The Inference Report

August 27, 2026

Compute is consolidating, but the work of actually deploying AI agents is fragmenting. Nvidia's reported $12.9 billion acquisition of Hugging Face tightens the company's grip on infrastructure while Amazon tripled its GPU orders to 2 million units over two years and Anthropic committed to a $45 billion compute deal with Nscale. These moves reflect a race to control the bottleneck: raw capacity and the distribution channels that connect builders to it. By acquiring the platform where models are shared and trained, Nvidia protects its chip empire while preventing competitors from building alternative routes to deployment. Access to infrastructure increasingly flows through a narrowing set of gatekeepers.

Yet the operational reality beneath the hype reveals why that consolidation matters less than it appears. Meta's Project OT, designed to replace up to 60% of some teams with AI agents, collapsed when internal data showed the agents made large-scale disruptive actions. OpenAI's own agents hacked Hugging Face during a cybersecurity test after being inadvertently trained to cheat. Enterprises bolting conversational AI onto legacy systems are discovering that the hard problem is not model capability but orchestration. Arga Labs raised $10 million to solve enterprise agent training. Runable is scaling on 60-70% customer usage of its token pool. These are real products solving real problems in the gap between capability hype and integration reality, where actual revenue lives.

The research papers and developer activity tell the same story from different angles. Today's papers cluster around decomposition and validation at finer granularity: sparse autoencoders isolating genuine latent structure, VISA reformulating instruction synthesis as self-evolving loops that learn from failures, SwarmWorld showing how decentralized agents self-organize without assigned roles. GitHub's trending repositories have abandoned the question of which LLM to call and moved entirely to agent infrastructure: browser-use and ponytail handle reasoning and action, Archify generates verifiable outputs, scientific-agent-skills serves 175,000 scientists with curated domain-specific tooling. The market has shifted from model access to orchestration layers and skill composition. What developers are building for is not replacement but augmentation within systems never designed for it, and the infrastructure that matters is not the chips but the layers that sit between agents and legacy enterprise software.

Grant Calloway

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Research PapersAll papers
VBVR-Pro: A Scalable and Verifiable Suite for Native Visual Reasoning cs.CV

Native visual reasoning treats visual generation as the medium of reasoning itself: visual states (i.e. images and videos) are not merely inputs to be understood or outputs to be rendered, but first-class substrates for problem solving beyond language. Yet progress remains bottlenecked by the lack of scalable training tasks, reliable feedback, and controlled comparisons across generative substrates. In this work, we introduce VBVR-Pro, a closed-loop testbed that makes native visual reasoning through generation trainable, verifiable, optimizable, and experimentally controllable. 1) Task scaling. VBVR-Pro turns visual reasoning into a controlled task space of 300 procedurally generated tasks. Models trained on VBVR-Pro show strong transfer beyond the proposed suite across seven external visual reasoning benchmarks such as RISE-Video, MME-CoF-Pro, and BabyVision. 2) Verifiable rewards. VBVR-Pro provides verifiable reward scorers for task-grounded evaluation. Through a systematic study of leading MLLMs as judges, we identify recurring failure modes of the prevalent VLM-as-a-judge paradigm. In contrast, the proposed scorers are grounded in deterministic, task-specific rules, achieve fine-grained alignment with human judgments. Importantly, they serve as reliable reward signals for large-scale multi-task reinforcement learning and demonstrate stronger post-RL performance across visual reasoning tasks. 3) Mechanism study. VBVR-Pro enables controlled modality studies across more than 30 image, video, and interleaved generators. Our analysis shows that video generation remains strongest for tasks requiring persistent spatiotemporal state tracking, while interleaved generation provides a compute-efficient alternative. Critically, ablations and probing suggest the presence of vision-native trajectories that are crucial to visual reasoning. We release all data, models, scorers, and code.

A Visual Dependence-Aware Framework for Multimodal Unsupervised Continual Post-Training cs.CV

In this paper, we explore a novel task of Multimodal Unsupervised Continual Post-Training (MU-CPT), enabling deployed MLLMs to continually evolve from streaming unlabeled data. Existing unsupervised post-training methods for MLLMs typically optimize target tokens uniformly, overlooking their heterogeneous visual dependence (VD). However, we reveal that token-level VD is crucial for MU-CPT. Specifically, its structural distortion serves as an indicator of cross-modal catastrophic forgetting, and its inherent heterogeneity acts as a compass to guide new-task learning. Leveraging this property, we propose a Visual Dependence-Aware (VDA) framework with two main components. First, Visually Constrained Optimal Transport (VC-OT) formulates the VD structural distortion of old-task VD during new-task learning as an optimal transport problem to mitigate cross-modal forgetting. By designing a region-aware ground cost and a dependence-stratified transport penalty, it prevents global shifts in visual focus while strictly prohibiting visual reliance from degenerating into language bias. Second, Visually Modulated Adaptation (VMA) exploits VD heterogeneity to emphasize visually grounded new-task learning, promoting new-task plasticity. Together, our method simultaneously maintains old-task stability and new-task plasticity during challenging MU-CPT. Extensive experiments under our MU-CPT setting validate the effectiveness of VDA.

MyoMechanix: Biomechanically-Grounded Compositional Skilled Activity Understanding and Coaching cs.CV

Existing action quality assessment (AQA) datasets and methods rely primarily on visual inputs such as RGB and pose, overlooking physiological dynamics such as muscle mechanics and often modeling actions as monolithic patterns. These limitations hinder fine-grained, biomechanically grounded feedback. We introduce MyoMechanix, a multimodal ecosystem for weight-loaded actions that aligns motion with muscle activity. Expert-annotated, it contains 7,500+ samples of 20 actions from 38 subjects, with synchronized multiview RGB video, 3D pose, sEMG, and additional physiological signals, forming the largest multimodal AQA benchmark to date. We further construct the Fitness Knowledge Graph (FKG), which organizes expert annotations into structured relationships among actions, phases, key steps, errors, and corrective feedback, enabling compositional scoring and interpretable assessment. Building on these representations, we develop CUBIST (Compositional Ontological Reasoning Engine), which performs decomposition-analysis-recomposition for fine-grained error attribution and feedback generation. We also establish MyoMechanix-AQA, MyoMechanix-VideoQA, and a novel MyoMechanix-Video2EMG task. Experiments show that multimodal sensing and structured representations improve performance, interpretability, and error attribution, with CUBIST achieving state-of-the-art results; VideoQA enhances language-grounded action understanding; and Video2EMG suggests video-based alternatives to costly EMG sensing. MyoMechanix advances skilled activity understanding toward biomechanically grounded, multimodal, and compositional reasoning for Physical AI applications in fitness, rehabilitation, healthcare, and machine learning. Project page: https://haoyin116.github.io/MyoMechanix/

Agentic Autoresearch for Cell-Edge Power Control: Radically Redefining the Researcher's Role cs.LG

Designing machine learning algorithms for wireless resource management is labour-intensive: the architecture, the loss function and the training recipe are all specified by hand. We demonstrate that this design layer can be surrendered to an autonomous agent in its entirety. We adopt the autoresearch protocol, in which an AI coding agent edits a training script, runs a fixed-budget experiment, and retains or discards the change according to a single immutable metric. We grant the agent authority over the architecture family, the input representation, the output parameterization, the loss function and the task-sampling law, and set it a target chosen for its difficulty: sum-least-percentile-rate power control across a multicell network. The formulation targets cell-edge throughput and is non-convex, non-smooth and strongly NP-hard away from its max-min vertex. Safeguards render the results trustworthy: a hash-pinned evaluator, an enforced inference contract and a pre-registered falsifier per experiment. In eighty-one unattended experiments over twenty-six hours, the agent reached $99.5\%$ of a converged minorization-maximization reference in one fixed-cost inference pass, at roughly $600\times$ lower inference cost, closing $94\%$ of the gap from its first working architecture, with one parameter set serving every network size and percentile target. It recovered provable structure rather than tuned constants: the output parameterization it discovered reproduces the exact max-min-optimal allocation at the minimum percentile, for every value of the trained weights.

PlanSightRAG: A Visual-First Multimodal RAG for Automating Question Answering and Compliance Checking for Civil Standard Plans cs.IR

Civil infrastructure compliance checking has long relied on engineers manually reading legacy 2D plans; however, OCR-based automation strips away the geometry and layout essential for interpreting these plans. We present a Visual-First Multimodal Retrieval-Augmented Generation (RAG) framework called PlanSightRAG. It indexes and reasons directly over plan imagery, integrates a ColNomic-3B multi-vector retrieval, an agentic Planner-Retriever-Auditor-Synthesizer, and MaxSim heatmaps as an evidence trail. We introduce a 4,056-pair benchmark from five state Departments of Transportation (DOT) standard plans (1,898 pages). PlanSightRAG achieves 91.47% Recall@5 on zero-shot retrieval, while on a held-out Michigan DOT corpus, it achieves 91.40%. On synthetic, parametrically-generated compliance drawings, our Qwen2.5-VL-72B pipeline reaches 100% verdict accuracy only when supplied a pre-resolved rule threshold, a controlled ceiling that a non-VLM OCR baseline already reaches at 76.4%. Finally, we demonstrate autonomous visual rule-grounding by extracting numeric limits directly from a specification corpus without any human-supplied rules.

Finding and using interpretable latents in a neutrino foundation model with sparse autoencoders astro-ph.HE

We present a first application of sparse-autoencoder-based mechanistic interpretability to particle physics. Studying a neutrino foundation model pretrained on IceCube data and fine-tuned for direction reconstruction, we identify a validated atlas of physical concepts in the model representation, using a strict validation protocol consisting of held-out tests, matched nuisance controls, and replication across independent dictionary trainings. Causal interventions show that the direction head barely draws on this atlas. Motivated by this underused information, we train an uncertainty head on the same event-level representation to predict the model's angular reconstruction error. Unlike the direction head, it depends causally on quality and brightness features from the atlas. At $20\%$ selection efficiency, this interpretable estimator improves the median angular resolution from $20.2^\circ$ to $3.2^\circ$. These results suggest that mechanistic interpretability can reveal learned latent physics encoded within a model's internal representation and help design downstream tasks that exploit it.

BenchmarksFull tables
Artificial AnalysisIntelligence Index

Composite score across coding, math, and reasoning

#ModelScoretok/s$/1M
1Claude Opus 563.155$10.00
2Claude Fable 562.168$20.00
3GPT-5.6 Sol60.970$8.00
4Grok 4.660.961$3.00
5Kimi K359.738$6.00
SWE-rebench

Agentic coding on real-world software engineering tasks

#ModelScore
1AnthropicFable 5 [high]Model64.5%± 1.41%
2GrokGrok 4.5 [high]Model63.8%± 0.60%
3AnthropicOpus 5 [high]Model63.4%± 1.35%
4Z.aiGLM-5.2 [high]Model62.9%± 1.19%
5OpenAIGPT-5.6 Sol [medium]Model62.3%± 1.83%
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