Releases

Microsoft had a public equity market capitalization of approximately $3.850 trillion as of Sep 30, 2025 (NASDAQ: MSFT), per StockAnalysis period-end data.

Replit launched connectors for apps and automations that interact with external services.

OpenAI released Sora 2, a video and audio generation model with improved physical realism and control.

Lovable launched integrated AI capabilities that builders can add to their applications through prompts.

Lovable launched a built-in backend with databases, authentication, file storage, integrations, and scalable infrastructure.

Modal announced its Series B, reported at $87 million and a $1.1 billion post-money valuation.

DeepSeek released the experimental V3.2 model with sparse attention.

NVIDIA released GR00T N1.6, Cosmos Reason NIM and new Newton physics integration for Isaac Lab.

Anthropic released an SDK exposing the agent-building infrastructure used by Claude Code.

Anthropic launched a refreshed Claude Code terminal interface, checkpoints, background tasks, subagents, and a native VS Code extension.

Anthropic released Claude Sonnet 4.5 with major gains in coding, computer use, agents, reasoning, and mathematics.

Kimi added the OK Computer agent mode for executing computer-oriented tasks.

Suno launched its generative audio workstation with multitrack editing and stem generation.

A third OpenAI agreement added up to $6.5 billion, bringing total announced contract value with OpenAI to approximately $22.4 billion.

Perplexity launched a developer Search API exposing its real-time web index, retrieval and content extraction.

xAI expanded its government offering through GSA OneGov, making Grok reasoning models available to U.S. federal employees at negotiated pricing.

Meta launched Vibes, a feed in the Meta AI app and meta.ai for creating, remixing and sharing AI-generated short videos.

Google DeepMind introduces Gemini Robotics 1.5 and an embodied-reasoning model for more capable robot agents.

Gemini 2.5 Flash-Lite becomes generally available for high-volume, latency-sensitive applications.

A second close added $100 million from BDC and Nexxus Capital Management, bringing Cohere's valuation to approximately $7 billion.

Cohere expanded work with AMD across model deployment, compute infrastructure and internal use of North.

Suno released v5 with clearer audio, more natural vocals, creative control, and stronger genre understanding.

OpenAI, Oracle, and SoftBank announced five new US Stargate data-center sites, moving planned capacity toward nearly 7 gigawatts.

DeepSeek improved language consistency and its code and search agents.

The US General Services Administration added Meta's Llama models to OneGov to support federal-agency AI adoption.

OpenAI and NVIDIA signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems, with the first Vera Rubin gigawatt targeted for the second half of 2026.

OpenAI and NVIDIA announced a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI infrastructure.

Scale released MCP Atlas to evaluate how well AI agents combine tools across real Model Context Protocol servers.

Scale expanded the SEAL Leaderboards into agent evaluation, beginning with SWE-Bench Pro and MCP Atlas.

Scale released a harder, contamination-resistant benchmark using real and commercial repositories to measure software agents on complex multi-file engineering tasks.

xAI released Grok 4 Fast with a 2M-token context window, unified reasoning modes and lower-cost agentic search.

Sierra launched a no-code environment that enables customer experience teams to build and manage AI agents.

Perplexity expanded its enterprise platform with stronger knowledge connectors, administration and collaborative workflows.

Meta announced an EMG wristband that translates subtle muscle signals into controls for Meta Ray-Ban Display glasses.

Meta announced AI glasses with an in-lens color display for visual Meta AI answers, messages, navigation and captions.

Meta launched second-generation Ray-Ban Meta glasses with longer battery life, 3K video and expanded Meta AI features.

CoreWeave announced an incremental £1.5 billion UK data-center commitment, bringing its stated UK investment to £2.5 billion.

CoreWeave and NVIDIA agreed on a strategic collaboration to scale GPU infrastructure and accelerate AI innovation.

xAI made its stateful Responses API generally available.

Baidu introduced a sparse-attention inference update for faster long-context performance.

OpenAI and Microsoft announced a non-binding memorandum of understanding for the next phase of their partnership, alongside plans for the nonprofit to control a public benefit corporation and hold a substantial equity stake.

Announcing its $250 million round at a $3 billion valuation, Replit said annualized revenue had grown from $2.8 million to $150 million in less than a year.

The Information reported that Perplexity's annual recurring revenue was approaching $200 million as it raised $200 million at a $20 billion valuation, up from the $150 million-plus ARR its communications team confirmed the month before.

Replit released Agent 3 with browser testing, self-repair, and the ability to create agents and automations.

Perplexity raised $200 million at a $20 billion valuation.

At its Series C, Mistral claimed annualized revenue of €300 million, roughly ten times its level at the end of 2024. Converted from EUR 300,000,000 at 1.1744 USD per EUR (ECB reference rate on the release date).

OCI Generative AI added beta access to OpenAI's gpt-oss open-weight models.

CoreWeave launched a venture initiative offering capital, compute, and technical expertise to companies building AI infrastructure and applications.

Mistral AI raised €1.7 billion in a Series C led by ASML at an €11.7 billion post-money valuation.

NVIDIA unveiled Rubin CPX, a GPU class designed for massive-context inference, with availability expected by the end of 2026.

Cognition raised more than $400 million led by Founders Fund as adoption and revenue for Devin accelerated.

ElevenLabs announced a $100 million employee tender offer valuing the company at $6.6 billion.

Databricks announced the close of a $1 billion Series K at a valuation above $100 billion.

Databricks disclosed that its AI products had exceeded a $1 billion annual revenue run-rate.

Perplexity launched a secure government offering with public-sector procurement and deployment options.

Baseten raised a $150 million Series D led by BOND to expand its production inference platform.

Moonshot released a K2 checkpoint with improved coding, instruction following and long-context performance.

Moonshot launched Kimi Agent alongside the updated K2 model experience.

Anthropic agreed to a proposed $1.5 billion settlement with authors and publishers over pirated copies of books used in model development.

Synthesia released its full-body avatar video and voice engine with in-context voice cloning and 1080p, 30fps output.

Sierra reported hundreds of customers across financial services, healthcare, telecommunications, retail and consumer services.

Sierra raised $350 million in additional capital led by Greenoaks to expand Agent OS and its international business.

Warner Bros. Discovery filed a copyright lawsuit against Midjourney.

Google releases EmbeddingGemma, an open multilingual embedding model optimized for on-device retrieval.

Replit introduced a read-only planning mode for safer collaboration with Agent.

CoreWeave entered an agreement to acquire OpenPipe and add reinforcement-learning post-training for AI agents to its developer platform.

Mistral AI introduced persistent memory capabilities for agents and applications.

Le Chat added custom MCP-server support, enterprise connectors and persistent memories.

Amazon introduced real-time visual product recognition and matching in the shopping app.

Anthropic completed a $13 billion Series F led by ICONIQ at a $183 billion post-money valuation.

Runway expanded node-based workflows for multi-stage media generation and post-production.

Scale updated its mission to developing reliable AI systems for the world’s most important decisions, reflecting its expansion from data infrastructure into applications and evaluation.

The U.S. defense department awarded Scale a five-year production agreement with an initial $100 million ceiling for data operations, computer vision, GenAI, and Donovan capabilities.

Hugging Face discontinued HUGS model-deployment containers and directed users toward enterprise collections and other deployment paths.

Oracle had a public equity market capitalization of approximately $635.2 billion as of Aug 31, 2025 (NYSE: ORCL), per StockAnalysis period-end data.

Anthropic disclosed that annualized revenue had exceeded $5 billion by August 2025.

Oracle opened beta access to Google Vertex AI through OCI Generative AI.

Cohere released its first dedicated machine-translation model, supporting 23 languages and private deployments.

xAI released a speedy and economical reasoning model optimized for agentic coding.

Microsoft AI releases MAI-Voice-1, its first in-house expressive speech-generation model, through Copilot experiences.

Microsoft AI begins public testing of MAI-1 Preview, its first end-to-end internally trained foundation model.

NVIDIA reported Q2 fiscal 2026 revenue of $46.7 billion, up 56% year-over-year and 6% sequentially. Data Center revenue reached $41.1 billion. Net income was $26.4 billion (GAAP). NVIDIA approved an additional $60 billion share repurchase authorization.

Perplexity introduced Comet Plus, a subscription program designed to fund participating publishers and premium content.

xAI and X filed a U.S. federal antitrust suit alleging that Apple and OpenAI conspired to disadvantage rival generative-AI products and Grok in App Store distribution.

NVIDIA began availability of its Blackwell-powered Jetson Thor robotics computer.

xAI released the trained Grok-2 checkpoint for community use under the Grok 2 Community License.

DeepSeek released a hybrid thinking model with improved reasoning efficiency and agent capabilities.

Cohere launched a controllable hybrid reasoning model for complex enterprise agents across 23 languages.

xAI published the Grok 4 model card covering evaluations, safeguards, abuse potential and dual-use capabilities.

EliseAI disclosed that it had surpassed $100 million in annual recurring revenue earlier in 2025.

EliseAI reported that full-time headcount had grown from 150 to more than 300 since its Series D.

EliseAI raised a $250 million Series E led by Andreessen Horowitz.

xAI released the Collections API for file upload, embeddings and retrieval-augmented inference.

Cohere announced former Uber executive Francois Chadwick as chief financial officer alongside its funding round.

Radical Ventures and Inovia Capital co-led a $500 million financing with AMD, NVIDIA, PSP, Salesforce Ventures and HOOPP participating.

Perplexity introduced managed Comet browser access for Enterprise Pro customers.

Meta released DINOv3, a scaled self-supervised vision foundation model for high-quality visual features.

Co-founder Igor Babuschkin left xAI to launch an investment firm focused on AI safety research.

Perplexity submitted a nonbinding $34.5 billion offer to acquire Google's Chrome browser; Google had not offered Chrome for sale.

Mistral AI updated its enterprise model tier with Mistral Medium 3.1.