The Inference Report
The lab announcements today reveal two distinct competitive pressures reshaping how AI infrastructure and capability are being positioned. On one front, OpenAI is moving aggressively into distribution and governance: a small business program signals a shift toward capturing users at the operational level rather than relying solely on API adoption, while simultaneous board appointments of finance and technology leaders suggest preparation for a more formal corporate structure and capital flows. Google DeepMind's release of three Gemini variants, including a dedicated cybersecurity model, reflects the industry's turn toward specialized inference efficiency and domain-specific deployment rather than general-purpose scaling. The real story, however, sits in the infrastructure layer. NVIDIA's announcements of Vera Rubin production ramp across major cloud providers, paired with Spectrum-6 networking infrastructure, make explicit what has been implicit: the compute bottleneck has shifted from GPU availability to the ability to orchestrate hundreds of thousands of units at "gigascale." AMD's detailed technical posts on MiniMax-M3 inference optimization on MI355X GPUs, combined with its ROCm software stack positioning, indicate a direct challenge to NVIDIA's stack integration advantage. Meanwhile, Meta's Genesis Mission projects and Hugging Face's work on simulation and robotics data collection suggest the next competitive frontier is not inference speed but the ability to generate training data at scale for embodied AI. The security incident between OpenAI and Hugging Face, disclosed jointly, signals that vulnerability research and model evaluation are becoming shared infrastructure problems rather than proprietary moats. What's absent is equally telling: no major announcements on frontier model scaling or training breakthroughs, only optimization, deployment, and market positioning. The labs are no longer racing to the next capability ceiling; they are fighting over who owns the supply chain, the user relationship, and the data pipeline that feeds the next generation.
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 Fable 5TextVisionFiles1M
- Anthropic: Claude Haiku 4.5TextVisionFiles200K
- Anthropic: Claude Opus 4.1VisionTextFiles200K
- Anthropic: Claude Opus 4.5FilesVisionText200K
- Anthropic: Claude Opus 4.6TextVisionFiles1M
- Anthropic: Claude Opus 4.7TextVisionFiles1M
- Anthropic: Claude Opus 4.7 (Fast)TextVisionFiles1M
- Anthropic: Claude Opus 4.8TextVisionFiles1M
- Anthropic: Claude Opus 4.8 (Fast)TextVisionFiles1M
- Anthropic: Claude Sonnet 4.5TextVisionFiles1M
- Anthropic: Claude Sonnet 4.6TextVisionFiles1M
- Anthropic: Claude Sonnet 5TextVisionFiles1M
None
Google DeepMind- Google: Gemini 2.5 Flash LiteTextVisionFilesAudioVideo1M
- Google: Gemini 3 Flash PreviewTextVisionFilesAudioVideo1M
- Google: Gemini 3.1 Flash LiteTextVisionVideoFilesAudio1M
- Google: Gemini 3.1 Flash Lite PreviewTextVisionVideoFilesAudio1M
- Google: Gemini 3.1 Pro PreviewAudioFilesVisionTextVideo1M
- Google: Gemini 3.1 Pro Preview Custom ToolsTextAudioVisionVideoFiles1M
- Google: Gemini 3.5 FlashTextVisionVideoFilesAudio1M
- Google: Gemini 3.5 Flash-LiteTextVisionVideoFilesAudio1M
- Google: Gemini 3.6 FlashTextVisionVideoFilesAudio1M
- 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)VisionText131K
- Google: Nano Banana 2 (Gemini 3.1 Flash Image)VisionText131K
- Google: Nano Banana 2 Lite (Gemini 3.1 Flash Lite Image)VisionText66K
- Google: Nano Banana Pro (Gemini 3 Pro Image Preview)VisionText66K
- Google: Nano Banana Pro (Gemini 3 Pro Image)VisionText131K
- Google: Gemma 4 26B A4B VisionTextVideo262K
- Google: Gemma 4 31BVisionTextVideo262K
OpenAI- OpenAI: GPT AudioTextAudio128K
- OpenAI: GPT Audio MiniTextAudio128K
- OpenAI: GPT Chat LatestTextVisionFiles400K
- 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: GPT-5.6 LunaFilesVisionText1M
- OpenAI: GPT-5.6 Luna ProFilesVisionText1M
- OpenAI: GPT-5.6 SolFilesVisionText1M
- OpenAI: GPT-5.6 Sol ProFilesVisionText1M
- OpenAI: GPT-5.6 TerraFilesVisionText1M
- OpenAI: GPT-5.6 Terra ProFilesVisionText1M
- OpenAI: o3 Deep ResearchVisionTextFiles200K
- OpenAI: o4 Mini Deep ResearchFilesVisionText200K
- OpenAI: gpt-oss-120bText131K
- OpenAI: gpt-oss-20bText131K
- OpenAI: gpt-oss-safeguard-20bText131K
xAI- xAI: Grok 4.20TextVisionFiles2M
- xAI: Grok 4.20 Multi-AgentTextVisionFiles2M
- xAI: Grok 4.3TextVisionFiles1M
- xAI: Grok 4.5TextVisionFiles500K
- xAI: Grok Build 0.1TextVisionFiles256K
None
Mistral AI- Mistral: Codestral 2508TextFiles256K
- Mistral: Mistral Large 3 2512TextVisionFiles262K
- Mistral: Mistral Medium 3.1TextVisionFiles131K
- Mistral: Mistral Medium 3.5TextVisionFiles262K
- Mistral: Devstral 2 2512TextFiles262K
- Mistral: Ministral 3 14B 2512TextVision262K
- Mistral: Ministral 3 3B 2512TextVision131K
- Mistral: Ministral 3 8B 2512TextVision262K
- Mistral: Mistral Small 4TextVision262K
- Mistral: Voxtral Small 24B 2507TextAudioFiles32K
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: Qwen3.7 MaxText1M
- Qwen: Qwen3.7 PlusTextVision1M
- Qwen: Qwen3 235B A22B Thinking 2507Text262K
- Qwen: Qwen3 30B A3B Instruct 2507Text262K
- Qwen: Qwen3 30B A3B Thinking 2507Text82K
- Qwen: Qwen3 Coder 30B A3B InstructText262K
- Qwen: Qwen3 Coder 480B A35BText262K
- Qwen: Qwen3 Coder NextText262K
- Qwen: Qwen3 Next 80B A3B InstructText262K
- Qwen: Qwen3 Next 80B A3B ThinkingText262K
- Qwen: Qwen3 VL 235B A22B InstructTextVision262K
- Qwen: Qwen3 VL 235B A22B ThinkingTextVision131K
- Qwen: Qwen3 VL 30B A3B InstructTextVision262K
- Qwen: Qwen3 VL 30B A3B ThinkingTextVision262K
- Qwen: Qwen3 VL 32B InstructTextVision131K
- Qwen: Qwen3 VL 8B InstructVisionText262K
- 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 V3.1Text164K
- DeepSeek: DeepSeek V3.1 TerminusText164K
- DeepSeek: DeepSeek V3.2Text164K
- DeepSeek: DeepSeek V3.2 ExpText164K
- DeepSeek: DeepSeek V4 FlashText1M
- DeepSeek: DeepSeek V4 ProText1M
MiniMax- MiniMax: MiniMax M2-herText66K
- MiniMax: MiniMax M2Text205K
- MiniMax: MiniMax M2.1Text205K
- MiniMax: MiniMax M2.5Text205K
- MiniMax: MiniMax M2.7Text205K
- MiniMax: MiniMax M3TextVisionVideo1M