Good morning. It's Tuesday, February 10, and we're covering AI reshaping doctors’ roles, Anthropic’s data center power push, ChatGPT ads, and more.
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🗞 YOUR DAILY ROLLUP
Top Stories of the Day

💰 Anthropic Nears $20B Funding Round
Anthropic is finalizing a $20B raise at a $350B valuation, according to Bloomberg. Demand doubled the planned amount as compute costs and frontier competition intensify. NVIDIA and Microsoft are expected to supply most capital, alongside top venture firms. Recent coding agents and new legal and business models boosted momentum while rattling data stocks.
🤑 AI.com Sells for Record $70M
AI.com reportedly sold for $70 million, the highest domain price ever, paid entirely in cryptocurrency. Crypto.com CEO Kris Marszalek bought it ahead of a Super Bowl ad. The site briefly went down after the ad aired, drawing online criticism. The sale highlights intensifying competition for premium AI branding despite unclear product differentiation.
🔥 AI Drives Chips Toward $1T
Global chip sales are on pace to reach $1 trillion in 2026, fueled by AI demand. Industry revenue hit $791.7B in 2025, up 25.6% year over year, driven by data center processors and memory. Advanced computing chips surged nearly 40%, while memory rose 34.8%. Chipmakers report full order books but growing uncertainty about how long the AI build-out will last.
🌕 SpaceX Prioritizes Moon City Over Mars
Elon Musk said SpaceX is now focused on building a self-growing city on the Moon, which he believes could be achieved in under 10 years. Mars remains a goal, but Musk said it would likely take 20 years or more due to launch windows every 26 months. Lunar missions can launch every 10 days, allowing much faster iteration. SpaceX still plans to begin building toward a Mars city in 5–7 years.
📽 VIDEO
GPT 5.3 Is Here and It’s INSANE for Coding
OpenAI’s GPT‑5.3‑Codex emphasizes faster agentic coding and lower token use; it arrived the same day as Anthropic’s Claude Opus 4.6 release.
📺 FROM THE LIVE SHOW
👨⚕️ HEALTHCARE
AI Is Forcing Doctors to Redefine Their Value, and Medicine Is Already Shifting

The Recap: The New York Times published a reported analysis by Gina Kolata examining how artificial intelligence is reshaping doctors’ roles — and unsettling their professional identity — as chatbots begin outperforming physicians at tasks like diagnosis, imaging analysis, and documentation. Physicians across specialties describe AI as both “existentially threatening” and practically useful, increasingly taking over routine work while leaving humans to handle ambiguity, judgment, and patient relationships. The result is not doctor replacement, they argue, but a re-sorting of medical labor that could widen access to care — or deepen inequities, depending on how systems deploy the technology.
Highlights:
Across select benchmarks and workflows, AI systems can match or exceed clinicians on narrow tasks (e.g., vignette-based diagnosis; drafting patient-message replies), though performance varies and real-world deployment still requires oversight.
Doctors’ comparative advantage is shifting toward judgment under uncertainty, interpreting ambiguous symptoms, and maintaining human relationships — areas chatbots still struggle with.
Health systems are already reorganizing care: tools like GERDBot triage patients so specialists see fewer but more complex cases, shortening waits but shrinking traditional specialist roles.
Risks remain unresolved, with experts warning that AI can reinforce bias and be used to optimize profits in a broken system rather than improve equity or patient outcomes.
Forward Future Takeaways:
This story underscores a quiet but consequential pivot: AI isn’t replacing doctors wholesale — it’s redistributing expertise, narrowing specialists’ roles while expanding the reach of generalists and non-physician clinicians. → Read the full article here. (Paywall)
🏗️ INFRASTRUCTURE
Anthropic Targets 10 GW Data Center Build, Taps Ex-Google Leaders

The Recap: The Information reporter Anissa Gardizy reported that Anthropic is quietly planning a massive expansion of its computing infrastructure, targeting at least 10 gigawatts (GW) of data center capacity over the next several years. To execute the plan, Anthropic has hired veteran data center executives from Google, signaling a shift toward leasing and potentially operating its own facilities rather than relying solely on cloud providers. The effort would require hundreds of billions of dollars in capital and sophisticated financial backstopping, placing Anthropic among a small group of AI firms attempting hyperscaler-level infrastructure control.
Highlights:
Anthropic has discussed securing at least 10 gigawatts (GW) of data center capacity over the next several years — a hyperscaler-level ambition that could cost hundreds of billions of dollars.
The company is recruiting senior data center talent from Google, including veterans with decades of experience in site selection, construction, and operations.
Anthropic is exploring leasing and operating its own data centers, a shift away from pure cloud dependence that would increase control but require major financial backstops before an IPO.
The scale puts Anthropic in direct comparison with giants: Amazon Web Services added ~4 GW in 2025, while OpenAI has contracts for ~8 GW by 2028, mostly via rented capacity.
Forward Future Takeaways:
Anthropic’s infrastructure push shows how frontier AI companies are converging on a single conclusion: model leadership increasingly depends on direct control of power, land, and silicon, not just algorithms. If successful, the strategy could reduce reliance on traditional cloud providers and reshape competitive dynamics in AI infrastructure. → Read the full article here. (Paywall)
🛰 NEWS
What Else is Happening

🦾 Chinese AI Dominates Open Source: As Western labs restrict releases, Chinese models like Alibaba’s Qwen2 now power over half of exposed deployments, reshaping who controls local, open AI.
🤑 ChatGPT Begins Showing Ads in Responses: OpenAI confirms ChatGPT will display sponsored content during some user chats, starting with select partners.
🧱 Databricks CEO Says AI Will Eclipse SaaS: CEO Ali Ghodsi claims software-as-a-service will soon be “irrelevant” as foundation models let companies build their own AI-powered tools.
📈 ChatGPT Growth Reaccelerates: Sam Altman told staff usage is back above 10% monthly growth as OpenAI readies a new chat model, intensifying competition with Google and Anthropic.
🧮 Crypto Markets Train AI Forecasts: Always-on blockchain data turns crypto markets into real-time testbeds, helping researchers refine AI forecasting, agents, and decentralised compute models.
💸 Mega IPO Wave Builds: Wall Street sees a breakout 2026 as pent-up demand and giants like SpaceX, OpenAI, and Anthropic could drive U.S. IPO proceeds toward a projected $160 billion.
📟 PROMPT OF THE WEEK
The "Steel-man" Vibe Check
I’m about to [insert decision/email/feedback]. Give me the 3 most likely ways this will be misunderstood and one way to fix each.🧰 TOOLBOX
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Matthew Berman & The Forward Future Team
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