AI News Roundup — March 26, 2026
ARM Holdings surges 16% on AGI CPU momentum, a $200B AI IPO wave hits Wall Street, OpenAI crosses $25B revenue and eyes going public, and GitHub Copilot announces it will train on user code.
ARM Holdings Surges 16% on AGI CPU Momentum
ARM shares posted their most explosive single-day gain since IPO, surging 16.38% as data center market share for ARM-based CPUs climbs to nearly 50%. The AI hardware boom is shifting focus toward efficiency, with ARM now considered the leader in AI chip design.
$200 Billion AI IPO Wave Reshapes Wall Street
A massive AI IPO wave is hitting markets, with one infrastructure company surging from $40 to $130 per share at a $46 billion valuation. Cerebras Systems has re-filed for its IPO with a target valuation between $15-22 billion. Investors are now prioritizing Agentic AI capabilities over simple language models.
OpenAI Surpasses $25B Revenue, Eyes IPO
OpenAI has crossed $25 billion in annualized revenue and is taking early steps toward a public listing, potentially as soon as late 2026. Rival Anthropic is approaching $19 billion. OpenAI also unveiled GPT-5.4 with a 1-million-token context window and autonomous multi-step workflow capabilities.
Three Charged With Smuggling $2.5B in AI Chips to China
Three people associated with Super Micro Computer, including its cofounder, have been charged with helping smuggle at least $2.5 billion worth of US AI technology to China in violation of export laws. The scheme allegedly routed servers through Taiwan and Southeast Asia before redirecting them to China.
GitHub Copilot Will Train on Your Code Starting April 24
GitHub announced that starting April 24, 2026, interaction data from Free, Pro, and Pro+ Copilot users will be used to train AI models unless users actively opt out. The policy change has sparked widespread debate about developer data rights and open source contributions.
Block Cuts 40% of Staff, Citing AI Efficiency
Block is cutting more than 4,000 employees, roughly 40% of staff, as CEO Jack Dorsey says AI tools now enable smaller, more efficient teams. Atlassian also laid off approximately 1,600 employees (10% of workforce) to redirect resources toward AI development.
Microsoft Faces AI Infrastructure Reckoning
Microsoft is executing the largest capex program in corporate history at over $120 billion annual run rate for AI infrastructure, but investors are questioning the price tag amid a valuation correction. EU regulators have designated Azure as a gatekeeper under the Digital Markets Act, and probes into Office 365 AI bundling are underway.