Releases

Third-party estimate of DeepSeek monthly active users in Q2 2026.

Third-party estimate of Claude monthly active users in Q2 2026.

Palantir became available on Google Cloud Marketplace with two-way BigQuery–Foundry integration and deep Gemini–AIP connectivity.

Pinterest committed $4 billion through 2031 for AWS infrastructure including Trainium and Graviton to power AI discovery.

NVIDIA reported a CUDA-X developer ecosystem of more than six million developers.

Alphabet reported 900 million monthly users for Gemini.

Estimated Moonshot AI workforce in 2026.

Oracle employee count reported for fiscal year-end 2026.

Reflection became an AI model provider for the Department of Energy's Genesis Mission, supporting customizable models for U.S. national laboratories.

Cohere announced agreements to advance sovereign AI deployments with Indra Group and Multiverse Computing.

Scale partnered with Carahsoft to make its GenAI Platform, test-and-evaluation capabilities, and deployment services available through U.S. government procurement schedules.

Anthropic's Claude Managed Agents integration adopted Modal Sandboxes for secure execution.

Axios reported Scale AI had more than 1,300 employees; value is recorded as a lower bound.

The U.S. defense department increased the potential ceiling of its Scale production agreement from $100 million to $500 million following rapid adoption across military components.

SpaceXAI agreed to provide Anthropic access to Colossus 1, with both companies also expressing interest in multi-gigawatt orbital AI compute.

Anthropic agreed to use all compute capacity at SpaceX's Colossus 1 data center, adding more than 300 megawatts and over 220,000 NVIDIA GPUs.

Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs announced a new AI services company focused on deploying Claude at mid-sized enterprises.

Scale signed a memorandum of understanding with the U.S. Department of Energy to explore AI-ready scientific data infrastructure, evaluations, and model applications for the Genesis Mission.

AWS and OpenAI expanded their partnership to offer OpenAI frontier models through Amazon Bedrock in limited preview.

Meta agreed to deploy tens of millions of AWS Graviton cores for CPU-intensive agentic AI workloads.

OpenAI and Microsoft announce the next phase of their partnership with amended commercial terms.

OpenAI and Microsoft announced the next phase of their partnership with amended commercial terms.

Anthropic committed more than $100 billion to AWS over ten years for up to five gigawatts of Trainium capacity; Amazon committed $5 billion immediately and up to $20 billion more.

Anthropic committed more than $100 billion over ten years to AWS technologies in an agreement securing up to five gigawatts of compute capacity for Claude.

OpenAI reported more than 900 million weekly users of ChatGPT.

Jane Street agreed to purchase $6 billion of CoreWeave AI cloud services and invest $1 billion in CoreWeave equity.

CoreWeave announced a multi-year agreement to support development and deployment of Anthropic’s Claude model family.

Meta and CoreWeave announced an expanded $21 billion agreement under which Meta would use CoreWeave Cloud to scale AI inference workloads.

Anthropic launched Project Glasswing with major technology and infrastructure partners to use frontier AI for defensive cybersecurity and critical-software protection.

A third-party workforce dataset estimated 177 Reflection employees in the first quarter of 2026. This is not a company-reported count.

Perplexity and Samsung expanded AI browsing and assistant experiences across Samsung devices.

Skild announced partnerships to deploy the Skild Brain across ABB and Universal Robots systems and on dual-arm robots assembling NVIDIA Blackwell systems with Foxconn.

Crusoe expanded its NVIDIA collaboration across AI-factory design, Vera Rubin systems, model development and inference infrastructure.

Cohere and NVIDIA expanded technical work on efficient, privately deployable sovereign AI.

Scale integrated its Physical AI Data Engine with Universal Robots’ AI Trainer to collect production-grade visual and force-feedback data on industrial robots.

Perplexity joined NVIDIA's Nemotron Coalition to collaborate on open frontier models.

Mistral AI joined NVIDIA's Nemotron Coalition to advance open frontier models and shared AI infrastructure.

Microsoft and NVIDIA expand integration across Foundry agents, Azure AI infrastructure, NVIDIA accelerators and physical-AI workflows.

NVIDIA formed a coalition of AI labs to develop an open frontier model that will underpin the upcoming Nemotron 4 family.

Palantir and NVIDIA announced an integrated sovereign AI operating system combining NVIDIA accelerated computing and Palantir software.

Replit reported more than 50 million users building on the platform.

Thinking Machines was reported to have grown from about 30 employees to roughly 120 over its first year.

Thinking Machines and NVIDIA announced a multi-year partnership to deploy at least one gigawatt of Vera Rubin systems, alongside an NVIDIA investment.

CoreWeave announced an agreement to provide AI inference infrastructure for Perplexity.

Cohere joined Aston Martin Aramco as official generative-AI partner to support engineering and business innovation.

Amazon and OpenAI announced joint development of a stateful environment for long-running agents on Amazon Bedrock.

Amazon announced an initial $15 billion investment in OpenAI followed by up to $35 billion more under preset conditions.

OpenAI and Amazon announced a strategic partnership spanning investment, AWS compute, and distribution of OpenAI models and products.

Samsung partnered with Perplexity to integrate its APIs and AI search capabilities into Samsung devices.

Anthropic named the Allen Institute and Howard Hughes Medical Institute as founding life-sciences partners to develop specialized AI agents and accelerate scientific discovery.