Cloudflare shares climbed by roughly 13% in early trading on Tuesday, after enthusiasm around its Clawdbot AI agent lifted investor sentiment. The open-source agent, built on Anthropic's Claude and hosted on Cloudflare infrastructure, gathered thousands of GitHub stars over the weekend ahead of the company's February 10 earnings call. DigitalOcean stock also advanced by 8% on Tuesday as investors linked it to hosting emerging AI agent technologies such as Clawdbot.

On January 27 2026, EU regulators launched proceedings giving Google six months to remove barriers for rival AI search tools on Android and to share search data with competing services under the Digital Markets Act. The European Commission signaled that failure to comply could trigger fines of up to 10% of Google's global annual revenue, while Google argues the rules risk undermining user privacy, security and innovation.

Micron Technology plans to invest an additional $24 billion in Singapore over the next decade to build a new NAND memory facility and expand AI-focused chip production. The company expects the plant to help ease global NAND shortages, create around 1,600 jobs in Singapore, and begin wafer manufacturing in the second half of 2028.

Cybersecurity researchers have warned that a misconfiguration flaw in the Clawdbot AI assistant is exposing control servers, API keys and private chat logs. The open-source tool, created by Peter Steinberger and run locally on user devices, can be discovered via internet scans when its gateway sits behind an unconfigured reverse proxy. Investigators say the issue could allow unauthorized access to credentials, message histories and remote command execution across hundreds of installations.

Security researchers report that the open-source AI agent Clawdbot left more than 1,000 servers accessible without authentication, exposing shell access and stored API keys on port 18789. The maintainer pushed emergency patches on Monday to restrict network binding and added a diagnostic command, while experts urge administrators to close the exposed port and rotate compromised keys.

U.S. data center construction reached a $42B annualized pace in October 2025, rising 18.5% year over year. Spending in 2025 is approaching the $45B invested in office buildings after roughly tripling since 2022, and could surpass offices by end‑2026 if growth holds. Applied Digital is building a 430 MW campus, while IREN targets 2GW and 750 MW sites.

On January 26 2026, Nvidia agreed to invest $2 billion in CoreWeave by purchasing Class A shares at $87.20 each, below the prior Friday's $92.98 close. CoreWeave's stock rose 15% on Monday as the company said the funds will help accelerate its plan to build 5 gigawatts of AI data center capacity by 2030. The firm has also lined up $42.9 billion in contracts tied to AI infrastructure with major clients.

On January 26, 2026, Synopsys CEO Sassine Ghazi said AI-driven demand for high-bandwidth memory is set to keep the chip shortage going into 2026/2027. He flagged rising prices across smartphones, PCs and data center hardware as capacity lags, while Samsung, SK Hynix and Micron expand production. Lenovo's Winston Cheng warned lower-end devices will feel cost pressure first.