GenAI Daily - February 18, 2026: Enterprise AI Partnerships Scale, Funding Hits Record Highs, GPT-5.3-Codex Advances

Top Story

Infosys and Anthropic Partner to Build Enterprise AI Agents with Claude Models

Indian IT services company Infosys has announced a partnership with artificial intelligence firm Anthropic to develop enterprise-grade AI agents using Claude models.

The collaboration targets enterprise customers looking to deploy sophisticated AI agents across their operations, building on Anthropic's constitutional AI approach and Infosys's massive enterprise implementation experience.

This partnership signals a significant shift in how global systems integrators are approaching AI deployment. Rather than building their own models, Infosys is betting on Anthropic's proven enterprise capabilities, particularly as

Anthropic has raised $30 billion in a massive Series G funding round, valuing the generative AI company at $380 billion post-money valuation.

Why it matters: Major systems integrators choosing specific AI partners indicates market consolidation around proven enterprise models, making it easier for enterprises to select trusted implementation paths.


Key Developments

Pentagon Scales AI-Infused Task Management to 150K Users

The Pentagon released a solicitation Tuesday as it continues its quest for new artificial intelligence tools to assist with back-office functions.

The Department of Defense is looking to scale its AI-integrated Joint Enterprise Task Management System (JETMS) platform beyond initial deployments.

This represents a significant expansion of AI adoption within the federal government, moving beyond pilot programs into production-scale enterprise deployment. The Pentagon's approach of integrating AI into existing workflow systems rather than replacing them entirely provides a template for other large organizations.

Impact: Government-scale AI deployments validate enterprise readiness and create procurement precedents for large-scale organizational AI adoption. (DefenseScoop)

Cohere Launches Tiny Aya Multilingual Models for Edge Deployment

Cohere has released a new family of open, multilingual models designed to provide broad language coverage while remaining small enough to run on everyday devices.

The models support dozens of languages while maintaining efficiency for on-device deployment.

Big frontier models keep getting larger, but the distribution is shifting toward models that can run closer to users, with better latency, privacy, and cost. Open releases also accelerate downstream innovation: startups can fine-tune and ship faster without waiting for permission or expensive enterprise contracts.

Impact: Edge-deployable multilingual AI enables global applications without cloud dependencies, particularly important for regions with connectivity constraints. (Tech Startups)

UCSF Launches ChatGPT Enterprise with HIPAA Compliance

ChatGPT Enterprise is a private and secure version of ChatGPT that provides access to the latest OpenAI models and advanced features while protecting UCSF data. It includes safeguards-such as HIPAA compliance and P3/P4 data protection-enabling the UCSF community to leverage the latest AI capabilities in a private and secure manner.

Tuesday, Feb. 17 – Our AI trailblazers, the more than 9,000 existing Versa Chat users, will begin receiving access. Monday, Feb. 23 – All other members of the UCSF community with ucsf.edu accounts will be able to request access

Impact: Healthcare institutions getting HIPAA-compliant enterprise AI demonstrates pathway for regulated industries to adopt generative AI at scale. (UCSF)


Product Launches

  • Coinbase Agentic Wallets:

Coinbase launched Agentic Wallets on 11 February 2026. The wallet infrastructure enables artificial intelligence (AI) agents to spend, earn, and trade cryptocurrency autonomously without human intervention.

  • Enables AI agents to manage crypto transactions independently (Coinpaprika)

  • OpenAI GPT-5.3-Codex-Spark:

Today, we're releasing a research preview of GPT‑5.3‑Codex‑Spark, a smaller version of GPT‑5.3‑Codex, and our first model designed for real-time coding. Codex-Spark is optimized to feel near-instant when served on ultra-low latency hardware-delivering more than 1000 tokens per second while remaining highly capable for real-world coding tasks.

  • First model running on Cerebras chips for ultra-low latency development (OpenAI)

Funding & Deals

  • Simile Inc. - $100M Series B:

Simile Inc., a startup that's using artificial intelligence to generate digital twins of individuals, has raised $100 million in funding. Lead investor Index Ventures announced the deal in a blog post published today.

Led by Index Ventures with Bain Capital, Fei-Fei Li, and Andrej Karpathy participating (SiliconANGLE)

  • Vega Security - $120M Series B:

Vega Security Secures $120M Series B to Scale AI-Native Cloud Security Operations

Focuses on AI-powered cloud security platform for enterprise environments (AI Insider)

  • SiFi - $20M Series A:

SiFi Raises $20M Series A to Expand AI-Powered Finance Management Platform

AI-driven financial management and modeling platform (AI Insider)

  • AI Venture Funding Hits Record:

According to new data from Crunchbase and HumanX, AI companies pulled in $211 billion in venture capital last year-an 85 percent jump from 2024. Put differently: One out of every two VC dollars went into AI.

San Francisco Bay Area captured 60% of global AI funding (The Letter Two)


Tomorrow's Watch List

  • Samsung Galaxy Unpacked February 25 featuring new AI-powered smartphones
  • Cohere IPO momentum following $240M ARR announcement
  • Microsoft's ongoing FTC investigation developments affecting AI licensing practices

Related reading: Check out this week's [Deep Insights analysis] for strategic context on these developments.

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GenAI Daily - February 20, 2026: World Labs Secures $1B for Spatial AI, Inertia Raises Record Fusion Capital, ServiceNow Warns of Software Shakeout

GenAI Daily - February 20, 2026: World Labs Secures $1B for Spatial AI, Inertia Raises Record Fusion Capital, ServiceNow Warns of Software Shakeout

Top Story Fei-Fei Li's World Labs Raises $1 Billion for Spatial Intelligence Revolution World Labs, the spatial intelligence startup founded by AI pioneer Fei-Fei Li, raised $1 billion in new funding from investors including AMD, Nvidia, software firm Autodesk, Emerson Collective, Fidelity Management & Research Company, and Sea.

By Falk Brauer