Timeline
Nvidia announced Cosmos 3 via X, a unified physical AI model using action-as-token.
RTX Pro 6000 Blackwell price raised to $13,250, a 55% increase
Nvidia qualified HBM4 for Vera Rubin from Samsung, SK Hynix, Micron
DeepSeek-V4 achieves 500K context with 90% less KV cache using FlashMemory
NVFP4 achieves 1.8x training speedup over FP8 on GPT-3 175B model with no accuracy loss claimed for models up to 70B.
NVIDIA announced NVFP4 4-bit precision format for Blackwell GPUs integrated into MaxText.
Qualified HBM4 from Samsung, SK Hynix, and Micron for Vera Rubin
DeepSeek raises ~$6.9B at $48-55B valuation in first external funding round
DeepSeek raised $6.9B at $48-55B valuation in its first external funding round.
DeepSeek tops Ramp's US business spending index for trending software vendors
Ecosystem
DeepSeek
Nvidia
Evidence (10 articles)
OpenAI Unleashes Real-Time Coding Revolution with GPT-5.3-Codex-Spark
Feb 12, 2026OpenAI's $100 Billion Horizon: How ChatGPT's Explosive Growth Is Reshaping the AI Industry
Feb 9, 2026DeepSeek's Blackwell Gambit: How a Chinese AI Firm Reportedly Circumvented U.S. Chip Export Controls
Feb 24, 2026DeepSeek's Blackwell Training Exposes Critical Gaps in US Chip Export Controls
Feb 27, 2026AI Power Shift: How DeepSeek's Alleged Blackwell Chip Access Could Reshape Global AI Race
Feb 24, 2026DeepSeek V4 Launch Signals China's Strategic Shift in AI Chip Independence
Feb 28, 2026China's Open-Source AI Surge: How Local Models Are Redefining Global Competition
Feb 12, 2026Nvidia Claims MLPerf Inference v6.0 Records with 288-GPU Blackwell Ultra Systems, Highlights 2.7x Software Gains
Apr 2, 2026+ 2 more articles