{ "schema": "5lc-selection-review/1", "sublayer": "frontier-labs", "asOf": "2026-10-21", "status": "Researcher recommendation; root challenge and integration review pending", "scope": { "geography": "Global", "activity": "Commercial developers of general-purpose advanced models and their API supply. Both closed and downloadable models are eligible; benchmarks identify technical scope but do not rank adoption.", "period": "Latest actual disclosures through October 21, 2026; reporting windows retained rather than silently annualized.", "scopeClarification": "The previous closed-frontier definition mixed an architecture/distribution policy with a commercial-importance objective. This recommendation explicitly covers advanced general-purpose developers under either distribution model. It overlaps with Open Weight for distinct activity and does not add those placements into a market total." }, "eligibility": { "rule": "Documented current commercial model supply, licensed product or operational customer use. Funding, pre-release research, technical benchmarks and future capacity do not establish current scale.", "missing": "Unknown paid scale is not zero. A current product may qualify while its cutoff position remains uncertain.", "parent": "One economic group per sublayer; owned units and brands consolidated. Cross-sublayer placements represent different activity, not additional independent companies." }, "predefinedFunctions": [ { "id": "general-reasoning", "required": true }, { "id": "code-agents", "required": true }, { "id": "managed-model-api", "required": true }, { "id": "downloadable-models", "required": true } ], "universe": { "establishedAt": "2026-10-20", "initialFile": "candidate-universe.json", "reconciledCandidates": [ { "entityId": "anthropic", "name": "Anthropic", "economicParent": "anthropic", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api" ], "roleEvidence": "Anthropic is a substantial supplier of commercially deployed models, with named enterprise use and large reported sales. Its importance is supported by delivered services; funding, model benchmarks and prospective infrastructure are recorded separately from current commercial activity.", "sourceIds": [ "anthropic:a-barclays", "anthropic:a-company", "anthropic:a-q3-reuters", "anthropic:a-s1", "anthropic:a-series-h" ], "packetSha256": "8211860242627248a639be9608a525c05e603a51d7584c84f30ddf0c83a5f404", "sourceReviewFile": "models/reviews/anthropic.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Claude models, coding agents and enterprise AI services", "description": "Anthropic develops the Claude model family and delivers it through its own applications, API and cloud partners. Its products address coding, knowledge work, design and scientific research. The company is a private public benefit corporation and has submitted a confidential draft registration statement for a proposed IPO.", "whyItMatters": "Anthropic is a substantial supplier of commercially deployed models, with named enterprise use and large reported sales. Its importance is supported by delivered services; funding, model benchmarks and prospective infrastructure are recorded separately from current commercial activity.", "evidence": "company_stated", "sourceIds": [ "anthropic:a-company", "anthropic:a-s1", "anthropic:a-series-h", "anthropic:a-barclays", "anthropic:a-q3-reuters" ] } }, { "entityId": "openai", "name": "OpenAI", "economicParent": "openai", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "OpenAI combines a large consumer distribution channel with commercial model APIs and enterprise software. 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Its position is supported by deployed services and reported revenue; financing commitments and future compute contracts measure different things.", "evidence": "company_stated", "sourceIds": [ "openai:o-structure", "openai:o-gpt", "openai:o-fund", "openai:o-revenue" ] } }, { "entityId": "alphabet", "name": "Alphabet", "economicParent": "alphabet", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Alphabet supplies several stages of the AI value chain: accelerators, compute, models and distribution through consumer and enterprise products. Actual cloud sales and model use support its inclusion; parent advertising revenue, backlog and future capital expenditure are not substitutes for model revenue.", "sourceIds": [ "alphabet:a-argon-ga", "alphabet:a-gemma4", "alphabet:a-q2-issuer", "alphabet:a-q2remarks" ], "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "sourceReviewFile": "models/reviews/alphabet.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Google's parent: Gemini models, TPUs, Google Cloud and Search.", "description": "Alphabet owns Google, whose businesses combine advertising, cloud infrastructure and software. Google DeepMind develops Gemini, while Gemma provides separately licensed open-weight models. Google Cloud supplies TPUs, GPUs and managed AI services; general model-development costs are reported within Alphabet-level activities rather than as an independent model-revenue segment.", "whyItMatters": "Alphabet supplies several stages of the AI value chain: accelerators, compute, models and distribution through consumer and enterprise products. Actual cloud sales and model use support its inclusion; parent advertising revenue, backlog and future capital expenditure are not substitutes for model revenue.", "evidence": "company_stated", "sourceIds": [ "alphabet:a-q2-issuer", "alphabet:a-q2remarks", "alphabet:a-argon-ga", "alphabet:a-gemma4" ], "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release" } }, { "entityId": "bytedance-seed", "name": "ByteDance Seed", "economicParent": "bytedance", "eligible": true, "functions": [ "general-reasoning", "managed-model-api", "downloadable-models" ], "roleEvidence": "Seed connects model development with large consumer products and external creative and enterprise workflows. That distribution makes it relevant to the value chain; standalone model revenue and paid adoption are not disclosed sufficiently for a precise size ranking.", "sourceIds": [ "bytedance-seed:bs-billing", "bytedance-seed:bs-hf-oss", "bytedance-seed:bs-models", "bytedance-seed:bs-seed-home", "bytedance-seed:bs-seed21" ], "packetSha256": "0957dca9a94dc6d730a6b4f798d1d760ba2506888fe453d094b4b7179f34fbd9", "sourceReviewFile": "models/reviews/bytedance-seed.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "ByteDance’s models for assistants, creative applications and enterprise APIs", "description": "Seed is ByteDance’s model research operation. Its current portfolio spans Seed 2.1 language models, Seedance video, Seedream images and speech systems. ByteDance combines internal application use with commercial delivery through BytePlus and Volcano Engine. Selected research models have downloadable weights.", "whyItMatters": "Seed connects model development with large consumer products and external creative and enterprise workflows. That distribution makes it relevant to the value chain; standalone model revenue and paid adoption are not disclosed sufficiently for a precise size ranking.", "evidence": "company_stated", "sourceIds": [ "bytedance-seed:bs-seed-home", "bytedance-seed:bs-models", "bytedance-seed:bs-seed21", "bytedance-seed:bs-billing", "bytedance-seed:bs-hf-oss" ] } }, { "entityId": "spacex", "name": "SpaceX", "economicParent": "spacex", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api" ], "roleEvidence": "SpaceX develops and serves commercial models while supplying computing capacity to other laboratories. Cursor and X provide distribution through developer and consumer applications. This integration makes SpaceX relevant across several functions, but segment revenue, model use and data-center capacity must be assessed separately.", "sourceIds": [ "spacex:s-cursor-blog", "spacex:s-grok47", "spacex:s-q3-issuer", "spacex:s-xai-acquired" ], "packetSha256": "f0b17a537ece1678164768af8238c96c76c6dae0b7ac29a80e1fac390dd18601", "sourceReviewFile": "models/reviews/spacex.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Grok models, AI infrastructure and developer software within a space and connectivity group", "description": "SpaceX operates launch and satellite businesses alongside its Super Intelligence segment, formerly called AI. It acquired xAI in February and completed the Cursor acquisition on August 14, 2026. The segment now combines Grok subscriptions and APIs, X advertising, computing infrastructure and developer software. Third-quarter segment revenue was $7.560 billion, including $7.022 billion of solutions and infrastructure; this is not a measure of Grok model revenue alone.", "whyItMatters": "SpaceX develops and serves commercial models while supplying computing capacity to other laboratories. Cursor and X provide distribution through developer and consumer applications. This integration makes SpaceX relevant across several functions, but segment revenue, model use and data-center capacity must be assessed separately.", "evidence": "filing", "sourceIds": [ "spacex:s-q3-issuer", "spacex:s-xai-acquired", "spacex:s-cursor-blog", "spacex:s-grok47" ], "locator": "Q3 release pages 4–9; acquisition and model release bodies" } }, { "entityId": "meta", "name": "Meta", "economicParent": "meta", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Meta combines large internal AI workloads with consumer distribution, downloadable models and a newer commercial API business. Parent advertising revenue and app users establish its overall scale, but neither measures independent demand for Muse. Its chip and power agreements affect suppliers across the value chain.", "sourceIds": [ "meta:m-enterprise", "meta:m-glimmer", "meta:m-q2-issuer", "meta:m-wonder" ], "packetSha256": "a88a9ef290b23dd4251a542aeec7572224564c90de7defbbc976fd78ff25ec61", "sourceReviewFile": "models/reviews/meta.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Social apps giant building Muse models and gigawatt AI campuses.", "description": "Meta owns Facebook, Instagram, WhatsApp, Messenger and Threads. Advertising finances its model-development and infrastructure businesses. Meta Superintelligence Labs develops the Muse family, including the October Wonder release and separately licensed Glimmer open weights. Its enterprise platform sells model access and agents, while Reality Labs supplies glasses and virtual-reality devices.", "whyItMatters": "Meta combines large internal AI workloads with consumer distribution, downloadable models and a newer commercial API business. Parent advertising revenue and app users establish its overall scale, but neither measures independent demand for Muse. Its chip and power agreements affect suppliers across the value chain.", "evidence": "company_stated", "sourceIds": [ "meta:m-q2-issuer", "meta:m-wonder", "meta:m-glimmer", "meta:m-enterprise" ], "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release" } }, { "entityId": "alibaba", "name": "Alibaba", "economicParent": "alibaba", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Alibaba provides both downloadable models and commercial model access, supported by its cloud and distribution businesses. Named enterprise deployments establish use beyond internal commerce. Large infrastructure targets and parameter counts describe strategy and capability; they are not measures of current customer demand.", "sourceIds": [ "alibaba:acloud-global-2026", "alibaba:b-june-issuer", "alibaba:b-qwen-repo" ], "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "sourceReviewFile": "models/reviews/alibaba.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Qwen models, cloud infrastructure and in-house AI chips", "description": "Alibaba combines commerce with cloud infrastructure, proprietary chips, Qwen models and AI applications. Its June-quarter reporting separates AI Cloud and Compute Services from AI Labs and Applications. The first includes cloud and T-Head; the second includes model laboratories and consumer and workplace applications. These segments do not isolate model API revenue.", "whyItMatters": "Alibaba provides both downloadable models and commercial model access, supported by its cloud and distribution businesses. Named enterprise deployments establish use beyond internal commerce. Large infrastructure targets and parameter counts describe strategy and capability; they are not measures of current customer demand.", "evidence": "company_stated", "sourceIds": [ "alibaba:b-june-issuer", "alibaba:b-qwen-repo", "alibaba:acloud-global-2026" ], "locator": "Form 20-F FY2026, Item 4.B and Item 5; June quarter 2026 results, Business and Strategic Updates" } }, { "entityId": "deepseek", "name": "DeepSeek", "economicParent": "deepseek", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "DeepSeek provides an externally deployable alternative to closed model services. Observable gateway use supports its importance, but gateway traffic, self-reported cluster throughput and company revenue measure different things.", "sourceIds": [ "deepseek:ds-deepinfer", "deepseek:ds-flash1017", "deepseek:ds-flash1017-card", "deepseek:vercel-sep26" ], "packetSha256": "26c16554b23e3f4fbd6e302a7acddcc422bef57950751a83b742d281fbb90308", "sourceReviewFile": "models/reviews/deepseek.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Open-weight models supported by a commercial API and serving software", "description": "DeepSeek develops language and multimodal models in Hangzhou. The October 17 release updated V4.1 Flash across the website, application and API; its weights are available under MIT terms. The company also publishes infrastructure software used to train and serve its models.", "whyItMatters": "DeepSeek provides an externally deployable alternative to closed model services. Observable gateway use supports its importance, but gateway traffic, self-reported cluster throughput and company revenue measure different things.", "evidence": "company_stated", "sourceIds": [ "deepseek:ds-flash1017", "deepseek:ds-flash1017-card", "deepseek:ds-deepinfer", "deepseek:vercel-sep26" ] } }, { "entityId": "amazon", "name": "Amazon", "economicParent": "amazon", "eligible": true, "functions": [ "general-reasoning", "managed-model-api" ], "roleEvidence": "Nova supplies proprietary models and Bedrock runs own and third-party models. Ryanair and UniOpen document actual production use. AWS consolidated revenue is excluded.", "sourceIds": [ "amazon:nova-ryanair", "amazon:nova-uniopen", "amazon:bedrock" ] }, { "entityId": "microsoft", "name": "Microsoft", "economicParent": "microsoft", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Own MAI model in production GitHub Copilot, reasoning preview and Foundry model serving. Azure/Copilot revenue does not identify MAI revenue.", "sourceIds": [ "microsoft:mai-code", "microsoft:mai-thinking", "microsoft:foundry" ] }, { "entityId": "mistral", "name": "Mistral AI", "economicParent": "mistral", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Mistral supplies models and deployment options for organizations needing customization and regional control. Its enterprise work establishes commercial relevance, while company revenue spans several products and does not isolate open-weight usage.", "sourceIds": [ "mistral:mi-about", "mistral:mi-docs-models", "mistral:mi-large4", "mistral:mi-voxtral3" ], "packetSha256": "70d77aa625731c032b79aceee9433556a2e00a445adad54448af5c3a93ff897c", "sourceReviewFile": "models/reviews/mistral.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "General-purpose and specialized models with enterprise deployment", "description": "Mistral develops open-weight and commercial models, sells API access and provides tools to customize and deploy models for enterprises. Its portfolio includes language, coding, documents, speech and forecasting. Large 4 entered API preview in October; its weights were promised for month-end. Voxtral 3 launched on October 20.", "whyItMatters": "Mistral supplies models and deployment options for organizations needing customization and regional control. Its enterprise work establishes commercial relevance, while company revenue spans several products and does not isolate open-weight usage.", "evidence": "company_stated", "sourceIds": [ "mistral:mi-about", "mistral:mi-docs-models", "mistral:mi-large4", "mistral:mi-voxtral3" ] } }, { "entityId": "moonshot", "name": "Moonshot AI", "economicParent": "moonshot", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Kimi has measurable use outside its own application and can be deployed by third-party providers. That distribution broadens its role in the AI value chain while making model usage different from the revenue Moonshot itself receives.", "sourceIds": [ "moonshot:kimi-k3-license", "moonshot:kimi-reuters-oct12", "moonshot:m-kimi-k3", "moonshot:m-moonshot-about", "moonshot:m-moonshot-home", "moonshot:vercel-sep26" ], "packetSha256": "101456667c137ac848301597c36d1fc70b4e211469cde9dd39976c5e89ee5225", "sourceReviewFile": "models/reviews/moonshot.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Kimi models delivered through paid APIs, applications and deployable weights", "description": "Moonshot AI develops the Kimi model family in Beijing. Kimi K3 is distributed through an API, consumer and business applications, coding tools and downloadable weights. The company remains privately held in the evidence reviewed; a reported confidential listing application is not a completed IPO.", "whyItMatters": "Kimi has measurable use outside its own application and can be deployed by third-party providers. That distribution broadens its role in the AI value chain while making model usage different from the revenue Moonshot itself receives.", "evidence": "company_stated", "sourceIds": [ "moonshot:m-moonshot-about", "moonshot:m-moonshot-home", "moonshot:m-kimi-k3", "moonshot:kimi-k3-license", "moonshot:kimi-reuters-oct12", "moonshot:vercel-sep26" ] } }, { "entityId": "zhipu", "name": "Zhipu AI (Z.ai)", "economicParent": "zhipu", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "Z.ai combines externally deployable weights with an observable commercial API business. Its financial disclosures show the transition from bespoke deployments toward usage-based services, while its domestic-chip deployment provides a separate example of model delivery under constrained accelerator access.", "sourceIds": [ "zhipu:zai-glm53-license", "zhipu:zai-glm53flash-card", "zhipu:zhipu-ar2025", "zhipu:zhipu-interim-2026", "zhipu:zhipu-namechange" ], "packetSha256": "fdf19b815a20e63dccc9fcc27f7d2297a1ef8cdb71fd3ff8fc40084583ecde8f", "sourceReviewFile": "models/reviews/zhipu.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "GLM model developer with a growing paid API business", "description": "Z.ai, also known as Zhipu AI, develops the GLM family of models and sells API access, coding subscriptions and enterprise deployments. The Beijing company listed in Hong Kong in January 2026 and adopted Z.AI Co., Ltd. as its English name in July. Open-platform and API revenue accounted for 86.5% of first-half 2026 sales.", "whyItMatters": "Z.ai combines externally deployable weights with an observable commercial API business. Its financial disclosures show the transition from bespoke deployments toward usage-based services, while its domestic-chip deployment provides a separate example of model delivery under constrained accelerator access.", "evidence": "filing", "sourceIds": [ "zhipu:zhipu-interim-2026", "zhipu:zhipu-ar2025", "zhipu:zhipu-namechange", "zhipu:zai-glm53-license", "zhipu:zai-glm53flash-card" ] } }, { "entityId": "minimax", "name": "MiniMax", "economicParent": "minimax", "eligible": true, "functions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "roleEvidence": "MiniMax connects model development with both developer distribution and consumer media creation. Its public financial statements provide an observable commercial baseline, although neither revenue nor cumulative users can be allocated precisely between individual model families.", "sourceIds": [ "minimax:mm-about", "minimax:mm-fy25-results", "minimax:mm-h1-news", "minimax:mm-hf-m3", "minimax:mm-m3-license", "minimax:mm-m31flash" ], "packetSha256": "0b6ca20a16db3773cdd7991790820f5982825dd9df4f2ff04ecfe8e68e311f6d", "sourceReviewFile": "models/reviews/minimax.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Multimodal models distributed through APIs, open weights and consumer applications", "description": "MiniMax develops language, video, voice and music models in Shanghai. Its paid API platform and consumer applications generated $116.573 million in the first half of 2026. The M3 model is available as weights under a community licence, while M3.1 Flash entered commercial release on October 19. Access conditions differ across the model portfolio.", "whyItMatters": "MiniMax connects model development with both developer distribution and consumer media creation. Its public financial statements provide an observable commercial baseline, although neither revenue nor cumulative users can be allocated precisely between individual model families.", "evidence": "company_stated", "sourceIds": [ "minimax:mm-h1-news", "minimax:mm-fy25-results", "minimax:mm-about", "minimax:mm-hf-m3", "minimax:mm-m31flash", "minimax:mm-m3-license" ] } }, { "entityId": "tencent-hy", "name": "Tencent Hy", "economicParent": "tencent", "eligible": true, "functions": [ "general-reasoning", "managed-model-api", "downloadable-models" ], "roleEvidence": "Tencent combines open distribution with integration into a large existing product group. External model use supports its inclusion, while parent revenue and user totals cannot establish the model unit’s commercial scale.", "sourceIds": [ "tencent-hy:th-gh-org", "tencent-hy:th-hy4-license", "tencent-hy:th-hy4-release", "tencent-hy:th-memory", "tencent-hy:th-q2" ], "packetSha256": "b7c062ffefd136f5c505f97d99b670cbd68520b699269ee55541138286e50f2d", "sourceReviewFile": "models/reviews/tencent-hy.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Tencent’s open-weight models and commercial AI services", "description": "Tencent Hy, previously Hunyuan, develops models for Tencent products and external deployment. Hy4 preview is available through applications and APIs, with Apache-licensed weights. The portfolio also includes image, video, three-dimensional generation and memory software.", "whyItMatters": "Tencent combines open distribution with integration into a large existing product group. External model use supports its inclusion, while parent revenue and user totals cannot establish the model unit’s commercial scale.", "evidence": "company_stated", "sourceIds": [ "tencent-hy:th-hy4-release", "tencent-hy:th-hy4-license", "tencent-hy:th-gh-org", "tencent-hy:th-q2", "tencent-hy:th-memory" ] } }, { "entityId": "stepfun", "name": "StepFun", "economicParent": "stepfun", "eligible": true, "functions": [ "general-reasoning", "managed-model-api", "downloadable-models" ], "roleEvidence": "StepFun connects foundation-model research with device manufacturers and domestic accelerator ecosystems. Reported installed-device reach supports this distinct role, but it is not equivalent to active users or API revenue.", "sourceIds": [ "stepfun:sf-atr", "stepfun:sf-hf-37", "stepfun:sf-may-kr", "stepfun:sf-step5-card", "stepfun:sf-step5-license" ], "packetSha256": "5c4c20a16196cc78e903ecffe23ee10a315db3a8159a2773c0fe42ef2027cd6d", "sourceReviewFile": "models/reviews/stepfun.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Models for device integration, developer APIs and independent deployment", "description": "StepFun develops multimodal AI models in Shanghai. It distributes models through APIs and downloadable weights, with a particular focus on integration into phones and vehicles. Step 5 Preview weights became available in October under a custom licence; earlier Flash releases use different terms.", "whyItMatters": "StepFun connects foundation-model research with device manufacturers and domestic accelerator ecosystems. Reported installed-device reach supports this distinct role, but it is not equivalent to active users or API revenue.", "evidence": "company_stated", "sourceIds": [ "stepfun:sf-step5-card", "stepfun:sf-step5-license", "stepfun:sf-hf-37", "stepfun:sf-atr", "stepfun:sf-may-kr" ] } }, { "entityId": "thinking-machines", "name": "Thinking Machines", "economicParent": "thinking-machines", "eligible": true, "functions": [ "general-reasoning", "managed-model-api", "downloadable-models" ], "roleEvidence": "It connects open-weight model supply with enterprise customization and serving. Named deployments support commercial activity; reported revenue run rates remain unaudited and are not interchangeable with annual recognized revenue.", "sourceIds": [ "thinking-machines:tm-inkling", "thinking-machines:tm-nvidia", "thinking-machines:tm-tc-0903", "thinking-machines:tm-tinker", "thinking-machines:tm-year-tinker" ], "packetSha256": "111a8a32c4f00750e02fc0fd2747291b5516bc7c2e4724d2c5045204fd1a8e95", "sourceReviewFile": "models/reviews/thinking-machines.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Open-weight models and managed model customization", "description": "Thinking Machines Lab develops the Inkling model family and operates Tinker, a managed training API. Customers supply data and optimization logic while the company runs distributed training. An October update adds full fine-tuning and production inference in beta. Its NVIDIA agreement targets new capacity from early 2027.", "whyItMatters": "It connects open-weight model supply with enterprise customization and serving. Named deployments support commercial activity; reported revenue run rates remain unaudited and are not interchangeable with annual recognized revenue.", "evidence": "company_stated", "sourceIds": [ "thinking-machines:tm-inkling", "thinking-machines:tm-tinker", "thinking-machines:tm-year-tinker", "thinking-machines:tm-nvidia", "thinking-machines:tm-tc-0903" ] } }, { "entityId": "cohere", "name": "Cohere", "economicParent": "cohere", "eligible": true, "functions": [ "general-reasoning", "managed-model-api", "downloadable-models" ], "roleEvidence": "Cohere provides an independent route to enterprise models, retrieval and controlled deployment. Customer references and distribution partnerships establish commercial use. 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(2513.HK): quote, profile, officers and holders", "publisher": "Yahoo Finance", "publishedDate": null, "accessedDate": "2026-10-02", "type": "data_provider" }, "zhipu:zai-zcode-oct20": { "url": "https://zcode.z.ai/en/changelog", "title": "ZCode release v3.16.2", "publisher": "Z.ai", "publishedDate": "2026-10-20", "accessedDate": "2026-10-20", "type": "company" } }, "calculations": [ { "name": "MiniMax TTM recognized revenue", "formula": "79.038 + 116.573 - 30.429", "value": 165.182, "unit": "USD million", "period": "TTM June 2026", "sourceIds": [ "minimax:mm-fy25-results", "minimax:mm-h1-news", "minimax:mm-h1-news" ] }, { "name": "Zhipu TTM recognized revenue", "formula": "724.334 + 953.892 - 190.877", "value": 1487.3490000000002, "unit": "RMB million", "period": "TTM June 2026", "sourceIds": [ "zhipu:zhipu-ar2025", "zhipu:zhipu-interim-2026", "zhipu:zhipu-interim-2026" ] }, { "name": "Moonshot August annualized revenue inference", "formula": "2000000000 / 2", "value": 1000000000, "unit": "USD annualized", "period": "August 2026", "evidence": "inference", "sourceIds": [ "moonshot:m-tc-0911" ], "boundary": "Reported year-end target divided by the reported twofold target-to-August ratio; approximate secondary-report inference, not recognized revenue." }, { "name": "Tencent new-AI operating-profit contribution", "formula": "75.6 - 86.1", "value": -10.5, "unit": "RMB billion; non-IFRS", "period": "Q2 2026", "evidence": "inference", "sourceIds": [ "tencent-hy:th-q2" ], "boundary": "Reported operating profit less profit excluding several new AI products. 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Current financial observations are preserved rather than forced into an additive score." } ], "selectedIds": [ "anthropic", "openai", "alphabet", "bytedance-seed", "spacex", "meta", "alibaba", "amazon", "microsoft", "deepseek" ], "selectedReasons": { "anthropic": "Material current reported model business and gateway spending, with gross accounting explicitly qualified.", "openai": "Large documented consumer and business use, recognized revenue reporting and current model/code supply.", "alphabet": "Direct API throughput and large external token-consuming customer base, with Cloud revenue excluded as model scale.", "bytedance-seed": "Large consumer model distribution and paid Seed API supply; consumer users and paid API usage remain separate.", "spacex": "Commercial Grok APIs and distribution, with Cursor and cloud infrastructure removed from any model-only revenue interpretation.", "meta": "Current commercial model API plus a broad downloadable ecosystem; advertising reach is not a model-revenue score.", "alibaba": "Qwen commercial API and downloadable families, with AI-cloud product revenue broader than model revenue.", "amazon": "Own Nova models in named production workloads; 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all required functions remain covered.", "selectedIds": [ "anthropic", "openai", "alphabet", "bytedance-seed", "spacex", "alibaba", "amazon", "deepseek", "mistral", "moonshot" ], "requiredFunctions": [ "general-reasoning", "code-agents", "managed-model-api", "downloadable-models" ], "functionCoverage": { "general-reasoning": [ "anthropic", "openai", "alphabet", "bytedance-seed", "spacex", "alibaba", "amazon", "deepseek", "mistral", "moonshot" ], "code-agents": [ "anthropic", "openai", "alphabet", "spacex", "alibaba", "deepseek", "mistral", "moonshot" ], "managed-model-api": [ "anthropic", "openai", "alphabet", "bytedance-seed", "spacex", "alibaba", "amazon", "deepseek", "mistral", "moonshot" ], "downloadable-models": [ "openai", "alphabet", "bytedance-seed", "alibaba", "deepseek", "mistral", "moonshot" ] }, "allFunctionsCovered": true, "retained": 8, "jaccard": 0.6666666666666666, "conditionalEligibility": [] }, { "name": "Paid API disclosure emphasis", "remove": [ "amazon", "microsoft" ], "add": [ "zhipu", "minimax" ], "assumption": "Use separately disclosed API businesses in the two uncertain integrated-lab positions; 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "partners", "evidence": { "name": "UEFA", "entityId": null, "detail": "Multi-year deal making Alibaba the official and exclusive AI, cloud computing and e-commerce partner of the UEFA Champions League, Europa League and Conference League for 2027/28–2032/33 and of UEFA EURO 2028.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alibaba:alibaba-about" ], "locator": "Alibaba milestones 2026 (May)" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "partners", "evidence": { "name": "International Olympic Committee / Olympic Broadcasting Services", "entityId": null, "detail": "Worldwide Olympic partner; Alibaba Cloud deployed cloud and AI services for the Milano Cortina 2026 Winter Games with OBS and the IOC.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:alibaba-about" ], "locator": "Alibaba milestones 2026 (February)" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "partners", "evidence": { "name": "Zhipu AI (Z.ai)", "entityId": "zhipu", "detail": "Zhipu says Alibaba was among the companies that integrated its GLM-5 model within 24 hours of release in February 2026. This is Zhipu's statement; Alibaba has not described the arrangement.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alibaba:zhipu-ar2025" ], "locator": "Zhipu 2025 Annual Report, MD&A — MaaS Platform" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Anthropic", "entityId": "anthropic", "detail": "Rents TPUs and services on Google Cloud: in October 2025 Anthropic said it would use up to one million TPUs, worth tens of billions of dollars and well over 1 GW in 2026; in April 2026 it added multiple gigawatts of next-generation TPU capacity with Google and Broadcom from 2027, which its May 2026 Series H release describes as five gigawatts.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-anth-tpu", "alphabet:a-anth-bcm", "alphabet:a-anth-h" ], "locator": "Anthropic announcements Oct 23, 2025; Apr 6, 2026; May 28, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Apple", "entityId": null, "detail": "Multi-year, non-exclusive collaboration announced January 12, 2026 under which Apple's next-generation foundation models were to be based on Gemini models and Google cloud technology. Apple said in June 2026 that its shipped models contain no Gemini models and were refined using Gemini outputs (see conflicts). Financial terms not disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-apple", "alphabet:a-macrumors" ], "locator": "Joint statement, Jan 12, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Salesforce", "entityId": "salesforce", "detail": "Gemini in Agentforce is generally available. Hyperforce already has live production traffic, with wider North American general availability scheduled for November; other integrations are preview or beta.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-salesforce" ], "locator": "Press release Sep 15, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "BNP Paribas", "entityId": null, "detail": "Five-year agreement expands cloud and Gemini access. Nickel already uses Gemini for 200 advisers; integration into the bank’s 65,000-employee assistant is planned, not a verified 65,000-user Gemini deployment.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-bnp" ], "locator": "Press release Sep 24, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Citadel Securities", "entityId": null, "detail": "Named by Google as an organization using TPUs for AI workloads in the TPU 8 announcement.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-tpu8" ], "locator": "TPU 8 announcement, Apr 22, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Advertisers and cloud customers (no individual customer ≥10% of revenue)", "entityId": null, "detail": "Alphabet states that no individual customer or group of affiliated customers represented more than 10% of revenues in 2023, 2024 or 2025.", "status": "current", "evidence": "filing", "sourceIds": [ "alphabet:a-10k" ], "locator": "Form 10-K FY2025, Item 7 / revenue concentration" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "PepsiCo, Intel, HSBC, Bell Canada, Macy’s and SIGNAL IDUNA", "entityId": null, "detail": "Named Gemini Enterprise users in July CEO remarks; no comparable contract values disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-q2remarks" ] }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "Broadcom", "entityId": "broadcom", "detail": "Named together with Google as the partner delivering multiple gigawatts of next-generation TPU capacity to Anthropic from 2027, consistent with Broadcom's role in TPU development. Alphabet's own filings do not name its TPU design or manufacturing partners.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-anth-bcm", "alphabet:a-anth-h" ], "locator": "Anthropic announcement Apr 6, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "Google Cloud offers GPUs alongside its own TPUs; the 10-K describes a range of accelerators including specialized GPUs, and Cloud Next 2026 materials reference Google Cloud's NVIDIA GPU portfolio.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-10k", "alphabet:a-next26" ], "locator": "10-K FY2025 Item 1 — technical infrastructure" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "NextEra Energy", "entityId": "nextera", "detail": "Agreement (October 27, 2025) under which Google enables the restart of the Duane Arnold Energy Center in Iowa, more than 600 MW of nuclear power expected online in early 2029, and pays for the plant's output.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alphabet:a-nextera" ], "locator": "Keyword post, Oct 27, 2025" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "Planet Labs", "entityId": null, "detail": "Built the Project Suncatcher prototype satellite carrying TPUs, launched in October 2026 to test AI chips in orbit.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-suncatcher" ], "locator": "Keyword post, Oct 1, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "SpaceX", "entityId": "spacex", "detail": "Alphabet held SpaceX shares valued at $80.0 billion (subject to short-term sale restrictions) plus $14.1 billion (restricted through Q3 2027) at June 30, 2026, after SpaceX's 2026 listing; SpaceX also launched Google's Suncatcher prototype on its Transporter-18 rideshare. SpaceX now owns xAI and competes with Google in AI.", "status": "current", "evidence": "filing", "sourceIds": [ "alphabet:a-10q", "alphabet:a-suncatcher" ], "locator": "Form 10-Q Q2 2026 — marketable and non-marketable equity securities" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "Anthropic (equity investment)", "entityId": "anthropic", "detail": "Google has been a minority investor in Anthropic since 2023 (press-reported commitments of up to $2 billion in 2023 and $1 billion more in 2025). Alphabet's filings do not name the holding or its size; a stake of roughly 14% is press-reported and unverified here.", "status": "current", "evidence": "reported", "sourceIds": [ "alphabet:a-wiki-anthropic" ], "locator": "Funding history" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "Blackstone", "entityId": null, "detail": "Joint venture announced May 19, 2026 to create a new TPU cloud: Blackstone makes an initial $5 billion equity commitment to bring about 500 MW online in 2027, with Google supplying TPUs, software and support.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alphabet:a-blackstone" ], "locator": "Keyword post, May 19, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "Wiz (acquired)", "entityId": null, "detail": "Cloud-security company acquired for $32 billion; the deal closed March 11, 2026 and Wiz keeps its brand inside Google Cloud.", "status": "current", "evidence": "filing", "sourceIds": [ "alphabet:a-10k", "alphabet:a-wiz" ], "locator": "10-K FY2025 Note on acquisitions; press release Mar 11, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "anthropic", "relation": "customers", "evidence": { "name": "Barclays", "entityId": null, "detail": "More than 16,000 colleagues have adopted a Claude-powered knowledge assistant. Separately, its Global Markets workflow processes about 120,000 emails daily. Broader developer rollout remains a target.", "status": "current", "evidence": "company_stated", "sourceIds": [ "anthropic:a-barclays" ] }, "packetSha256": "8211860242627248a639be9608a525c05e603a51d7584c84f30ddf0c83a5f404", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "anthropic", "relation": "customers", "evidence": { "name": "AWS Bedrock customers", "entityId": null, "detail": "Anthropic reported more than 100,000 customers using Claude through Bedrock in April. This is a channel count, not an additive direct-customer total.", "status": "current", "evidence": "company_stated", "sourceIds": [ "anthropic:a-amazon" ] }, "packetSha256": "8211860242627248a639be9608a525c05e603a51d7584c84f30ddf0c83a5f404", "selectionUse": "Role and delivery context only. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "anthropic", "relation": "suppliers", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "GPU hardware is used alongside Trainium and TPUs; purchases and concentration are not separately disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "anthropic:a-google-broadcom" ] }, "packetSha256": "8211860242627248a639be9608a525c05e603a51d7584c84f30ddf0c83a5f404", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "anthropic", "relation": "partners", "evidence": { "name": "AWS, Google Cloud and Microsoft Azure", "entityId": null, "detail": "Commercial distribution platforms as well as infrastructure counterparties. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "anthropic", "relation": "partners", "evidence": { "name": "SecureBio and Accenture", "entityId": null, "detail": "Named evaluation partners. Hugging Face discussions were early-stage in October and are not represented as a completed engagement.", "status": "current", "evidence": "company_stated", "sourceIds": [ "anthropic:a-evaluators" ] }, "packetSha256": "8211860242627248a639be9608a525c05e603a51d7584c84f30ddf0c83a5f404", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "bytedance-seed", "relation": "customers", "evidence": { "name": "BytePlus and Volcano Engine model customers", "entityId": null, "detail": "Commercial model access is documented, but no auditable Seed-only customer count or concentration table is available.", "status": "current", "evidence": "company_stated", "sourceIds": [ "bytedance-seed:bs-seed21", "bytedance-seed:bs-billing" ] }, "packetSha256": "0957dca9a94dc6d730a6b4f798d1d760ba2506888fe453d094b4b7179f34fbd9", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "bytedance-seed", "relation": "customers", "evidence": { "name": "ByteDance application teams", "entityId": null, "detail": "Doubao and creative products provide internal distribution; app users are not equated with independent paying API customers.", "status": "current", "evidence": "company_stated", "sourceIds": [ "bytedance-seed:bs-seedance25", "bytedance-seed:bs-strategy26" ] }, "packetSha256": "0957dca9a94dc6d730a6b4f798d1d760ba2506888fe453d094b4b7179f34fbd9", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "bytedance-seed", "relation": "partners", "evidence": { "name": "BytePlus", "entityId": null, "detail": "ByteDance group commercial distribution channel. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Ensemble Health Partners", "entityId": null, "detail": "Named by Cohere among organizations deploying North in its general-availability announcement. Current account spend and contract terms are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:blog-north-ga" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Bell Canada", "entityId": null, "detail": "Named by Cohere among organizations deploying North in its general-availability announcement. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "spacex", "relation": "customers", "evidence": { "name": "NASA", "entityId": null, "detail": "Dragon crew and cargo missions to the International Space Station; SpaceX flew all five U.S. crew and cargo missions to the ISS for NASA in 2025, and NASA's lunar milestones drive the Starship human-landing schedule.", "status": "current", "evidence": "filing", "sourceIds": [ "spacex:s-424b4", "spacex:s-tc-call" ], "locator": "Prospectus Summary — Our Leading Capabilities: Space" }, "packetSha256": "f0b17a537ece1678164768af8238c96c76c6dae0b7ac29a80e1fac390dd18601", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "spacex", "relation": "customers", "evidence": { "name": "U.S. Department of War (national security launch and Starshield)", "entityId": null, "detail": "Primary U.S. government launch provider: 11 of 12 National Security Space Launch medium/heavy missions in 2025. The company said it won more than $6 billion of multi-year U.S. government Starshield contracts in Q2 2026.", "status": "current", "evidence": "filing", "sourceIds": [ "spacex:s-424b4", "spacex:s-q2-release" ], "locator": "Prospectus Summary — Space; Q2 2026 earnings release highlights" }, "packetSha256": "f0b17a537ece1678164768af8238c96c76c6dae0b7ac29a80e1fac390dd18601", "selectionUse": "Role and delivery context only. 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undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-sonnet55": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-sonnet55", "url": "https://www.anthropic.com/claude-sonnet-5-5", "accessedDate": "2026-10-21", "locator": "Claude Sonnet 5.5", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-fable51": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-fable51", "url": "https://www.anthropic.com/claude-fable-and-mythos-5-1", "accessedDate": "2026-10-21", "locator": "Claude Fable 5.1 and Mythos 5.1", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-labs": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-labs", "url": "https://www.anthropic.com/news/introducing-anthropic-labs", "accessedDate": "2026-10-21", "locator": "Claude Code and Cowork; Ami Vora", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-design": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-design", "url": "https://www.anthropic.com/news/claude-design-anthropic-labs", "accessedDate": "2026-10-21", "locator": "Claude Design", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-science": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-science", "url": "https://www.anthropic.com/news/claude-science-ai-workbench", "accessedDate": "2026-10-21", "locator": "Claude Science", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-barclays": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-barclays", "url": "https://www.anthropic.com/news/barclays-scales-claude", "accessedDate": "2026-10-21", "locator": "summary; Claude Code and Cowork", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-q3-reuters": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-q3-reuters", "url": "https://www.investing.com/news/stock-market-news/anthropics-q3-revenue-surges-45-to-nearly-17-billion-4950208", "accessedDate": "2026-10-21", "locator": "summary; Reuters quotes investor-day attendees; public financial statements not inspected; Latest investor-day reporting revises earlier $11.5 billion; Revenue; 4.7 + 11.6 + 16.8; not audited, not trailing-twelve-month revenue", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-accounting-reuters": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-accounting-reuters", "url": "https://www.investing.com/news/stock-market-news/openais-annualized-revenue-20-billion-less-than-previously-signaled-ft-reports-4939854", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-haiku55": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-haiku55", "url": "https://www.anthropic.com/claude-haiku-5-5", "accessedDate": "2026-10-21", "locator": "Claude Sonnet 5.5; Claude Haiku 5.5", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-benefit-fund": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-benefit-fund", "url": "https://www.anthropic.com/news/public-benefit-fund", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:a-evaluators": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "a-evaluators", "url": "https://www.anthropic.com/news/an-update-on-independent-evaluators", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "anthropic:vercel-sep26": [ { "reviewFile": "models/reviews/anthropic.json", "check": { "sourceId": "vercel-sep26", "url": "https://vercel.com/blog/ai-gateway-production-index-october-2026", "accessedDate": "2026-10-21", "locator": "Model-origin share within one gateway; not global company revenue share", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-seed-home": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-seed-home", "url": "https://seed.bytedance.com/en/", "accessedDate": "2026-10-21", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-models": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-models", "url": "https://seed.bytedance.com/en/models", "accessedDate": "2026-10-21", "locator": "summary; Seed 2.1 Pro and Turbo; Seedream 5.0 Pro; SeedRealtime and Seed Audio 1.0; Seed GR research", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-seed21": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-seed21", "url": "https://seed.bytedance.com/en/seed2_1", "accessedDate": "2026-10-21", "locator": "summary; Seed 2.1 Pro and Turbo", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-hf-oss": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-hf-oss", "url": "https://huggingface.co/ByteDance-Seed/Seed-OSS-36B-Instruct", "accessedDate": "2026-10-21", "locator": "summary; Seed-OSS-36B; Seed-OSS-36B specification", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-seedance25": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-seedance25", "url": "https://seed.bytedance.com/en/blog/one-take-creation-flexible-referencing-introducing-seedance-2-5", "accessedDate": "2026-10-21", "locator": "Seedance 2.5; Seedance 2.5 maximum clip duration", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-alignment": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-alignment", "url": "https://seed.bytedance.com/en/blog/seed-alignment-preparedness-team-looking-for-global-talents", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-billing": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-billing", "url": "https://docs.byteplus.com/en/docs/byteplus-platform/AI_Savings_Plans", "accessedDate": "2026-10-21", "locator": "summary; Seedance 2.5", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "bytedance-seed:bs-strategy26": [ { "reviewFile": "models/reviews/bytedance-seed.json", "check": { "sourceId": "bs-strategy26", "url": "https://amp.kr-asia.com/bytedance-sets-four-ai-priorities-for-2026", "accessedDate": "2026-10-21", "locator": "36Kr reporting translated by KrASIA; 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reconciliation does not renew its access date." } ], "cohere:cohere-customer-stories": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "cohere-customer-stories", "url": "https://cohere.com/customer-stories", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:cohere-model-vault": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "cohere-model-vault", "url": "https://cohere.com/solutions/model-vault", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:cohere-aya": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "cohere-aya", "url": "https://cohere.com/research/aya", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-aug2025": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-aug2025", "url": "https://cohere.com/blog/august-2025-funding-round", "accessedDate": "2026-10-20", "locator": "Headline only", "economicPeriod": "August 2025", "support": "Financing headline visible; no refreshed granular investor or board claim from body.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-sep2025": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-sep2025", "url": "https://cohere.com/blog/september-2025-funding-round", "accessedDate": "2026-10-20", "locator": "Headline only; independently checked BetaKit body", "economicPeriod": "September 2025", "support": "Additional financing amount, not pre/post-money valuation basis.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-bell": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-bell", "url": "https://cohere.com/blog/bell-partnership", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-north-ga": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-north-ga", "url": "https://cohere.com/blog/north-ga", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-sap": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-sap", "url": "https://cohere.com/blog/cohere-expands-partnership-with-sap", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-rerank4": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-rerank4", "url": "https://cohere.com/blog/rerank-4", "accessedDate": "2026-10-20", "locator": "Headline and current product navigation only", "economicPeriod": "December 2025 release", "support": "Model existence supported; detailed numerical claims not renewed.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-transcribe": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-transcribe", "url": "https://cohere.com/blog/transcribe", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-reliant": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-reliant", "url": "https://cohere.com/blog/cohere-acquires-reliant-ai-expand-sovereign-enterprise-ai", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-cap-tech": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-cap-tech", "url": "https://cohere.com/blog/command-a-plus", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-mini-code": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-mini-code", "url": "https://cohere.com/blog/north-mini-code", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-parse": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-parse", "url": "https://cohere.com/blog/parse", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-translate": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-translate", "url": "https://cohere.com/blog/north-small-translate", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-aleph-sep": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-aleph-sep", "url": "https://cohere.com/blog/cohere-and-aleph-alpha-sign-agreement", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-compass": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-compass", "url": "https://cohere.com/blog/compass-cloud-beta", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:blog-embed5": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "blog-embed5", "url": "https://cohere.com/blog/embed-5", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cohere:amd-ir": [ { "reviewFile": "models/reviews/cohere.json", "check": { "sourceId": "amd-ir", "url": "https://ir.amd.com/news-events/press-releases/detail/1259/amd-and-cohere-expand-global-ai-collaboration-to-power-enterprise-and-sovereign-deployments-with-amd-ai-infrastructure", "accessedDate": "2026-10-20", "locator": "Relevant article body or explicitly noted headline-only extract", "economicPeriod": "Date stated on source", "support": "Current product, commercial use, role, financing or transaction status inspected.", "outcome": "read" }, "scope": "Existing recorded source inspection; 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undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-aws": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-aws", "url": "https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Mar 24 and Apr 24, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-nuclear": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-nuclear", "url": "https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/", "accessedDate": "2026-10-21", "locator": "Vistra, TerraPower and Oklo; excludes separate earlier Clinton agreement; Meta Newsroom, Jan 9, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-connect": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-connect", "url": "https://about.fb.com/news/2026/09/the-biggest-news-from-connect-2026/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Connect 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-mtia": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-mtia", "url": "https://about.fb.com/news/2026/03/expanding-metas-custom-silicon-to-power-our-ai-workloads/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Mar 11 and Apr 14, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-elpaso": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-elpaso", "url": "https://about.fb.com/news/2026/07/meta-announces-new-venture-with-blackrock-to-develop-data-center-in-el-paso/", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-coreweave-expansion": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-coreweave-expansion", "url": "https://www.coreweave.com/news/coreweave-and-meta-announce-21-billion-expanded-ai-infrastructure-agreement", "accessedDate": "2026-10-21", "locator": "Opening and dedicated-capacity paragraphs, lines 14–15", "economicPeriod": "April 9, 2026 agreement through December 2032", "support": "Expanded approximately USD21bn agreement; future distributed deployments; no recognized-revenue or commissioned-MW claim.", "outcome": "read", "capture": "models/evidence/meta-coreweave-editorial.json" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-nbis-20f": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-nbis-20f", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm", "reviewedDate": "2026-10-21", "originalAccessedDate": "2026-10-03", "locator": "Full annual text, lines1850–1856, printed pages75–76", "economicPeriod": "November2025 and March2026 agreements", "support": "Prior2.9bn agreement delivered in two tranches;12bn dedicated plusup-to15bn unsold-capacity backstop;H12027 dedicated deployment timetable.", "outcome": "local_source_read", "capture": "infrastructure/evidence/nebius-annual.txt" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-fy25-results": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-fy25-results", "url": "https://file.cdn.minimax.io/public/ba6ecddc-7a0f-434a-b340-96576f676b3c.pdf", "accessedDate": "2026-10-20", "locator": "summary; Annual results p1; 79.038 + 116.573 - 30.429; total company, not API-only; Annual results p5; Annual results p3; not current monthly paid volume; Annual results p3; not current annual demand", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-h1-news": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-h1-news", "url": "https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160", "accessedDate": "2026-10-20", "locator": "summary; MiniMax H3 / Hailuo; Interim consolidated income statement; 79.038 + 116.573 - 30.429; total company, not API-only; Open platform and other enterprise services revenue; Gross margin; Net loss; Adjusted net loss; R&D expense; Interim consolidated balance sheet; distinct from broader cash balance of 1,322.8 million", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-ir-mgmt": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-ir-mgmt", "url": "https://ir.minimax.io/corporate-information/management", "accessedDate": "2026-10-20", "locator": "Yan Junjie; Yun Yeyi; Zhao Pengyu; Zhou Yucong", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-ir-board": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-ir-board", "url": "https://ir.minimax.io/corporate-information/board-of-directors", "accessedDate": "2026-10-20", "locator": "Liu Wei; Huang Guobin", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-about": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-about", "url": "https://www.minimax.io/about", "accessedDate": "2026-10-20", "locator": "summary; Speech 2.8 / MiniMax Audio; MiniMax Code, Design and Talkie", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-hkex-allot": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-hkex-allot", "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0108/2026010801342.pdf", "accessedDate": "2026-10-20", "locator": "Liu Wei; Huang Guobin", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-hf-m3": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-hf-m3", "url": "https://huggingface.co/MiniMaxAI/MiniMax-M3", "accessedDate": "2026-10-20", "locator": "summary; MiniMax M3 and M3.1 Flash", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-m31flash": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-m31flash", "url": "https://www.minimax.io/blog/minimax-m31f", "accessedDate": "2026-10-20", "locator": "summary; MiniMax M3 and M3.1 Flash", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-h3": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-h3", "url": "https://www.minimax.io/blog/minimax-h3", "accessedDate": "2026-10-20", "locator": "MiniMax H3 / Hailuo", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-speech28": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-speech28", "url": "https://www.minimax.io/news/minimax-speech-28", "accessedDate": "2026-10-20", "locator": "Speech 2.8 / MiniMax Audio", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-music3": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-music3", "url": "https://www.minimax.io/blog/minimax-music-3-0-next-generation-open-weights-production-ready-versatile-music-model", "accessedDate": "2026-10-20", "locator": "Music 3.0", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-m3-license": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-m3-license", "url": "https://huggingface.co/MiniMaxAI/MiniMax-M3/blob/main/LICENSE", "accessedDate": "2026-10-20", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-humanx": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-humanx", "url": "https://www.minimax.io/news/minimax-at-humanx-2026", "accessedDate": "2026-10-20", "locator": "Linda Sheng", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-about": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-about", "url": "https://mistral.ai/about", "accessedDate": "2026-10-20", "locator": "summary; Regional endpoints and Vibe; Arthur Mensch; Guillaume Lample; Timothée Lacroix", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-customers": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-customers", "url": "https://mistral.ai/customers", "accessedDate": "2026-10-20", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-docs-models": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-docs-models", "url": "https://docs.mistral.ai/getting-started/models/", "accessedDate": "2026-10-20", "locator": "summary; General-purpose models; OCR, coding and Timestral", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-series-d": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-series-d", "url": "https://mistral.ai/news/mistral-makes-sovereign-open-weight-ai-to-frontier/", "accessedDate": "2026-10-20", "locator": "Enterprise relationships", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-regional": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-regional", "url": "https://mistral.ai/news/regional-inference-open-models-new-compute/", "accessedDate": "2026-10-20", "locator": "Regional endpoints and Vibe", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-forge": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-forge", "url": "https://mistral.ai/news/forge/", "accessedDate": "2026-10-20", "locator": "Forge", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-large4": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-large4", "url": "https://mistral.ai/news/mistral-large-4/", "accessedDate": "2026-10-20", "locator": "summary; General-purpose models; Large 4 training system", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-voxtral3": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-voxtral3", "url": "https://mistral.ai/news/voxtral-3/", "accessedDate": "2026-10-20", "locator": "summary; Voxtral 3", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-pymnts": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-pymnts", "url": "https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/", "accessedDate": "2026-10-20", "locator": "CEO statement reported by FT and summarized by PYMNTS; not FY revenue.", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:m-moonshot-about": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "m-moonshot-about", "url": "https://www.moonshot.ai/about", "accessedDate": "2026-10-20", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:m-moonshot-home": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "m-moonshot-home", "url": "https://www.moonshot.ai/", "accessedDate": "2026-10-20", "locator": "summary; Kimi Work and Kimi Code", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:m-kimi-k3": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "m-kimi-k3", "url": "https://www.kimi.ai/blog/kimi-k3", "accessedDate": "2026-10-21", "locator": "summary; Kimi K3; Kimi Work and Kimi Code; Kimi API and Business; Kimi K3 context", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:kimi-k3-license": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "kimi-k3-license", "url": "https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE", "accessedDate": "2026-10-21", "locator": "summary; Kimi K3", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:kimi-reuters-oct12": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "kimi-reuters-oct12", "url": "https://www.investing.com/news/stock-market-news/exclusivemoonshot-execs-in-talks-to-settle-dispute-with-shareholder-ahead-of-planned-ipo-people-say-4942884", "accessedDate": "2026-10-21", "locator": "summary; Yang Zhilin; Zhang Yutao; Zhang Yutong", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:vercel-sep26": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "vercel-sep26", "url": "https://vercel.com/blog/ai-gateway-production-index-october-2026", "accessedDate": "2026-10-21", "locator": "summary; Model-origin share of gateway tokens; Not Moonshot revenue; substantial third-party serving", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:m-bbglaw-0729": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "m-bbglaw-0729", "url": "https://news.bloomberglaw.com/antitrust/chinas-moonshot-ai-passes-funding-goal-to-hit-35-billion-value", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "moonshot:m-tc-0911": [ { "reviewFile": "models/reviews/moonshot.json", "check": { "sourceId": "m-tc-0911", "url": "https://techcrunch.com/2026/09/11/kimi-maker-moonshot-ai-targets-2-billion-in-annual-revenue/", "accessedDate": "2026-10-21", "locator": "Implied by reported $2 billion year-end target being double August run-rate; unaudited", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "openai:o-structure": [ { "reviewFile": "models/reviews/openai.json", "check": { "sourceId": "o-structure", "url": "https://openai.com/our-structure/", "accessedDate": "2026-10-21", "locator": "summary; Sam Altman; Bret Taylor; Adam D'Angelo; Zico Kolter; Sue Desmond-Hellmann; Paul Christiano; Paul M. Nakasone; Adebayo Ogunlesi; Nicole Seligman; David Vélez; Robin Vince", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "openai:o-fund": [ { "reviewFile": "models/reviews/openai.json", "check": { "sourceId": "o-fund", "url": "https://openai.com/index/accelerating-the-next-phase-ai/", "accessedDate": "2026-10-21", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "openai:o-cro": [ { "reviewFile": "models/reviews/openai.json", "check": { "sourceId": "o-cro", "url": "https://openai.com/index/dali-rajic-chief-revenue-officer/", "accessedDate": "2026-10-21", "locator": "Businesses using products; 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undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "stepfun:sf-step5-license": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-step5-license", "url": "https://huggingface.co/stepfun-ai/Step-5-Preview/blob/main/LICENSE.txt", "accessedDate": "2026-10-21", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "stepfun:sf-may-kr": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-may-kr", "url": "https://kr-asia.com/stepfun-nears-usd-2-5-billion-pre-ipo-round-as-industrial-investors-join", "accessedDate": "2026-10-21", "locator": "summary; Embedded AI for devices; Jiang Daxin", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-q2": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-q2", "url": "https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf", "accessedDate": "2026-10-21", "locator": "summary; Hy3; Q2 results management commentary; not current global model share; Not Hy-specific compute or revenue; 75.6 billion reported non-IFRS operating profit minus 86.1 billion excluding new AI products = negative 10.5 billion. This difference covers multiple new AI products and is not a Hy standalone loss.; Ma Huateng (Pony Ma)", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-hy4-release": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-hy4-release", "url": "https://www.tencent.com/tencent-releases-and-open-sources-tencent-hy4-preview/", "accessedDate": "2026-10-21", "locator": "summary; Hy4 preview; Hy4 preview parameters", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-hy4-license": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-hy4-license", "url": "https://huggingface.co/tencent/Hy4-preview/blob/main/LICENSE", "accessedDate": "2026-10-21", "locator": "summary; Hy4 preview", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-ai-leadership": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-ai-leadership", "url": "https://www.tencent.com/zh-cn/tencent-cloud-debuts-productivity-agent-suite-creating-a-new-gateway-to-ai-for-users-and-enterprises/", "accessedDate": "2026-10-21", "locator": "Yao Shunyu; Dowson Tong", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-memory": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-memory", "url": "https://github.com/Tencent-Hunyuan/Hy-Memory/blob/main/README.md", "accessedDate": "2026-10-21", "locator": "summary; Hy Memory 2.0 and MemHub", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-gh-org": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-gh-org", "url": "https://github.com/Tencent-Hunyuan", "accessedDate": "2026-10-21", "locator": "summary; Hy3; Hunyuan visual models", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-hf-org": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-hf-org", "url": "https://huggingface.co/tencent", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-home": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-home", "url": "https://thinkingmachines.ai/", "accessedDate": "2026-10-20", "locator": "Product navigation and mission", "economicPeriod": "Current website", "support": "Inkling, Tinker and interaction research remain current offerings/research.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-news": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-news", "url": "https://thinkingmachines.ai/news/", "accessedDate": "2026-10-20", "locator": "News index", "economicPeriod": "October 2026", "support": "Latest Tinker update identified.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-nvidia": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-nvidia", "url": "https://thinkingmachines.ai/news/nvidia-partnership/", "accessedDate": "2026-10-20", "locator": "Partnership announcement", "economicPeriod": "2026-03-10", "support": "At least 1 GW, early-2027 target, unspecified strategic investment.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-inkling": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-inkling", "url": "https://thinkingmachines.ai/news/introducing-inkling/", "accessedDate": "2026-10-20", "locator": "Architecture and availability", "economicPeriod": "2026-07-15", "support": "Model specifications and named API partners.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-inkling-small": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-inkling-small", "url": "https://thinkingmachines.ai/news/inkling-small/", "accessedDate": "2026-10-20", "locator": "Release and architecture", "economicPeriod": "2026-07-30", "support": "276B total / 12B active parameters.", "outcome": "read" }, "scope": "Existing recorded source inspection; 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