If you thought the “Agentic Leap” was just a trend, this week proved it is now the foundation of the global economy. Between Nvidia’s record-shattering earnings and a high-stakes geopolitical battle over AI safety, developers are waking up to a completely different industry than they saw last Monday.
The Trillion-Dollar Pivot: OpenAI’s Blockbuster Funding
On February 27, OpenAI announced a staggering $110 billion funding round, valuing the company at $840 billion. For developers, the most important part isn’t the money – it’s the new partnership with Amazon.
OpenAI + AWS: While Microsoft Azure remains the exclusive provider for OpenAI’s first-party products, AWS is now the exclusive third-party provider for “OpenAI Frontier.” * Stateful Runtime Environments: This partnership introduces “Stateful Runtimes” powered by OpenAI models via Amazon Bedrock. This allows agents to maintain memory across complex, long-running developer tasks, moving beyond simple stateless API calls.
- Codex Growth: OpenAI reported that weekly users of Codex (its cloud-based engineering agent) have tripled since January, reaching 1.6 million active developers.
Source:The Guardian: OpenAI announces $110bn funding round (Feb 27, 2026)
The Great Anthropic Ban & The Pentagon Deal
In a move that stunned the tech community on February 27, the U.S. government issued a directive to immediately cease all use of Anthropic’s technology within federal agencies, citing a “national security risk” over terms-of-service disputes regarding military use.
- OpenAI Steps In: Within hours of the ban, OpenAI finalized a deal with the Department of War (DoW) to deploy its models on classified networks.
- Developer Impact: If you are working in GovTech or for a federal contractor, you likely have a six-month window to migrate from Claude/Anthropic APIs to OpenAI or other approved providers.
Source:Times of India: OpenAI finalizes deal with US government (Feb 28, 2026)
Nvidia Earnings: “The Agentic Inflection Point”
Nvidia’s earnings call on February 25 was more than just financial news; it was a technical roadmap. Reporting a record $68.1 billion in quarterly revenue, CEO Jensen Huang declared that the “Agentic AI inflection point has arrived.”
- Blackwell & Vera Rubin: Nvidia is shipping the RTX PRO™ 5000 72GB Blackwell GPU, specifically designed to power local agentic workflows. They also teased the “Vera Rubin” architecture, which aims to drop the cost-per-token for inference by another order of magnitude.
- DGX Spark Updates: Enhancements to NVIDIA DGX Spark™ were delivered this week, aimed at optimizing performance for the latest open-source models (like GLM-5 and Qwen3.5).
Source:NVIDIA: Fourth Quarter and Fiscal 2026 Results (Feb 25, 2026)
Critical Deprecations: Bitbucket Cloud
For those of us managing CI/CD pipelines, take note: Bitbucket Cloud is running its first “controlled brownout” today, February 28, as it fully deprecates OAuth 1.0. If your automation scripts haven’t been migrated to OAuth 2.0 or Forge, your builds will start failing in 15-minute windows today.
Disclaimer: This Gemini post is for informational purposes only. The political and technical landscape is shifting rapidly; developers should consult with their legal and security teams before migrating sensitive workloads between AI providers mentioned in this update.