Releases

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.

Notion rebuilt its AI experience around a personal agent capable of multi-step work across pages, databases, and connected applications.

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

Surge was reported as a training-data and post-training provider to major technology companies and frontier AI laboratories.

Forbes estimated Surge AI's value at approximately $24 billion based on its revenue, profitability, and founder ownership; this was not a priced financing.

Surge was reported to work with approximately one million annotators across its distributed data workforce.

Surge was reported to have approximately 110 direct employees, alongside a much larger contributor network.

Forbes reported that Surge generated approximately $1.2 billion in revenue during 2024 and had been profitable from nearly the beginning.

Clay launched centralized creation, testing, and deployment of reusable AI research prompts and agents.

Clay launched a natural-language copilot for building workflows and analyzing large GTM datasets.

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.

Gamma introduced Gamma 3.0 as a new generation of its AI-powered visual communication platform.

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.