Alphabet announced a $15 billion investment to expand AI infrastructure in India, including laying new subsea cables and building a secure gateway. The plan also includes a digital training initiative to upskill millions of public servants on AI tools via its platform, aiming to deepen government partnerships and drive adoption.

Nvidia will report its Q4 and fiscal 2026 results after market close on February 25, with investors focused on AI chip demand trends and potential $50 billion annual revenue from China. Comments on its upcoming Rubin platform and new strategic partnerships could shift sector valuations and influence broader tech stock performance.

Anthropic CEO Dario Amodei warned that AI capabilities and economic influence are rapidly consolidating among a handful of firms, describing the shift as almost accidental and overnight. Heightened concerns over this concentration may spur regulatory scrutiny and reshape competitive dynamics, affecting Alphabet’s AI leadership narrative.