The Inference Report
The lab announcements today reveal a clear bifurcation in AI strategy: OpenAI and Anthropic are racing to embed themselves into enterprise workflows through vertical integration and partnership capital, while IBM and AWS are positioning infrastructure and orchestration as the durable layer beneath that stack. OpenAI's PwC collaboration and voice infrastructure rebuild signal a shift from model vendor to workflow automation provider, betting that real-time conversational AI embedded in finance operations creates switching costs that a model alone cannot. Anthropic's move to form an enterprise services company with Blackstone, Hellman & Friedman, and Goldman Sachs follows the same playbook: if you own the services wrapper around the model, you own the relationship and the data flow. IBM, by contrast, is doubling down on agent orchestration and "digital sovereignty" as competitive moats, framing the problem not as which model is best but as which platform lets enterprises govern, scale, and audit AI across hybrid environments without vendor lock-in rhetoric that actually locks them in differently. The quantum protein simulation with Cleveland Clinic and RIKEN is IBM's reminder that it still owns scientific credibility and infrastructure partnerships that matter for the next phase of computational work. GitHub's OpenClaw event and AWS's partnership announcements suggest the cloud platforms are content to be the foundation layer while the model companies fight for the enterprise relationship layer above it. What's absent is any lab announcing a pure model capability that doesn't come bundled with services, deployment, or infrastructure commitments. The era of selling weights is over. The question now is whose orchestration layer becomes the standard, and whether that standard is open or proprietary.
Sloane Duvall
- Think 2026: IBM Makes Digital Sovereignty Operational with General Availability of IBM Sovereign Core
- Think 2026: IBM Delivers the Blueprint for the AI Operating Model as the AI Divide Widens
- MEDIA ALERT: IBM CEO ARVIND KRISHNA TO OPEN IBM THINK 2026, OUTLINING HOW AI AND QUANTUM WILL DEFINE THE ENTERPRISE
- Cleveland Clinic, RIKEN, and IBM Model a 12,635-Atom Protein – the Largest Known to Be Simulated with Quantum Computers
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 Opus 4.6 (Fast)TextVision1M
- Anthropic: Claude Opus 4.7TextVision1M
- Anthropic: Claude Sonnet 4VisionTextFiles1M
- 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 3.1 Flash Lite PreviewTextVisionVideoFilesAudio1M
- Google: Gemini 3.1 Pro PreviewAudioFilesVisionTextVideo1M
- Google: Gemini 3.1 Pro Preview Custom ToolsTextAudioVisionVideoFiles1M
- Google: Lyria 3 Clip PreviewTextVision1M
- Google: Lyria 3 Pro PreviewTextVision1M
- 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
- Google: Gemma 4 26B A4B VisionTextVideo262K
- Google: Gemma 4 31BVisionTextVideo262K
OpenAI- OpenAI: GPT AudioTextAudio128K
- OpenAI: GPT Audio MiniTextAudio128K
- 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 Image 2VisionTextFiles272K
- OpenAI: GPT-5.4 MiniFilesVisionText400K
- OpenAI: GPT-5.4 NanoFilesVisionText400K
- OpenAI: GPT-5.4 ProTextVisionFiles1M
- OpenAI: GPT-5.5FilesVisionText1M
- OpenAI: GPT-5.5 ProFilesVisionText1M
- OpenAI: o3 Deep ResearchVisionTextFiles200K
- OpenAI: o3 ProTextFilesVision200K
- OpenAI: o4 Mini Deep ResearchFilesVisionText200K
- OpenAI: gpt-oss-120bText131K
- OpenAI: gpt-oss-20bText131K
- OpenAI: gpt-oss-safeguard-20bText131K
xAI- xAI: Grok 3Text131K
- xAI: Grok 3 MiniText131K
- xAI: Grok 4VisionTextFiles256K
- xAI: Grok 4 FastTextVisionFiles2M
- xAI: Grok 4.1 FastTextVisionFiles2M
- xAI: Grok 4.20TextVisionFiles2M
- xAI: Grok 4.20 Multi-AgentTextVisionFiles2M
- xAI: Grok 4.3TextVision1M
- 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 Medium 3.5TextVision262K
- 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 Plus 2026-04-20TextVisionVideo1M
- Qwen: Qwen3.5-FlashTextVisionVideo1M
- Qwen: Qwen3.6 FlashTextVisionVideo1M
- Qwen: Qwen3.6 Max PreviewText262K
- Qwen: Qwen3.6 PlusTextVisionVideo1M
- Qwen: Qwen3 235B A22B Instruct 2507Text262K
- Qwen: Qwen3 235B A22B Thinking 2507Text131K
- Qwen: Qwen3 30B A3B Instruct 2507Text262K
- Qwen: Qwen3 30B A3B Thinking 2507Text131K
- 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: Qwen3.5-9BTextVisionVideo262K
- Qwen: Qwen3.6 27BTextVisionVideo262K
- Qwen: Qwen3.6 35B A3BTextVisionVideo262K
ByteDance- Seed: Seed 1.6VisionTextVideo262K
- Seed: Seed 1.6 FlashVisionTextVideo262K
- Seed: Seed-2.0-LiteTextVisionVideo262K
- Seed: Seed-2.0-MiniTextVisionVideo262K
None
DeepSeekNone
- DeepSeek: DeepSeek V3.1Text33K
- DeepSeek: DeepSeek V3.1 TerminusText164K
- DeepSeek: DeepSeek V3.2Text131K
- DeepSeek: DeepSeek V3.2 ExpText164K
- DeepSeek: DeepSeek V3.2 SpecialeText164K
- DeepSeek: DeepSeek V4 FlashText1M
- DeepSeek: DeepSeek V4 ProText1M
- DeepSeek: R1 0528Text164K
MiniMax- MiniMax: MiniMax M1Text1M
- MiniMax: MiniMax M2-herText66K
- MiniMax: MiniMax M2Text197K
- MiniMax: MiniMax M2.1Text197K
- MiniMax: MiniMax M2.5Text197K
- MiniMax: MiniMax M2.7Text197K