The Inference Report
The lab announcements today cluster around two operational imperatives: infrastructure and deployment. The infrastructure play is unmistakable. NVIDIA is donating a Kubernetes driver for GPU resource allocation and releasing OpenShell for agent security, while AMD is shipping observability tools and robotics frameworks. These are not research announcements. They are tools designed to make it cheaper and faster for enterprises to run AI workloads at scale, which means they lower the barrier to adoption and compress margins on the vendors who don't own the infrastructure layer. OpenAI and IBM are moving in the opposite direction, toward user-facing products that generate revenue directly: Sora 2 bundled with a creation app, and generative AI for Masters Tournament engagement. Anthropic's science blog and long-context Claude for scientific computing target a different segment altogether, researchers who need reliability and reasoning depth over speed. Hugging Face is positioning as the evaluation standard for voice agents, which is a play for control over how agentic systems are measured. NVIDIA and Emerald AI's announcement about flexible AI factories connected to the grid suggests the real margin expansion story is not compute sold in isolation but compute sold as a service that can arbitrage electricity prices. The pattern: infrastructure vendors are racing to commoditize deployment, application vendors are racing to own use cases, and the energy arbitrage play reveals where the next layer of consolidation happens. Nobody is claiming safety is the constraint. Everyone is claiming their stack makes deployment faster, cheaper, or more observable.
Sloane Duvall
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 MiniFilesVisionText400K
- OpenAI: GPT-5.4 NanoFilesVisionText400K
- OpenAI: GPT-5.4 ProTextVisionFiles1M
- 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 3.2 24BVisionText128K
- Mistral: Mistral Small 4TextVision262K
- 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 2507Text131K
- Qwen: Qwen3 30B A3BText41K
- Qwen: Qwen3 30B A3B Instruct 2507Text262K
- Qwen: Qwen3 30B A3B Thinking 2507Text131K
- 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 InstructText262K
- 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
- MiniMax: MiniMax M2.7Text205K