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AI Daily Brief — 26 January 2026

Massive Monday. NVIDIA invests $2B in CoreWeave Class A common stock at $87.20/share — capital for a build-out of more than 5 GW of AI factories by 2030, with CoreWeave first to deploy NVIDIA Rubin, BlueField storage and the new Vera CPU. CoreWeave stock closes up ~6%. Microsoft unveils Maia 200 — TSMC 3nm inference accelerator with FP8/FP4 tensor cores, 216 GB HBM3e at 7 TB/s, 272 MB on-chip SRAM, >10 PF FP4 / >5 PF FP8, 750 W TDP. Microsoft claims 30% better perf-per-dollar than its current fleet. First deployment in US Central (Des Moines), US West 3 (Phoenix) next; will serve OpenAI GPT-5.2 and Microsoft 365 Copilot. Humans& — a three-month-old SF lab founded by ex-OpenAI/Anthropic/Google/xAI/Meta researchers — closes a $480M seed at a $4.48B valuation, led by SV Angel and Georges Harik with NVIDIA, Jeff Bezos, GV, Emerson Collective and Forerunner. Synthesia raises a $200M Series E at $4B.

Top stories

  • NVIDIA × CoreWeave — $2B follow-on. 5+ GW AI-factory build-out by 2030 · Rubin + BlueField + Vera CPU integration · CoreWeave first to deploy. via NVIDIA
  • Microsoft Maia 200. TSMC 3nm · 216 GB HBM3e at 7 TB/s · >10 PF FP4 · 30% better perf-per-dollar than current fleet · serves OpenAI GPT-5.2 and Microsoft 365 Copilot. via Microsoft
  • Humans& — $480M seed at $4.48B. Three-month-old SF lab founded by ex-OpenAI/Anthropic/Google/xAI/Meta. SV Angel + Georges Harik lead; NVIDIA, Bezos, GV, Emerson Collective, Forerunner join. via Crescendo AI
  • Synthesia — $200M Series E at $4B. Google Ventures-led, with NVentures, Accel, Kleiner Perkins, NEA. via TechCrunch

Compiled by AI Feed’s editor from publicly reported announcements on 26 January 2026.