Releases

Fireworks and Microsoft made select open models available through serverless endpoints in Microsoft Foundry.

Following the Kimi K2.5 update, Moonshot AI's annual recurring revenue exceeded $100 million as of the start of March 2026, driven by paid subscribers and API usage, mainland media reported.

Moonshot published its distributed model-checkpointing engine.

Moonshot published optimized kernels for Kimi Delta Attention.

Moonshot released its expert-parallel communication library for large MoE training and inference.

Moonshot published Mixture-of-Block Attention code and research for efficient long-context modeling.

Baidu launched a general-purpose agent for multi-step productivity workflows.

The Information reported that OpenAI topped $25 billion in annualized revenue as of the end of February 2026, up 17% from $21.4 billion at the end of 2025 (reported 5 March 2026).

Oracle had a public equity market capitalization of approximately $417.9 billion as of Feb 28, 2026 (NYSE: ORCL), per StockAnalysis period-end data.

Scale launched high-fidelity simulated environments for training and testing agents on tool use, computer use, coding, and professional workflows.

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

Amazon and OpenAI announced that next-generation Trainium4 is expected to begin delivery in 2027.

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.

OpenAI announced $110 billion of new investment from Amazon, NVIDIA, and SoftBank at a $730 billion pre-money valuation.

Midjourney expanded web personalization profiles and moodboard workflows.

Cursor released Composer 1.5 with stronger agentic coding performance and positioned proprietary models as central to its product strategy.

CoreWeave reported fiscal 2025 revenue of $5.131 billion, up 168% year over year, with $66.8 billion of revenue backlog.

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

Google launches Gemini 3.1 Flash Image for fast, controllable image generation and editing.

Perplexity launched Computer, an agentic workspace that coordinates models, web search, tools, connected apps and code to complete knowledge-work tasks.

NVIDIA reported Q4 fiscal 2026 record revenue of $68.1 billion, up 73% year-over-year and 20% sequentially. Data Center revenue was $62.3 billion. Full-year FY2026 revenue reached $215.9 billion (+65% YoY), with full-year net income of $120.1 billion (GAAP).

Notion launched autonomous team agents with schedules, triggers, shared permissions, and integrations across Slack, Mail, Calendar, and MCP tools.

SambaNova announced its fifth-generation SN50 RDU and rack-scale SambaRack SN50 system for agentic inference, with shipments planned for the second half of 2026.

Cursor Cloud Agents gained computer-use capabilities for interacting with browsers and graphical applications.