| 1 | <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1280 720" width="1280" height="720"> |
| 2 | <!-- P09 Timeline 2025–2026 — six milestones on horizontal axis, dense rhythm --> |
| 3 | |
| 4 | <rect id="bg" width="1280" height="720" fill="#FFFFFF"/> |
| 5 | |
| 6 | <!-- ============ HEADER ============ --> |
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| 8 | <rect x="0" y="0" width="1280" height="4" fill="#C8102E"/> |
| 9 | </g> |
| 10 | |
| 11 | <g id="header-folio"> |
| 12 | <line x1="48" y1="34" x2="1232" y2="34" stroke="#111111" stroke-width="1"/> |
| 13 | <text x="48" y="26" font-family="Consolas, "Courier New", monospace" font-size="10" font-weight="700" fill="#111111" letter-spacing="2">THE AI INDUSTRY 2026 · ANNUAL REPORT</text> |
| 14 | <text x="640" y="26" font-family="Consolas, "Courier New", monospace" font-size="10" font-weight="700" fill="#111111" text-anchor="middle" letter-spacing="2">CHRONICLE · 16 MONTHS</text> |
| 15 | <text x="1232" y="26" font-family="Consolas, "Courier New", monospace" font-size="10" font-weight="700" fill="#111111" text-anchor="end" letter-spacing="2">VOL. 1 · NO. 1 · MAY 2026</text> |
| 16 | </g> |
| 17 | |
| 18 | <g id="header"> |
| 19 | <text x="48" y="58" font-family=""Arial Black", SimHei, sans-serif" font-size="11" font-weight="900" fill="#C8102E" letter-spacing="3.5">SECTION VII · CHRONICLE</text> |
| 20 | <text x="48" y="110" font-family="Impact, "Arial Black", SimHei, sans-serif" font-size="44" font-weight="900" fill="#111111" letter-spacing="-1">2025 – 2026 · SIX MILESTONES</text> |
| 21 | <text x="48" y="138" font-family=""Times New Roman", SimSun, serif" font-size="16" font-style="italic" fill="#111111">From <tspan fill="#C8102E" font-weight="700">EO 14179</tspan> to the <tspan fill="#C8102E" font-weight="700">AI Index 2026</tspan> — sixteen months that rewrote the league table.</text> |
| 22 | <line x1="48" y1="156" x2="1232" y2="156" stroke="#111111" stroke-width="2"/> |
| 23 | </g> |
| 24 | |
| 25 | <!-- ============ YEAR BANDS ============ --> |
| 26 | <g id="year-bands"> |
| 27 | <!-- 2025 band --> |
| 28 | <rect x="100" y="350" width="810" height="40" fill="#F4F1EA"/> |
| 29 | <text x="108" y="378" font-family="Impact, "Arial Black", SimHei, sans-serif" font-size="28" font-weight="900" fill="#CBC8B7" letter-spacing="6">2025</text> |
| 30 | <!-- 2026 band --> |
| 31 | <rect x="910" y="350" width="270" height="40" fill="#F4F1EA"/> |
| 32 | <text x="918" y="378" font-family="Impact, "Arial Black", SimHei, sans-serif" font-size="28" font-weight="900" fill="#CBC8B7" letter-spacing="6">2026</text> |
| 33 | </g> |
| 34 | |
| 35 | <!-- ============ TIMELINE AXIS ============ --> |
| 36 | <g id="timeline-axis"> |
| 37 | <!-- Horizontal axis (thick black rule) --> |
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| 39 | <!-- Quarter tick marks (small) --> |
| 40 | <line x1="100" y1="392" x2="100" y2="402" stroke="#111111" stroke-width="1"/> |
| 41 | <line x1="302" y1="392" x2="302" y2="402" stroke="#111111" stroke-width="1"/> |
| 42 | <line x1="505" y1="392" x2="505" y2="402" stroke="#111111" stroke-width="1"/> |
| 43 | <line x1="707" y1="392" x2="707" y2="402" stroke="#111111" stroke-width="1"/> |
| 44 | <line x1="910" y1="392" x2="910" y2="402" stroke="#111111" stroke-width="1"/> |
| 45 | <line x1="1112" y1="392" x2="1112" y2="402" stroke="#111111" stroke-width="1"/> |
| 46 | |
| 47 | <text x="100" y="416" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">Q1</text> |
| 48 | <text x="302" y="416" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">Q2</text> |
| 49 | <text x="505" y="416" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">Q3</text> |
| 50 | <text x="707" y="416" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">Q4</text> |
| 51 | <text x="910" y="416" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">Q1</text> |
| 52 | <text x="1112" y="416" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">Q2</text> |
| 53 | </g> |
| 54 | |
| 55 | <!-- chart-plot-area: 100,350,1180,390 --> |
| 56 | |
| 57 | <!-- ============ MILESTONE 1 — 2025-01 (x=100), ABOVE ============ --> |
| 58 | <g id="milestone-1"> |
| 59 | <line x1="100" y1="350" x2="100" y2="280" stroke="#111111" stroke-width="1"/> |
| 60 | <circle cx="100" cy="370" r="10" fill="#111111"/> |
| 61 | <line x1="48" y1="192" x2="252" y2="192" stroke="#111111" stroke-width="2"/> |
| 62 | <text x="48" y="216" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="1.5">2025-01</text> |
| 63 | <text x="48" y="240" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111" letter-spacing="0.5">US EO 14179 SIGNED</text> |
| 64 | <text x="48" y="258" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">Federal posture reversed — innovation</text> |
| 65 | <text x="48" y="272" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">first over restriction; the state-level</text> |
| 66 | <text x="48" y="286" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">race opens.</text> |
| 67 | </g> |
| 68 | |
| 69 | <!-- ============ MILESTONE 2 — 2025-08 (x=572.5≈573), BELOW ============ --> |
| 70 | <g id="milestone-2"> |
| 71 | <line x1="573" y1="390" x2="573" y2="460" stroke="#111111" stroke-width="1"/> |
| 72 | <circle cx="573" cy="370" r="10" fill="#111111"/> |
| 73 | <line x1="471" y1="460" x2="675" y2="460" stroke="#111111" stroke-width="2"/> |
| 74 | <text x="471" y="484" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="1.5">2025-08</text> |
| 75 | <text x="471" y="508" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111" letter-spacing="0.5">EU AI ACT — FULL FORCE</text> |
| 76 | <text x="471" y="526" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">First binding horizontal AI statute on</text> |
| 77 | <text x="471" y="540" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">a major economy. Penalty ceiling:</text> |
| 78 | <text x="471" y="554" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">€35 M or 7 % of global turnover.</text> |
| 79 | </g> |
| 80 | |
| 81 | <!-- ============ MILESTONE 3 — 2025-09 (x=640), ABOVE ============ --> |
| 82 | <g id="milestone-3"> |
| 83 | <line x1="640" y1="350" x2="640" y2="280" stroke="#111111" stroke-width="1"/> |
| 84 | <circle cx="640" cy="370" r="10" fill="#111111"/> |
| 85 | <line x1="538" y1="192" x2="742" y2="192" stroke="#111111" stroke-width="2"/> |
| 86 | <text x="538" y="216" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="1.5">2025-09</text> |
| 87 | <text x="538" y="240" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111" letter-spacing="0.5">CHINA WATERMARK RULES</text> |
| 88 | <text x="538" y="258" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">First state-mandated synthetic-</text> |
| 89 | <text x="538" y="272" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">content identification regime at</text> |
| 90 | <text x="538" y="286" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">frontier-deployment scale.</text> |
| 91 | </g> |
| 92 | |
| 93 | <!-- ============ MILESTONE 4 — 2025-Q4 (x=775), BELOW ============ --> |
| 94 | <g id="milestone-4"> |
| 95 | <line x1="775" y1="390" x2="775" y2="460" stroke="#111111" stroke-width="1"/> |
| 96 | <circle cx="775" cy="370" r="10" fill="#111111"/> |
| 97 | <line x1="673" y1="460" x2="877" y2="460" stroke="#111111" stroke-width="2"/> |
| 98 | <text x="673" y="484" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="1.5">2025-Q4</text> |
| 99 | <text x="673" y="508" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111" letter-spacing="0.5">DEEPSEEK-R1 RELEASED</text> |
| 100 | <text x="673" y="526" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">Open-weights reasoning at frontier-</text> |
| 101 | <text x="673" y="540" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">adjacent capability; reframes the</text> |
| 102 | <text x="673" y="554" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">inference-cost conversation.</text> |
| 103 | </g> |
| 104 | |
| 105 | <!-- ============ MILESTONE 5 — 2026-Q1 (x=978), ABOVE — emphasized red ============ --> |
| 106 | <g id="milestone-5"> |
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| 108 | <circle cx="978" cy="370" r="11" fill="#C8102E"/> |
| 109 | <line x1="876" y1="192" x2="1080" y2="192" stroke="#C8102E" stroke-width="2"/> |
| 110 | <text x="876" y="216" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="1.5">2026-Q1</text> |
| 111 | <text x="876" y="240" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="0.5">ANTHROPIC TAKES #1</text> |
| 112 | <text x="876" y="258" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">31.4 % vs OpenAI 29.0 % — first</text> |
| 113 | <text x="876" y="272" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">non-OpenAI lab in the #1 revenue</text> |
| 114 | <text x="876" y="286" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">spot since the modern era began.</text> |
| 115 | </g> |
| 116 | |
| 117 | <!-- ============ MILESTONE 6 — 2026-04 (x=1113), BELOW ============ --> |
| 118 | <g id="milestone-6"> |
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| 122 | <text x="1011" y="484" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#C8102E" letter-spacing="1.5">2026-04</text> |
| 123 | <text x="1011" y="508" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111" letter-spacing="0.5">AI INDEX 2026 PUBLISHED</text> |
| 124 | <text x="1011" y="526" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">First year SWE-bench Verified hits</text> |
| 125 | <text x="1011" y="540" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">~100 % of human baseline; benchmark</text> |
| 126 | <text x="1011" y="554" font-family=""Times New Roman", SimSun, serif" font-size="11" fill="#111111">half-life now months, not years.</text> |
| 127 | </g> |
| 128 | |
| 129 | <!-- ============ EDITORIAL CLOSING LINE ============ --> |
| 130 | <line x1="48" y1="600" x2="1232" y2="600" stroke="#111111" stroke-width="2"/> |
| 131 | <g id="closing"> |
| 132 | <text x="48" y="628" font-family=""Arial Black", SimHei, sans-serif" font-size="14" font-weight="900" fill="#111111" letter-spacing="1.5">SIXTEEN MONTHS, THREE STRUCTURAL SHIFTS</text> |
| 133 | <line x1="48" y1="638" x2="1232" y2="638" stroke="#111111" stroke-width="0.5"/> |
| 134 | <text x="48" y="660" font-family=""Times New Roman", SimSun, serif" font-size="13" fill="#111111">Compliance: from one rulebook to three. Compute: from $100 M runs to $500 M ones. Capability: from benchmarks lasting years to benchmarks lasting months. None of these</text> |
| 135 | <text x="48" y="676" font-family=""Times New Roman", SimSun, serif" font-size="13" fill="#111111">unwinds on the present trajectory — and the late-2027 projection of $1–3 B per run, plus an inference-spread doubling, raises the bar for the next twelve months.</text> |
| 136 | </g> |
| 137 | |
| 138 | <!-- ============ FOOTER ============ --> |
| 139 | <g id="footer-imprint"> |
| 140 | <rect x="48" y="688" width="1184" height="2" fill="#C8102E"/> |
| 141 | <text x="48" y="708" font-family="Consolas, "Courier New", monospace" font-size="9" font-weight="700" fill="#111111" letter-spacing="2">SOURCES STANFORD HAI · COUNTERPOINT · ONETRUST · WHITE HOUSE · EUROPEAN COMMISSION · CAC · DEEPSEEK PRESS · IEEE SPECTRUM</text> |
| 142 | <text x="1232" y="708" font-family="Consolas, "Courier New", monospace" font-size="9" font-weight="700" fill="#111111" text-anchor="end" letter-spacing="2">PAGE 09 / 10</text> |
| 143 | </g> |
| 144 | </svg> |
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