OpenAI left Nvidia. Google beat Claude on reasoning benchmarks. MiniMax undercuts everyone 20x on price. Anthropic raised $30B anyway. (Digest for Feb 12, 2026)
The AI landscape just shifted massively in a single day of explosive news.
Deep Dive
OpenAI launched GPT-5.3-Codex-Spark on Cerebras chips, its first non-Nvidia hardware, generating code 15x faster at 1,000+ tokens/sec. Google's Gemini 3 Deep Think upgrade beat Claude Opus on ARC-AGI-2 (84.6% vs 68.8%). MiniMax released M2.5, claiming frontier performance at 1/20th Claude's cost. Meanwhile, Anthropic closed a $30B funding round at a $380B valuation with $14B in annualized revenue, targeting profitability by 2028.
Why It Matters
This signals a major hardware shift, intensifying price wars, and a massive capital influx reshaping the entire AI industry's competitive dynamics.