Today on the AI Daily Brief, as meta and Microsoft report earnings, are markets still worried about an AI bubble?

Before that in the headlines, Zobank appears ready to double down on OpenAI with another $30 billion investment.

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five minutes.

What's $30 billion between friends, right?

Mazasun is in for another $30 billion as SoftBank appears to double down on OpenAI.

The Wall Street Journal reports that SoftBank is in talks to invest another crisp $30 billion

into OpenAI's next monster fundraising round.

Now, SoftBank is already one of OpenAI's largest shareholders, with a roughly 11% stake

after investing $30 billion last year. That funding seemed to stretch SoftBank's pockets,

with the firm selling off in video stock and taking loans against their AMD holdings

to make it work. While rumors have been sparse, reporting from

December suggested that OpenAI is targeting $100 billion in fundraising this year. The valuation

is said to be $830 billion, which is another 66% jump from the $500 billion valuation struck in

October. Frankly, it looks like they're well on their way, with separate reports suggesting

that Nvidia, Microsoft, and Amazon are looking to participate to the tune of 60 billion between them. Now, in my 2026 predictions, I debated a bunch, but I ultimately came to the base case that I didn't think that Anthropic or Open AI would actually go public in 26, with the reason being that A, public markets are kind of a pain in the butt, and B, I thought that there was just going to be enough funding for them in private markets that they weren't going to be forced to go public. Now, the capital needs are extreme here, and so maybe they just have to take advantage of every option they have, including IPO, but with OpenAI well on their way to that $100 billion round, they certainly are going to have their options. Moving over to OpenAI competitor Anthropic, Service Now has signed another big AI deal,

this time with Anthropic, partnering with the lab along multiple angles.

The multi-year deal includes making Claude the default model across ServiceNow's platform.

Claude will also drive their agent builder, which allows users to create custom workflows

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