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AI News · Week 8, 2026

Google updates Gemini 3 Deep Think, MiniMax releases M2.5

· 9 stories · 29 sources

Written with AI, sources linked for every story

Google has updated Gemini 3 Deep Think for research and engineering, while MiniMax has released its open M2.5 model for coding and search. Anthropic reports a $30 billion funding round, and SemiAnalysis estimates that Claude Code generates about 4% of public GitHub commits. At Spotify, some developers let AI write code but still review and approve the changes. IBM plans to expand entry-level hiring in the US while shifting those roles toward customer work and reviewing AI output.

1 Models Science & healthBenchmarks & reasoningEnterprise AI

Google upgrades Gemini 3 Deep Think for science and engineering

Google has updated its Gemini 3 Deep Think reasoning mode for research and engineering tasks. It reports an 84.6% score on ARC-AGI-2.

Google introduced an upgraded Gemini 3 Deep Think on February 12, 2026. The reasoning mode is designed for difficult problems in science, research, and engineering. It is available in the Gemini app to Google AI Ultra subscribers. Select researchers, engineers, and enterprises can also access it through a Gemini API early-access program for the first time.1

The release updates an existing mode rather than introducing a new model family. Google reports an 84.6% score on ARC-AGI-2 and highlights potential uses such as analyzing complex research data and modeling physical systems.12 The benchmark figures come from Google’s own materials. Companies considering an integration should also note that API access is initially limited to selected participants.1

What it means for companies

If you use AI for research or engineering analysis, test the mode on your own tasks rather than relying on benchmarks alone. Check whether your team qualifies for early API access before planning an integration.

Sources (3)
  1. 1 Gemini 3 Deep Think: AI model update designed for science blog.google
  2. 2 Google DeepMind on X x.com
  3. 3 Gemini 3 Deep Think gets ‘major upgrade’ aimed at practical applications 9to5google.com
2 Models Coding & dev toolsOpen sourceAI agents

MiniMax releases open M2.5 model for coding and search

MiniMax has introduced M2.5 for coding, search, and office tasks. Its strong benchmark results come from the company's own tests.

MiniMax introduced M2.5 on February 12 as an open-source model for coding, search, and office tasks.12 The company says the model can use tools for these tasks and was openly available at launch.12 MiniMax reported an 80.2% score on SWE-Bench Verified.1 On February 15, it also announced the availability of M2.5-HighSpeed.3

MiniMax positions M2.5 as the next step after M2.1 and says its training included reinforcement learning across hundreds of thousands of complex, real-world environments.1 The published coding results come from tests on MiniMax's own infrastructure using Claude Code as a scaffold; the company changed the default system prompt and averaged four runs.1 The scores therefore are not independent confirmation of performance. MiniMax describes uses for office work, but its most concrete published figures concern coding and search.1

What it means for companies

If your company uses coding agents, test M2.5 on your own tasks and tools. Measure output quality and runtime rather than relying on the vendor's benchmarks alone.

Sources (3)
  1. 1 MiniMax M2.5: Built for Real-World Productivity. minimax.io
  2. 2 Introducing M2.5, an open-source frontier model designed ... x.com
  3. 3 MiniMax M2.5-HighSpeed is live! 100 TPS x.com
3 Business & market Funding & dealsEnterprise AICoding & dev tools

Anthropic raises $30 billion at a $380 billion valuation

Anthropic reports a new funding round and a $14 billion revenue run rate. The financial figures come from the company.

Anthropic announced on February 12, 2026, that it had closed a $30 billion Series G funding round.1 The company put its post-money valuation at $380 billion and said GIC and Coatue led the round.1 Anthropic also reported a $14 billion annualized revenue run rate.1

The valuation has more than doubled since its previous funding round in September 2025.2 The deal shows how much capital investors are willing to commit to AI companies reporting rapid revenue growth.13 Anthropic identifies Claude Code as a major growth driver.13 A run rate is a projection based on current revenue, not revenue earned over a full year. Whether that growth will persist remains unclear. The published figures are company-reported, rather than drawn from independently audited financial statements.13

What it means for companies

If your company relies on AI services for critical workflows, assess costs and contractual protections alongside performance. A high valuation alone does not establish long-term pricing or availability.

Sources (3)
  1. 1 Anthropic raises $30B Series G at $380B valuation anthropic.com
  2. 2 Anthropic closes $30 billion funding round at $380 ... cnbc.com
  3. 3 Anthropic clinches $380 billion valuation after $30 ... reuters.com
4 Products & tools Coding & dev toolsEnterprise AI

Estimate: Claude Code generates 4% of public GitHub commits

SemiAnalysis estimates that Claude Code generates about 4% of public GitHub commits. The figure is an external estimate, not an Anthropic metric.

Claude Code accounted for about 4% of public GitHub commits in February 2026, according to an estimate by SemiAnalysis. The figure is not an official Anthropic metric and applies specifically to public commits, not all software changes. It therefore captures one visible part of the coding tool's use rather than measuring its full adoption.12

Anthropic said on February 12 that Claude Code had reached $2.5 billion in annualized revenue and that business subscriptions had quadrupled since the start of the year.3 Revenue and the estimated commit share describe different things: sales on one hand and visible GitHub activity on the other. The commit share alone does not show how much generated code reaches production or how much time companies save.

What it means for companies

If your company uses coding assistants, measure their effects with your own engineering metrics rather than public commit shares. Track review effort, defects, and time to production.

Sources (5)
  1. 1 Investors toss another $30B atop the Anthropic money furnace theregister.com
  2. 2 Claude Code accounts for 4% of GitHub's public commits and is expected to exceed 20% of daily commits by the end of 2026 gigazine.net
  3. 3 Anthropic closes $30 billion funding round at $380 ... cnbc.com
  4. 4 Anthropic raises $30bn in latest round, valuing Claude bot ... theguardian.com
  5. 5 Anthropic raises $30 billion in Series G funding axios.com
5 Products & tools Coding & dev toolsAI agentsWork & society

Spotify says some top developers no longer write code themselves

Spotify’s co-CEO says some of its best developers have let AI write their code since December. They still review and approve the changes.

Spotify co-CEO Gustav Söderström said during the company’s fourth-quarter 2025 earnings presentation that some of its best developers had not written a line of code themselves since December.12 Instead, they use AI tools to produce software changes while handling review and delivery.1 His statement describes how those developers work, not a company-wide rule.12

Spotify uses an internal system called Honk, built on Anthropic’s Claude Code and integrated with Slack.12 Developers can initiate tasks and review the results there.13 The example illustrates a shift in their work from writing code to directing and evaluating it.1 It remains unclear how many developers work this way or what share of production code is AI-generated.12

What it means for companies

If you use AI in software development, separate code generation from review and approval. Start with limited changes and assign clear responsibility for quality and release decisions.

Sources (3)
  1. 1 OpenAI and Anthropic spark coding revolution as developers abandoned traditional programming | Fortune fortune.com
  2. 2 Your next favorite Spotify feature may be coded by AI fastcompany.com
  3. 3 Frustrated with Spotify updates? Take a guess who's to blame androidauthority.com
6 Business & market Image, video & audioChatbots & assistants

EssilorLuxottica sold more than 7 million Meta AI glasses in 2025

EssilorLuxottica reported a sharp rise in sales of AI glasses developed with Meta. The total covers both Ray-Ban and Oakley models.

EssilorLuxottica said it sold more than 7 million AI smart glasses developed with Meta in 2025. The figure includes Ray-Ban and Oakley models, but the eyewear maker did not disclose sales by product line.12 It is EssilorLuxottica’s sales figure, not a separate shipment figure reported by Meta.1

Sales rose sharply from the previous two years: EssilorLuxottica sold 2 million of the glasses across 2023 and 2024 combined.13 New models and additional AI features expanded the lineup in 2025.13 The increase points to a growing consumer market for AI-enabled wearables. The sales total does not show how often buyers use the AI features or how many units each product line contributed.12

What it means for companies

If you are planning wearable applications, assess whether brief, hands-free interactions fit your use cases. Do not treat device sales as a measure of AI feature usage.

Sources (3)
  1. 1 Ray-Ban maker EssilorLuxottica triples sales of Meta AI ... cnbc.com
  2. 2 Meta & EssilorLuxottica Sold 7 Million Smart Glasses In 2025 uploadvr.com
  3. 3 Meta Sold Over 7 Million Smart Glasses Last Year ... roadtovr.com
7 Business & market Work & societyEnterprise AI

IBM plans to triple entry-level hiring in 2026

IBM plans more entry-level jobs in the US. The roles are also set to shift away from routine work toward customer interaction and reviewing AI output.

IBM plans to triple entry-level hiring in the US in 2026.1 Chief human resources officer Nickle LaMoreaux described the plan at a New York conference in February.2 The roles are set to change: Rather than focus mainly on routine tasks, new hires would spend more time with customers, exercise human judgment, and review AI output.32 LaMoreaux pointed to junior software developers doing less basic coding and more customer-facing work.2

The plan contrasts with concerns that generative AI could reduce demand for early-career workers.34 In HR, entry-level staff would step in when chatbots fall short, correct responses, and coordinate with managers.2 It remains unclear how quickly the planned expansion will turn into hires; IBM has not disclosed an absolute hiring target.13

What it means for companies

If you hire for entry-level roles, assess which routine tasks AI can handle and where customer interaction or human review matters more. Update job descriptions and onboarding accordingly.

Sources (4)
  1. 1 IBM to triple entry-level hiring in US computing.co.uk
  2. 2 IBM will hire your entry-level talent in the age of AI | TechCrunch techcrunch.com
  3. 3 IBM looks beyond short-term AI gains, tripling entry-level hiring cio.com
  4. 4 IBM is tripling the number of Gen Z entry-level jobs after finding the limits of AI adoption | Fortune fortune.com
8 Business & market AI agentsCoding & dev toolsImage, video & audio

xAI reorganizes development into four product teams

xAI has organized its work around Grok, Coding, Imagine, and Macrohard. Ideas for computing infrastructure in space remain separate from any concrete expansion plan.

xAI reorganized its development work into four areas at a February 11, 2026, all-hands meeting: Grok, Coding, Imagine, and Macrohard.12 Grok covers the chatbot and voice features, while Coding handles code generation and related infrastructure. Imagine focuses on image and video generation.12 Macrohard is intended to develop AI agents that can use computers and automate work resembling that of a software company.12

The reorganization follows xAI’s merger into SpaceX and the departure of several co-founders.1 It assigns distinct responsibilities to teams working on chatbots, media generation, and agentic software.12 The meeting also touched on long-term ideas for computing infrastructure in space. No concrete expansion plan with confirmed capacity and timing emerged from those remarks.2 For now, the team structure offers a clearer indication of xAI’s priorities than its infrastructure ideas.

What it means for companies

If your company uses xAI products, check which team owns the features you rely on. Do not base capacity or availability plans on the ideas for computing infrastructure in space.

Sources (2)
  1. 1 Musk reorganizes xAI after SpaceX merger and ahead of ... reuters.com
  2. 2 xAI lays out interplanetary ambitions in public all-hands techcrunch.com
9 Business & market Funding & dealsAI agentsEnterprise AI

Simile raises $100 million for AI simulations of human behavior

Simile has closed a $100 million Series A. The company aims to use AI to simulate human decisions.

Simile announced a $100 million Series A on February 12, 2026; a legal notice dated February 19 confirmed the round. Index Ventures led it, with Bain Capital Ventures, Hanabi Capital, and A* also participating.12 The company is developing an AI platform intended to simulate human behavior and predict decisions. Reported potential uses include forecasting purchases and questions on corporate earnings calls.1

Simile positions its simulations as a supplement or alternative to focus groups and traditional market research.3 CVS Health is testing the technology for decisions about store inventory and displays, according to reporting.3 The approach builds on Stanford-affiliated research into “Generative Agents.”3 How reliable the predictions are remains difficult to assess without publicly available performance metrics.13

What it means for companies

If you use AI for market research, consider these simulations as an additional source of hypotheses. Ask for evidence of predictive accuracy with your target customers before relying on the results for consequential decisions.

Sources (3)
  1. 1 AI Startup Simile Secures Funding to Help Companies ... bloomberg.com
  2. 2 Latham Advises Simile AI Inc on US 100 Million Series A lw.com
  3. 3 Fei-Fei Li and Andrej Karpathy Back a New A.I. Use Case: Simulating Human Behavior observer.com

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Every week we analyze a wide range of AI sources, select the stories that matter most to companies and research each of them. The texts are written with AI assistance and link to the original sources. How our news agent works