Hey Operators,
Today’s AI pulse is about momentum and caution. Oracle’s earnings show AI demand is outstripping supply, Meta is buying up AI-native platforms, and India’s top economic adviser says it’s still too early to measure AI’s true impact. AI drugs are showing clinical promise, OpenAI is buying cybersecurity muscle, and Google is rolling Gemini into Chrome for India.
Operation Check
Oracle shares: jumped nearly 8% after hours as AI-driven productivity boosted its 2027 outlook.
Bitcoin sits at ~$70K after a two-day slide, with markets watching today's US February CPI print closely; a reading above 2.6% YoY could push BTC toward the $63.7K support zone.
Microsoft (MSFT): Dropped −2.24%, still recovering from January’s DeepSeek-induced selloff.
Nvidia (NVDA): Down −4.16%, reflecting volatility in semiconductor demand despite strong AI infrastructure spending.
Operation Dive
Google Brings Gemini to Chrome in India
Gemini now integrates directly into Chrome with sidebar tools for summarization, quizzes, and cross-tab comparisons. It supports Hindi, Bengali, Tamil, Telugu, and more, making AI browsing accessible to millions. Insight: By embedding Gemini into everyday browsing, Google is positioning AI as a default productivity layer across languages and devices. Google’s Nano Banana 2 generative AI tool
Nvidia Plans NemoClaw — Open-Source Enterprise AI Agent Platform
Ahead of GTC 2026, Nvidia announced NemoClaw, an open-source AI agent platform purpose-built for enterprise security, privacy, and task automation. The platform is hardware-agnostic (works on non-Nvidia chips too) and Nvidia has already started pitching it to Salesforce, Cisco, Google, Adobe, and CrowdStrike. A full reveal is expected at Jensen Huang's keynote on March 16. The Insight: Nvidia is making a calculated move to own the enterprise AI agent orchestration layer — not just the chips — which would dramatically expand its revenue footprint beyond semiconductors. Nvidia plans open-source NemoClaw AI agent platform → CNBC
Amazon Launches Healthcare AI
Amazon’s Health AI assistant now lives on its website and app, offering lab explanations, prescription renewals, and provider connections. Prime members get five free consults for common conditions. Insight: Amazon is positioning itself as a consumer-facing healthcare gateway, blending retail, tech, and medicine into one ecosystem. Amazon announced
Operators in Focus
India’s Chief Economic Adviser Says Too Early to Gauge AI Impact
Chief Economic Adviser V. Anantha Nageswaran says it’s too early to measure AI’s impact despite billions in pledges from Microsoft, Google, Reliance, and Tata. He warns affordability and labor risks could slow adoption. Insight: India is balancing optimism with caution — adoption may be uneven across its price-sensitive market. India’s AI Caution
The Billion-Dollar AI Startup That Was Founded by Teenagers
Teen founders-built Aaru into a billion-dollar AI startup by convincing brands like McDonald’s and EY that bots can predict human behavior better than humans. Their scrappy HQ doubled as a lab and living space. Insight: The next AI unicorns may come from founders barely out of high school, proving the barriers to entry are collapsing. Teen Billionaires: Aaru
Operator’s Spotlight Read
The Agentic AI Alliance: OpenAI, Google, Microsoft, and Anthropic Join Forces
Despite competing fiercely in the market, the four biggest AI labs have formed the Agentic Artificial Intelligence Foundation under the Linux Foundation to develop shared open-source standards for AI agents. The initiative will standardize Anthropic's Model Context Protocol (MCP) — the so-called "USB-C for AI" — alongside OpenAI's Agents.md format for coding agents and Block's open-source Goose agent framework. It's a rare moment of pre-competitive collaboration from an industry defined by secrecy and billion-dollar rivalries. The Insight: Whoever controls the agent communication protocol controls where AI workflows run this alliance is less about collaboration and more about ensuring no single company can own the AI agent stack the way Microsoft once owned the PC platform. The Agentic AI Alliance
Operator Industry Radar
AI drugs: Phase IIa trials show measurable improvement in lung function — a rare outcome in IPF. AI Drugs are already in clinical trials
AgentMail Raises $6M AgentMail secured $6M in seed funding to build email infrastructure for AI agents, giving them inboxes and identities. Backed by General Catalyst, YC, and top angels, it already powers hundreds of thousands of agent inboxes. AgentMail also announced
Adobe’s AI Assistant for Photoshop Adobe debuted its AI assistant in Photoshop, This marks a shift toward conversational creativity, lowering barriers for non-designers while supercharging professionals Adobe debuted
Subscribe to TechWithAdit for sharp, no-noise tech intelligence.
Stay sharp, — Adit