The infrastructure arms race is now consuming the balance sheets of the companies that claim to be building it. Meta is cutting 10 percent of its workforce to offset $135 billion in data center spending this year, while Microsoft commits $140 billion to AI investment and OpenAI, xAI, and peers plan data centers emitting 129 million tons of greenhouse gases annually. This is not growth capital deployed strategically into products with revenue models. This is survival spending, the cost of staying in a game where the entry fee keeps rising and the winner remains unclear. The spending is also accelerating consolidation: smaller builders are being acquired by larger ones, and the companies spending the most on infrastructure are the ones that can afford to cut payroll and still outspend everyone else. Capital concentration and margin compression are creating a two or three player market in foundational models, with everyone else building on top or fighting for scraps in narrower verticals.
The actual products being built on top of this infrastructure reveal why the spending feels mandatory. Everyone is launching agents simultaneously because the competitive window feels like it's closing. OpenAI released GPT-5.5 and workspace agents in ChatGPT. Microsoft added hosted agents to Foundry Agent Service. Google launched both an updated Gemini Enterprise app and the Gemini Enterprise Agent Platform on the same day. Anthropic's Mythos Preview has spooked financial institutions enough that UK banks are seeking access. Yet the speed of deployment is outpacing governance. An enterprise deploying a LangChain-based research agent during preproduction review still faces the problem that autonomous agents are not stable software artifacts, yet authorization frameworks treat them as if they were. Developers are adopting tools that could replace them while simultaneously worrying about displacement. The productivity gains are real and measurable. The anxiety is proportional.
OpenAI is consolidating its position as the primary vendor of production AI agents by shipping GPT-5.5 directly into Codex, its application layer for knowledge work automation, while simultaneously ensuring that layer runs on NVIDIA's infrastructure. Rather than compete on model weights alone, OpenAI is bundling model capability with workflow orchestration, automations, plugins, skills, and structured task execution, which creates friction for customers to migrate. NVIDIA's public embrace of Codex running on GB200 systems signals that the infrastructure vendor sees agent frameworks as the real margin driver. Meanwhile, Hugging Face's focus on browser-based transformer inference via Chrome extensions points toward a different vector: moving model execution to the edge and away from centralized inference, which could fragment the cloud-based agent stack that OpenAI and NVIDIA are building. The announcements collectively reveal a market sorting into layers, with model vendors securing inference infrastructure partnerships, application vendors building stickiness through workflow automation, and infrastructure players ensuring they own the hardware dependency. Competition is happening at integration points, not at the model level alone.
On GitHub, the trending list reveals a decisive split between two categories of developer effort: infrastructure for AI agents and tools that make those agents actually useful at scale. The agent-building layer is consolidating around concrete implementations rather than framework abstractions. Cline and similar autonomous coding agents now come with context-window optimization built in, which solves a real constraint: LLM context is expensive and agents generate noise. Skill libraries like VoltAgent's collection of 1000+ agent skills acknowledge that agents need domain knowledge packaged as callable tools. The discovery layer shows where harder problems still live. Data annotation and curation remain foundational, while LocalAI's positioning as a hardware-agnostic inference engine reflects a practical reality that developers want to run models locally without GPU dependencies to cut costs and latency. Smaller repos like abliterix and fim-ai/fim-one point to where the research frontier is: not whether agents can work, but how to make them predictable, steerable, and efficient. What's conspicuously absent from the trending list is another wave of general-purpose frameworks. The market has decided those are solved problems.
Grant Calloway
Aligning two models without paired data requires a distance that both share, yet existing methods use Euclidean or spherical geometry. This is either an arbitrary choice or imposed by their loss function. We show that, under a precise form of the manifold hypothesis, the pullback of the data metric gives such a distance for any two models of one data-generating process. This holds whether the models are encoders, decoders or both, and whatever their architecture, loss, prior or training data. The alignment map preserves this distance and the distribution of representations, and is identifiable if and only if the data distribution breaks every symmetry of the data manifold. We show that this symmetry breaking holds generically. Identifiability makes the alignment coupling the unique optimum of Gromov--Wasserstein and of its weighted combinations with a linear program. The linear program alone has the same optimum if almost every data point has a distinct distribution of distances. The coupling, and with it the alignment map, is recovered exactly from permuted samples, even without identifiability, and consistently from independent ones. Our method, Neural Gromov--Monge Alignment (NGMA), uses no pairs or labels and outperforms every unpaired and label-informed baseline. It relies on pullback distances to align image models with different priors and single-cell models trained on disjoint cells, where Euclidean distances fail.
Amortized Bayesian experimental design (BED) enables real-time design strategies by shifting acquisition cost offline, but existing methods remain tied to the prior and task distribution they were trained on and cannot exploit additional information available at deployment. We introduce in-context amortized BED with unified knowledge encoding (IMBUE), a BED framework that admits external knowledge at deployment through a unified in-context interface. IMBUE accepts two forms of such knowledge without retraining, namely user-specified prior knowledge and observations from previous instances of the experiment. Both are encoded as additional input tokens and processed in-context with the accumulated observations by a shared Transformer, and a learned reliability filter scores each external token against the observations and excludes inconsistent ones. Across four benchmarks, IMBUE accelerates early-stage information acquisition when the external knowledge is reliable, and remains close to the no-external baseline when it is not.
User sequence modeling is widely used in recommendation and advertising. Search ranking presents an additional challenge: the current query expresses immediate intent, while a candidate product determines which parts of a user's long-term history are relevant. We present a production sequence framework for sponsored-product ranking that augments recent behavior with two retrieval channels over long-term history: candidate-nearest-neighbor retrieval and query-nearest-neighbor retrieval. The selected actions are encoded together with dedicated query and candidate context tokens, while candidate-aware early fusion injects the candidate into every history token. Offline ablations show that dual retrieval improves major ranking metrics relative to the production baseline. In an online A/B test on sponsored-product search traffic, the model increased CTR, attributed conversion rate, and orders per impression.
This work proposes the Adaptive Federated Hamiltonian Monte Carlo (AFHMC) for Bayesian federated learning (FL) tasks. The prior work on HMC applications for FL achieves $O(\sqrt{d}/ε)$ communication cost under log-convex distributions, already demonstrating its advantage over the Langevin dynamic-based counterpart. Based on a refined analysis, this paper further reveals the benefit of HMC for the FL regime by incorporating a control mechanism for local node shifts. We prove that AFHMC at most requires $O(\{d/ε^2\}^{1/3})$ communication cost up to a logarithmic term, which is significantly better than the existing results. Moreover, the proposed method adapts to client heterogeneity. Under low-heterogeneity settings (i.e., the target sampling precision $ε^2$ is higher than the heterogeneity level), the communication rate of AFHMC can be as good as $O(\log(d/ε^2))$, resembling the communication costs for FL optimization tools. To the best of our knowledge, this provides the first logarithmic communication complexity result for federated sampling, even though it requires low heterogeneity. Numerically, we also justify AFHMC's advantage under the low-heterogeneity regime. Our code is available at https://github.com/laaaarrywang/Adaptive-Federated-HMC
Predict-then-optimize systems convert contextual forecasts into decisions, yet conformal robust optimization typically calibrates prediction residuals rather than downstream loss. For linear optimization, this parameter-space geometry can be badly misaligned with decision risk: large objective perturbations may preserve the optimizer, while small boundary-crossing perturbations may cause substantial regret. We introduce Conformal Regret Sets, a post-hoc, model-agnostic framework that conformalizes an optimization-derived regret surrogate and uses its calibrated level set for minimax-regret refinement. We first show that directly conformalizing exact regret, although sufficient to certify the nominal predict-then-optimize decision, yields a degenerate robust problem: absent an exogenous bounded support, every alternative decision has unbounded worst-case regret. We therefore use SPO+, a pointwise upper bound on exact regret, as the conformal score, obtaining distribution-free finite-sample marginal regret guarantees under exchangeability. For contextual linear programs, the resulting set decomposes into polyhedral pieces aligned with the normal fan of the feasible polytope. A vertex is active if and only if its predicted suboptimality gap is at most half the calibrated threshold $η$, enabling local, output-sensitive generation of all relevant pieces. Moreover, if $Γ$ is the predicted gap to the closest competing vertex, the nominal and refined decisions admit the sharper worst-case-regret certificate $(η-2Γ)_+$, with an exact early exit when $η\leq 2Γ$. Experiments on contextual fractional knapsack validate the geometry and certificates: continuous refinement reduces the $0.95$-quantile and $\operatorname{CVaR}_{0.95}$ of regret by $9.1\%$ and $13.1\%$ relative to nominal PTO, while vertex-restricted refinement changes only $10.0\%$ of nominal decisions.
Many problems across the sciences compare two stochastic processes through the sequences they generate. Reinforcement learning asks what a new policy would return from the trajectories of an old one; molecular simulation asks how much more a ligand binds from samples of the unbound state; climate attribution asks how a heat wave shifted under warming; and language-model post-training asks what a deployed agent will do from logged interactions. In every case, one quantity would answer all these questions at once: the ratio of the two probability laws over their generated sequences, the trajectory density ratio. This ratio exists only under strong conditions. When one process reaches states the other cannot, the ratio does not exist; when their overlap is thin, its variance grows without control with the sequence length; and when they concentrate on different lower-dimensional sets, the ratio is undefined altogether. Weak support of this kind is the norm for sequence data, not a sampling accident, and its price is paid in identifiability rather than in noise alone. This survey organizes the field around a three-level diagnosis of weak support and a map of the nine retreats that methods take when the full ratio is out of reach, from direct estimation and reweighting through staged decomposition, stationarization, and partial-identification bounds to smoothing, transport couplings, operator spectra, and direct estimation of a single functional. Each retreat keeps part of what the ratio offers and pays for the rest, and each application domain has standardized the retreat its data force. The survey closes with open problems: testable diagnostics at every level, partial identification at the trajectory level, a rate theory of time-amplified error, and benchmarks with ground truth.
Composite score across coding, math, and reasoning
| # | Model | Score | tok/s | $/1M |
|---|---|---|---|---|
| 1 | GPT-5.5 | 60.2 | 0 | $11.25 |
| 2 | Claude Opus 4.7 | 57.3 | 58 | $10.00 |
| 3 | Gemini 3.1 Pro Preview | 57.2 | 132 | $4.50 |
| 4 | GPT-5.4 | 56.8 | 80 | $5.63 |
| 5 | Kimi K2.6 | 53.9 | 123 | $1.71 |
Agentic coding on real-world software engineering tasks
| # | Model | Score |
|---|---|---|
| 1 | Claude Opus 4.6 | 65.3% |
| 2 | gpt-5.2-2025-12-11-medium | 64.4% |
| 3 | GLM-5 | 62.8% |
| 4 | gpt-5.4-2026-03-05-medium | 62.8% |
| 5 | GLM-5.1 | 62.7% |
🤗 ml-intern: an open-source ML engineer that reads papers, trains models, and ships ML models
Code search MCP for Claude Code. Make entire codebase the context for any coding agent.
"RAG-Anything: All-in-One RAG Framework"
ALL IN ONE Hacking Tool For Hackers
Uncensored, open-source alternative to Higgsfield AI, Freepik AI, Krea AI, Openart AI — Free, unrestricted AI image & video generation studio with 200+ models (Flux, Midjourney, Kling, Sora, Veo). No content filters. Self-hosted, MIT licensed.
Synthetic data curation for post-training and structured data extraction
Annotate better with CVAT, the industry-leading data engine for machine learning. Used and trusted by teams at any scale, for data of any scale.
LLM-powered Agent Runtime with Dynamic DAG Planning & Concurrent Execution
Automated alignment adjustment for LLMs — direct steering, LoRA, and MoE expert-granular abliteration, optimized via multi-objective Optuna TPE.
FinGPT: Open-Source Financial Large Language Models! Revolutionize 🔥 We release the trained model on HuggingFace.