The Inference Report
The lab announcements today reveal a decisive shift in where AI infrastructure investment is concentrating: away from pure language capability races and toward systems that interface with the physical world at production scale. NVIDIA dominates the volume not because it is making more announcements but because it is announcing deeper integration into the actual machinery of manufacturing, robotics, drug discovery, and autonomous vehicles. The company is moving beyond selling chips to selling blueprints, reference architectures, and open models designed to lock in entire workflows. OpenAI's Codex Security announcement signals a narrower competitive posture, focusing on a specific vulnerability detection problem where constraint reasoning and validation reduce false positives rather than chasing broad capability claims. Google's test of language models on superconductivity research sits apart from the infrastructure-building trend, suggesting exploration rather than production deployment. The robotics announcements from NVIDIA and Hugging Face point toward a coordinated push to generate the training data required for physical AI at scale, with NVIDIA's Physical AI Data Factory Blueprint explicitly designed to reduce the friction and cost of that data pipeline. Roche's 3,500 Blackwell GPU deployment across R&D, diagnostics, and manufacturing is the clearest signal that enterprise AI adoption is moving from pilot to operational integration. IBM's collaboration announcement with NVIDIA on enterprise deployment, supply chain optimization, and consulting suggests the competitive moat is shifting from model weights to integration expertise and infrastructure orchestration. Mistral's Small 4 release is the only announcement that appears to follow the older pattern of model capability increments, which may indicate the market for general-purpose language models is consolidating while the growth frontier is in domain-specific, physically-grounded systems.
Sloane Duvall
- NVIDIA and Global Robotics Leaders Take Physical AI to the Real World
- NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era
- Hyundai Motor, Kia and NVIDIA Expand Strategic Partnership for Next-Generation Autonomous Driving Technology
- NVIDIA Announces Open Physical AI Data Factory Blueprint to Accelerate Robotics, Vision AI Agents and Autonomous Vehicle Development
- NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI Factories
- Roche Scales NVIDIA AI Factories Globally to Accelerate Drug Discovery, Diagnostic Solutions and Manufacturing Breakthroughs
A curated reference of models from major AI labs, with open/closed weight status, input modalities, and context window size. American labs tend towards closed weights models and Chinese labs tend toward open weights models.
Amazon- Amazon: Nova 2 LiteTextVisionVideoFiles1M
- Amazon: Nova Premier 1.0TextVision1M
None
Anthropic- Anthropic: Claude Haiku 4.5VisionText200K
- Anthropic: Claude Opus 4VisionTextFiles200K
- Anthropic: Claude Opus 4.1VisionTextFiles200K
- Anthropic: Claude Opus 4.5FilesVisionText200K
- Anthropic: Claude Opus 4.6TextVision1M
- Anthropic: Claude Sonnet 4VisionTextFiles200K
- Anthropic: Claude Sonnet 4.5TextVisionFiles1M
- Anthropic: Claude Sonnet 4.6TextVision1M
None
Google DeepMind- Google: Gemini 2.5 FlashFilesVisionTextAudioVideo1M
- Google: Gemini 2.5 Flash LiteTextVisionFilesAudioVideo1M
- Google: Gemini 2.5 Flash Lite Preview 09-2025TextVisionFilesAudioVideo1M
- Google: Gemini 2.5 ProTextVisionFilesAudioVideo1M
- Google: Gemini 2.5 Pro Preview 05-06TextVisionFilesAudioVideo1M
- Google: Gemini 2.5 Pro Preview 06-05FilesVisionTextAudio1M
- Google: Gemini 3 Flash PreviewTextVisionFilesAudioVideo1M
- Google: Gemini 3 Pro PreviewTextVisionFilesAudioVideo1M
- Google: Gemini 3.1 Flash Lite PreviewTextVisionVideoFilesAudio1M
- Google: Gemini 3.1 Pro PreviewAudioFilesVisionTextVideo1M
- Google: Gemini 3.1 Pro Preview Custom ToolsTextAudioVisionVideoFiles1M
- Google: Nano Banana (Gemini 2.5 Flash Image)VisionText33K
- Google: Nano Banana 2 (Gemini 3.1 Flash Image Preview)VisionText66K
- Google: Nano Banana Pro (Gemini 3 Pro Image Preview)VisionText66K
- Google: Gemma 3n 4BText33K
MetaNone
- Meta: Llama 4 MaverickTextVision1M
- Meta: Llama 4 ScoutTextVision328K
- Meta: Llama Guard 4 12BVisionText164K
OpenAI- OpenAI: GPT AudioTextAudio128K
- OpenAI: GPT Audio MiniTextAudio128K
- OpenAI: GPT-4.1VisionTextFiles1M
- OpenAI: GPT-4.1 MiniVisionTextFiles1M
- OpenAI: GPT-4.1 NanoVisionTextFiles1M
- OpenAI: GPT-4o AudioAudioText128K
- OpenAI: GPT-5TextVisionFiles400K
- OpenAI: GPT-5 ChatFilesVisionText128K
- OpenAI: GPT-5 CodexTextVision400K
- OpenAI: GPT-5 ImageVisionTextFiles400K
- OpenAI: GPT-5 Image MiniFilesVisionText400K
- OpenAI: GPT-5 MiniTextVisionFiles400K
- OpenAI: GPT-5 NanoTextVisionFiles400K
- OpenAI: GPT-5 ProVisionTextFiles400K
- OpenAI: GPT-5.1VisionTextFiles400K
- OpenAI: GPT-5.1 ChatFilesVisionText128K
- OpenAI: GPT-5.1-CodexTextVision400K
- OpenAI: GPT-5.1-Codex-MaxTextVision400K
- OpenAI: GPT-5.1-Codex-MiniVisionText400K
- OpenAI: GPT-5.2FilesVisionText400K
- OpenAI: GPT-5.2 ChatFilesVisionText128K
- OpenAI: GPT-5.2 ProVisionTextFiles400K
- OpenAI: GPT-5.2-CodexTextVision400K
- OpenAI: GPT-5.3 ChatTextVisionFiles128K
- OpenAI: GPT-5.3-CodexTextVisionFiles400K
- OpenAI: GPT-5.4TextVisionFiles1M
- OpenAI: GPT-5.4 ProTextVisionFiles1M
- OpenAI: o1-proTextVisionFiles200K
- OpenAI: o3VisionTextFiles200K
- OpenAI: o3 Deep ResearchVisionTextFiles200K
- OpenAI: o3 ProTextFilesVision200K
- OpenAI: o4 MiniVisionTextFiles200K
- OpenAI: o4 Mini Deep ResearchFilesVisionText200K
- OpenAI: o4 Mini HighVisionTextFiles200K
- OpenAI: gpt-oss-120bText131K
- OpenAI: gpt-oss-20bText131K
- OpenAI: gpt-oss-safeguard-20bText131K
xAI- xAI: Grok 3Text131K
- xAI: Grok 3 BetaText131K
- xAI: Grok 3 MiniText131K
- xAI: Grok 3 Mini BetaText131K
- xAI: Grok 4VisionText256K
- xAI: Grok 4 FastTextVision2M
- xAI: Grok 4.1 FastTextVision2M
- xAI: Grok 4.20 BetaTextVision2M
- xAI: Grok 4.20 Multi-Agent BetaTextVision2M
- xAI: Grok Code Fast 1Text256K
None
Mistral AI- Mistral: Codestral 2508Text256K
- Mistral: Devstral MediumText131K
- Mistral: Mistral Large 3 2512TextVision262K
- Mistral: Mistral Medium 3TextVision131K
- Mistral: Mistral Medium 3.1TextVision131K
- Mistral: Mistral Small CreativeText33K
- Mistral: Devstral 2 2512Text262K
- Mistral: Devstral Small 1.1Text131K
- Mistral: Ministral 3 14B 2512TextVision262K
- Mistral: Ministral 3 3B 2512TextVision131K
- Mistral: Ministral 3 8B 2512TextVision262K
- Mistral: Mistral Small 3.1 24BTextVision128K
- Mistral: Mistral Small 3.2 24BVisionText131K
- Mistral: Voxtral Small 24B 2507TextAudio32K
AI21 LabsNone
- AI21: Jamba Large 1.7Text256K
Alibaba (Qwen)- Qwen: Qwen Plus 0728Text1M
- Qwen: Qwen Plus 0728 (thinking)Text1M
- Qwen: Qwen3 Coder FlashText1M
- Qwen: Qwen3 Coder PlusText1M
- Qwen: Qwen3 MaxText262K
- Qwen: Qwen3 Max ThinkingText262K
- Qwen: Qwen3.5 Plus 2026-02-15TextVisionVideo1M
- Qwen: Qwen3.5-FlashTextVisionVideo1M
- Qwen: Qwen2.5 Coder 7B InstructText33K
- Qwen: Qwen2.5 VL 32B InstructTextVision128K
- Qwen: Qwen3 14BText41K
- Qwen: Qwen3 235B A22BText131K
- Qwen: Qwen3 235B A22B Instruct 2507Text262K
- Qwen: Qwen3 235B A22B Thinking 2507Text262K
- Qwen: Qwen3 30B A3BText41K
- Qwen: Qwen3 30B A3B Instruct 2507Text262K
- Qwen: Qwen3 30B A3B Thinking 2507Text33K
- Qwen: Qwen3 32BText41K
- Qwen: Qwen3 8BText41K
- Qwen: Qwen3 Coder 30B A3B InstructText160K
- Qwen: Qwen3 Coder 480B A35BText262K
- Qwen: Qwen3 Coder NextText262K
- Qwen: Qwen3 Next 80B A3B InstructText131K
- Qwen: Qwen3 Next 80B A3B ThinkingText131K
- Qwen: Qwen3 VL 235B A22B InstructTextVision262K
- Qwen: Qwen3 VL 235B A22B ThinkingTextVision131K
- Qwen: Qwen3 VL 30B A3B InstructTextVision131K
- Qwen: Qwen3 VL 30B A3B ThinkingTextVision131K
- Qwen: Qwen3 VL 32B InstructTextVision131K
- Qwen: Qwen3 VL 8B InstructVisionText131K
- Qwen: Qwen3 VL 8B ThinkingVisionText131K
- Qwen: Qwen3.5 397B A17BTextVisionVideo262K
- Qwen: Qwen3.5-122B-A10BTextVisionVideo262K
- Qwen: Qwen3.5-27BTextVisionVideo262K
- Qwen: Qwen3.5-35B-A3BTextVisionVideo262K
- Qwen: Qwen3.5-9BTextVisionVideo256K
ByteDance- Seed: Seed 1.6VisionTextVideo262K
- Seed: Seed 1.6 FlashVisionTextVideo262K
- Seed: Seed-2.0-LiteTextVisionVideo262K
- Seed: Seed-2.0-MiniTextVisionVideo262K
None
DeepSeekNone
- DeepSeek: DeepSeek V3 0324Text164K
- DeepSeek: DeepSeek V3.1Text33K
- DeepSeek: DeepSeek V3.1 TerminusText164K
- DeepSeek: DeepSeek V3.2Text164K
- DeepSeek: DeepSeek V3.2 ExpText164K
- DeepSeek: DeepSeek V3.2 SpecialeText164K
- DeepSeek: R1 0528Text164K
MiniMax- MiniMax: MiniMax M1Text1M
- MiniMax: MiniMax M2-herText66K
- MiniMax: MiniMax M2Text197K
- MiniMax: MiniMax M2.1Text197K
- MiniMax: MiniMax M2.5Text197K