On Wednesday's earnings call, Alphabet highlighted that AI is lifting results across its businesses after launching Gemini 3. CEO Sundar Pichai said the Gemini app exceeded 750 million monthly users by the end of the December quarter, while the company signaled 2026 capital spending of $175–$185 billion and reported 48% cloud revenue growth.

On February 4, 2026 in Dubai, BNB Chain announced support for ERC-8004, an on-chain identity standard that enables autonomous AI agents to maintain verifiable, portable identities across platforms. The community also introduced BAP-578 as the first BNB Application Proposal, defining a Non-Fungible Agent standard that allows AI agents to exist and operate as onchain assets within the BNB Chain ecosystem.

On February 4, 2026, Sam Altman said he would not block an AI model from eventually succeeding him at OpenAI. He joined Larry Ellison and Masayoshi Son on the first day of President Trump's second term to unveil Project Stargate, a $500 billion AI infrastructure plan. Employees, according to Forbes, voiced concerns about the company's pace and missing Apple's Siri deal to Google.

On February 4, MediaTek warned that surging AI demand is straining global chip supply and raising costs, and said it will adjust pricing and allocate supply based on profitability. The company reported fourth‑quarter revenue of $4.76 billion, up 8.8% year over year, while net income declined 3.6% to T$23.1 billion.

In a video shared on X on Monday, Alex from Uma Protocol and Across Protocol unveiled rentahuman.ai, a website where people list hourly rates so AI agents can book them for real-world jobs. The platform, described as a "meatspace layer for AI," reports nearly 26,000 registrations and supports tasks from shopping to attending meetings, while explicitly ruling out the launch of its own token. Alex said the site was developed using "vibe coding" with Claude-based AI agents running in recursive Ralph loops that iteratively generate and fix code.

On February 4, 2026, Waymo and Tesla executives prepared to testify before a U.S. Senate committee, using crash and mileage data to argue that their autonomous systems are safer than human drivers. At the same time, Uber's shares have fallen about 22% since October 2025 as investors weigh the long-term risk from robotaxis backed by heavy funding and expanding fleets. The companies are also pressing for a single federal framework for self-driving vehicles, saying current state-by-state rules slow deployment and innovation.

As of February 4, 2026, Nvidia had not shipped any H200 AI chips to China, nearly two months after a December agreement with Donald Trump permitted sales. Licences from State, Defense, and Energy remain pending, and the State Department is pressing for stricter limits. The deal also includes a 25% government take and conditions on testing, reporting, and shipment allocations.

In an interview with Ecoinimist, Akash Network CEO Greg Osuri said decentralized AI's next step is widening access to compute rather than chasing new virtualization. He emphasized virtual machines to match how ML practitioners work and described blockchain as a coordination layer for identity, access, and payments. Akash has discussed retiring its Cosmos app chain and is evaluating Solana.