2 March 2026 | 2:56PM EST Equity Research Americas Technology: Hardware: AI Project Pulse: February 2026 We summarize recent announcements and developments in the AI project space across neoclouds, sovereigns, and enterprise made in February 2026. This represents select project announcements and is not indicative of the total AI infrastructure opportunity. Key highlights in February 2026 include: 1 AMZN, GOOGL, META, AAPL, MSFT, ORCL, and CRWV Goldman Sachs does and seeks to do business with companies cover ...