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· Daily Brief
AI Daily Brief — 14 January 2026
Numbers day. Bloomberg Intelligence publishes a projection that the AI accelerator market will exceed $600B by 2033 — 16% CAGR from $116B (2024) to $604B (2033), driven by hyperscale capex and ASIC adoption. OSTP director Michael Kratsios testifies before a House subcommittee on AI Action Plan implementation but offers few details on planned national-standard legislation. Reports surface that specialty inference-chip startup Etched is closing roughly $500M, and that Cerebras is in talks for $1B at a $22B valuation.
Top stories
- Bloomberg Intelligence — AI accelerators > $600B by 2033. 16% CAGR from $116B (2024) to $604B (2033). via Bloomberg
- White House defers national-framework specifics. Kratsios’s testimony offers thin detail on planned national-standard legislation. via Roll Call
- Etched ~$500M; Cerebras in talks for $1B at $22B. Specialty inference and training-infrastructure bets keep concentrating capital. via TechStartups
Compiled by AI Feed’s editor from publicly reported announcements on 14 January 2026.