The Inference Report
OpenAI is consolidating its position as the primary infrastructure vendor for enterprise AI adoption by layering specialized models and managed services on top of GPT-5.6. The finance play through Model ML and Sarah Friar's public guidance on AI-native functions signal a deliberate strategy to embed AI into customer operations at the workflow level, not just as a chat interface. The cybersecurity angle, GPT-5.6-Cyber deployed through Daybreak Red with gatekeeping around approved partners, reveals how OpenAI is managing regulatory risk while capturing high-stakes use cases where liability and trust matter. Meanwhile, NVIDIA has engineered a different kind of lock-in: it's financing the infrastructure itself. The $500 billion compute financing platform with Apollo, BlackRock, Blackstone, and Goldman Sachs doesn't sell chips; it structures capital for customers who buy them, making NVIDIA indispensable to the balance sheets of the firms building AI systems. Microsoft and Hugging Face are playing the platform and tools layer, agent SDKs for Java developers, knowledge distillation at scale, multilingual voice agents, competing on ease of deployment rather than model capability or infrastructure control. Anthropic's note on Claude's mathematical abilities stands alone without commercial packaging, suggesting either a research focus or the absence of immediate enterprise bundling strategy. The pattern across these announcements is not about model leaderboards but about who owns the customer relationship: OpenAI through managed services, NVIDIA through capital structures, Microsoft and Hugging Face through developer tools, and everyone else fighting for scraps in between.
Sloane Duvall
- OpenAI’s letter to Governor Abbott on responsible AI infrastructure in Texas
- Model ML completes finance work more efficiently with GPT-5.6 Sol
- What building an AI-native finance function taught me
- Expanding Daybreak as the Cyber Defense Window Narrows
- Putting frontier cyber models in more trusted hands
- Premium seats are coming to ChatGPT Business
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.
AllenAINone
- AllenAI: Olmo 3 32B ThinkText66K
Amazon- Amazon: Nova 2 LiteTextVisionVideoFiles1M
- Amazon: Nova Premier 1.0TextVision1M
None
Anthropic- Anthropic: Claude Fable 5TextVisionFiles1M
- Anthropic: Claude Haiku 4.5TextVisionFiles200K
- Anthropic: Claude Opus 4.5FilesVisionText200K
- 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
- Claude Opus 5TextVisionFiles1M
- Claude Opus 5 (Fast)TextVisionFiles1M
None
Arcee AINone
- Arcee AI: Trinity Large ThinkingText262K
Deep CogitoNone
- Deep Cogito: Cogito v2.1 671BText128K
Google- 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)VisionText66K
- 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
IBMNone
- IBM: Granite 4.0 MicroText131K
- IBM: Granite 4.1 8BText131K
Inception- Inception: Mercury 2Text128K
None
Meta (Muse)- Meta: Muse Spark 1.1TextVisionVideoFilesAudio1M
- Meta: Muse Spark 1.2TextVisionVideoFilesAudio1M
- Meta: Muse Glimmer 30BTextVision131K
Nous ResearchNone
- Nous: Hermes 4 405BText131K
- Nous: Hermes 4 70BText131K
NVIDIANone
- NVIDIA: Nemotron 3 Nano 30B A3BText262K
- NVIDIA: Nemotron 3 SuperText1M
- NVIDIA: Nemotron 3 UltraText512K
OpenAI- OpenAI: GPT AudioTextAudio128K
- OpenAI: GPT Audio MiniTextAudio128K
- OpenAI: GPT-5 ImageVisionTextFiles400K
- OpenAI: GPT-5 Image MiniFilesVisionText400K
- OpenAI: GPT-5 ProVisionTextFiles400K
- OpenAI: GPT-5.1VisionTextFiles400K
- 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-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
None
Perceptron- Perceptron: Perceptron Mk1TextVisionVideo33K
None
Perplexity- Perplexity: Sonar Pro SearchTextVision200K
None
PoolsideNone
- Poolside: Laguna S 2.1Text1M
- Poolside: Laguna XS 2.1Text262K
Reka AINone
- Reka EdgeVisionTextVideo16K
RelaceNone
- Relace: Relace Apply 3Text256K
- Relace: Relace SearchText256K
Thinking MachinesNone
- Thinking Machines: InklingTextVisionAudio1M
- Thinking Machines: Inkling SmallTextVisionAudio524K
xAI- SpaceXAI: Grok 4.20TextVisionFiles2M
- SpaceXAI: Grok 4.20 Multi-AgentTextVisionFiles2M
- SpaceXAI: Grok 4.3TextVisionFiles1M
- SpaceXAI: Grok 4.5TextVisionFiles500K
- SpaceXAI: Grok Build 0.1TextVisionFiles256K
None
Mistral AI- Mistral: Mistral Medium 3.1TextVisionFiles131K
- Mistral: Ministral 3 14B 2512TextVision262K
- Mistral: Ministral 3 3B 2512TextVision131K
- Mistral: Ministral 3 8B 2512TextVision262K
- Mistral: Mistral Large 3 2512TextVisionFiles262K
- Mistral: Mistral Medium 3.5TextVisionFiles262K
- Mistral: Mistral Small 4TextVision262K
- Mistral: Voxtral Small 24B 2507TextAudioFiles32K
Alibaba (Qwen)- Qwen: Qwen3 Coder FlashText1M
- Qwen: Qwen3 Coder PlusText1M
- Qwen: Qwen3 MaxText262K
- Qwen: Qwen3 Max ThinkingText262K
- Qwen: Qwen3.6 FlashTextVisionVideo1M
- Qwen: Qwen3.6 Max PreviewText262K
- Qwen: Qwen3.6 PlusTextVisionVideo1M
- Qwen: Qwen3.7 FlashTextVisionVideo1M
- Qwen: Qwen3.7 MaxText1M
- Qwen: Qwen3.7 PlusTextVision1M
- Qwen: Qwen3 30B A3B Thinking 2507Text82K
- 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
- Qwen: Qwen3.8 MaxTextVisionVideo1M
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 Flash 0423Text1M
- DeepSeek: DeepSeek V4 Flash 0731Text1M
- 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
Moonshot AINone
- MoonshotAI: Kimi K2 0905Text262K
- MoonshotAI: Kimi K2 ThinkingText262K
- MoonshotAI: Kimi K2.5TextVision262K
- MoonshotAI: Kimi K2.6TextVision262K
- MoonshotAI: Kimi K2.7 CodeTextVision262K
- MoonshotAI: Kimi K3TextVisionVideo1M
XiaomiNone
- Xiaomi: MiMo-V2.5TextAudioVisionVideo1M
- Xiaomi: MiMo-V2.5-ProText1M
Z.aiNone
- Z.ai: GLM 4.5VTextVision66K
- Z.ai: GLM 4.6Text205K
- Z.ai: GLM 4.6VVisionTextVideo131K
- Z.ai: GLM 4.7Text205K
- Z.ai: GLM 4.7 FlashText203K
- Z.ai: GLM 5Text205K
- Z.ai: GLM 5 TurboText203K
- Z.ai: GLM 5.1Text205K
- Z.ai: GLM 5.2Text1M
- Z.ai: GLM 5V TurboVisionTextVideo203K
Upstage- Upstage: Solar Pro 3Text131K
- Upstage: Solar Pro 4Text524K
None