AI News for February 2, 2026 — 7min.ai

[NEWS] SpaceX files to launch 1 million satellites for orbital AI data centers: SpaceX filed with the FCC to launch up to 1 million satellites operating as solar-powered orbital data centers to handle AI computing demands.
[NEWS] Oracle to raise $50B for AI cloud infrastructure, citing demand from OpenAI, Meta, Nvidia: Oracle announced plans to raise $45-50 billion in 2026 through debt and equity to expand cloud infrastructure.
[TOOLS] Cohere launches Model Vault, dedicated isolated SaaS platform for secure enterprise AI: Cohere introduced Model Vault, a fully isolated SaaS platform running Cohere models with guaranteed performance and security at scale.
[NEWS] Taiwan overtakes China in MSCI Emerging Markets Index for first time since 2007: Taiwan now accounts for 21.06% of the MSCI Emerging Markets Index, edging past China's 20.93% weight.
[OPINION] Goldman Sachs: AI capex can no longer drive equity markets as much: Goldman Sachs' asset allocation research head said AI capital expenditure "cannot really drive the equity market as much anymore." The market has traded AI in a factual manner based on actual performance.
[NEWS] ICE protester's Global Entry revoked after facial recognition identification in Minneapolis: Nicole Cleland, a Target Corporation director, had her Global Entry and TSA Precheck revoked three days after a CBP agent used facial recognition to identify her while she observed immigration enforcement activity.
[OPINION] Two types of AI users emerging: power users flying with Claude Code vs basic ChatGPT chatters: A growing divide exists between AI "power users" leveraging tools like Claude Code, MCPs, and terminal-based agents versus those limited to basic ChatGPT interfaces.
[OPINION] Top economist says AI bubble missing key ingredient: equity issuance: Owen Lamont, portfolio manager at Acadian Asset Management, argues we're not in an AI bubble because the "smart money" isn't rushing to exit.
[NEWS] Apple's record holiday quarter doesn't resolve AI reckoning questions: Apple reported blockbuster holiday quarter results, but analysts say the strong performance shouldn't mask the need to address its AI strategy.
[NEWS] Nvidia's Huang says OpenAI investment was "never a commitment": Nvidia CEO Jensen Huang clarified that any discussions about investing in OpenAI were "never a commitment." The statement comes amid ongoing negotiations and changing dynamics between AI chip makers and leading AI labs.

About 7min.ai · Subscribe to newsletter