The Inference Report

July 25, 2026
AI Labs — News

The infrastructure arms race is accelerating at a pace that dwarfs model announcements. NVIDIA and its Korean partners are committing to a compute buildout that will reach 200 megawatts initially, with NAVER alone targeting 1 gigawatt of deployment, a scale that reflects not experimental ambition but capital flowing toward the assumption that AI workloads will consume power at industrial magnitude. SK Group's $500 billion-plus partnership with NVIDIA across AI factories and memory supply is not a technology deal; it is a commitment to lock in supply chain positioning before the window closes. These are not press releases about capability. They are announcements of who will control the physical infrastructure that runs the models everyone else builds on. Meanwhile, AMD is releasing open-weight models, Instella-MoE and Poro 2 Long, trained on its own silicon and software stack. This is not generosity; it is a competitive move to prove ROCm viability and create a constituency of builders who have an incentive to support AMD hardware. Anthropic's Claude Opus 5 and red team pilot on drone control appear in the same news cycle, but the structural signal is elsewhere: the labs releasing models are increasingly peripheral to the labs building the factories. Compute capacity, not model weights, is the constraint that matters now, and the companies that understand this are making nine-figure commitments before the others catch up.

Sloane Duvall

AI Labs — Models

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.

usAmazon
Closed Weights
  • Amazon: Nova 2 Lite
    TextVisionVideoFiles1M
  • Amazon: Nova Premier 1.0
    TextVision1M
Open Weights

None

usAnthropic
Closed Weights
  • Anthropic: Claude Fable 5
    TextVisionFiles1M
  • Anthropic: Claude Haiku 4.5
    TextVisionFiles200K
  • Anthropic: Claude Opus 4.1
    VisionTextFiles200K
  • Anthropic: Claude Opus 4.5
    FilesVisionText200K
  • Anthropic: Claude Opus 4.6
    TextVisionFiles1M
  • Anthropic: Claude Opus 4.7
    TextVisionFiles1M
  • Anthropic: Claude Opus 4.7 (Fast)
    TextVisionFiles1M
  • Anthropic: Claude Opus 4.8
    TextVisionFiles1M
  • Anthropic: Claude Opus 4.8 (Fast)
    TextVisionFiles1M
  • Anthropic: Claude Sonnet 4.5
    TextVisionFiles1M
  • Anthropic: Claude Sonnet 4.6
    TextVisionFiles1M
  • Anthropic: Claude Sonnet 5
    TextVisionFiles1M
  • Claude Opus 5
    TextVisionFiles1M
  • Claude Opus 5 (Fast)
    TextVisionFiles1M
Open Weights

None

usGoogle DeepMind
Closed Weights
  • Google: Gemini 3 Flash Preview
    TextVisionFilesAudioVideo1M
  • Google: Gemini 3.1 Flash Lite
    TextVisionVideoFilesAudio1M
  • Google: Gemini 3.1 Flash Lite Preview
    TextVisionVideoFilesAudio1M
  • Google: Gemini 3.1 Pro Preview
    AudioFilesVisionTextVideo1M
  • Google: Gemini 3.1 Pro Preview Custom Tools
    TextAudioVisionVideoFiles1M
  • Google: Gemini 3.5 Flash
    TextVisionVideoFilesAudio1M
  • Google: Gemini 3.5 Flash Lite
    TextVisionVideoFilesAudio1M
  • Google: Gemini 3.6 Flash
    TextVisionVideoFilesAudio1M
  • Google: Lyria 3 Clip Preview
    TextVision1M
  • Google: Lyria 3 Pro Preview
    TextVision1M
  • 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
Open Weights
  • Google: Gemma 4 26B A4B
    VisionTextVideo262K
  • Google: Gemma 4 31B
    VisionTextVideo262K
usOpenAI
Closed Weights
  • OpenAI: GPT Audio
    TextAudio128K
  • OpenAI: GPT Audio Mini
    TextAudio128K
  • OpenAI: GPT Chat Latest
    TextVisionFiles400K
  • OpenAI: GPT-5
    TextVisionFiles400K
  • OpenAI: GPT-5 Chat
    FilesVisionText128K
  • OpenAI: GPT-5 Codex
    TextVision400K
  • OpenAI: GPT-5 Image
    VisionTextFiles400K
  • OpenAI: GPT-5 Image Mini
    FilesVisionText400K
  • OpenAI: GPT-5 Mini
    TextVisionFiles400K
  • OpenAI: GPT-5 Nano
    TextVisionFiles400K
  • OpenAI: GPT-5 Pro
    VisionTextFiles400K
  • OpenAI: GPT-5.1
    VisionTextFiles400K
  • OpenAI: GPT-5.1 Chat
    FilesVisionText128K
  • OpenAI: GPT-5.1-Codex
    TextVision400K
  • OpenAI: GPT-5.1-Codex-Max
    TextVision400K
  • OpenAI: GPT-5.1-Codex-Mini
    VisionText400K
  • OpenAI: GPT-5.2
    FilesVisionText400K
  • OpenAI: GPT-5.2 Chat
    FilesVisionText128K
  • OpenAI: GPT-5.2 Pro
    VisionTextFiles400K
  • OpenAI: GPT-5.2-Codex
    TextVision400K
  • OpenAI: GPT-5.3 Chat
    TextVisionFiles128K
  • OpenAI: GPT-5.3-Codex
    TextVisionFiles400K
  • OpenAI: GPT-5.4
    TextVisionFiles1M
  • OpenAI: GPT-5.4 Image 2
    VisionTextFiles272K
  • OpenAI: GPT-5.4 Mini
    FilesVisionText400K
  • OpenAI: GPT-5.4 Nano
    FilesVisionText400K
  • OpenAI: GPT-5.4 Pro
    TextVisionFiles1M
  • OpenAI: GPT-5.5
    FilesVisionText1M
  • OpenAI: GPT-5.5 Pro
    FilesVisionText1M
  • OpenAI: GPT-5.6 Luna
    FilesVisionText1M
  • OpenAI: GPT-5.6 Luna Pro
    FilesVisionText1M
  • OpenAI: GPT-5.6 Sol
    FilesVisionText1M
  • OpenAI: GPT-5.6 Sol Pro
    FilesVisionText1M
  • OpenAI: GPT-5.6 Terra
    FilesVisionText1M
  • OpenAI: GPT-5.6 Terra Pro
    FilesVisionText1M
  • OpenAI: o3 Deep Research
    VisionTextFiles200K
  • OpenAI: o4 Mini Deep Research
    FilesVisionText200K
Open Weights
  • OpenAI: gpt-oss-120b
    Text131K
  • OpenAI: gpt-oss-20b
    Text131K
  • OpenAI: gpt-oss-safeguard-20b
    Text131K
usxAI
Closed Weights
  • xAI: Grok 4.20
    TextVisionFiles2M
  • xAI: Grok 4.20 Multi-Agent
    TextVisionFiles2M
  • xAI: Grok 4.3
    TextVisionFiles1M
  • xAI: Grok 4.5
    TextVisionFiles500K
  • xAI: Grok Build 0.1
    TextVisionFiles256K
Open Weights

None

frMistral AI
Closed Weights
  • Mistral: Codestral 2508
    TextFiles256K
  • Mistral: Mistral Large 3 2512
    TextVisionFiles262K
  • Mistral: Mistral Medium 3.1
    TextVisionFiles131K
  • Mistral: Mistral Medium 3.5
    TextVisionFiles262K
Open Weights
  • Mistral: Devstral 2 2512
    TextFiles262K
  • Mistral: Ministral 3 14B 2512
    TextVision262K
  • Mistral: Ministral 3 3B 2512
    TextVision131K
  • Mistral: Ministral 3 8B 2512
    TextVision262K
  • Mistral: Mistral Small 4
    TextVision262K
  • Mistral: Voxtral Small 24B 2507
    TextAudioFiles32K
ilAI21 Labs
Closed Weights

None

Open Weights
  • AI21: Jamba Large 1.7
    Text256K
cnAlibaba (Qwen)
Closed Weights
  • Qwen: Qwen Plus 0728
    Text1M
  • Qwen: Qwen Plus 0728 (thinking)
    Text1M
  • Qwen: Qwen3 Coder Flash
    Text1M
  • Qwen: Qwen3 Coder Plus
    Text1M
  • Qwen: Qwen3 Max
    Text262K
  • Qwen: Qwen3 Max Thinking
    Text262K
  • Qwen: Qwen3.5 Plus 2026-02-15
    TextVisionVideo1M
  • Qwen: Qwen3.5 Plus 2026-04-20
    TextVisionVideo1M
  • Qwen: Qwen3.5-Flash
    TextVisionVideo1M
  • Qwen: Qwen3.6 Flash
    TextVisionVideo1M
  • Qwen: Qwen3.6 Max Preview
    Text262K
  • Qwen: Qwen3.6 Plus
    TextVisionVideo1M
  • Qwen: Qwen3.7 Max
    Text1M
  • Qwen: Qwen3.7 Plus
    TextVision1M
Open Weights
  • Qwen: Qwen3 235B A22B Thinking 2507
    Text262K
  • Qwen: Qwen3 30B A3B Instruct 2507
    Text262K
  • Qwen: Qwen3 30B A3B Thinking 2507
    Text82K
  • Qwen: Qwen3 Coder 30B A3B Instruct
    Text262K
  • Qwen: Qwen3 Coder Next
    Text262K
  • Qwen: Qwen3 Next 80B A3B Instruct
    Text262K
  • Qwen: Qwen3 Next 80B A3B Thinking
    Text262K
  • Qwen: Qwen3 VL 235B A22B Instruct
    TextVision262K
  • Qwen: Qwen3 VL 235B A22B Thinking
    TextVision131K
  • Qwen: Qwen3 VL 30B A3B Instruct
    TextVision262K
  • Qwen: Qwen3 VL 30B A3B Thinking
    TextVision262K
  • Qwen: Qwen3 VL 32B Instruct
    TextVision131K
  • Qwen: Qwen3 VL 8B Instruct
    VisionText262K
  • Qwen: Qwen3 VL 8B Thinking
    VisionText131K
  • Qwen: Qwen3.5 397B A17B
    TextVisionVideo262K
  • Qwen: Qwen3.5-122B-A10B
    TextVisionVideo262K
  • Qwen: Qwen3.5-27B
    TextVisionVideo262K
  • Qwen: Qwen3.5-35B-A3B
    TextVisionVideo262K
  • Qwen: Qwen3.5-9B
    TextVisionVideo262K
  • Qwen: Qwen3.6 27B
    TextVisionVideo262K
  • Qwen: Qwen3.6 35B A3B
    TextVisionVideo262K
cnByteDance
Closed Weights
  • Seed: Seed 1.6
    VisionTextVideo262K
  • Seed: Seed 1.6 Flash
    VisionTextVideo262K
  • Seed: Seed-2.0-Lite
    TextVisionVideo262K
  • Seed: Seed-2.0-Mini
    TextVisionVideo262K
Open Weights

None

cnDeepSeek
Closed Weights

None

Open Weights
  • DeepSeek: DeepSeek V3.1
    Text164K
  • DeepSeek: DeepSeek V3.1 Terminus
    Text164K
  • DeepSeek: DeepSeek V3.2
    Text164K
  • DeepSeek: DeepSeek V3.2 Exp
    Text164K
  • DeepSeek: DeepSeek V4 Flash
    Text1M
  • DeepSeek: DeepSeek V4 Pro
    Text1M
cnMiniMax
Closed Weights
  • MiniMax: MiniMax M2-her
    Text66K
Open Weights
  • MiniMax: MiniMax M2
    Text205K
  • MiniMax: MiniMax M2.1
    Text205K
  • MiniMax: MiniMax M2.5
    Text205K
  • MiniMax: MiniMax M2.7
    Text205K
  • MiniMax: MiniMax M3
    TextVisionVideo1M