AI BRIEFING · 2026-02-03

AI Briefing — February 3, 2026

The 10 most important AI stories of February 3, 2026, hand-curated from the day's coverage. Every story links to its primary source.

01

Musk Is Said to Be in Advanced Talks to Combine SpaceX, xAI

Bloomberg Technology ↗

Elon Musk is in advanced talks to combine Space Exploration Technologies Corp. with xAI, according to people familiar with the matter, underscoring how the billionaire's artificial intelligence ambitions have grown too costly for any one of his entities to shoulder alone.

05

Fieldguide, which uses AI agents to automate accounting and auditing tasks, raised a $75M Series C led by Goldman Sachs Alternatives at a $700M valuation (Leo Schwartz/Fortune)

TechMeme ↗

Leo Schwartz /Fortune:Fieldguide, which uses AI agents to automate accounting and auditing tasks, raised a $75M Series C led by Goldman Sachs Alternatives at a $700M valuation— Fieldguide founder Jin ChangCOURTESY OF FIELDGUIDE — Like many of his fellow accountants, Jin Chang tried to quit the industry several times …

06

Shield, which acquires IT businesses and uses AI to make them efficient, raised $100M from Thrive Holdings and says it crossed $100M in annual revenue in 2025 (Natasha Mascarenhas/Bloomberg)

TechMeme ↗

Natasha Mascarenhas /Bloomberg:Shield, which acquires IT businesses and uses AI to make them efficient, raised $100M from Thrive Holdings and says it crossed $100M in annual revenue in 2025— It's Thrive Holdings' latest investment in bringing new tech to the services industry. — Thrive Holdings, an offshoot …

08

AI's $3 Trillion Buildout Spurs Debt Boom

Bloomberg Technology ↗

More than $3 trillion is expected to be spent building the data centers needed for the AI boom, and much of the funding is coming from debt markets. Bloomberg's Paula Seligson discusses the impact and risks this creates for bonds and credit.

10

AI Capex Can't Drive Markets as Much Anymore: Goldman

Bloomberg Technology ↗

Christian Mueller-Glissmann, Goldman Sachs' asset allocation research head, says the market has traded artificial intelligence in a "relatively evidence-based" manner. "It feels like AI capex cannot really drive the equity market as much anymore," Mueller-Glissmann tells Bloomberg Television. "It's now about the application and the adoption," he adds. (Source: Bloomberg)

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