On February 4, 2026, several important signals emerged from overseas AI-native infrastructure space. Enterprise AI deployment is accelerating deeper into relational databases and recommendation systems, edge computing and AI integration have taken a key step through standardization protocols, hyperscale cloud vendors continue to increase AI computing investments, and the open source ecosystem is making breakthroughs in both high-performance models and local agent frameworks.

🧭 Key Highlights

• 🌐 EdgeLake advances to LF Edge Stage 2, integrating Model Context Protocol for real-time edge data access

• 💻 OpenAI launches desktop Codex app, GPT-5.2 lands on Snowflake Cortex AI

• 🏢 Oracle plans to invest $45-50 billion in 2026 to expand OCI computing capacity

• 📱 Meta to embed LLMs in recommendation systems, 2026 AI capital expenditure projected at $11.5-13.5 billion

• 🇰🇷 Korean consortium exports complete AI tech stack to Saudi Aramco Digital

• 🧬 StepFun releases Step 3.5 Flash open-source MoE model, 196B total parameters, 11B activated

• ⭐ OpenClaw GitHub stars reach 145k, local agent framework rapidly gaining adoption

On February 3, 2026, enterprise AI infrastructure deals accelerated, edge computing standards advanced, and open-source agent frameworks gained massive adoption.

🧭 Key Highlights

• 🌐 EdgeLake reaches LF Edge Stage 2 with MCP integration
• 💻 OpenAI-Snowflake $200M partnership for enterprise AI
• 🏢 Oracle plans $45-50B OCI expansion for AI demand
• 📱 Meta embeds LLMs into recommendation systems
• ⭐ OpenClaw hits 145,000 GitHub stars

On February 2, 2026, national AI infrastructure policy accelerated with India’s decisive moves, security frameworks for agents matured with zero-trust approaches, and the open-source ecosystem continued its rapid evolution across agent platforms and deployment tools.

🧭 Key Highlights

• 🇮🇳 India launches Semiconductor Mission 2.0 with zero-tax AI policy
• 🔐 Teleport outlines zero-trust agentic identity framework
• 🛠️ AIsa Skills launches unified API for agents
• 📊 Analysts project AI infrastructure boom through 2028
• ⚡ Open source agent platforms gain momentum

On February 1, 2026, AI-native infrastructure accelerated across financial systems, PR pipelines, and agent platforms, with production-ready deployment guides and energetic open-source releases.

🧭 Key Highlights

• 💰 TintraOS proposes sovereign-grade AI-native financial infrastructure
• 📢 41caijing launches AI-native PR infrastructure for machine consumption
• 📊 Nokia reports 17% rise in optical orders from AI/cloud customers
• 🚀 OneUptime publishes production LLM stack reference
• ⚡ Mastra, cua, Athena, OpenClaw open-source releases

On January 31, 2026, sovereign AI infrastructure initiatives expanded with national-scale compute programs, retrieval architecture evolved beyond vector search, and agent runtimes explored self-improvement capabilities.

🧭 Key Highlights

• 🇮🇳 IndiaAI Mission launches ₹10,300 crore plan for democratized AI compute
• 🌲 PageIndex introduces tree-search RAG framework with 98.7% accuracy
• 📊 METR Time Horizon 1.1 expands to 228 tasks with Inspect framework
• 🔧 Modular 26.1 stabilizes MAX Python API and improves Mojo ergonomics
• 🗄️ Gravitino presents federated metadata lake for AI workloads

On January 30, 2026, Kubernetes-native inference orchestration launched, secure edge agent hosting emerged, and security scanning campaigns raised the bar for protecting MCP and inference endpoints.

🧭 Key Highlights

• ☸️ Kthena: Kubernetes-native LLM inference orchestration
• 🌐 Moltworker enables zero-trust edge agent hosting
• 🔒 LLM.co launches private LLM infrastructure for cybersecurity
• ⚠️ “Bizarre Bazaar” campaign scans exposed LLM endpoints
• 🔧 Turso, Antigravity Tools, LAD-A2A local AI releases