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AI Daily Brief — 24 February 2026

Tuesday brings a five-headline pile-up. Meta and AMD sign a multi-year pact to deploy up to 6 GW of AMD Instinct MI450 GPUs and 6th-gen EPYC “Venice” CPUs — worth up to $60B, the largest single non-NVIDIA hardware procurement in AI history. SambaNova unveils SN50 with a claimed 5× max speed and 3× lower TCO for agentic AI, raises a $350M+ Series E (Vista + Cambium-led, Intel Capital joining), and names SoftBank the first SN50 customer. Multiverse Computing drops HyperNova 60B 2602 — a 50%-compressed gpt-oss-120B — free on Hugging Face. Pete Hegseth‘s Pentagon gives Anthropic until 5:01 PM Friday to drop red lines on mass surveillance and autonomous weapons. Cursor ships Cloud Agents on dedicated VMs.

Top stories

  • Meta × AMD — 6 GW / up to $60B. Largest single non-NVIDIA hardware deal in AI history. Includes performance-based warrants for up to 160M AMD shares (potential ~10% equity stake) and deployments via AMD’s Helios rack-scale architecture starting H2 2026. via Meta
  • SambaNova — SN50 + $350M Series E + Intel partnership. Claimed 5× max speed and 3× lower TCO for agentic AI. Round led by Vista Equity Partners and Cambium Capital with Intel Capital, Battery Ventures and T. Rowe Price. SoftBank named first SN50 customer for its next-gen AI datacentres in Japan. via HPCwire
  • Multiverse — HyperNova 60B 2602 free on Hugging Face. A 50%-compressed gpt-oss-120B (61GB → 32GB) built with CompactifAI quantum-inspired compression. Retains near-identical tool-calling and posts 5× on Tau2-Bench and 2× on Terminal Bench Hard. via TechCrunch
  • Pentagon — Friday deadline to Anthropic. Defense Secretary Pete Hegseth gives Dario Amodei until 5:01 PM Friday 27 February to allow unrestricted Claude use “for all legal purposes” — i.e. drop contractual restrictions barring mass domestic surveillance and fully autonomous weapons applications. via Breaking Defense
  • Cursor — Cloud Agents on dedicated VMs. Multiple agents simultaneously, each on its own machine, working on landing pages, analytics or architecture independently. Cursor’s reply to Claude Code (now $2.5B ARR) and Codex (passing 1.5M WAU). via CNBC

By the numbers

  • Meta × AMD: 6 GW · up to $60B · up to 160M AMD shares (~10%) in performance warrants
  • SambaNova: SN50 · $350M+ Series E · SoftBank first customer · Intel Capital joins
  • HyperNova 60B 2602: 61GB → 32GB compression · Tau2-Bench 5× · Terminal Bench Hard 2×
  • Pentagon: deadline 5:01 PM Friday 27 Feb
  • Cursor Cloud Agents: parallel agents on dedicated VMs · Claude Code $2.5B ARR · Codex 1.5M+ WAU

Compiled by AI Feed’s editor from publicly reported announcements on 24 February 2026.