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
Large language models can interpret natural lan- guage, yet robust decisions remain challenging. Jev-like models expose structured choices, but these interfaces do not directly provide numeri- cal values at a requested precision. We propose NUMERICJEV, a training-free numerical decod- ing algorithm that enables numerical output from any LLM with a Jev-like structured-choice in- terface. Surprisingly, on our arithmetic bench- mark, it outperforms direct selection from a can- didate list containing the correct answer by 2.93 percentage points (Figure 1). Our motivation comes from the observation that numerical range selection is itself a decision problem that Jev- like LLMs can address. NUMERICJEV recur- sively refines a range through a multiway deci- sion tree while retaining the original question in context, without parameter updates or hidden- state access. On a 100-value grid, a ten-way tree requires only two decision rounds. Range- normalized MAE is 1.84% versus 5.18% for di- rect choice. A separate three-date historical- index study yields 4.58% mean relative recall er- ror and 0% readout error when the value is sup- plied. Code is available at https://github. com/Bring-AI/jev-numeric.
We study Bayesian linear bandits with an isotropic Gaussian parameter, independent Gaussian candidate arms, and Gaussian reward noise when the horizon is proportional to the dimension. The normalized posterior uncertainty has an explicit limit that is uniform over all causal policies. Gaussian posterior identities then determine the limiting parameter overlaps without an assumed closure of the adaptive recursion. These results yield exact regret curves for Thompson sampling, posterior-mean greedy selection, and a family of policies that scale the posterior sampling covariance. The normalized realized cumulative regret converges in L1, uniformly on compact proportional-time intervals. A policy-uniform lower bound identifies the limiting optimal Bayes regret and proves that posterior-mean greedy selection attains it. Thompson sampling incurs a strictly larger leading regret; its instantaneous regret ratio relative to greedy selection lies between one and two and approaches two at long proportional horizons. Closed-form cumulative curves also identify a different comparison in the vanishing-noise limit. Finally, the instantaneous regret converges to a nondegenerate Gaussian decision-loss distribution, rather than to its mean. The analysis separates the amount of information acquired by a bandit policy from the quality of the decisions made using that information.
Deep clustering is a powerful approach for discovering meaningful structures in high-dimensional data by learning a low-dimensional latent representation prior to clustering. Despite its empirical success, assessing the statistical reliability of the resulting clusters remains challenging. Testing discovered clusters on the same data induces selection bias and invalidates classical $p$-values. Selective inference (SI) provides a principled framework for correcting this bias, but existing methods focus on clustering performed directly on the observed features. In this work, we develop an SI framework for deep clustering with a fixed pretrained encoder. The key challenge is that cluster assignments are determined through a nonlinear transformation from the original data space to the latent space, resulting in a substantially more complex selection process than in conventional clustering. Our method provides a computationally tractable way to account for this process and enables valid statistical testing of differences between clusters identified in the latent space. Synthetic experiments demonstrate that the proposed method controls the Type I error rate while achieving higher power than valid but conservative baselines, and genomic applications show that it can identify significant cluster differences while appropriately accounting for selection bias. Our framework provides a principled approach to quantifying the statistical reliability of structures discovered by deep clustering.
Federated learning (FL) lets EEG decoders learn from recordings of several subjects without pooling them. We consider two light EEG decoders, the Riemannian SPDNet and the Euclidean EEGNet. Both split into a trunk, which builds a latent representation, and a head, which classifies it. Inter-subject variability, however, makes a single shared FL model a poor fit for each subject. Personalised FL addresses this: all subjects learn a common trunk, and each subject keeps its own head. We adapt it for SPDNet and study its effects against standard FL and centralised training, with EEGNet as a Euclidean baseline. Experiments cover three motor-imagery datasets that span diverse regimes in channels, subjects and classes. We observe that personalised SPDNet reaches higher accuracy than both standard FL and centralised training, while converging in fewer rounds and communicating fewer parameters than standard FL. It also outperforms every EEGNet configuration on two of the three datasets, although centralised EEGNet outperforms centralised SPDNet.
Transformers achieve remarkable performance by jointly learning broad families of tasks during pretraining and adapting to unseen tasks from only a short prompt. Yet a rigorous mathematical and statistical understanding of this phenomenon remains limited. This paper aims to study how Transformers exploit shared cross-task structure and how this structure affects the sample complexity of in-context learning (ICL). Specifically, we characterize task-space complexity through covering numbers under a prescribed metric, thereby quantifying the low-dimensional cross-task structure without requiring an explicit parametric representation. The resulting cover provides a set of anchor functions, which we use to introduce a task-identification-and-evaluation procedure: context observations localize an unseen task among the anchor functions, and the response at a query is predicted by aggregating the corresponding anchor function query evaluations. For approximation, we explicitly construct a Transformer with Softmax attention to approximate this procedure. For generalization, we derive an error bound that separates the effects of the number of pretraining tasks and the prompt length. The scaling with respect to the number of pretraining tasks is governed by the intrinsic dimensions of the task space and input domain; once sufficiently many tasks are available, the dependence on the prompt context length becomes dimension-free. To the best of our knowledge, this is the first work to quantify cross-task complexity for general nonlinear task families and explicitly construct a Transformer that exploits their low-dimensional structure to perform ICL. Our theory provides a quantitative explanation of how joint pretraining across related tasks improves in-context generalization.
Predicting blood-brain barrier (BBB) permeability is critical for central nervous system drug discovery. Using the MoleculeNet BBBP dataset (n = 2039), this study systematically ablates molecular feature spaces to isolate featurisation from model architecture. We evaluate three feature families (Morgan fingerprints, RDKit physicochemical descriptors, SMILES bigrams) across four learning algorithms. Results demonstrate that predictive performance depends jointly on feature representation and algorithm. Dynamic Random Forest using combined features achieved the highest mean AUC (0.970, 95% CI: 0.963-0.977). Second, this optimal representation enables exploratory estimation of heterogeneous associations between molecular structure and BBB permeability using Generalized Random Forests. Constructing a pseudo-treatment from a LogP median split, we applied double/debiased machine learning to account for confounding. Orthogonalization substantially attenuates the heterogeneity detected by naive causal forests; no conditional effects remained significant after false discovery rate correction (smallest adjusted p = 0.082). Furthermore, orthogonalized feature importance shifted toward residual structural information in SMILES bigrams. Ultimately, once observed confounding is properly accounted for, evidence that LogP-BBB associations vary systematically across chemical space is insufficient. This underscores that feature representation and model architecture are coupled design choices, and that unorthogonalized causal forests risk overstating genuine treatment effect heterogeneity.
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% |
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