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AI Market · Shockwaves

The AI Shockwave Timeline.

The releases that moved the market, scored by magnitude and traced through the layers they disturbed.

Frontier deltas, 2024 → 2026

15 scored events across 5 archetypes · Current through September 5, 2026.

Context window

0M
from 32K

Gemini 1.5 → DeepSeek-V4

Reasoning · AIME 2024

0.0%
from 13.4%

GPT-4o → o1 → DeepSeek-R1

Inference token cost

0.0×
from

Blackwell → Rubin (reported)

KV cache footprint

0%
from 100%

DeepSeek-V2 → V4 @1M

Click a shock to trace its downstream impact

Archetype
Layer
Magnitude
All shocks
HHardwareSSoftwareNNetworking202420252026SGemini 1.531xHNVIDIA Blackwell & …30xSDeepSeek-V2-93.3%SGPT-4o~9x fasterSLlama 3.1 405Bfirst frontie…SOpenAI o1+61 ptsNModel Context Proto…one open prot…SDeepSeek-V32.788M H800 G…SDeepSeek-R179.8%SClaude 3.7 Sonnetuser-controll…NAgent2Agent Protocolvendor-neutra…HNVLink Fusioncustom CPU/AS…HNVIDIA Rubin & Vera…10x lowerSDeepSeek-V4 Preview8xSClaude Opus 4.84x fewer
Archetype (color)
EfficiencyReasoningContext & interfaceOpen-frontierInteroperability & network
Layer (shape)
H · HardwareS · SoftwareN · Networking & protocol
Magnitude (ripple)
HighMedium

Companion systems

Move among the lineage tree, chronological lanes, and influence network without losing filters or selected-shock context.