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 Connectors

Sora 2

Lovable AI

Lovable Cloud

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

DeepSeek-V3.2-Exp

GR00T N1.6 · N1.6

Claude Agent SDK

Claude Code

Claude Sonnet 4.5

OK Computer

Suno Studio

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

Search API

Grok for Government

Vibes

Gemini Robotics 1.5

Gemini 2.5 Flash-Lite

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 v5

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

DeepSeek-V3.1-Terminus

Llama

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.

MCP Atlas

SEAL Leaderboards

SWE-Bench Pro

Grok 4 Fast · 4 Fast

Sierra Agent Studio · Agent Studio

Perplexity Enterprise

Meta Neural Band

Meta Ray-Ban Display

Ray-Ban Meta Smart Glasses · Gen 2

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.

SpaceXAI API

ERNIE 4.5

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 Agent 3

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).

OpenAI gpt-oss on OCI

CoreWeave Ventures

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

NVIDIA Rubin CPX