The Inference Report

June 27, 2026

The US government has moved from theoretical concern about frontier AI to operational control over its deployment, and the effect is immediate fragmentation. Two weeks apart, the Trump administration ordered Anthropic to take Mythos offline for foreign users, then asked OpenAI to delay GPT-5.6's general release. Both complied. No law, no formal process, just government requests that major AI labs treat as directives. OpenAI's public pushback claiming restrictions "shouldn't be the norm" rings hollow when the company is simultaneously releasing GPT-5.6 to a government-vetted subset of users. The administration granted Anthropic permission to distribute its model to over 100 US companies and agencies, which suggests the concern is less about capability leakage and more about who gets to decide who uses what. OpenAI's announcement that it's building Jalapeño, its custom inference chip with Broadcom, looks less like technical independence and more like insurance against future restrictions, a way to own the supply chain when the government controls the distribution chain.

This control mechanism is now forcing a territorial reorganization of AI infrastructure. South Korea is training half a million soldiers as drone operators. China's Tencent is embedding DeepSeek's models into WeCom, its enterprise collaboration tool. Europe is leveraging Trump's protectionist posture to build its own stack, explicitly flagging AWS and Azure as gatekeepers under the Digital Markets Act. Instead of a unified global AI infrastructure centered on US companies and Nvidia chips, nation-states and blocs are building their own stacks, training their own workforces, and using regulatory leverage to carve out protected markets. This isn't competition; it's de facto sanctions wrapped in procurement policy.

The enterprise layer is quietly reorganizing around a parallel logic: that public cloud AI is too expensive and too exposed, and that custom infrastructure beats generic platforms. Enterprises are merging their OLTP and OLAP storage to feed AI agents real-time operational data. Microsoft is turning Windows into an AI operating system, promising unmetered local inference so companies can run models for free on their own hardware. Apple is raising prices up to 25% to cover memory costs, which means AI is now a line item in hardware budgets. The companies building their own chips, OpenAI, Google, Apple, SpaceX, are not trying to compete with Nvidia in general-purpose compute. They're optimizing for inference at scale, which is where the margin and control live. On the benchmarks, the top performers remain locked in place: OpenAI's gpt-5.5-2026-04-23-xhighModel holds first at 62.7% on SWE-rebench, with Claude Fable 5 leading the broader Artificial Analysis benchmark at 59.9. The stability suggests the top agents have reached a plateau, or that evaluation resolution cannot detect sub-point improvements. Meanwhile, the real developer momentum has moved past building agent frameworks to solving production plumbing: converting documents into LLM-parseable formats, giving agents sensory input and execution capability, and bundling tools into prescribed setups that treat AI as a team member with defined roles. This is the economics of vertical integration in a world where government can shut down your API access with a phone call.

Grant Calloway

AI LabsAll labs
From the WireAll feeds
Research Papers — FocusedAll papers
DocuTeam: Mixed-Initiative Multi-Agent Discussions around Evolving Documents cs.HC

In open-ended problem solving, collaborators often rely on discussion to surface concerns, challenge perspectives, and refine shared work as it evolves. While AI agents are increasingly used as discussion partners, existing multi-agent systems place a heavy burden on users to initiate and carefully orchestrate the discussions. We present DocuTeam, a mixed-initiative multi-agent discussion system in which both users and agents can initiate and steer conversations. Agents monitor document changes to proactively start and redirect discussions as the work evolves, while users can flexibly shape the conversation or adopt agent ideas. In a within-subjects study (N=20), participants using DocuTeam produced outcomes rated significantly more novel, relevant, and specific than with a baseline without any increase in cognitive load. Rather than using agents for one-off idea sourcing, participants engaged in an iterative refinement loop in which document changes prompted agent reactions, which led users to revisit and further develop their work.

Working with Agentic `Teammates': When a New Organizational Actor Collides with the Human Ecosystem of Work cs.HC

Enterprise AI is transitioning from single-user, reactive tools toward proactive, multi-user 'teammates,' but our empirical understanding of this transition is limited. In this paper, we present an in-situ qualitative study of a persistent, proactive AI agent 'teammate' deployed across multiple teams in a large technology company. Our findings reveal the boundaries of the human-agent workplace are actively in flux, triggering breakdowns and negotiations across: 1) tacit rules of collaborative human workflows, 2) the relational boundaries of this new non-human actor, and 3) the redistribution of trust and human agency. We use these early micro-negotiations as signals to chart a new research, design, and organizational agenda that intentionally preserves human agency in a workplace shared with non-human organizational actors.

Guardrails or Roadblocks? Effects of Pedagogical Style and Context Awareness in AI Teaching Assistants for Programming cs.HC

AI teaching assistants (AI TAs) backed by large language models (LLMs) and pedagogical guardrails are increasingly being integrated into programming courses, providing students with scalable access to hints, conceptual explanations, and code-level feedback. However, guardrails may also create friction. If students feel that the support provided is overly restrictive or poorly contextualized to their current progress, they may bypass approved tools for general-purpose LLMs. To investigate how AI TA design affects students' learning experiences, we conducted a randomized controlled trial with 132 students in an introductory programming course. Students completed three tasks related to code-writing and debugging and were randomly assigned to one of four AI TAs varied across two dimensions: pedagogical guidance style (Socratic vs. Direct instruction) and context awareness (no context vs. full context of the problem and student solution). We examined students' perceptions, interaction behaviors, and evidence of post-task comprehension. Students rated the Socratic AI TA with full context least favorably, reporting significantly lower perceived support for task completion. Descriptively, this condition also showed the highest observed interaction stress, the highest rate of external LLM use, and the lowest proportion of post-task explanations demonstrating full comprehension, though these differences were not statistically significant. These findings suggest that guardrailed AI TAs are not automatically better for learning. Instead, their effectiveness depends on how pedagogical guidance and contextual awareness are balanced in ways that students experience as useful, supportive, and worth continuing to use.

Safety Nudges: User-Facing Interventions for Real-Time AI Risk Awareness cs.HC

Conversational AI systems can pose safety risks to their users such as hallucination, sycophancy, overconfidence, and anthropomorphism, but these risks are difficult for users to detect during everyday use. We introduce Safety Nudges, a browser-based tool that provides lightweight, in situ flags when concerning behavior is detected in chatbot conversations. We evaluated Safety Nudges in a two-week field study with 45 frequent chatbot users, collecting interaction logs, surveys, and feedback on individual nudges. Participants found the tool useful, clear, and minimally disruptive, with nearly all users reporting an increased awareness of potential AI harms, though we found that this improved awareness alone did not necessarily lead to discernible behavioral changes. Our results suggest that user facing safety nudges can complement model-level safeguards by helping people critically evaluate AI responses in context, while highlighting the importance of relevance, calibration, and user control in nudge design for conversational AI safety.

ContraVis: Evidence-Grounded Visual Analytics for Contradiction Review in Legal Contracts cs.HC

Legal contracts are structurally complex documents in which contradictions may emerge across distant and interconnected provisions. Although large language models (LLMs) improve legal language understanding, contradiction analysis remains a human-centered and evidence-grounded review task. We present ContraVis, a visual analytics system for human-in-the-loop contradiction analysis in legal contracts. The system models contracts as typed paragraph graphs that combine explicit contractual references with semantic relationships between paragraphs. This graph plays a dual role: it conditions LLM reasoning and serves as the interactive representation the analyst explores, keeping model context and human inspection aligned across coordinated views. In a controlled comparison, graph-conditioned reasoning recovered more injected contradictions than standalone LLM analysis as contract length grew, while surfacing additional candidates for analyst validation. A formative study with contract-domain lawyers indicated that in-context evidence comparison supported contradiction validation, and we distill design implications for evidence-grounded, LLM-assisted document review.

Listening and Mirroring: The Effects of Verbal Attunement and Behavioral Mimicry on Social and Empathic Perceptions of Embodied AI Agents in VR cs.HC

As embodied agents take on increasingly social and relational roles in VR, visual realism and embodiment alone may be insufficient; users must also perceive these agents as emotionally attuned, supportive, and humanlike. Prior work suggests that verbal attunement and nonverbal mimicry can each improve users' social evaluations of embodied agents. However, behavioral mimicry has largely been studied outside of real-time, conversational AI interactions, leaving limited understanding of how users respond when an agent simultaneously generates contextually responsive dialogue and adapts its nonverbal behavior during an immersive conversation. To address this gap, we developed an embodied AI counselor that combines conversational AI with real-time facial-expression and posture mimicry, while producing either verbally attuned or neutral responses. We evaluated the system in a 2 X 2 within-subjects study with 20 participants, manipulating verbal attunement and behavioral mimicry. Results showed that verbal attunement was the most reliable driver of perceived empathy. Behavioral mimicry showed a marginal relationship with perceived humanness, while greater mimicry exposure showed preliminary, exploratory positive associations with empathy, positivity, and humanness, particularly among female participants. Together, these findings show that multimodal synchrony is not a simple additive strategy for designing empathic conversational agents in VR and underscore the need to consider how verbal and nonverbal behaviors are combined during real-time interaction.

BenchmarksFull tables
Artificial AnalysisIntelligence Index

Composite score across coding, math, and reasoning

#ModelScoretok/s$/1M
1Claude Fable 559.90$20.00
2Claude Opus 4.855.760$10.00
3GPT-5.554.883$11.25
4Claude Opus 4.753.557$10.00
5GPT-5.451.4163$5.63
SWE-rebench

Agentic coding on real-world software engineering tasks

#ModelScore
1OpenAIgpt-5.5-2026-04-23-xhighModel62.7%± 0.91%
2JunieJunieAgent61.6%± 0.64%
3OpenAICodexAgent60.4%± 1.37%
4AnthropicClaude CodeAgent59.6%± 1.98%
5OpenAIgpt-5.5-2026-04-23-mediumModel58.9%± 0.78%