GenAI Daily - February 11, 2026: Skild AI's $1.4B Robotics Round, Harvey's Legal AI Surge, Anthropic's $20B Mega-Round
Top Story
Skild AI, a fast-rising robotics software startup, has secured $1.4 billion in Series C funding to develop its "Skild Brain" platform - a general-purpose AI that helps robots learn and execute tasks across industries. The SoftBank-led investment reflects a major bet on "physical AI" infrastructure: SoftBank Group led the round, joined by Nvidia (which is also a strategic partner), Macquarie Group, 1789 Capital, and Jeff Bezos's Bezos Expeditions. Skild's software uses powerful foundation models to imbue robots with flexible skills - aiming to do for robots what large language models did for chatbots.
The fresh capital will be used to scale up Skild's R&D and hardware integrations as it takes on incumbents in industrial automation. With prominent backers and new funding, Skild AI is positioned as a potential cornerstone of the emerging robotics intelligence ecosystem.
Why it matters: This massive funding round signals that AI is moving beyond software into physical automation, with enterprise applications in manufacturing, logistics, and industrial operations becoming a major battleground.
Key Developments
Anthropic Secures $20B Mega-Round from Strategic Partners - UPDATE
The bulk of the new capital is expected to come from strategic partners Nvidia and Microsoft, along with top VCs such as Altimeter, Sequoia, Lightspeed, Menlo, and Coatue. The funding will fuel Anthropic's compute-intensive R&D as it battles rival OpenAI (which is reportedly eyeing a $100B raise of its own) in the sprint to develop next-generation AI systems and potentially go public later this year.
Impact: This pre-IPO mega-round positions Anthropic for aggressive competition with OpenAI while signaling massive enterprise demand for frontier AI capabilities.
Harvey AI Eyes $200M Round at Soaring Valuation
Legal AI startup Harvey is on track for another massive uptick in valuation as it negotiates a new $200 million funding round led by Sequoia Capital and Singapore's GIC. The fresh funding (still in talks) would help Harvey hire aggressively and expand its AI legal assistant globally as demand from law firms continues to surge.
Impact: Legal services represent one of the highest-value AI use cases, with Harvey's rapid growth showing how specialized professional AI tools are commanding premium valuations.
Software Stocks Plummet on Anthropic's Claude Cowork Plugins
Shares of some software companies worldwide plummeted in recent days after Anthropic unveiled an artificial intelligence tool viewed by some investors as a potential replacement for widely-used enterprise products. The selloff came in response to a set of new plugins for a digital tool called Claude Cowork, an AI-fueled workplace assistant that can author documents and organize files. The plugins, released on Friday, allow customers to adapt the tool for narrow sectors like legal, finance or data marketing.
Thomson Reuters, a data and services firm, and legal-tech company Legalzoom.com each fell more than 15% on Tuesday. Double-digit drops also befell RELX, the London-based parent company of data-analytics firm LexisNexis, and financial-data company FactSet. Shares of major enterprise-software companies Salesforce and Workday also declined earlier this week.
Impact: The market reaction signals growing investor concern about AI disrupting established enterprise software vendors, potentially accelerating the shift to AI-native platforms.
Product Launches
- OpenAI GPT-5.3-Codex:
Today, we launched GPT-5.3-Codex, our most capable agentic coding model yet. This model is the first that combines Codex + GPT-5 training stacks -- bringing together best-in-class code generation, reasoning, and general-purpose intelligence in one unified model. It's ~ 25% faster, sets new highs on key benchmarks, and marks a step-change from code generation to a general-purpose coding agent you can actively steer while it works.
(OpenAI)
- Chinese AI Spring Festival Releases:
GLM-5, MiniMax M2.2, Doubao 2.0, Qwen 3.5, and Kimi K2.5 launch before Lunar New Year. Complete guide to China's AI model releases February 2026.
Multiple Chinese AI labs coordinating major model releases ahead of Spring Festival, signaling intensified global AI competition. (Digital Applied)
Funding & Deals
- Skild AI - $1.4B Series C:
Develops "Skild Brain" platform for general-purpose robotics AI across industries, targeting physical automation applications - Led by SoftBank with Nvidia, Macquarie, 1789 Capital, Bezos Expeditions
- Harvey AI - $200M Series G (in negotiation):
Legal AI assistant platform experiencing rapid revenue growth and back-to-back funding rounds as law firms accelerate AI adoption - Expected leads: Sequoia Capital, GIC
- Anthropic - $20B Late-stage (in progress):
Pre-IPO mega-round to fuel compute-intensive R&D for next-generation AI systems and potential public offering - Strategic partners: Nvidia, Microsoft; VCs: Altimeter, Sequoia, Lightspeed, Menlo, Coatue
Tomorrow's Watch List
- OpenAI Frontier platform broader availability rollout
- Chinese AI model releases ahead of Lunar New Year (Feb 15)
- Enterprise software stock recovery following Anthropic plugin concerns
Related reading: Check out this week's enterprise AI adoption analysis for strategic context on agent proliferation and governance challenges.
