling concerns about AI replacing software tools 'illogical'. He emphasizes inevitable synergy between AI and software amid market worries.....

Intel CEO announces entry into GPU market, forming a top team led by a senior executive to accelerate AI and other key areas, recruiting talent from companies like NVIDIA.....
NVIDIA's 2026 GTC features Yang Zhilin, founder of Chinese AI firm Moonshot AI, as the sole independent large model startup representative, highlighting global recognition of China's AI advancements.....