The Inference Report

June 1, 2026

Capital is abandoning manufacturing for silicon. SoftBank's market value now exceeds Toyota's, marking the definitive end of Japan's industrial era and the beginning of its AI hardware bet. Ardian is building a five-billion-euro data center outside Paris. Intel is shipping inference GPUs by year end. The infrastructure thesis is being priced in at scale, and the money has moved decisively from pipes to software and back again to pipes. What's being tested now is whether returns justify deployment, and whether the public will tolerate the environmental and labor costs of getting there.

NVIDIA has moved beyond selling chips. At Computex, the company announced a unified stack: hardware, software layers, reference designs, open source tools, and now Hugging Face integration of NVIDIA Cosmos 3 into its model hub. The architecture makes it cheaper and faster to build on NVIDIA infrastructure than anywhere else, then calls it openness. Taiwan's manufacturing ecosystem serves as both proof of concept and supply chain lock-in. Token demand is exploding. Every factory, hospital, and developer scaling agentic AI is being funneled toward the same compute layer. This isn't about winning deals. It's about making the alternative friction-filled enough that builders stop considering it.

Beneath this confidence sits a widening credibility gap. Gen Z uses AI more than any cohort but increasingly views it as a threat rather than opportunity. Erin Brockovich's scrutiny of data center secrecy suggests environmental and transparency concerns will become friction points as capacity demands accelerate. Wall Street strategists are shrugging off bubble warnings while simultaneously betting on AI stocks to defy gravity, a posture that depends entirely on the infrastructure thesis holding.

Developer energy has already shifted from "what if we use an LLM" to "how do we actually operate these systems." GitHub trending shows agent coordination tools like Harness, CORAL, and Pi Subagents solving real problems that didn't exist two years ago. Aegis enforces runtime policies with cryptographic audit trails. Claude Code dominates, but the deeper signal is the emergence of glue tools: MarkItDown converts documents, Scrapling handles web scraping, Supermemory builds memory layers. Openpilot remains the most interesting robotics repo because it ships actual code running on actual cars, not research simulations. The practical layer is solidifying while the infrastructure layer consolidates.

Grant Calloway

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From the WireAll feeds
Research Papers — FocusedAll papers
Forward-Deployed Full-Stack Engineering for Autonomous Cloud MLOps cs.MA

Across industries, machine-learning systems support applications ranging from prediction and anomaly detection to forecasting, optimization, and scheduling, yet operationalizing these systems requires coordinating application development, model pipelines, cloud infrastructure, security, deployment, monitoring, retraining, recovery, and rollback. We present an evidence-gated multi-agent framework for transforming a natural-language MLOps cloud engineering task into a verified repository and operational cloud deployment. The framework combines graph engineering, loop engineering, and agent harness engineering. A stateful Graph Orchestrator coordinates specialized agents for repository generation, review, execution, verification, release, and monitoring while governing workflow dependencies, evidence gates, retry bounds, recovery paths, and termination. Consequential lifecycle transitions proceed only when their required predicates are supported by verifiable execution or runtime evidence. Verification failures activate bounded reflection, repair, and re-verification, while runtime evidence of failure, drift, degradation, or policy violation can trigger bounded adaptation, recovery, or rollback. Agent harness engineering constrains repository generation, review, and repair, artifact execution, and cloud operations through controlled capabilities and isolated execution environments. We realize the framework on Google Cloud Platform and evaluate repository completeness, controlled execution, evidence-gated transitions, cloud promotion, and bounded recovery. Our experimental results show that the framework prevents unsupported lifecycle transitions and drives each run toward either a verified operational deployment or an auditable terminal failure.

AgenticRag-R1: Agentic Reinforcement Learning with Stack Memory for Multi-Step Reasoning, Retrieval and Memorizing cs.MA

Retrieval-Augmented Generation (RAG) improves the factuality of large language models (LLMs), yet existing RAG systems often struggle with complex, multi-step reasoning that requires adaptive retrieval and continuous revision of intermediate contexts. Recent reinforcement learning (RL)-based agentic RAG methods partially alleviate this issue, but typically rely on coarse-grained action spaces and trajectory-level rewards, resulting in weak reward assignment and a bias toward short-horizon, stereotyped reasoning template. To address, we propose AgenticRag-R1, a RL framework that deeply integrates reasoning, retrieval, and memory via a memory stack and fine-grained action space, supported by hierarchical action-aware rewards and an information-aware trajectory rejection strategy to enable effective long-horizon learning. Experiments across a diverse set of multi-hop, open-domain, and agentic reasoning benchmarks, spanning multiple backbone model sizes, demonstrate that AgenticRag-R1 consistently outperforms strong baselines. Moreover, AgenticRag-R1 learns more robust, interpretable, and memory-aware reasoning behaviors, highlighting the effect of fine-grained action modeling and information-aware optimization for long-horizon reasoning. Our code is anonymous available at https://github.com/jiangxinke/Harness-RL/tree/AgenticRAG-R1-Whitebox.

Zero-Shot Self-Orchestration with Ledger-Based Control for Improved LLM Coding Performance cs.MA

Multi-agent large language model systems are widely reported to beat single-model baselines, but the evidence is mixed, and comparisons are usually confounded: pipelines change token budgets, tool calls, and prompts simultaneously, so an aggregate gain rarely reveals what actually helped. We investigate the effect of introducing the manager-worker scaffold over a shared filesystem workspace, with no training and no per-benchmark tuning, measured against the same model answering in a single pass. Across nine models -- five open-weight, spanning 9B to ~2.8T parameters, and four frontier closed models -- on the 100 latest hard LiveCodeBench problems, the scaffold's benefit is real but conditional: large and statistically significant for some (Qwen3.8-27B +23.4, GPT-5.6-Luna +10.6 and GPT-5.6-Terra +8.0, each over five paired passes; Kimi-K3 +30.4 and Minimax-M3 +11.0 over five paired passes with reasoning off, both at $p < 10^{-4}$, and +42 and +12 in a single pass at a 128k cap) and null or negative for others (Qwen3.6-35B -1 to -9 with reasoning off). With the manager, Opus-5 achieves the highest score in the study at 91% in one pass. Running a manager roughly triples the token bill, but it buys accuracy more cheaply than moving to a larger model does: GPT-5.6-Terra with a manager nearly matches Fable 5's single-call accuracy (85.0 against 87.4, $p = 0.59$) at a fifth of the price (\$11.71 against \$61.11 per 100-problem pass, $p < 10^{-4}$), and the Qwen-27B arm does it for \$51.75 on weights anyone can self-host. Our transcript analysis finds several mechanisms behind the gains, of which two recur: context management, in which short worker calls and shared notes organize state and reduce truncation, and problem decomposition. Improvements are modest for large models with reasoning enabled, but larger for some models with reasoning disabled and for smaller models with reasoning enabled.

Risks and Controls for Multi-Agent Systems: an analytical framework for deployment of AI agents across organisational boundaries cs.MA

This report presents a framework to help organisations, policymakers and researchers reason about the risks that emerge when AI agents interact with each other, how those risks change as interactions cross organisational boundaries, and the controls that may help address them. As organisations deploy AI agents, those agents will increasingly interact with each other: inside the organisation, with the agents of partners, customers and suppliers, and with unknown counterparties on the open internet. Failures can emerge from the interactions themselves, and once those interactions cross an organisation's perimeter, no single organisation can fully see, control or govern them. The report introduces three deployment tiers, defined by the minimum common governance binding any two interacting agents: singular governance, where one organisation governs every agent; federated governance, where multiple organisations deploy into a shared environment under agreed rules; and open environments, where agents operate with no central authority and shared standards are adopted voluntarily if at all. Within each tier, the report examines risk factors, failure modes and available controls. It identifies who is positioned to apply the controls, and where no actor is positioned to act, it characterises the gap and the collective action required to close it.

BVR Sim: An Open and High-Throughput Environment for Heterogeneous Air-Combat Reinforcement Learning cs.MA

Beyond-visual-range (BVR) air combat is a challenging reinforcement-learning domain characterized by partial observability, long-horizon decision making, energy management, and limited weapons. We present BVR Sim, an open-source Gymnasium-style environment designed for heterogeneous air-combat reinforcement learning. BVR Sim supports multiple JSBSim aircraft models, including the F-15, F-16, F/A-18, and F-22, with configurable weapons, sensors, controllers, and opponents. A unified tactical action interface specifies desired heading, altitude, speed, and weapon release above aircraft-specific inner-loop controllers, enabling policies to operate across heterogeneous platforms. The environment provides interchangeable Python and accelerated C++ backends, entity-oriented observations, compositional rewards, scripted opponents, replay and visualization, and adapters for multi-agent learning frameworks. At a 0.4-s decision interval, the C++ backend achieves 104 simulated seconds per wall-clock second in 1-vs-1 and remains practical through 10-vs-10 scenarios. A policy trained only on the F-16 transfers without retraining to four unseen aircraft, reaching a 45.5% mean win rate with aircraft-specific controller adaptation. MAPPO and HAPPO experiments further verify end-to-end compatibility with standard multi-agent reinforcement-learning pipelines.

Praxist: From Experimental Artifacts to Solution Lineages cs.MA

Autonomous R\&D agents now write, run, and improve executable artifacts under automated evaluation---but largely as laboratory instruments: shown on curated benchmarks, with gains that are hard to trace to a cause and costs well above what sustained engineering practice absorbs. The limitation is structural. Most systems treat each attempt as nearly self-contained, so logs, memories, and search trees record what happened without establishing which design element produced an improvement, whether its evidence survived validation, or how it recombines with others. Long campaigns therefore keep re-learning the same lessons. We introduce Praxist, a lineage-centered generational system that converts reproducible artifacts and evaluator outcomes into a typed evidence graph of findings, lane-structured frontiers, and agendas. Separating local artifact construction from cohort-level evidence synthesis lets later attempts inherit validated mechanisms, unresolved claims, and useful constraints, and leaves results attached to an inspectable lineage. On the standardized 75-task MLE-bench suite, the finalized official-grader results give Praxist 60 medals (80.0\%), 49 of them gold, against 55 medals (73.3\%) and 34 gold for a Claude Code baseline on Claude Opus 4.8---at a recorded model spend of US\$3,054 versus US\$38,370, roughly a twelfth of the cost. Four case studies---quantitative trading, LiDAR-inertial-visual SLAM, tokamak magnetic control, and rocket landing---carry the same process into open-ended engineering problems, improving on each task-native baseline in headline accuracy, survival, or resource cost, with the discovery path on record. Stronger artifacts at an order of magnitude less spend, each backed by an auditable lineage, are, to our knowledge, first brought together here: the operating profile production research requires, not the one a benchmark demonstration establishes.

BenchmarksFull tables
Artificial AnalysisIntelligence Index

Composite score across coding, math, and reasoning

#ModelScoretok/s$/1M
1Claude Opus 4.861.463$10.94
2GPT-5.560.266$11.25
3Claude Opus 4.757.360$10.94
4Gemini 3.1 Pro Preview57.2144$4.50
5GPT-5.456.886$5.63
SWE-rebench

Agentic coding on real-world software engineering tasks

#ModelScore
1gpt-5.5-2026-04-23-xhigh62.7%
2Codex60.4%
3Claude Code59.6%
4gpt-5.5-2026-04-23-medium58.9%
5Claude Opus 4.8-xhigh56.4%