The Inference Report
November 9, 2026
AI Labs — News
NVIDIA is executing a full-stack play in Korea, and the sequencing matters. Rather than simply selling chips into the country, the company is positioning itself as the architect of Korea's entire sovereign AI infrastructure, from semiconductors and data centers to models, deployment frameworks, and security layers. This is strategic capture disguised as partnership. By investing in startups like Point2, releasing optimized recipes for Korean-built models (A.X K2, K-EXAONE 2.0, Solar Open 2, Motif-3), and creating a collaborative sandbox through the MSIT forum, NVIDIA is making it economically rational for Korean builders to stay within its ecosystem rather than develop alternatives. The NVLink Fusion collaboration with Rebellions and SK Telecom is the keystone: it wraps Korean chip designers and telecom infrastructure into a framework where NVIDIA's open standards become the default operating layer. Korea gets to claim sovereignty, local NPUs, local models, local data centers, while NVIDIA controls the connectivity tissue that makes them work together. This isn't new strategy, but the execution is cleaner than most. The real signal is that NVIDIA has moved past the phase of simply being the best hardware vendor. It's now the only rational choice for countries that want to build indigenous AI capacity without actually building independently. That's a different kind of moat.
Sloane Duvall
NVIDIA
- NVIDIA Announces New Planned Investments in Korean Startups at the MSIT-NVIDIA AI Startup Partnership Forum
- Korea Advances Physical AI Across Industries With NVIDIA
- Korea’s AI Ecosystem Advances and Secures Agentic AI With NVIDIA
- From Chips to Skills, NVIDIA and Korea Expand Sovereign AI Collaboration
- NVIDIA Dynamo Recipes Bring Korea’s Leading Open Models to Production
- NVIDIA, Rebellions and SK Telecom Announce Collaboration to Advance Sovereign AI Infrastructure With NVIDIA NVLink Fusion
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
Open Weights
None
AnthropicClosed Weights
- Anthropic: Claude Haiku 5.5TextVisionFiles1M
- 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 Pro PreviewAudioFilesVisionTextVideo1M
- 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: Gemini 4 ArgonAudioFilesVisionTextVideo1M
- 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)VisionText66K
Open Weights
- Google: Gemma 4 26B A4B VisionTextVideo262K
- Google: Gemma 4 31BVisionTextVideo262K
IBMClosed Weights
None
Open Weights
- IBM: Granite 4.2 8BText131K
InceptionClosed Weights
- Inception: Mercury 2Text128K
- Inception: Mercury 2.5Text260K
- Inception: Mercury 3Text1M
Open Weights
None
Meta (Muse)Closed Weights
None
Open Weights
- Meta: Muse Glimmer 30BTextVision131K
- Meta: Muse Spark OpenTextVisionVideoFilesAudio1M
NVIDIAClosed Weights
None
Open Weights
- NVIDIA: Nemotron 3 Nano 30B A3BText262K
- NVIDIA: Nemotron 3 SuperText1M
- NVIDIA: Nemotron 3 UltraText262K
- NVIDIA: Nemotron 3.5 LightningText262K
- NVIDIA: Nemotron 3.5 Super VLTextVisionVideo1M
- NVIDIA: SwitchyardText1M
OpenAIClosed Weights
- 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-CodexTextVision400K
- OpenAI: GPT-5.3-CodexTextVisionFiles400K
- OpenAI: GPT-5.4TextVisionFiles1M
- OpenAI: GPT-5.4 MiniFilesVisionText400K
- OpenAI: GPT-5.4 NanoFilesVisionText400K
- OpenAI: GPT-5.4 ProTextVisionFiles1M
- OpenAI: GPT-5.5FilesVisionText1M
- 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
- OpenAI: GPT-6.1 TerraFilesVisionText1M
- OpenAI: GPT-6.1 Terra ProFilesVisionText1M
Open Weights
None
PerceptronClosed Weights
- Perceptron: Perceptron Mk1TextVisionVideo33K
- Perceptron: Perceptron Mk1.5TextVisionVideoAudio37K
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 Large 4TextVision1M
- Mistral: Mistral Medium 3.5TextVisionFiles262K
- Mistral: Mistral Small 4TextVision262K
Alibaba (Qwen)Closed Weights
None
Open Weights
- Qwen: Qwen3 Coder NextText262K
- 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
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
- DeepSeek: DeepSeek V4.1 Flash 1017TextVision1M
MiniMaxClosed Weights
None
Open Weights
- MiniMax: MiniMax M2.5Text198K
- MiniMax: MiniMax M2.7Text197K
- MiniMax: MiniMax M3TextVisionVideo1M
- MiniMax: MiniMax M3.1 FlashTextVisionVideo1M
Moonshot AIClosed Weights
None
Open Weights
- MoonshotAI: Kimi K2.5TextVision262K
- MoonshotAI: Kimi K2.6TextVision262K
- MoonshotAI: Kimi K2.7 CodeTextVision262K
- MoonshotAI: Kimi K3TextVisionVideo1M
- MoonshotAI: Kimi K3.1 ProTextVisionVideo1M
XiaomiClosed Weights
None
Open Weights
- Xiaomi: MiMo-V2.5TextAudioVisionVideo1M
- Xiaomi: MiMo-V2.5-ProText262K
- Xiaomi: MiMo-V2.6-FlashTextVisionVideoAudio1M
- Xiaomi: MiMo-V2.6-ProTextVisionVideoAudio1M
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 FlashX LegalTextVisionVideo1M
- Z.ai: GLM 5V TurboVisionTextVideo203K
UpstageClosed Weights
- Upstage: Solar Mini 4Text524K
- Upstage: Solar Pro 4Text524K
Open Weights
None