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Trends

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; every number links to the claims and sources behind it.

last 8 quarterssince 2023

1,536 checked AI claims counted · counts taken 2026-10-31 14:16 UTC · /trends.md /v1/trends?domain=ai

Product updates

257in 2026 Q3

▲ 67 on 2026 Q2 (190)

2023 Q1Q4 so far: 153

Model releases

82in 2026 Q3

▲ 21 on 2026 Q2 (61)

2023 Q1Q4 so far: 32

Deals

127in 2026 Q3

▲ 38 on 2026 Q2 (89)

2023 Q1Q4 so far: 91

Companies active

42in 2026 Q3

▲ 9 on 2026 Q2 (33)

2023 Q1Q4 so far: 46

Each tile: the last complete quarter, its change on the one before, and the quarters shown, the one in progress lighter (it counts to date).

Latest model releases

All 324 in these quarters
DayModelCompanyTier
2026-10-30Muse WonderMetafrontier
2026-10-30GPT-6 RosalindOpenAIspecialized
2026-10-29Granite Switch 4.1.1IBMsmall and fast
2026-10-29AnySpeechRecognizerHugging Facespecialized
2026-10-28Gemini 4 CarbonGooglefrontier
2026-10-28Nemotron 3.5 TranscribeNVIDIAspecialized
2026-10-27MAI Cyber 1.1 FlashMicrosoftspecialized
2026-10-27MAI Image 2.6Microsoftspecialized
2026-10-27MAI Image 2.7Microsoftspecialized
2026-10-26GPT-6.1 TerraOpenAIfrontier

Model releases by tier and quarter

Frontier is a maker's most capable general model or a new flagship generation; small and fast its Flash, Mini, Nano or Haiku class; specialized a model for one task (speech, image, video, embeddings, code). Each count links to the releases.

Model releases by tier and quarter
Tier2023 Q12023 Q22023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12025 Q22025 Q32025 Q42026 Q12026 Q22026 Q32026 Q4*
releases counted0†4†6†7†10†9†9†8†14†13†14†2134618232
frontier–1–323125578617188
mid-tier–13–11–33–115781
small and fast––122–3–241287107
specialized–21255434451015304216
tier not stated––1–––1–––––––4–

By company

Model releases, other AI updates and AI deals in these quarters, each company read with its products and subsidiaries. Each count opens the claims behind it.

CompanyModel releasesUpdatesDealsUpdates by quarter2023 Q1 → 2026 Q4*Latest model release
Google7117815Gemini 4 Carbon 2026-10-28
OpenAI46158118GPT-6 Rosalind 2026-10-30
Anthropic2614096Claude Haiku 5.5 2026-10-13
Stability AI254317–
Mistral AI233910Voxtral 3 2026-10-22
xAI196223Grok 4.7 2026-09-21
Microsoft17268MAI Cyber 1.1 Flash 2026-10-27
NVIDIA122439Nemotron 3.5 Transcribe 2026-10-28
Cohere111818Rerank 5 2026-10-21
DeepSeek88–DeepSeek V4.1 Flash 1017 2026-10-17
Meta7155Muse Wonder 2026-10-30
Fireworks AI63012FireRouter with Opus 2026-09-28
79 more companies with fewer
The remaining companies
Cursor42219–
IBM45–Granite Switch 4.1.1 2026-10-29
OpenRouter3346–
Amazon32210Amazon Nova 2.5 Sonic 2026-10-13
Harvey2147Harvey Tenet 2026-08-20
Character.ai211–PipSqueak 3 2026-09-28
Poolside252–
Black Forest Labs22–FLUX.3 Image Klein 2026-10-15
Zhipu AI22––
Ollama12610–
Hugging Face177AnySpeechRecognizer 2026-10-29
Gemini Robotics Embodied Reasoning 212––
Laguna XS.212––
Midjourney12––
Snowflake Inc.124Snowflake Decision Fast 2026-10-19
Allen Institute for AI11––
Cloudflare112Clairic 2026-10-19
Composer 2.511––
Ember-111–Ember-1 2026-09-23
FireFunction-v111––
FLUX11––
Gemini 3.5 Transcribe11–Gemini 3.5 Transcribe 2026-08-26
Gemini 3.7 Flash11––
Gemini Omni 1.1 Flash11–Gemini Omni 1.1 Flash 2026-08-27
Grok Voice 3.011–Grok Voice 3.0 2026-10-14
Grok Voice Transcribe 2.011–Grok Voice Transcribe 2.0 2026-09-18
Isaac 0.111––
JetBrains11––
Liquid AI11–d1-ultra 2026-10-15
Lyria 3.511––
MiniMax11–MiniMax M3.1 Flash 2026-10-19
Mistral Small 3.111––
Muse Wonder11–Muse Wonder 2026-10-12
Muse Wonder Full11–Muse Wonder Full 2026-10-12
Stable Audio 2.511––
Stable Audio Open11––
Thinking Machines Lab11––
Voxtral TTS11––
Glean–2315–
Vercel–136–
Supabase–1010–
GitHub Copilot–9––
Replicate–89–
Kagi–71–
GitHub–3––
Qwen–3––
DuckDuckGo–2––
HubSpot–21–
Stable Diffusion–23–
AI Security Institute–14–
AMD–16–
AnyLanguageModel–1––
Brave Software–1––
Bugbot–1––
Clef–1––
Glimpse–1––
GPT-6 Sol–1––
Grok Bot–1––
Grok Build–1––
Hugging Face Hub–1––
Lovable–1––
National Institute of Standards and Technology–12–
Salesforce–14–
Slack–1––
Stripe–1––
The X Subscription–1––
Uncrop–1––
X–1––
Akamai––1–
Anysphere––1–
CoreWeave––3–
Databricks––2–
Groq––9–
Mozilla Foundation––2–
n8n––1–
Oracle Corporation––2–
Spotify––1–
Tata Consultancy Services––1–
Zapier––1–

* the quarter in progress, to date.

What the updates are about

1,023 product updates in these quarters (releases, features, prices, availability and policies). An update can carry up to three themes. ▲▼ is the change in share, in points, from 2025 Q4–2026 Q1 to 2026 Q2–2026 Q3.

By theme, share of updates

By kind of release, share of 549

Themes by quarter
Share of product updates by theme and quarter
Theme2023 Q12023 Q22023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12025 Q22025 Q32025 Q42026 Q12026 Q22026 Q32026 Q4*
updates counted3†13†13†12†2020202831445354112190257153
Developer platforms33%15%23%33%30%15%10%18%3%16%19%15%20%16%19%27%
Agents and automation–––8%–5%–4%6%11%17%31%17%25%21%23%
Coding33%8%–8%10%5%10%7%16%7%26%13%19%16%12%12%
Image, video and 3D33%69%23%17%15%15%25%18%10%9%6%13%17%13%8%7%
Pricing and access––15%8%–5%10%14%13%9%13%9%12%5%11%10%
Reasoning––––10%5%15%14%26%11%17%17%4%11%9%7%
Enterprise, security and governance–8%–––15%–7%3%5%11%13%9%8%8%16%
Voice and audio––8%8%–10%10%4%3%–4%2%9%9%13%8%
Connectors and integrations––––5%5%15%7%6%5%9%7%4%7%8%5%
Open weights and local–8%31%17%25%20%–7%3%2%–6%5%5%5%6%
Safety and policy–––––5%––3%9%–4%2%5%5%6%
Search and retrieval33%8%–––15%5%7%6%5%11%6%3%4%2%3%
Compute and infrastructure––––––10%––7%6%2%2%4%4%5%
Devices–––8%5%––7%–2%–4%1%1%2%9%
Memory and personalization––––––––3%–8%–2%3%5%2%
Robotics and the physical world––––5%–5%––––4%2%3%4%5%
Education–––––5%–4%–7%4%2%1%1%3%3%
Health and science–––––––––2%––3%3%2%3%
Operating systems and apps––––5%–––3%–2%2%2%1%3%–
Finance and legal––––––––––––1%1%3%3%
Media and entertainment–––––––4%––––2%1%1%1%
Commerce and ads––––––––––––1%–1%2%

Deals and money

All 508 in these quarters

Funding, investments, acquisitions, partnerships, customers and expansions. Amounts as the posts state them: never converted, never estimated.

Funding raised
$159.8B (25) · €4.7B (2)
Investments made
$1.2B (4)
Grants and credits given
$772.5M (7)
Spending committed
$183.6B (10)
Latest deals
DayCompanyKindWithAmount
2026-10-30GleanPartnershipOpenAI–
2026-10-30DatabricksPartnershipSAP–
2026-10-29OpenAIPartnershipRopes & Gray–
2026-10-29ChatGPTCustomerCredit Saison–
2026-10-29GooglePartnershipSingapore–
2026-10-29VercelPartnershipStrix–
2026-10-29Meta PlatformsPartnershipCNIB · Canada–
2026-10-29HarveyPartnershipiManage–
2026-10-29DatabricksCustomerProcore–
2026-10-28AnthropicOffice or new marketAI for Science program–
2026-10-28GleanCustomerCvent–
2026-10-28Meta PlatformsPartnershipFive US universities · United States–

By kind of deal

Partners and customers, by kind of organization

Largest amounts disclosed in these quarters

  1. Nvidia Partnerships: SK Group 2026-07-24$500B
  2. Anthropic Spending committed: Amazon Web Services 2026-04-20$100B
  3. Anthropic Funding raised 2026-05-28$65B
  4. Anthropic Spending committed: Fluidstack 2025-11-12$50B
  5. Anthropic Funding raised: GIC and Coatue 2026-02-12$30B
  6. Anthropic Spending committed: Microsoft Azure 2025-11-18$30B
  7. Amazon Customers: Anthropic 2026-07-31$25B
  8. xAI Funding raised 2026-01-06$20B

How this is counted

A model reads every release, feature, price, availability and policy claim, and every investment, acquisition, partnership, customer, agreement and expansion, with its post, and tags it: whether it is about AI, up to three themes from a fixed list (22), the release's kind and the model's tier, and the deal's kind, amount and currency as stated, counterparty and country. AI or tech is judged by the announcement, not the company: a phone is tech, a model or an AI feature is AI. Only checked claims are counted (the record publishes no other), dated from January 2023 on.

Counts follow what the record reads, and its sources start on different days: a quarter before a company's feed begins holds little of that company. Shares within a quarter compare better than counts across quarters. 1,386 more await their check.

Sources read, and since when
OpenAI Newssince 2015-12-111,340 posts
The Keyword (Google): AI and Gemini archivesince 2018-07-0350 posts
Kagi Blogsince 2019-11-0946 posts
Autorité de la concurrencesince 2020-07-298 posts
NVIDIA Newsroom archivesince 2020-10-0560 posts
Anthropic Newssince 2021-05-28273 posts
Glean Blogsince 2021-09-10188 posts
Meta Newsroom archivesince 2021-12-0160 posts
Official Microsoft Blog archivesince 2022-03-0860 posts
Replicate Blogsince 2022-05-16121 posts
Stability AI Newssince 2022-08-10117 posts
About Amazon archive: AWS, AI, devices and innovationsince 2023-01-0560 posts
Cursor Blogsince 2023-06-11121 posts
sec-8k-officerssince 2023-06-20162 posts
Ollama Blogsince 2023-08-0163 posts
Fireworks AI Blogsince 2023-08-17143 posts
Mistral AI Newssince 2023-09-2793 posts
Cohere Blogsince 2023-10-19167 posts
Groq Newsroomsince 2023-10-2623 posts
xAI Newssince 2023-11-0390 posts
sec-8k-eventssince 2024-01-08421 posts
Supabase Blogsince 2024-04-15190 posts
Microsoft AI newssince 2024-04-2238 posts
Gemini app release notessince 2024-09-0460 posts
Poolside Blogsince 2024-10-0220 posts
DuckDuckGo Blogsince 2024-11-2015 posts
OpenRouter Blogsince 2024-12-05166 posts
DeepSeek API newssince 2025-01-1513 posts
UK AI Security Institutesince 2025-02-1416 posts
Claude apps release notessince 2025-08-0660 posts
Google DeepMind Blogsince 2025-11-20100 posts
Hugging Face Blogsince 2025-12-11190 posts
Gemini API release notessince 2025-12-1960 posts
NIST Newssince 2025-12-2240 posts
OpenAI API changelogsince 2026-02-0968 posts
Palantir Blogsince 2026-04-0710 posts
Character.AI Blogsince 2026-04-1415 posts
Claude Platform release notessince 2026-05-2860 posts
Midjourney Updatessince 2026-06-1615 posts
Google Search Central Blogsince 2026-06-1811 posts
Harvey Blogsince 2026-06-18190 posts
HubSpot Company Newssince 2026-06-2510 posts
Semrush Newssince 2026-06-266 posts
Brave Blogsince 2026-06-2910 posts
AMD Press Releasessince 2026-07-2310 posts
Samsung Newsroomsince 2026-08-2751 posts
The Mozilla Blogsince 2026-09-0120 posts
SEC Press Releasessince 2026-09-0327 posts
Vercel Changelogsince 2026-09-08190 posts
Official Microsoft Blogsince 2026-09-1611 posts
AWS News Blogsince 2026-09-1720 posts
EDPB Newssince 2026-09-2310 posts
Stripe Blogsince 2026-09-2811 posts
n8n Blogsince 2026-10-0117 posts
Department for Science, Innovation and Technologysince 2026-10-0124 posts
Microsoft Azure Blogsince 2026-10-0711 posts
Meta Newsroomsince 2026-10-0814 posts
CNIL Newssince 2026-10-0911 posts
GitHub Blogsince 2026-10-1212 posts
Cloudflare Blogsince 2026-10-1423 posts
Salesforce Newssince 2026-10-1514 posts
Snowflake Blogsince 2026-10-1521 posts
Competition and Markets Authoritysince 2026-10-1628 posts
The Keyword (Google)since 2026-10-1940 posts
Zapier Blogsince 2026-10-1945 posts
Spotify Newsroomsince 2026-10-2010 posts
About Amazonsince 2026-10-2126 posts
Google Cloud Blogsince 2026-10-2135 posts
NVIDIA Newsroomsince 2026-10-2124 posts
GitHub Changelogsince 2026-10-2222 posts
Databricks Blogsince 2026-10-2317 posts
European Commission Press Cornersince 2026-10-2631 posts
Wikimedia Diffsince 2026-10-2630 posts