The Inference Report
October 2, 2026
AI Labs — News
The announcements reveal a market bifurcating along lines of capital intensity and competitive positioning. OpenAI is doubling down on the productivity narrative, framing AI as a tool that compresses routine work and frees human time for higher-order tasks, while simultaneously embedding itself deeper into enterprise workflows through ChatGPT Work and API integrations at companies like Albertsons. NVIDIA's messaging has shifted accordingly: rather than selling GPUs as abstract compute, it is now selling them as infrastructure for measurable return on investment, with its AI factory framework explicitly quantifying the capital commitment required and the earning capacity needed to justify it. This signals recognition that GPU procurement decisions have moved from technical teams to CFOs. AWS and Hugging Face are approaching the same problem from different angles, AWS building observability and optimization into its platform to justify continued cloud spend, Hugging Face addressing the data bottleneck that constrains enterprise agent deployment, while Anthropic's positioning around science applications suggests a deliberate choice to compete on domain utility rather than raw capability or cost. What is notably absent across all ten announcements is any discussion of price competition or margin pressure. Each lab is framing its announcement around either time savings, return on investment, or capability differentiation. None are racing to the bottom on cost, which implies either that current pricing sustains their business models or that they believe their respective moats are strong enough that price competition is not yet the dominant competitive vector.
Sloane Duvall
Anthropic
Hugging Face
NVIDIA
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.
AllenAIClosed Weights
None
Open Weights
- AllenAI: Olmo 3 32B ThinkText66K
AmazonClosed Weights
- Amazon: Nova 2 LiteTextVisionVideoFiles1M
- Amazon: Nova Premier 1.0TextVision1M
Open Weights
None
AnthropicClosed Weights
- Anthropic: Claude Fable 5TextVisionFiles1M
- Anthropic: Claude Fable 5.1TextVisionFiles1M
- Anthropic: Claude Haiku 4.5TextVisionFiles200K
- Anthropic: Claude Opus 4.5FilesVisionText200K
- Anthropic: Claude Opus 4.6TextVisionFiles1M
- Anthropic: Claude Opus 4.7TextVisionFiles1M
- Anthropic: Claude Opus 4.8TextVisionFiles1M
- Anthropic: Claude Opus 5TextVisionFiles1M
- Anthropic: Claude Opus 5.5TextVisionFiles1M
- Anthropic: Claude Sonnet 4.6TextVisionFiles1M
- Anthropic: Claude Sonnet 5TextVisionFiles1M
- Anthropic: Claude Sonnet 5.5TextVisionFiles1M
Open Weights
None
Arcee AIClosed Weights
None
Open Weights
- Arcee AI: Trinity Large ThinkingText262K
Deep CogitoClosed Weights
None
Open Weights
- Deep Cogito: Cogito v2.1 671BText128K
GoogleClosed Weights
- 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: Gemini 3.7 FlashTextVisionVideoFilesAudio1M
- Google: Gemini 3.8 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
Open Weights
- Google: Gemma 4 26B A4B VisionTextVideo262K
- Google: Gemma 4 31BVisionTextVideo262K
IBMClosed Weights
None
Open Weights
- IBM: Granite 4.0 MicroText131K
- IBM: Granite 4.2 8BText131K
InceptionClosed Weights
- Inception: Mercury 2Text128K
- Inception: Mercury 2.5Text260K
Open Weights
None
Meta (Muse)Closed Weights
- Meta: Muse Spark 1.1TextVisionVideoFiles1M
- Meta: Muse Spark 1.2TextVisionVideoFiles1M
- Meta: Muse Spark 1.2 ContributorTextVisionVideoFiles1M
- Meta: Muse Spark 1.3TextVisionVideoFiles1M
- Meta: Muse Spark 1.3 ContributorTextVisionVideoFiles1M
Open Weights
- Meta: Muse Glimmer 30BTextVision131K
NVIDIAClosed Weights
None
Open Weights
- NVIDIA: Nemotron 3 Nano 30B A3BText262K
- NVIDIA: Nemotron 3 SuperText262K
- NVIDIA: Nemotron 3 UltraText262K
- NVIDIA: Nemotron 3.5 LightningText262K
OpenAIClosed Weights
- 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
- OpenAI: GPT-6 AstraFilesVisionText1M
- OpenAI: GPT-6 Astra ProFilesVisionText1M
- OpenAI: GPT-6 LunaFilesVisionText1M
- OpenAI: GPT-6 Luna ProFilesVisionText1M
- OpenAI: GPT-6 SolFilesVisionText1M
- OpenAI: GPT-6 Sol ProFilesVisionText1M
- OpenAI: GPT-6.1 SolFilesVisionText1M
- OpenAI: GPT-6.1 Sol ProFilesVisionText1M
Open Weights
None
PerceptronClosed Weights
- Perceptron: Perceptron Mk1TextVisionVideo33K
- Perceptron: Perceptron Mk1.5TextVisionVideoAudio37K
Open Weights
None
PerplexityClosed Weights
- Perplexity: Sonar Pro SearchTextVision200K
Open Weights
None
PoolsideClosed Weights
None
Open Weights
- Poolside: Laguna S 2.1Text1M
- Poolside: Laguna XS 2.1Text262K
Reka AIClosed Weights
None
Open Weights
- Reka EdgeVisionTextVideo16K
RelaceClosed Weights
None
Open Weights
- Relace: Relace SearchText256K
Thinking MachinesClosed Weights
None
Open Weights
- Thinking Machines: InklingTextVisionAudio524K
- Thinking Machines: Inkling SmallTextVisionAudio524K
xAIClosed Weights
- SpaceXAI: Grok 4.20TextVisionFiles2M
- SpaceXAI: Grok 4.20 Multi-AgentTextVisionFiles2M
- SpaceXAI: Grok 4.3TextVisionFiles1M
- SpaceXAI: Grok 4.5TextVisionFiles500K
- SpaceXAI: Grok 4.6TextVisionFiles500K
- SpaceXAI: Grok 4.7TextVisionFiles500K
- SpaceXAI: Grok Build 0.1TextVisionFiles256K
Open Weights
None
CohereClosed Weights
- Cohere: Command A+TextVision192K
Open Weights
None
Mistral AIClosed Weights
None
Open Weights
- Mistral: Devstral 2 2512TextFiles262K
- 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 2507TextAudioFiles33K
Alibaba (Qwen)Closed Weights
- 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
Open Weights
- Qwen: Qwen3 Coder NextText262K
- 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 2.4T A95BText1M
- Qwen: Qwen3.8 27BTextVisionVideo1M
- Qwen: Qwen3.8 FlashTextVisionVideo1M
- Qwen: Qwen3.8 Max (0902)TextVisionVideo1M
- Qwen: Qwen3.8 Max PrimeTextVisionVideo1M
- Qwen: Qwen3.8 Omni FlashTextVisionAudioVideo1M
ByteDanceClosed Weights
- Seed: Seed 1.6VisionTextVideo262K
- Seed: Seed 1.6 FlashVisionTextVideo262K
- Seed: Seed 2.1 TurboTextVisionVideo262K
- Seed: Seed-2.0-CodeTextVisionVideo262K
- Seed: Seed-2.0-LiteTextVisionVideo262K
- Seed: Seed-2.0-MiniTextVisionVideo262K
Open Weights
None
DeepSeekClosed Weights
None
Open Weights
- DeepSeek: DeepSeek V3.2Text164K
- DeepSeek: DeepSeek V4 Flash 0423Text1M
- DeepSeek: DeepSeek V4 Flash 0731Text1M
- DeepSeek: DeepSeek V4 Flash Vision ExpTextVision1M
- DeepSeek: DeepSeek V4 Pro 0423Text1M
- DeepSeek: DeepSeek V4 Pro 0813Text1M
- DeepSeek: DeepSeek V4.1 FlashTextVision1M
MiniMaxClosed Weights
- MiniMax: MiniMax M2-herText66K
Open Weights
- MiniMax: MiniMax M2Text205K
- MiniMax: MiniMax M2.1Text205K
- MiniMax: MiniMax M2.5Text205K
- MiniMax: MiniMax M2.7Text205K
- MiniMax: MiniMax M3TextVisionVideo1M
Moonshot AIClosed Weights
None
Open Weights
- MoonshotAI: Kimi K2 ThinkingText262K
- MoonshotAI: Kimi K2.5TextVision262K
- MoonshotAI: Kimi K2.6TextVision262K
- MoonshotAI: Kimi K2.7 CodeTextVision262K
- MoonshotAI: Kimi K3TextVisionVideo1M
XiaomiClosed Weights
None
Open Weights
- Xiaomi: MiMo-V2.5TextAudioVisionVideo1M
- Xiaomi: MiMo-V2.5-ProText1M
- Xiaomi: MiMo-V2.6-FlashTextVisionVideoAudio1M
- Xiaomi: MiMo-V2.6-ProTextVisionVideoAudio1M
- Xiaomi: MiMo-V2.6-Pro-UltraSpeedTextVisionVideoAudio1M
Z.aiClosed Weights
None
Open Weights
- Z.ai: GLM 4.6VVisionTextVideo131K
- Z.ai: GLM 4.7Text205K
- Z.ai: GLM 4.7 FlashText200K
- Z.ai: GLM 5Text205K
- Z.ai: GLM 5 TurboText203K
- Z.ai: GLM 5.1Text205K
- Z.ai: GLM 5.2Text1M
- Z.ai: GLM 5.3Text1M
- Z.ai: GLM 5.3 FlashTextVisionVideo1M
- Z.ai: GLM 5.3 FlashXTextVisionVideo1M
- Z.ai: GLM 5.3 PrimeText1M
- Z.ai: GLM 5V TurboVisionTextVideo203K
UpstageClosed Weights
- Upstage: Solar Mini 4Text524K
- Upstage: Solar Pro 3Text131K
- Upstage: Solar Pro 4Text524K
Open Weights
None