Overview
- Google released a major Gemini 3 Deep Think upgrade that posts 96.0% on ARC-AGI-1, 84.6% on ARC-AGI-2 and a 3455 Codeforces Elo, with per‑task costs reported at $7.17 and $13.62 and availability in the Gemini app for AI Ultra subscribers and via limited API access.
- Anthropic closed a $30 billion Series G led by GIC and Coatue at a $380 billion post‑money valuation, citing $14 billion in annualized revenue, eight Fortune Global 10 customers for Claude and rapid growth in enterprise adoption including $2.5 billion ARR for Claude Code.
- Microsoft’s AI chief Mustafa Suleyman said the company is building top‑tier models to achieve self‑sufficiency, plans to debut in‑house systems this year and is committing $140 billion in capex this fiscal year while warning many white‑collar tasks could be automated within 12–18 months.
- Shenzhen issued a 2026–2027 AI+ advanced manufacturing plan that backs domestic substitution for 14nm‑and‑below automotive‑grade high‑level driving AI chips, intelligent cockpit SoCs and related controllers as part of a broader push for localized AI hardware and deployment.
- SoftBank reported large gains tied to its OpenAI stake and is in talks on potential additional OpenAI funding reportedly up to $30 billion, though the company says no decision has been made.