• Anthropic says Claude's free active users grew 60%+ and daily signups grew 4x since the start of the year, with Monday being its strongest day ever (Shirin Ghaffary/Bloomberg)
• Anthropic launches an early-warning system for potential AI-driven destruction of white-collar jobs, says it shows "limited evidence" of AI-led job loss so far (Courtenay Brown/Axios)
• Microsoft's new gaming CEO, Asha Sharma, teases the next-gen Xbox, codenamed Project Helix, saying it "will lead in performance and play your Xbox and PC games" (Jay Peters/The Verge)
• X revamps its Creator Subscriptions with exclusive threads, a refreshed subscriptions paywall, a new dashboard, a shareable subscriptions card, and more (Sarah Perez/TechCrunch)
• Meta says it hired the engineering team from Atma Sciences, the startup that makes the vibe coding app Gizmo, earlier in 2026 to join its Superintelligence Labs (Sydney Bradley/Business Insider)
• GPT-5.4 is priced at $2.50/1M input and $15/1M output tokens while GPT-5.4 Pro is $30/1M input and $180/1M output tokens, more than GPT-5.2 and GPT-5.2 Pro (Carl Franzen/VentureBeat)
• A senior US defense official says the Pentagon formally told Anthropic that the startup and its products "are deemed a supply chain risk, effective immediately" (Katrina Manson/Bloomberg)
• OpenAI says users can now use ChatGPT directly in Microsoft Excel and Google Sheets and debuts a suite of financial-services tools to better tackle office work (Rachel Metz/Bloomberg)
• OpenAI says GPT-5.4's "individual claims are 33% less likely to be false and its full responses are 18% less likely to contain any errors, relative to GPT-5.2" (David Gewirtz/ZDNET)
• GPT-5.4 is available in Pro and Thinking versions; its API version has improved tool calling and will be available with context windows of up to 1M tokens (Russell Brandom/TechCrunch)
• OpenAI says GPT-5.4 produces presentations with stronger, more varied aesthetics and makes more effective use of its image generation tools (Igor Bonifacic/Engadget)
• OpenAI launches GPT-5.4, saying it is its "most capable and efficient frontier model for professional work" and its first with native computer use capabilities (Emma Roth/The Verge)
• Sources: Oracle is planning to cut thousands of jobs as soon as March, among its moves to handle a cash crunch from a massive AI data center expansion effort (Brody Ford/Bloomberg)
• Iran's state media says Iran targeted Amazon's Bahrain data center on March 1 because of the company's support of "US military and intelligence activities" (Annie Palmer/CNBC)
• Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments for each country (Mackenzie Hawkins/Bloomberg)
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