Timeline
Forecasts $121 billion in AI research hardware costs for 2028
Targets deployment of first 'AI intern' by September 2028
Targets $2.4B revenue this year and $11B by 2027 from its new performance advertising platform.
Unverified claims of GPT-5.5 + Codex integration with 7 capabilities
Internal AI agents now generate research-quality questions and correct published errors, with 1-2 year timeline for full researcher-level capabilities
Released updated privacy filter retrained on Nvidia's Nemotron-PII dataset with 50+ PII labels
Released V4-Pro and V4-Flash open-weight models with up to 1.6 trillion parameters
Released DeepSeek-V4 with 1M-token context at 10% KV cache cost
Initiates first external fundraising round, targeting at least $300M at a $10B+ valuation to set a benchmark for employee stock options.
Delays to DeepSeek-V4 model due to Huawei Ascend chip compatibility work
Ecosystem
OpenAI
DeepSeek
Evidence (15 articles)
The Whale Approaches: DeepSeek v4 Looms as China's Next AI Power Play
Mar 1, 2026DeepSeek V4-Pro: 1.6T parameters, open weights, undercuts rivals 10x
Apr 24, 2026OpenAI's $100 Billion Horizon: How ChatGPT's Explosive Growth Is Reshaping the AI Industry
Feb 9, 2026AI Weekly: GPT-6 Rumors, DeepSeek V4 on Huawei, Anthropic Models, Qwen 3.6-Plus
Apr 5, 2026China's Open-Source AI Surge: How Local Models Are Redefining Global Competition
Feb 12, 2026DeepSeek-R1 Reportedly Hits 78.9% on OS-World, Outperforming GPT-5.4 at 1/10th Cost
Apr 1, 2026OpenAI Unleashes Real-Time Coding Revolution with GPT-5.3-Codex-Spark
Feb 12, 2026The AI Race Intensifies: DeepSeek v4 and GPT-5.3 Set for Imminent Release
Mar 1, 2026+ 7 more articles