# AI trends

What AI companies and big tech ship in AI, quarter by quarter: models, AI features and agents, and the deals behind them. Counted from the record's checked claims, quarter by quarter; AI or tech is judged by the announcement, not the company. * is the quarter in progress, to date. The Tech view: [/trends/tech.md](/trends/tech.md). Every topic: /trends/<topic>.md?in=ai.

1280 checked AI claims counted (2025-Q1 to 2026-Q4* shown). Counts taken 2026-10-31 05:39 UTC.

## At a glance: 2026-Q3 against 2026-Q2

| Count | 2026-Q3 | 2026-Q2 | 2026-Q4* to date |
|---|---:|---:|---:|
| Product updates | 213 | 159 | 140 |
| Model releases | 76 | 60 | 32 |
| Deals | 60 | 49 | 70 |
| Companies active | 42 | 34 | 46 |

## Latest model releases

- 2026-10-30 Muse Wonder (Meta; frontier) [claim](/claim/clm_374FB41EEE9A.md)
- 2026-10-30 GPT-6 Rosalind (OpenAI; specialized) [claim](/claim/clm_C746984A4B95.md)
- 2026-10-29 Granite Switch 4.1.1 (IBM; small and fast) [claim](/claim/clm_296B39C0C860.md)
- 2026-10-29 AnySpeechRecognizer (Hugging Face; specialized) [claim](/claim/clm_B314A7EC4B90.md)
- 2026-10-28 Gemini 4 Carbon (Google; frontier) [claim](/claim/clm_0516802A12DE.md)
- 2026-10-28 Nemotron 3.5 Transcribe (NVIDIA; specialized) [claim](/claim/clm_AB64D7EFB942.md)
- 2026-10-27 MAI Cyber 1.1 Flash (Microsoft; specialized) [claim](/claim/clm_61E141829B00.md)
- 2026-10-27 MAI Image 2.6 (Microsoft; specialized) [claim](/claim/clm_8A020945E06C.md)
- 2026-10-27 MAI Image 2.7 (Microsoft; specialized) [claim](/claim/clm_B44693570474.md)
- 2026-10-26 GPT-6.1 Terra (OpenAI; frontier) [claim](/claim/clm_D6FAF8FA79E0.md)
- 2026-10-22 Voxtral 3 (Mistral AI; specialized) [claim](/claim/clm_CFABEEA567F9.md)
- 2026-10-21 RFD4-Proteina (NVIDIA; specialized) [claim](/claim/clm_5E2D54F2226A.md)
- 2026-10-21 Rerank 5 (Cohere; specialized) [claim](/claim/clm_6521B46813E0.md)
- 2026-10-21 Kumo Relational (NVIDIA; specialized) [claim](/claim/clm_DBD6050F3857.md)
- 2026-10-20 Muse Spark Open (Meta; frontier) [claim](/claim/clm_4872A0F3AA9C.md)
- 2026-10-19 Clairic (Cloudflare; specialized) [claim](/claim/clm_1EF1E648AA81.md)
- 2026-10-19 Snowflake Decision Fast (Snowflake Inc.; specialized) [claim](/claim/clm_2B48A1006850.md)
- 2026-10-19 MiniMax M3.1 Flash (MiniMax; small and fast) [claim](/claim/clm_85A4F3578FCA.md)
- 2026-10-17 DeepSeek V4.1 Flash 1017 (DeepSeek; small and fast) [claim](/claim/clm_545549D4828E.md)
- 2026-10-15 FLUX.3 Image Klein (Black Forest Labs; specialized) [claim](/claim/clm_4681E31C7BA6.md)

## By company

| Company | Model releases | Updates | Deals | Latest model release |
|---|---:|---:|---:|---|
| [Google](/record/google.md) | 66 | 161 | 15 | Gemini 4 Carbon (2026-10-28) |
| [OpenAI](/record/openai.md) | 30 | 52 | 2 | GPT-6 Rosalind (2026-10-30) |
| [Anthropic](/record/anthropic.md) | 22 | 119 | 61 | Claude Haiku 5.5 (2026-10-13) |
| [Mistral AI](/record/mistral-ai.md) | 20 | 33 | 9 | Voxtral 3 (2026-10-22) |
| [Microsoft](/record/microsoft.md) | 17 | 26 | 8 | MAI Cyber 1.1 Flash (2026-10-27) |
| [xAI](/record/xai.md) | 13 | 51 | 17 | Grok 4.7 (2026-09-21) |
| [NVIDIA](/record/nvidia.md) | 12 | 24 | 39 | Nemotron 3.5 Transcribe (2026-10-28) |
| [Cohere](/record/cohere.md) | 10 | 17 | 18 | Rerank 5 (2026-10-21) |
| [DeepSeek](/record/deepseek.md) | 7 | 7 | 0 | DeepSeek V4.1 Flash 1017 (2026-10-17) |
| [Meta](/record/meta.md) | 6 | 13 | 5 | Muse Wonder (2026-10-30) |
| [Cursor](/record/cursor.md) | 4 | 21 | 17 | – |
| [Fireworks AI](/record/fireworks-ai.md) | 4 | 21 | 6 | FireRouter with Opus (2026-09-28) |
| [OpenRouter](/record/openrouter.md) | 3 | 32 | 6 | – |
| [Stability AI](/record/stability-ai.md) | 3 | 7 | 7 | – |
| [IBM](/record/ibm.md) | 3 | 4 | 0 | Granite Switch 4.1.1 (2026-10-29) |

## What they ship: themes, share of 782 product updates

Change: points of share, 2025-Q4–2026-Q1 to 2026-Q2–2026-Q3.

| Theme | Share | Updates | Change |
|---|---:|---:|---:|
| [Agents and automation](/trends/agents.md?in=ai) | 22% | 175 | 0 |
| [Developer platforms](/trends/developer-platform.md?in=ai) | 18% | 138 | +3 |
| [Coding](/trends/coding.md?in=ai) | 15% | 117 | -4 |
| [Image, video and 3D](/trends/image-video.md?in=ai) | 10% | 82 | -4 |
| [Reasoning](/trends/reasoning.md?in=ai) | 10% | 82 | +2 |
| [Pricing and access](/trends/pricing-access.md?in=ai) | 10% | 77 | -4 |
| [Enterprise, security and governance](/trends/enterprise-security.md?in=ai) | 10% | 76 | -4 |
| [Voice and audio](/trends/voice-audio.md?in=ai) | 8% | 66 | +5 |
| [Connectors and integrations](/trends/connectors.md?in=ai) | 7% | 56 | +2 |
| [Open weights and local](/trends/open-weights.md?in=ai) | 5% | 42 | 0 |
| [Search and retrieval](/trends/search.md?in=ai) | 4% | 33 | -1 |
| [Compute and infrastructure](/trends/compute-infra.md?in=ai) | 3% | 27 | +1 |
| [Robotics and the physical world](/trends/robotics-physical.md?in=ai) | 3% | 26 | +1 |
| [Memory and personalization](/trends/memory-personalization.md?in=ai) | 3% | 25 | +3 |
| [Safety and policy](/trends/safety-policy.md?in=ai) | 3% | 25 | +1 |
| [Devices](/trends/devices.md?in=ai) | 3% | 23 | -1 |
| [Operating systems and apps](/trends/os-apps.md?in=ai) | 2% | 15 | +1 |
| [Education](/trends/education.md?in=ai) | 2% | 13 | -1 |
| [Health and science](/trends/health-science.md?in=ai) | 2% | 13 | 0 |
| [Finance and legal](/trends/finance-legal.md?in=ai) | 1% | 10 | +1 |
| [Media and entertainment](/trends/media-entertainment.md?in=ai) | 1% | 7 | 0 |
| [Commerce and ads](/trends/commerce-ads.md?in=ai) | 1% | 5 | – |

### Releases by kind (436)

- Models: 258 (59%)
- Developer tools: 39 (9%)
- Consumer apps and features: 38 (9%)
- API platforms: 31 (7%)
- Enterprise products: 27 (6%)
- Hardware: 18 (4%)
- Programmes: 14 (3%)
- Research and benchmarks: 9 (2%)
- Other: 2 (0%)

## Deals and money (316)

Amounts as the posts state them: never converted, never estimated.

- [Partnerships](/trends/partnership.md?in=ai): 194
- [Customers](/trends/customer.md?in=ai): 33
- [Funding raised](/trends/funding-round.md?in=ai): 24
- [Acquisitions](/trends/acquisition.md?in=ai): 20
- [Spending committed](/trends/capital-commitment.md?in=ai): 18
- [Offices and new markets](/trends/expansion.md?in=ai): 13
- [Grants and credits given](/trends/grant-program.md?in=ai): 6
- [Investments made](/trends/investment-out.md?in=ai): 3
- [Other deals](/trends/other.md?in=ai): 3
- [Valuations](/trends/valuation.md?in=ai): 2
- Funding raised, disclosed: $143B (17), €4.7B (2)
- Investments made, disclosed: $1B (2)
- Grants and credits given, disclosed: $767.5M (6)
- Spending committed, disclosed: $182.6B (9)

### Latest deals

- 2026-10-30 [Glean](/record/glean.md) Partnership: OpenAI [claim](/claim/clm_37E4A69CF937.md)
- 2026-10-30 [Databricks](/record/databricks.md) Partnership: SAP [claim](/claim/clm_5C05A89E8159.md)
- 2026-10-29 [Google](/record/google.md) Partnership: Singapore, Singapore [claim](/claim/clm_5F7E317EDDB2.md)
- 2026-10-29 [Vercel](/record/vercel.md) Partnership: Strix [claim](/claim/clm_ACE58CA413CA.md)
- 2026-10-29 [Meta Platforms](/record/meta.md) Partnership: CNIB, Canada [claim](/claim/clm_D13B48A4B8B9.md)
- 2026-10-29 [Harvey](/record/harvey.md) Partnership: iManage [claim](/claim/clm_F918DB5DB2D3.md)
- 2026-10-29 [Databricks](/record/databricks.md) Customer: Procore [claim](/claim/clm_FDB49C3B1935.md)
- 2026-10-28 [Anthropic](/record/anthropic.md) Office or new market: AI for Science program [claim](/claim/clm_10B01C2BED0E.md)
- 2026-10-28 [Glean](/record/glean.md) Customer: Cvent [claim](/claim/clm_4C4FB9193622.md)
- 2026-10-28 [Meta Platforms](/record/meta.md) Partnership: Five US universities, United States [claim](/claim/clm_677C7BDD71AA.md)
- 2026-10-28 [Google](/record/google.md) Partnership: XREAL [claim](/claim/clm_E26EC07A5C71.md)
- 2026-10-27 [Oracle Corporation](/record/oracle.md) Spending committed: NVIDIA [claim](/claim/clm_08FA873960A1.md)
- 2026-10-27 [Oracle Corporation](/record/oracle.md) Partnership: Google Cloud [claim](/claim/clm_2B69ABD5A8CF.md)
- 2026-10-27 [Vercel](/record/vercel.md) Partnership: ElevenLabs [claim](/claim/clm_2BD1B85160DF.md)
- 2026-10-27 [Anthropic](/record/anthropic.md) Partnership: General Services Administration, United States [claim](/claim/clm_2D63714E88BE.md)
- 2026-10-27 [Nvidia](/record/nvidia.md) Partnership: Oracle [claim](/claim/clm_3AA5AEE448A3.md)
- 2026-10-27 [Google Cloud Platform](/record/google-cloud.md) Partnership: Oracle [claim](/claim/clm_5F7AC445CF93.md)
- 2026-10-27 [AMD](/record/amd.md) Partnership: Meta [claim](/claim/clm_6302D75519AC.md)
- 2026-10-27 [Glean](/record/glean.md) Partnership: Anthropic [claim](/claim/clm_FD5C30EB5654.md)
- 2026-10-26 [Vercel](/record/vercel.md) Partnership: Scale AI [claim](/claim/clm_69974DCDE5F9.md)

### Partners and customers by kind of organization (225)

- Software companies: 52 (23%)
- AI labs: 38 (17%)
- Chip and hardware makers: 23 (10%)
- Governments and public bodies: 20 (9%)
- Other: 19 (8%)
- Cloud providers: 14 (6%)
- Non-profits: 11 (5%)
- Retail and consumer brands: 9 (4%)
- Banks and financial firms: 8 (4%)
- Universities and research institutes: 7 (3%)
- Media and publishers: 6 (3%)
- Consultancies and integrators: 5 (2%)
- Telecoms: 5 (2%)
- Industry and energy: 4 (2%)
- Healthcare and pharma: 3 (1%)
- Investors: 1 (0%)

## How this is counted

Only checked claims, dated from 2023-01-01 on. Sources start on different days, so shares within a quarter compare better than counts across quarters. 0 checked claims await their tags; 1646 more await their check. All deals: [/trends/deals.md?in=ai](/trends/deals.md?in=ai). Sources read and since when:

- openai-news: since 2015-12-11, 1340 posts
- google-blog-ai-archive: since 2018-07-03, 50 posts
- kagi-blog: since 2019-11-09, 46 posts
- autorite-concurrence-news: since 2020-07-29, 8 posts
- nvidia-newsroom-archive: since 2020-10-05, 60 posts
- anthropic-news: since 2021-05-28, 273 posts
- glean-blog: since 2021-09-10, 188 posts
- meta-newsroom-archive: since 2021-12-01, 60 posts
- microsoft-blog-archive: since 2022-03-08, 60 posts
- replicate-blog: since 2022-05-16, 121 posts
- stability-news: since 2022-08-10, 117 posts
- amazon-news-archive: since 2023-01-05, 60 posts
- cursor-blog: since 2023-06-11, 121 posts
- sec-8k-officers: since 2023-06-20, 162 posts
- ollama-blog: since 2023-08-01, 63 posts
- fireworks-blog: since 2023-08-17, 143 posts
- mistral-news: since 2023-09-27, 93 posts
- cohere-blog: since 2023-10-19, 167 posts
- groq-newsroom: since 2023-10-26, 23 posts
- xai-news: since 2023-11-03, 90 posts
- sec-8k-events: since 2024-01-08, 421 posts
- supabase-blog: since 2024-04-15, 190 posts
- microsoft-ai-news: since 2024-04-22, 38 posts
- gemini-app-release-notes: since 2024-09-04, 60 posts
- poolside-blog: since 2024-10-02, 20 posts
- duckduckgo-blog: since 2024-11-20, 15 posts
- openrouter-blog: since 2024-12-05, 166 posts
- deepseek-news: since 2025-01-15, 13 posts
- uk-aisi-news: since 2025-02-14, 16 posts
- claude-apps-release-notes: since 2025-08-06, 60 posts
- google-deepmind: since 2025-11-20, 100 posts
- huggingface-blog: since 2025-12-11, 190 posts
- gemini-api-release-notes: since 2025-12-19, 60 posts
- nist-news: since 2025-12-22, 40 posts
- openai-api-changelog: since 2026-03-16, 60 posts
- palantir-blog: since 2026-04-07, 10 posts
- character-ai-blog: since 2026-04-14, 15 posts
- claude-platform-release-notes: since 2026-05-28, 60 posts
- midjourney-updates: since 2026-06-16, 15 posts
- google-search-central: since 2026-06-18, 11 posts
- harvey-blog: since 2026-06-18, 190 posts
- hubspot-news: since 2026-06-25, 10 posts
- semrush-news: since 2026-06-26, 6 posts
- brave-blog: since 2026-06-29, 10 posts
- amd-news: since 2026-07-23, 10 posts
- samsung-newsroom: since 2026-08-27, 51 posts
- mozilla-blog: since 2026-09-01, 20 posts
- sec-press: since 2026-09-03, 27 posts
- vercel-changelog: since 2026-09-08, 190 posts
- microsoft-news: since 2026-09-16, 11 posts
- aws-news: since 2026-09-17, 20 posts
- edpb-news: since 2026-09-23, 10 posts
- stripe-blog: since 2026-09-28, 11 posts
- n8n-blog: since 2026-10-01, 17 posts
- uk-dsit-news: since 2026-10-01, 24 posts
- azure-blog: since 2026-10-07, 11 posts
- meta-newsroom: since 2026-10-08, 14 posts
- cnil-news: since 2026-10-09, 11 posts
- github-blog: since 2026-10-12, 12 posts
- cloudflare-blog: since 2026-10-14, 23 posts
- salesforce-news: since 2026-10-15, 14 posts
- snowflake-blog: since 2026-10-15, 21 posts
- cma-news: since 2026-10-16, 28 posts
- google-keyword: since 2026-10-19, 40 posts
- zapier-blog: since 2026-10-19, 45 posts
- spotify-newsroom: since 2026-10-20, 10 posts
- amazon-news: since 2026-10-21, 26 posts
- google-cloud: since 2026-10-21, 35 posts
- nvidia-newsroom: since 2026-10-21, 24 posts
- github-changelog: since 2026-10-22, 22 posts
- databricks-blog: since 2026-10-23, 17 posts
- eu-commission-press: since 2026-10-26, 31 posts
- wikimedia-diff: since 2026-10-26, 30 posts

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AsOf is a temporal fact ledger: a structured, dated, sourced record of what is true and what changed, built for AI retrieval.