AsOf

AI trends

Deals in AI

Every investment, acquisition, partnership, customer, agreement and expansion. Counted from the record's checked claims, one column per quarter since 2023. /trends/deals.md

562
2023 Q12026 Q4*
By quarter
2026 Q4*91
2026 Q3133
2026 Q2119
2026 Q140
2025 Q463
2025 Q326
2025 Q216
2025 Q115
2024 Q417
2024 Q313
2024 Q27
2024 Q13
2023 Q45
2023 Q34
2023 Q26
2023 Q14
all quarters2025 Q12025 Q22025 Q32025 Q42026 Q12026 Q22026 Q32026 Q4

1–50 of 63 AI claims in 2025 Q4, newest first

2025-12-22valid
xAI · customer · US Department of War
xAI customer: US Department of War, claim clm_62DC12F42412 · valid · 1 source (1 primary) · conf 0.70
2025-12-22valid
Cursor · partnership · ecosystem vendors
Cursor partnership: ecosystem vendors, claim clm_C22C82508960 · valid · 1 source (1 primary) · conf 0.70
2025-12-22valid
National Institute of Standards and Technology · partnership · MITRE Corporation
National Institute of Standards and Technology partnership: MITRE Corporation, claim clm_CAC2B72D8906 · valid · 1 source (1 primary) · conf 0.70
2025-12-19valid
Cursor · acquired · Graphite
Cursor acquired: Graphite, claim clm_22DE30DADC4C · valid · 1 source (1 primary) · conf 0.70
2025-12-18valid
Google DeepMind · partnership · Genesis Mission
Google DeepMind partnership: Genesis Mission, claim clm_66FCC65A1516 · valid · 2 sources (2 primary) · conf 0.70
2025-12-11valid
Google DeepMind · partnership · UK AI Security Institute
Google DeepMind partnership: UK AI Security Institute, claim clm_038257A4BD63 · valid · 1 source (1 primary) · conf 0.70
2025-12-11valid
xAI · partnership · Government of El Salvador
xAI partnership: Government of El Salvador, claim clm_1C74152AE416 · valid · 1 source (1 primary) · conf 0.70
2025-12-10valid
Google DeepMind · partnership · UK government
Google DeepMind partnership: UK government, claim clm_7063329846EE · valid · 2 sources (2 primary) · conf 0.70
2025-12-09valid
Anthropic · partnership · Linux Foundation
Anthropic partnership: Linux Foundation, claim clm_4AE4D6E57EFB · valid · 1 source (1 primary) · conf 0.70
2025-12-09valid
Anthropic · partnership · Block
Anthropic partnership: Block, claim clm_88A7307B60A5 · valid · 1 source (1 primary) · conf 0.70
2025-12-09valid
Anthropic · partnership · OpenAI
Anthropic partnership: OpenAI, claim clm_F8079F0BA99C · valid · 1 source (1 primary) · conf 0.70
2025-12-04valid
OpenRouter · partnership · a16z
OpenRouter partnership: a16z, claim clm_CF20D66D00F3 · valid · 1 source (1 primary) · conf 0.70
2025-12-03valid
Anthropic · acquired · Bun
Anthropic acquired: Bun, claim clm_2FB9AF5A8195 · valid · 1 source (1 primary) · conf 0.70
2025-12-03valid
Claude · partnership · Snowflake
Claude partnership: Snowflake, claim clm_373DCE560D8F · valid · 1 source (1 primary) · conf 0.70
2025-12-03valid
Supabase · partnership · Kiro
Supabase partnership: Kiro, claim clm_6D797A24E312 · valid · 1 source (1 primary) · conf 0.70
2025-11-27valid
Cohere · partnership · SAP
Cohere partnership: SAP, claim clm_C8647F28C4B9 · valid · 1 source (1 primary) · conf 0.70
2025-11-24valid
Hugging Face · partnership · OVHcloud
Hugging Face partnership: OVHcloud, claim clm_E4896B9700A9 · valid · 1 source (1 primary) · conf 0.70
2025-11-19valid
Replicate · partnership · Retro Diffusion
Replicate partnership: Retro Diffusion, claim clm_9BACD4CDEC82 · valid · 1 source (1 primary) · conf 0.70
2025-11-19valid
Stability AI · partnership · Warner Music Group
Stability AI partnership: Warner Music Group, claim clm_9F5654184F71 · valid · 1 source (1 primary) · conf 0.70
2025-11-19valid
xAI · partnership · HUMAIN
xAI partnership: HUMAIN, claim clm_CBE1911F27A8 · valid · 1 source (1 primary) · conf 0.70
2025-11-18unverified
Anthropic · partnership · Nvidia
Anthropic partnership: Nvidia, claim clm_004A14FDD647 · new claim · 1 source · conf 0.50
2025-11-18valid
Anthropic · partnership · ALX
Anthropic partnership: ALX, claim clm_2D96B14A44DA · valid · 1 source (1 primary) · conf 0.70
2025-11-18valid
Anthropic · investment · $30B Azure compute commitment
Anthropic investment: $30B Azure compute commitment, claim clm_595D1998A436 · valid · 1 source (1 primary) · conf 0.70
2025-11-18valid
Microsoft · investment · Anthropic
Microsoft investment: Anthropic, claim clm_5B8F850C9FAF · valid · 1 source (1 primary) · conf 0.70
2025-11-18valid
Anthropic · partnership · Microsoft Foundry
Anthropic partnership: Microsoft Foundry, claim clm_A876EC27146E · valid · 2 sources (2 primary) · conf 0.70
2025-11-18valid
Anthropic · partnership · Microsoft
Anthropic partnership: Microsoft, claim clm_B352662E31FF · valid · 2 sources (1 primary) · conf 0.70
2025-11-18valid
Anthropic · partnership · Rwanda
Anthropic partnership: Rwanda, claim clm_B7BB6EF97EDA · valid · 2 sources (2 primary) · conf 0.70
2025-11-18unverified
Nvidia · investment · Anthropic
Nvidia investment: Anthropic, claim clm_BBEE83C69941 · new claim · 1 source · conf 0.50
2025-11-18unverified
Microsoft Azure · partnership · Anthropic
Microsoft Azure partnership: Anthropic, claim clm_C96F50DAC4F5 · new claim · 1 source · conf 0.50
2025-11-18valid
Anthropic · partnership · NVIDIA
Anthropic partnership: NVIDIA, claim clm_E5F75BD7F5E6 · valid · 1 source (1 primary) · conf 0.70
2025-11-18valid
Poolside · acquired · Fern Labs
Poolside acquired: Fern Labs, claim clm_ECCD92F49009 · valid · 1 source (1 primary) · conf 0.70
2025-11-17valid
Glean · partnership · Microsoft
Glean partnership: Microsoft, claim clm_18E31035626B · valid · 1 source (1 primary) · conf 0.70
2025-11-17valid
Groq · partnership · Equinix
Groq partnership: Equinix, claim clm_92C001196A83 · valid · 1 source (1 primary) · conf 0.70
2025-11-17unverified
Cloudflare · acquired · Replicate
Cloudflare acquired: Replicate, claim clm_CFC7ADA53A85 · new claim · 1 source · conf 0.50
2025-11-17valid
Groq · expanded · Asia-Pacific
Groq expanded: Asia-Pacific, claim clm_F13890A14EAF · valid · 1 source (1 primary) · conf 0.70
2025-11-13valid
Cursor · investment · $2.3B Series D
Cursor investment: $2.3B Series D, claim clm_982F598D5AC0 · valid · 1 source (1 primary) · conf 0.70
2025-11-13valid
Anthropic · partnership · Maryland
Anthropic partnership: Maryland, claim clm_9B1085CA72BD · valid · 1 source (1 primary) · conf 0.70
2025-11-13valid
Hugging Face · partnership · Google Cloud
Hugging Face partnership: Google Cloud, claim clm_C67C27649AE9 · valid · 1 source (1 primary) · conf 0.70
2025-11-12valid
Anthropic · investment · $50 billion
Anthropic investment: $50 billion, claim clm_37C5A3EABF0B · valid · 1 source (1 primary) · conf 0.70
2025-11-12valid
Microsoft · office · Atlanta, Georgia datacenter
Microsoft office: Atlanta, Georgia datacenter, claim clm_84AC457DAAD3 · valid · 1 source (1 primary) · conf 0.70
2025-11-12valid
Anthropic · partnership · Fluidstack
Anthropic partnership: Fluidstack, claim clm_A8FCB506E839 · valid · 1 source (1 primary) · conf 0.70
2025-11-07valid
Anthropic · office · Paris
Anthropic office: Paris, claim clm_13158CA84A4D · valid · 1 source (1 primary) · conf 0.70
2025-11-07valid
Anthropic · office · Munich
Anthropic office: Munich, claim clm_E52BEEC79AFE · valid · 1 source (1 primary) · conf 0.70
2025-11-05valid
Anthropic · expanded · UK and Europe
Anthropic expanded: UK and Europe, claim clm_1656D318D2D4 · valid · 1 source (1 primary) · conf 0.70
2025-11-05valid
Groq · partnership · Paytm
Groq partnership: Paytm, claim clm_C7D18C580E73 · valid · 1 source (1 primary) · conf 0.70
2025-11-04valid
Claude · customer · Cognizant
Claude customer: Cognizant, claim clm_92B11990ACAF · valid · 1 source (1 primary) · conf 0.70
2025-11-04valid
Glean · partnership · Snowflake
Glean partnership: Snowflake, claim clm_FDF0D16B4F7B · valid · 1 source (1 primary) · conf 0.70
2025-10-31valid
Cursor · customer · PwC
Cursor customer: PwC, claim clm_3823DB484389 · valid · 1 source (1 primary) · conf 0.70
2025-10-31valid
Cursor · customer · Nvidia
Cursor customer: Nvidia, claim clm_9704B2375250 · valid · 1 source (1 primary) · conf 0.70
2025-10-30valid
Stability AI · partnership · Universal Music Group
Stability AI partnership: Universal Music Group, claim clm_2C2427770836 · valid · 1 source (1 primary) · conf 0.70