Foundations by Axented
Google Gemini web traffic grows 28%, Introducing ChatGPT Health, & Harness valued at $5.5 billion
Table of Contents:
AI | Artificial Intelligence
Google Gemini web traffic grows 28% in a month, ChatGPT sees a 5% dip
Introducing ChatGPT Health
VC | Startup & Funding
Lux Capital lands $1.5B for its largest fund ever
AI software startup Harness valued at $5.5 billion in latest financing round
HI | Hardware & Infrastructure
NVIDIA rumored to bring GeForce RTX 3060 production back this quarter
Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%
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AI | Artificial Intelligence
Google Gemini web traffic grows 28% in a month, ChatGPT sees a 5% dip
Traffic to Google’s Gemini platform rose sharply in December 2025, increasing roughly 28 % month-over-month following the launch of Gemini 3, while web traffic to ChatGPT declined by about 5 % in the same period.
Despite this shift, ChatGPT maintained a significantly larger total audience, with around 5.5 billion visits in December versus 1.7 billion for Gemini, but analysts note the gap is narrowing.
The growth in Gemini’s usage is attributed to its wider integration across Google products such as Search, Gmail and Android, contrasting with ChatGPT’s reliance on direct site visits. Other AI platforms remain far behind both leaders in overall traffic.
Source: Moneycontrol
Introducing ChatGPT Health
OpenAI announced ChatGPT Health, a specialized version of its generative AI tailored for healthcare contexts, designed to offer medical information, symptom checking and support tools for users and clinicians.
The platform emphasizes safety, accuracy, and privacy, with features to provide evidence-based summaries and context-aware responses while discouraging diagnostic use without professional oversight.
OpenAI outlines guardrails intended to minimize misinformation and promote responsible use in health-related queries. The rollout reflects growing demand for AI tools in medical settings while recognizing limitations and the necessity of human clinical judgment.
Source: OpenAI
VC | Startup & Funding
Lux Capital lands $1.5B for its largest fund ever
Lux Capital closed its ninth venture fund with $1.5 billion in commitments, marking the largest fundraising in the firm’s history and bringing total assets under management to about $7 billion.
The oversubscribed fund reflects continued investor appetite for frontier technology sectors, including AI, national security, and deep science, despite a broader downturn in new U.S. venture funds.
Lux has a longstanding track record of early investments in companies such as Anduril, Applied Intuition, Hugging Face and MosaicML that span defense tech and generative AI. The capital will support both early- and later-stage startups pursuing breakthroughs across physical and computational sciences.
Source: TechCrunch
AI software startup Harness valued at $5.5 billion in latest financing round
AI software delivery platform Harness raised $240 million in a Series E financing led by Goldman Sachs, valuing the company at $5.5 billion, a roughly 49 % increase from its previous valuation.
The round also includes participation from IVP, Menlo Ventures and Unusual Ventures via a planned $40 million tender offer for existing shareholders.
Harness provides AI-enabled tools to automate stages of the software delivery lifecycle beyond code writing, such as testing, deployment and security, addressing growing enterprise demand for scalable software operations.
The funding will support platform expansion and global growth as enterprises adopt AI-assisted development workflows.
Source: CNBC
HI | Hardware & Infrastructure
NVIDIA rumored to bring GeForce RTX 3060 production back this quarter
Industry chatter suggests Nvidia may restart production of its older GeForce RTX 3060 graphics card model during the current quarter, potentially to mitigate ongoing memory supply constraints and high demand for GPUs amid broader hardware shortages.
The rumor, originating from industry forums and a Videocardz report, points to manufacturers revisiting legacy product lines that use more readily available components as supply chain pressures persist.
There is no official confirmation from Nvidia, and the discussions remain speculative, with broader trends showing constrained availability of current-generation GPUs.
Source: Videocard
Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%
Samsung Electronics and SK Hynix have reportedly increased quoted prices for server-grade DRAM by as much as 60–70 % for the first quarter of 2026 compared with late 2025 levels, as demand outpaces supply in the memory market.
Both companies are also said to be shunning long-term pricing contracts, opting instead for shorter arrangements that better reflect rapid price rises driven by AI data center growth.
These price hikes underscore tight memory supply conditions, with manufacturers prioritizing more lucrative segments such as high-bandwidth memory for AI workloads.
The moves reflect broader industry dynamics where constrained supply and robust demand are driving material cost increases.
Source: DigiTimes
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