Speaking at the Morgan Stanley Technology, Media & Telecom Conference on March 5 2026, Nvidia CEO Jensen Huang said the company's $30 billion investment in OpenAI could be its final large commitment ahead of a potential OpenAI IPO later this year. Huang also indicated Nvidia is unlikely to proceed with a previously discussed $100 billion infrastructure plan or expand its $10 billion stake in Anthropic, while OpenAI CEO Sam Altman is facing user backlash and revising Pentagon contract terms over military use of its AI tools.

On March 5, 2026, Anthropic reported that its annual revenue has climbed beyond $19 billion, more than doubling from a $9 billion run rate late last year, driven by greater usage of its AI models and tools such as Claude Code. On the same day, the Information Technology Industry Council sent a letter to U.S. Defense Secretary Pete Hegseth warning that a prospective supply chain risk designation arising from a procurement dispute could curb federal access to leading American tech services. The policy clash follows a recent decision by President Donald Trump to order a federal agency‑wide ban on Anthropic with a six‑month phaseout and comes as the company, now valued at about $380 billion, signs a three‑year AI cooperation MoU with the Rwandan government in Kigali.

On March 4 2026 in Barcelona, Xiaomi president Lu Weibing said the company aims to introduce an updated in-house smartphone processor every year after launching its first XRing O1 chip built on a 3 nanometer process. He added that Xiaomi is preparing an international AI assistant linked to its future electric vehicle sales abroad, while humanoid robots are already being tested on EV factory lines to handle tasks such as installing nuts and moving materials.

On March 4, 2026, the Federal Reserve Bank of Kansas City approved a limited master account for Kraken Financial, giving the crypto-focused bank unit direct access to core payment rails like Fedwire. Kraken can now move U.S. dollars without an intermediary, though it will not receive full bank privileges such as interest on reserves or access to the discount window.

Bitcoin rebounded from about $63,000, reached after weekend US and Israeli strikes on Iran, and pushed toward $73,000 alongside a broader improvement in risk appetite. Over the past two days, US spot Bitcoin ETFs have recorded more than $680 million of net inflows, while rising crypto stocks and steadier oil prices have supported the move.

Bitcoin fell as much as 4.2% to $62,938 and Ether dropped 5% to $1,783 after Israel said it had carried out a preemptive strike on Iran, with around $128 billion in crypto market capitalization wiped out. Former US president Donald Trump released an eight-minute Truth Social video stating the US took part in the action and describing the aim as removing what he called imminent threats from Iran.

On February 27, 2026, Trump Media & Technology Group Corp. (DJT) said it is discussing a plan to carve out Truth Social and related units into a publicly traded SpinCo that would later combine with Texas Ventures Acquisition III Corp. American Bitcoin reported a fourth-quarter net loss of $59.45 million on $78.3 million in revenue for the three months ended Dec. 31, alongside a sector pullback.

On February 26, 2026, Block said it will eliminate more than 4,000 roles, reducing headcount from over 10,000 to just under 6,000, and its shares rose more than 25% after hours. The company also reported fourth‑quarter 2025 gross profit growth of 24% year over year and raised its 2026 outlook to $12.20 billion in gross profit.

On February 26, 2026 (UTC update), tightening scandium supply was pressuring U.S. 5G chip and aerospace chains as inventories ran thin ahead of a planned March summit in Beijing. After April 2025 controls, yttrium exports to the U.S. fell to 17 tons from 333 tons, and prices climbed about 60% since a November alert, with some manufacturers rationing.