Nvidia reports $30B quarterly revenue, with 80%+ from data center AI chips. The company becomes the most valuable on Earth at times. Market cap tops $3T.

OpenAI releases o1, a new model class trained with reinforcement learning on reasoning. Chain-of-thought becomes a core, trained-in capability. Math benchmarks leap.

Robotics startup Physical Intelligence raises its Series A at a $2.4B valuation. The thesis: foundation models for robots, trained on internet-scale manipulation data.