{ "schema": "5lc-selection-review/1", "sublayer": "inference-serving", "asOf": "2026-10-21", "status": "Researcher recommendation; root challenge and integration review pending", "scope": { "geography": "Global", "activity": "Commercial suppliers that run or route models for external users: managed multimodel clouds, custom runtimes, multimodal serving, gateways and specialized-hardware inference. Bare GPU rental alone is insufficient.", "period": "Latest actual disclosures through October 21, 2026; reporting windows retained rather than silently annualized.", "scopeClarification": "The old roster omitted hyperscalers despite an unrestricted definition of model serving. The global scope now includes them; an independent-platform-only alternative is separately reported rather than silently assuming that narrower market." }, "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": "managed-multimodel", "required": true }, { "id": "integrated-enterprise-cloud", "required": true }, { "id": "custom-model-serving", "required": true }, { "id": "multimodal-serving", "required": true }, { "id": "routing-gateway", "required": true }, { "id": "serverless-custom-runtime", "required": true }, { "id": "specialized-hardware-serving", "required": true } ], "universe": { "establishedAt": "2026-10-20", "initialFile": "candidate-universe.json", "reconciledCandidates": [ { "entityId": "amazon", "name": "Amazon", "economicParent": "amazon", "eligible": true, "functions": [ "managed-multimodel", "integrated-enterprise-cloud" ], "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": [ "managed-multimodel", "integrated-enterprise-cloud" ], "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": "alphabet", "name": "Alphabet", "economicParent": "alphabet", "eligible": true, "functions": [ "managed-multimodel", "integrated-enterprise-cloud" ], "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": "alibaba", "name": "Alibaba", "economicParent": "alibaba", "eligible": true, "functions": [ "managed-multimodel", "integrated-enterprise-cloud" ], "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": "fireworks-ai", "name": "Fireworks AI", "economicParent": "fireworks-ai", "eligible": true, "functions": [ "managed-multimodel", "custom-model-serving" ], "roleEvidence": "Fireworks supplies the operating layer through which companies customize and run models. Commercial cases support its role across legal, coding and clinical applications. Its run rate and token volume describe different aspects of the same activity and must not be counted as independent market-share scores.", "sourceIds": [ "fireworks-ai:fw-blog-seriesd", "fireworks-ai:fw-firerouter", "fireworks-ai:fw-training" ], "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "sourceReviewFile": "models/reviews/fireworks-ai.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Inference, post-training and model routing for production applications", "description": "Fireworks serves open and customer-specialized models through serverless, dedicated and reserved inference. Its training API became generally available in August 2026, while FireRouter routes tasks between open models and Claude. In July the company reported more than $1 billion annualized revenue and 40 trillion tokens served daily; token-count conventions and inference-only recognized revenue are not separately disclosed.", "whyItMatters": "Fireworks supplies the operating layer through which companies customize and run models. Commercial cases support its role across legal, coding and clinical applications. Its run rate and token volume describe different aspects of the same activity and must not be counted as independent market-share scores.", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-blog-seriesd", "fireworks-ai:fw-training", "fireworks-ai:fw-firerouter" ] } }, { "entityId": "together-ai", "name": "Together AI", "economicParent": "together-ai", "eligible": true, "functions": [ "managed-multimodel", "custom-model-serving" ], "roleEvidence": "Together combines model distribution, serving infrastructure and customization. That makes it a route from open-weight releases to deployed applications. Its future compute commitments describe expansion plans, not current delivered inference capacity.", "sourceIds": [ "together-ai:tg-blog-seriesc", "together-ai:tg-moonshot", "together-ai:tg-post" ], "packetSha256": "3a5fba789fdd8b8ed29af29a21b102261e2856d594d979ebee5b262e5376b94c", "sourceReviewFile": "models/reviews/together-ai.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Open-model serving, post-training and GPU infrastructure", "description": "Together AI supplies model APIs, dedicated inference and GPU clusters. Its October post-training service supports supervised learning and reinforcement learning. The company has named production users including Cognition, Decagon, ElevenLabs, Cursor and Suno. Revenue attributable specifically to inference is undisclosed.", "whyItMatters": "Together combines model distribution, serving infrastructure and customization. That makes it a route from open-weight releases to deployed applications. Its future compute commitments describe expansion plans, not current delivered inference capacity.", "evidence": "company_stated", "sourceIds": [ "together-ai:tg-blog-seriesc", "together-ai:tg-post", "together-ai:tg-moonshot" ] } }, { "entityId": "fal", "name": "fal", "economicParent": "fal", "eligible": true, "functions": [ "multimodal-serving" ], "roleEvidence": "Commercial users including Canva and Adobe establish a role between media-model developers and applications. The breadth of hosted models and customer integrations supports inclusion; neither valuation nor inconsistent developer totals establishes an exact market share.", "sourceIds": [ "fal:fal-aws", "fal:fal-h3max", "fal:fal-home" ], "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "sourceReviewFile": "models/reviews/fal.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Serving and customization infrastructure for generative media", "description": "fal sells access to image, video and audio models and infrastructure for deploying customer models. Its H3 Max product is a post-trained MiniMax model. Model distribution, cloud operation and proprietary customization therefore contribute different parts of its business.", "whyItMatters": "Commercial users including Canva and Adobe establish a role between media-model developers and applications. The breadth of hosted models and customer integrations supports inclusion; neither valuation nor inconsistent developer totals establishes an exact market share.", "evidence": "company_stated", "sourceIds": [ "fal:fal-home", "fal:fal-aws", "fal:fal-h3max" ] } }, { "entityId": "openrouter", "name": "OpenRouter", "economicParent": "openrouter", "eligible": true, "functions": [ "routing-gateway" ], "roleEvidence": "The gateway influences which models and hosts receive developer traffic. Its role is distribution and governance, so its platform fees and routed token volumes cannot be added to provider sales as independent AI-market output.", "sourceIds": [ "openrouter:or-about", "openrouter:or-joining-stripe", "openrouter:stripe-release" ], "packetSha256": "d3ca7b4a1e36fdc84d1065699b458e0c72d9e5db17a4ded8e4b5ec900fa00b78", "sourceReviewFile": "models/reviews/openrouter.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Gateway for model routing, billing and governance", "description": "OpenRouter routes requests across external model providers and manages access, spend and policy controls. Its current About page reports more than 600 trillion monthly tokens. This is routed activity, potentially also counted by underlying hosts. Stripe agreed to acquire the company in August; a separately confirmed completion was not found in the reviewed announcements.", "whyItMatters": "The gateway influences which models and hosts receive developer traffic. Its role is distribution and governance, so its platform fees and routed token volumes cannot be added to provider sales as independent AI-market output.", "evidence": "company_stated", "sourceIds": [ "openrouter:or-about", "openrouter:or-joining-stripe", "openrouter:stripe-release" ] } }, { "entityId": "modal", "name": "Modal", "economicParent": "modal", "eligible": true, "functions": [ "serverless-custom-runtime", "custom-model-serving" ], "roleEvidence": "Modal supplies the execution environment around AI models as well as model serving. This distinction matters when comparing it with API resellers or dedicated inference operators: commercial scale includes workloads outside inference.", "sourceIds": [ "modal:modal-company", "modal:modal-seriesd" ], "packetSha256": "9fcf02bb54080973eea13d7d1ce906de7ac876bede910da4484722a4ebc9810f", "sourceReviewFile": "models/reviews/modal.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Serverless infrastructure for inference, training and agents", "description": "Modal runs customer code across pooled cloud capacity, with usage-based compute, storage and scheduling. Its platform serves inference, model training and isolated agent execution. The October financing disclosure reports company-wide annualized run rate above $1bn and a separate $300m sandbox-product run rate; neither is an inference-only revenue figure.", "whyItMatters": "Modal supplies the execution environment around AI models as well as model serving. This distinction matters when comparing it with API resellers or dedicated inference operators: commercial scale includes workloads outside inference.", "evidence": "company_stated", "sourceIds": [ "modal:modal-company", "modal:modal-seriesd" ] } }, { "entityId": "cerebras", "name": "Cerebras", "economicParent": "cerebras", "eligible": true, "functions": [ "specialized-hardware-serving" ], "roleEvidence": "The group is both a processor supplier and an operator of commercial inference. These roles can appear in different sublayers, but the company and its cloud unit must be consolidated whenever a market total is calculated.", "sourceIds": [ "cerebras:cb-424b4", "cerebras:cb-company", "cerebras:cb-q2-ir" ], "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "sourceReviewFile": "models/reviews/cerebras.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "chip-design", "currentSummaryEvidence": { "tagline": "Wafer-scale AI processors, systems and cloud services", "description": "Cerebras designs Wafer-Scale Engine processors and sells integrated systems alongside cloud compute. Its architecture holds model weights in on-chip memory to reduce movement between chips. Hardware and cloud are reported separately, although the cloud category includes ancillary services. The company listed on Nasdaq in May 2026.", "whyItMatters": "The group is both a processor supplier and an operator of commercial inference. These roles can appear in different sublayers, but the company and its cloud unit must be consolidated whenever a market total is calculated.", "evidence": "filing", "sourceIds": [ "cerebras:cb-424b4", "cerebras:cb-company", "cerebras:cb-q2-ir" ] } }, { "entityId": "baseten", "name": "Baseten", "economicParent": "baseten", "eligible": true, "functions": [ "custom-model-serving", "managed-multimodel" ], "roleEvidence": "Baseten turns model releases and distributed GPU capacity into production services for AI applications. Named deployments and a broad operating footprint establish a material serving role. Financing value and relative growth do not establish its precise share of the inference market.", "sourceIds": [ "baseten:bt-blaxel", "baseten:bt-openai", "baseten:bt-seriesf" ], "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "sourceReviewFile": "models/reviews/baseten.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Production inference, post-training and agent execution infrastructure", "description": "Baseten operates dedicated inference and model APIs across multiple clouds. It supports open, custom and closed-weight models, offers post-training, and added agent sandboxes through its September acquisition of Blaxel. The company reported 20-fold revenue growth and 40-fold inference-volume growth in June 2026; neither disclosure supplied an absolute revenue denominator.", "whyItMatters": "Baseten turns model releases and distributed GPU capacity into production services for AI applications. Named deployments and a broad operating footprint establish a material serving role. Financing value and relative growth do not establish its precise share of the inference market.", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf", "baseten:bt-blaxel", "baseten:bt-openai" ] } }, { "entityId": "hugging-face", "name": "Hugging Face", "economicParent": "hugging-face", "eligible": true, "functions": [ "managed-multimodel", "routing-gateway", "model-hub-endpoints" ], "roleEvidence": "The Hub links model publication with deployment and a broad developer community. This distribution role remains material even when inference revenue is undisclosed. Repository counts and community membership are not equivalent to paid serving share.", "sourceIds": [ "hugging-face:hf-endpoints", "hugging-face:hf-providers", "hugging-face:nv-blog" ], "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "sourceReviewFile": "models/reviews/hugging-face.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Model distribution, developer infrastructure and managed inference", "description": "Hugging Face combines a model and dataset hub with paid storage, collaboration and deployment services. Inference Providers routes to external hosts, while Inference Endpoints manages dedicated deployments. NVIDIA announced an acquisition agreement in September; the reviewed evidence does not establish completion.", "whyItMatters": "The Hub links model publication with deployment and a broad developer community. This distribution role remains material even when inference revenue is undisclosed. Repository counts and community membership are not equivalent to paid serving share.", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-providers", "hugging-face:hf-endpoints", "hugging-face:nv-blog" ] } }, { "entityId": "groq", "name": "Groq", "economicParent": "groq", "eligible": true, "functions": [ "specialized-hardware-serving" ], "roleEvidence": "Groq provides an alternative serving architecture and regional infrastructure for low-latency workloads. Existing services establish eligibility; advertised model speed and future megawatts do not establish delivered market share.", "sourceIds": [ "groq:groq-lpx", "groq:groq-nvidia-license", "groq:groq-platform" ], "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "sourceReviewFile": "models/reviews/groq.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Independent inference cloud operating LPUs and expanding its hardware platform", "description": "Groq operates commercial model-serving infrastructure. Its December 2025 NVIDIA agreement licensed technology and transferred some personnel while leaving Groq independent. Current offerings combine dedicated infrastructure, inference software and enterprise controls. New NVIDIA LPX systems remain described as future deployments.", "whyItMatters": "Groq provides an alternative serving architecture and regional infrastructure for low-latency workloads. Existing services establish eligibility; advertised model speed and future megawatts do not establish delivered market share.", "evidence": "company_stated", "sourceIds": [ "groq:groq-nvidia-license", "groq:groq-platform", "groq:groq-lpx" ] } }, { "entityId": "cloudflare-workers-ai", "name": "Workers AI", "economicParent": "cloudflare", "eligible": true, "functions": [ "managed-multimodel", "serverless-custom-runtime", "routing-gateway", "multimodal-serving" ], "roleEvidence": "The group combines regional serving, model packaging and application infrastructure. The role is distinct from general network traffic: Cloudflare’s developer population and worldwide network capacity cannot be counted as inference customers or compute.", "sourceIds": [ "cloudflare-workers-ai:cf-replicate-close", "cloudflare-workers-ai:cf-unification", "cloudflare-workers-ai:cf-vsco", "cloudflare-workers-ai:cf-workersai-docs" ], "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "sourceReviewFile": "models/reviews/cloudflare-workers-ai.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "inference-serving", "currentSummaryEvidence": { "tagline": "Cloudflare’s model hosting and inference distribution services", "description": "Workers AI hosts models on Cloudflare infrastructure; AI Gateway provides routing and controls across its own service and external providers. Replicate, acquired in December 2025, adds deployment tooling and a broader model catalogue. Paid serving is established, but inference-specific revenue and usage are not separately disclosed.", "whyItMatters": "The group combines regional serving, model packaging and application infrastructure. The role is distinct from general network traffic: Cloudflare’s developer population and worldwide network capacity cannot be counted as inference customers or compute.", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-workersai-docs", "cloudflare-workers-ai:cf-unification", "cloudflare-workers-ai:cf-replicate-close", "cloudflare-workers-ai:cf-vsco" ] } }, { "entityId": "deepinfra", "name": "DeepInfra", "economicParent": "deepinfra", "eligible": true, "functions": [ "managed-multimodel" ], "roleEvidence": "Current paid multi-model inference API; comparable revenue or token throughput not disclosed.", "sourceIds": [ "deepinfra:home" ] }, { "entityId": "runpod", "name": "Runpod", "economicParent": "runpod", "eligible": true, "functions": [ "serverless-custom-runtime" ], "roleEvidence": "Current serverless inference and GPU capacity; geography and GPU SKUs do not establish market share.", "sourceIds": [ "runpod:home" ] }, { "entityId": "sambanova", "name": "SambaNova", "economicParent": "sambanova", "eligible": true, "functions": [ "specialized-hardware-serving" ], "roleEvidence": "Current specialized-hardware inference and model-serving offering; throughput/revenue denominator unavailable.", "sourceIds": [ "sambanova:home" ] }, { "entityId": "inferact", "name": "Inferact", "economicParent": "inferact", "eligible": "qualified", "functions": [ "custom-model-serving" ], "roleEvidence": "Engineering collaboration and current managed platform; material paying use is not established by vLLM popularity.", "sourceIds": [ "inferact:google" ] }, { "entityId": "radixark", "name": "RadixArk", "economicParent": "radixark", "eligible": "qualified", "functions": [ "custom-model-serving" ], "roleEvidence": "Current software platform; SGLang popularity is not equivalent to company paid serving activity.", "sourceIds": [ "radixark:home" ] }, { "entityId": "nebius", "name": "Nebius", "economicParent": "nebius", "eligible": "qualified", "functions": [ "managed-multimodel" ], "roleEvidence": "Token Factory is a material candidate; canonical Infrastructure review owns current commercial and revenue evidence. No cloud revenue is substituted for inference.", "sourceIds": [] }, { "entityId": "lambda", "name": "Lambda", "economicParent": "lambda", "eligible": "qualified", "functions": [ "custom-model-serving" ], "roleEvidence": "Inference-capable cloud is a material candidate; Infrastructure review owns current evidence. GPU rentals are not automatically managed model-serving revenue.", "sourceIds": [] }, { "entityId": "nvidia", "name": "NVIDIA", "economicParent": "nvidia", "eligible": "qualified", "functions": [ "custom-model-serving" ], "roleEvidence": "Released Nemotron families and named customer customization support current supply; GPU revenue and model benchmarks are excluded.", "sourceIds": [ "nvidia:nemotron35" ] }, { "entityId": "vercel", "name": "Vercel", "economicParent": "vercel", "eligible": true, "functions": [ "routing-gateway" ], "roleEvidence": "AI Gateway supplies current commercial routing and reports production traffic. Gateway data describe this service, not the worldwide inference market.", "sourceIds": [ "gateway:sept" ] }, { "entityId": "thinking-machines", "name": "Thinking Machines", "economicParent": "thinking-machines", "eligible": "qualified", "functions": [ "custom-model-serving" ], "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": "bytedance-seed", "name": "ByteDance Seed", "economicParent": "bytedance", "eligible": "qualified", "functions": [ "managed-multimodel" ], "roleEvidence": "Seed connects model development with large consumer products and external creative and enterprise workflows. 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"2026-10-03", "type": "company" }, "together-ai:tg-kai-mak": { "url": "https://www.together.ai/blog/together-ai-welcomes-kai-mak", "title": "Together AI welcomes Kai Mak as CRO to accelerate gen AI adoption for AI natives and enterprises globally", "publisher": "Together AI", "publishedDate": "2024-09-10", "accessedDate": "2026-10-03", "type": "company" }, "together-ai:tg-tri-dao": { "url": "https://www.together.ai/blog/tri-dao-flash-attention", "title": "Introducing Together AI Chief Scientist Tri Dao, as he releases FlashAttention-2 to speed up model training and inference", "publisher": "Together AI", "publishedDate": "2023-07-17", "accessedDate": "2026-10-03", "type": "company" }, "together-ai:tg-seriesb": { "url": "https://www.together.ai/blog/together-ai-announcing-305m-series-b", "title": "Together AI Announces $305M Series B to Scale AI Acceleration Cloud for Open Source and Enterprise AI", "publisher": "Together AI", "publishedDate": "2025-02-20", "accessedDate": "2026-10-03", "type": "company" }, "together-ai:tg-seriesa2": { "url": "https://www.together.ai/blog/series-a2", "title": "Announcing $106M round led by Salesforce Ventures", "publisher": "Together AI", "publishedDate": "2024-03-13", "accessedDate": "2026-10-03", "type": "company" }, "together-ai:tg-seed": { "url": "https://www.together.ai/blog/seed-funding", "title": "Together’s $20M seed funding to build open-source AI and cloud platform", "publisher": "Together AI", "publishedDate": "2023-05-15", "accessedDate": "2026-10-03", "type": "company" }, "together-ai:tg-meta": { "url": "https://www.together.ai/blog/together-ai-and-meta-partner-to-bring-pytorch-reinforcement-learning-to-the-ai-native-cloud", "title": "Together AI and Meta partner to bring PyTorch Reinforcement Learning to the AI Native Cloud", "publisher": "Together AI", "publishedDate": "2025-12-03", "accessedDate": "2026-10-20", "type": "company" }, "together-ai:wiki-vipul": { "url": "https://en.wikipedia.org/wiki/Vipul_Ved_Prakash", "title": "Vipul Ved Prakash", "publisher": "Wikipedia", "publishedDate": null, "accessedDate": "2026-10-03", "type": "other" }, "together-ai:bt-current": { "url": "https://www.baseten.co/about-us/", "title": "Baseten platform", "publisher": "Baseten", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, "together-ai:fw-current": { "url": "https://fireworks.ai/", "title": "Fireworks platform", "publisher": "Fireworks AI", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" } }, "calculations": [ { "name": "Cerebras trailing cloud-service revenue", "formula": "151.551 + 208.804 - 62.865", "value": 297.49, "unit": "USD million", "period": "TTM June 2026", "sourceIds": [ "cerebras:cb-q2-ir", "cerebras:cb-q2-ir", "cerebras:cb-424b4", "cerebras:cb-q2-ir" ], "boundary": "Cloud services recognized revenue; hardware sales excluded." } ], "baselineComparisons": [ { "name": "Relevant recognized revenue", "result": "Cerebras cloud is separately measurable; most competitors lack a harmonized current recognized inference figure.", "reason": "Fireworks and Modal run rates, Together bookings, OpenRouter gross processing, HF whole-platform ARR and hyperscaler cloud totals cannot be ranked as equivalent revenue." }, { "name": "Capacity/usage baseline", "result": "No global common denominator.", "reason": "Tokens vary by model and modality, GPU counts omit utilization, committed MW can be future and serverless activity includes training/sandboxes. Provider-specific throughput remains evidence, not market coverage." } ], "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai", "fal", "openrouter", "modal", "cerebras" ], "selectedReasons": { "amazon": "Bedrock is a current managed multimodel service with actual customer deployment; entire AWS revenue is not assigned to inference.", "microsoft": "Foundry provides current external multimodel hosting and routing; Azure revenue is not a serving market share.", "alphabet": "Current Gemini enterprise platform and direct API usage establish commercial model serving; Google Cloud revenue includes many other products.", "alibaba": "Model Studio and current enterprise deployment evidence represent a large distinct serving ecosystem; AI cloud revenue is broader than inference.", "fireworks-ai": "Disclosed current token throughput and specialized-model serving support substantial independent inference activity.", "together-ai": "Commercial model/post-training serving and named model-provider distribution; bookings and committed compute are not current revenue.", "fal": "Specialized multimodal serving with current commercial models and customer cases; rumored revenue is excluded.", "openrouter": "Multi-provider routing is a distinct role; gross model spend and net platform fees are not conflated.", "modal": "Serverless custom execution supports deployed AI workloads; sandbox revenue cannot be treated as inference-only sales.", "cerebras": "Recognized cloud-service revenue and current wafer-scale inference support the specialized-hardware function. The inference unit is consolidated with its parent." }, "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet", "alibaba" ], "custom-model-serving": [ "fireworks-ai", "together-ai", "modal" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "openrouter" ], "serverless-custom-runtime": [ "modal" ], "specialized-hardware-serving": [ "cerebras" ] }, "alternativeCutoffSets": [ { "name": "Custom serving emphasis", "remove": [ "together-ai" ], "add": [ "baseten" ], "assumption": "Custom production deployment and broad cloud footprint justify another independent representative.", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "fal", "openrouter", "modal", "cerebras", "baseten" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "baseten" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet", "alibaba" ], "custom-model-serving": [ "fireworks-ai", "modal", "baseten" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "openrouter" ], "serverless-custom-runtime": [ "modal" ], "specialized-hardware-serving": [ "cerebras" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Model hub emphasis", "remove": [ "alibaba" ], "add": [ "hugging-face" ], "assumption": "Reduce integrated-cloud representation to include the commercial model-hub endpoint function; no claim that HF is globally larger.", "selectedIds": [ "amazon", "microsoft", "alphabet", "fireworks-ai", "together-ai", "fal", "openrouter", "modal", "cerebras", "hugging-face" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "fireworks-ai", "together-ai", "hugging-face" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet" ], "custom-model-serving": [ "fireworks-ai", "together-ai", "modal" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "openrouter", "hugging-face" ], "serverless-custom-runtime": [ "modal" ], "specialized-hardware-serving": [ "cerebras" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Alternative specialized hardware", "remove": [ "cerebras" ], "add": [ "groq" ], "assumption": "Groq is an active service despite its licensing transaction; unknown current revenue does not establish inferior activity.", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai", "fal", "openrouter", "modal", "groq" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet", "alibaba" ], "custom-model-serving": [ "fireworks-ai", "together-ai", "modal" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "openrouter" ], "serverless-custom-runtime": [ "modal" ], "specialized-hardware-serving": [ "groq" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Edge platform emphasis", "remove": [ "modal" ], "add": [ "cloudflare-workers-ai" ], "assumption": "Serverless and multimodal edge deployment substitutes for custom runtime emphasis.", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai", "fal", "openrouter", "cerebras", "cloudflare-workers-ai" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai", "cloudflare-workers-ai" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet", "alibaba" ], "custom-model-serving": [ "fireworks-ai", "together-ai" ], "multimodal-serving": [ "fal", "cloudflare-workers-ai" ], "routing-gateway": [ "openrouter", "cloudflare-workers-ai" ], "serverless-custom-runtime": [ "cloudflare-workers-ai" ], "specialized-hardware-serving": [ "cerebras" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Unknown independent scale", "remove": [ "together-ai", "fireworks-ai" ], "add": [ "deepinfra", "runpod" ], "assumption": "Stress-test missing private revenue; current commercial services remain candidates without point imputation.", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "fal", "openrouter", "modal", "cerebras", "deepinfra", "runpod" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "alibaba", "deepinfra" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet", "alibaba" ], "custom-model-serving": [ "modal" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "openrouter" ], "serverless-custom-runtime": [ "modal", "runpod" ], "specialized-hardware-serving": [ "cerebras" ] }, "allFunctionsCovered": true, "retained": 8, "jaccard": 0.6666666666666666, "conditionalEligibility": [] }, { "name": "Routing distribution emphasis", "remove": [ "openrouter" ], "add": [ "vercel" ], "assumption": "Current production gateway activity supports another routing representative; traffic samples cannot identify a worldwide leader.", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai", "fal", "modal", "cerebras", "vercel" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "microsoft", "alphabet", "alibaba", "fireworks-ai", "together-ai" ], "integrated-enterprise-cloud": [ "amazon", "microsoft", "alphabet", "alibaba" ], "custom-model-serving": [ "fireworks-ai", "together-ai", "modal" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "vercel" ], "serverless-custom-runtime": [ "modal" ], "specialized-hardware-serving": [ "cerebras" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Provider-count emphasis", "remove": [ "microsoft" ], "add": [ "hugging-face" ], "assumption": "Give the model-hub function an explicit slot while retaining integrated-cloud representation.", "selectedIds": [ "amazon", "alphabet", "alibaba", "fireworks-ai", "together-ai", "fal", "openrouter", "modal", "cerebras", "hugging-face" ], "requiredFunctions": [ "managed-multimodel", "integrated-enterprise-cloud", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "amazon", "alphabet", "alibaba", "fireworks-ai", "together-ai", "hugging-face" ], "integrated-enterprise-cloud": [ "amazon", "alphabet", "alibaba" ], "custom-model-serving": [ "fireworks-ai", "together-ai", "modal" ], "multimodal-serving": [ "fal" ], "routing-gateway": [ "openrouter", "hugging-face" ], "serverless-custom-runtime": [ "modal" ], "specialized-hardware-serving": [ "cerebras" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Independent platforms only", "remove": [ "amazon", "microsoft", "alphabet", "alibaba" ], "add": [ "baseten", "hugging-face", "groq", "cloudflare-workers-ai" ], "assumption": "Scope change: exclude integrated hyperscalers. This recreates much of the old specialist-only comparison, and deliberately relaxes the integrated-cloud requirement.", "selectedIds": [ "fireworks-ai", "together-ai", "fal", "openrouter", "modal", "cerebras", "baseten", "hugging-face", "groq", "cloudflare-workers-ai" ], "requiredFunctions": [ "managed-multimodel", "custom-model-serving", "multimodal-serving", "routing-gateway", "serverless-custom-runtime", "specialized-hardware-serving" ], "functionCoverage": { "managed-multimodel": [ "fireworks-ai", "together-ai", "baseten", "hugging-face", "cloudflare-workers-ai" ], "custom-model-serving": [ "fireworks-ai", "together-ai", "modal", "baseten" ], "multimodal-serving": [ "fal", "cloudflare-workers-ai" ], "routing-gateway": [ "openrouter", "hugging-face", "cloudflare-workers-ai" ], "serverless-custom-runtime": [ "modal", "cloudflare-workers-ai" ], "specialized-hardware-serving": [ "cerebras", "groq" ] }, "allFunctionsCovered": true, "retained": 6, "jaccard": 0.42857142857142855, "conditionalEligibility": [] } ], "sensitivity": { "stableWithinDeclaredScenarios": [ "fal" ], "interpretation": "Membership frequencies are scenario descriptions, not calibrated probabilities. Chosen scenarios are neither exhaustive nor equally likely.", "weightTests": "No additive score is identified. Function emphasis and the number of places assigned to each type are varied explicitly through alternate feasible sets.", "estimateTests": "Remove external revenue estimates or treat reported lower bounds as unbounded above: precise ordinal financial ranks cease to be identifiable, but documented delivered functions persist. No invented uncertainty interval is sampled.", "missingDataTests": "Alternatives admit active private suppliers with missing current financials, instead of treating them as zeros or applying disclosure penalties.", "cutoffRule": "Where multiple current suppliers satisfy a role and comparable scale is unresolved, publish the selected representative with alternatives and uncertainty; never label position ten as uniquely proved.", "definitionTests": "Gateway token and modeled-spend comparisons, gross/net accounting, parent/unit scope and available-versus-planned products remain separate." }, "changesVersusPrior": { "added": [ "alibaba", "alphabet", "amazon", "microsoft" ], "removed": [ "baseten", "cloudflare-workers-ai", "groq", "hugging-face" ], "retained": [ "cerebras", "fal", "fireworks-ai", "modal", "openrouter", "together-ai" ], "rawPriorIds": [ "together-ai", "fireworks-ai", "fal", "modal", "cerebras-inference", "hugging-face", "openrouter", "baseten", "groq", "cloudflare-workers-ai" ], "priorCanonicalIds": [ "together-ai", "fireworks-ai", "fal", "modal", "cerebras", "hugging-face", "openrouter", "baseten", "groq", "cloudflare-workers-ai" ], "removedDisposition": "Retain reviewed directory records and exclusion/alternative reasons. Removal from this set does not erase commercial importance or research history." }, "limitations": [ "No complete public dataset supports a precise global economic ordering. The method deliberately returns a representative set where market shares are unavailable.", "Source statements may share an underlying disclosure; repeated publication is not independent corroboration.", "Private company financial definitions and current ownership can be incomplete; explicit unknowns limit precision.", "Current global coverage is a research judgment, not proof that every undisclosed supplier has been discovered." ], "refresh": { "daily": "Monitor sources for new facts and missed checks; no automatic daily ordinal reranking.", "quarterly": "Reopen the candidate universe, reconcile ownership, compare like-for-like periods and recompute coverage and sensitivity.", "immediate": [ "Completed acquisition or divestiture", "Product exit or verified commercial launch", "Material correction or newly disclosed relevant activity", "Evidence that a selected supplier no longer performs the function" ], "ordinaryReplacement": "Require durable evidence across two quarterly observations for an ordinary close call; correct factual eligibility and ownership errors immediately." }, "packetCalculations": [ { "entityId": "alibaba", "calculation": { "expression": "22945 - 67660 + 45", "result": -44670, "unit": "RMB million reported non-GAAP free cash flow" }, "sourceReviewFile": "models/reviews/alibaba.json", "sourceReviewCalculationIndex": 0, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." }, { "entityId": "alibaba", "calculation": { "expression": "205862 + 48437 + 3338 + 28803 + 783 - 18270", "result": 268953, "unit": "RMB million consolidated revenue reconciliation" }, "sourceReviewFile": "models/reviews/alibaba.json", "sourceReviewCalculationIndex": 1, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." }, { "entityId": "cerebras", "calculation": { "label": "GAAP cloud TTM", "formula": "151.551 + 208.804 - 62.865", "inputs": { "FY2025": 151.551, "H12026": 208.804, "H12025": 62.865 }, "result": 297.49, "unit": "USD million", "sourceIds": [ "cerebras:cb-424b4", "cerebras:cb-q2-ir" ] }, "sourceReviewFile": "models/reviews/cerebras.json", "sourceReviewCalculationIndex": 0, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." }, { "entityId": "cerebras", "calculation": { "label": "GAAP total TTM", "formula": "509.991 + 373.516 - 202.834", "result": 680.673, "unit": "USD million", "sourceIds": [ "cerebras:cb-424b4", "cerebras:cb-q2-ir" ] }, "sourceReviewFile": "models/reviews/cerebras.json", "sourceReviewCalculationIndex": 1, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." }, { "entityId": "cerebras", "calculation": { "label": "GAAP hardware TTM", "formula": "358.440 + 164.712 - 139.969", "result": 383.183, "unit": "USD million", "sourceIds": [ "cerebras:cb-424b4", "cerebras:cb-q2-ir" ] }, "sourceReviewFile": "models/reviews/cerebras.json", "sourceReviewCalculationIndex": 2, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." }, { "entityId": "fal", "calculation": { "formula": "72 + 125 + 140", "unit": "USD millions", "result": 337, "sourceIds": [ "fal:fal-seriesb", "fal:fal-seriesc", "fal:fal-seriesd" ], "limitation": "Announced capital; not current valuation or available cash." }, "sourceReviewFile": "models/reviews/fal.json", "sourceReviewCalculationIndex": 0, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." }, { "entityId": "thinking-machines", "calculation": { "name": "Bridgewater case error reduction", "formula": "((100 - 78.2) - (100 - 84.7)) / (100 - 78.2) * 100", "result": 29.8165137615, "unit": "percent", "meaning": "One company-reported six-task case study; not a general performance or adoption rank." }, "sourceReviewFile": "models/reviews/thinking-machines.json", "sourceReviewCalculationIndex": 0, "packetSha256": "111a8a32c4f00750e02fc0fd2747291b5516bc7c2e4724d2c5045204fd1a8e95", "selectionUse": "Audit trail for disclosed facts; not an additive importance score." } ], "relationshipEvidence": [ { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Ant Group", "entityId": null, "detail": "Related party: Alibaba provides cloud computing services, marketplace software technology services and other services to Ant Group and its affiliates, while Alipay provides payment and escrow services to Alibaba. Amounts are in the related-party note of the 20-F.", "status": "current", "evidence": "filing", "sourceIds": [ "alibaba:sec-20f-fy2026" ], "locator": "Form 20-F FY2026, Item 7.B Related Party Transactions — summary table" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "A-share listed companies (aggregate)", "entityId": null, "detail": "The 20-F says Cloud Intelligence Group served approximately 67% of A-share listed companies in China in fiscal 2026. No individual customer is named or quantified.", "status": "current", "evidence": "filing", "sourceIds": [ "alibaba:sec-20f-fy2026" ], "locator": "Form 20-F FY2026, Item 4.B Business Overview — Cloud Intelligence Group" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "External users of T-Head Zhenwu chips (aggregate, 650+)", "entityId": null, "detail": "Zhenwu AI processors, including the Zhenwu M890, are used via Alibaba Cloud by more than 650 external customers across over 20 industries, including autonomous driving, internet and financial services. No customer names or revenue are disclosed.", "status": "current", "evidence": "filing", "sourceIds": [ "alibaba:b-june-issuer", "alibaba:acloud-roadmap-2026" ], "locator": "June quarter 2026 results, Chip Design – T-Head" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Panasonic Digital", "entityId": null, "detail": "Panasonic Digital Shanghai uses Model Studio and Qwen for internal agents; a named executive describes the deployment. No contract revenue disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:acloud-global-2026" ], "locator": "Alibaba Cloud release 2026-09-23" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Unity China", "entityId": null, "detail": "Uses Qwen and third-party models through Model Studio for Tuanjie AI-Codely game-development workflows; no contract revenue disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:acloud-global-2026" ], "locator": "Alibaba Cloud release 2026-09-23" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Lion Parcel", "entityId": null, "detail": "Uses Qwen-VL-Plus through Model Studio for finance document processing.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:acloud-global-2026" ] }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Loomi Entertainment Group", "entityId": null, "detail": "Integrated Alibaba video models into its Imaginary production engine; further production expansion remains exploratory.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:acloud-global-2026" ] }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Liu Xianglong merchant case", "entityId": null, "detail": "Named footwear merchant used QwenWork; company case reports AI usage fees, not audited enterprise contract value.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:b-ecom" ] }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "suppliers", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "The 20-F does not name chip suppliers. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "partners", "evidence": { "name": "Ant Group", "entityId": null, "detail": "Alibaba holds a 33% equity interest in Ant Group (fully diluted) under the share and asset purchase agreement, with cross-licensing, shared-services and payment agreements; Ant is accounted for under the equity method.", "status": "current", "evidence": "filing", "sourceIds": [ "alibaba:sec-20f-fy2026", "alibaba:b-june-issuer" ], "locator": "Form 20-F FY2026, Item 7.B Related Party Transactions" }, "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": "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. 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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. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "Cursor", "entityId": "cursor", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "Lovable", "entityId": "lovable", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "Harvey", "entityId": "harvey", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "HubSpot", "entityId": "hubspot", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "OpenEvidence", "entityId": "openevidence", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "Abridge", "entityId": "abridge", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "Decagon", "entityId": "decagon", "detail": "Named production customer in the company’s Series F announcement; individual spend and share of workloads are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-seriesf" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "customers", "evidence": { "name": "Poolside, Subconscious, Trajectory and WRITER", "entityId": null, "detail": "Model Labs identifies these companies as using its gateway to distribute models. Model hosting is distinct from ownership of the underlying model.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-modellabs" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "suppliers", "evidence": { "name": "Multiple compute providers", "entityId": null, "detail": "Baseten reports 90+ active clusters across 20+ clouds and relationships with 200+ compute providers. The relationship count is not the number of active clouds or a GPU-capacity measure.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-openai" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "partners", "evidence": { "name": "OpenAI", "entityId": "openai", "detail": "Announced native access through Codex and the Responses API, with eligible enterprise commitments used for Baseten-served models. The announcement also links an access list; availability should be checked per account.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-openai" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "baseten", "relation": "partners", "evidence": { "name": "Reflection", "entityId": "reflection-ai", "detail": "Beam is offered through Model APIs and dedicated inference following its October release.", "status": "current", "evidence": "company_stated", "sourceIds": [ "baseten:bt-beam" ] }, "packetSha256": "8b20ef1c24712c7710f7a0cb132ac12445de6b6a886d0bf48b00ef8baa5f2af2", "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. Current billing documentation includes Seedance 2.5 and other model families.", "status": "current", "evidence": "company_stated", "sourceIds": [ "bytedance-seed:bs-billing", "bytedance-seed:bs-seed21" ] }, "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": "Volcano Engine", "entityId": null, "detail": "Domestic group distribution channel for model services; do not count it as an independent model developer.", "status": "current", "evidence": "company_stated", "sourceIds": [ "bytedance-seed:bs-seed21", "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": "cerebras", "relation": "customers", "evidence": { "name": "OpenAI", "entityId": "openai", "detail": "Existing cloud customer and August limited-preview model host; future capacity commitments are separate from current utilization.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-424b4", "cerebras:cb-oai-ir" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "customers", "evidence": { "name": "Lovable", "entityId": null, "detail": "Agreement for selected latency-sensitive workloads on dedicated capacity; release leaves implementation and availability details to follow.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-lovable-ir" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "customers", "evidence": { "name": "G42 and MBZUAI", "entityId": null, "detail": "FY2025 group customers represented 24% and 62% of parent revenue respectively. These historical parent shares are not current inference-only concentration.", "status": "historical", "evidence": "filing", "sourceIds": [ "cerebras:cb-424b4" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "suppliers", "evidence": { "name": "TSMC", "entityId": "tsmc", "detail": "Sole foundry supplier disclosed in the prospectus; reliance on purchase orders creates continuity risk.", "status": "current", "evidence": "filing", "sourceIds": [ "cerebras:cb-424b4" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "suppliers", "evidence": { "name": "Flex, Sanmina and Rocket EMS", "entityId": null, "detail": "Named manufacturing partners in the expansion program.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-q2-ir" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "suppliers", "evidence": { "name": "Compute Nordic Finland", "entityId": null, "detail": "Contracted phased data-center services; not all capacity operational.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-finland" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "partners", "evidence": { "name": "AWS", "entityId": "amazon", "detail": "Planned Bedrock integration combines AWS Trainium and Cerebras hardware.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-aws" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "partners", "evidence": { "name": "Callosum", "entityId": null, "detail": "August collaboration integrates Cerebras into heterogeneous workload orchestration; commercial volume is undisclosed.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-callosum" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "partners", "evidence": { "name": "General Compute", "entityId": null, "detail": "Hardware-financed inference deployment opens to customers in Q1 2027, according to the partner.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "cerebras:gc-cerebras" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cerebras", "relation": "partners", "evidence": { "name": "Gimlet Labs", "entityId": null, "detail": "Private deployments already serving tokens; broader cloud data center expected later in 2026.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cerebras:cb-gimlet" ] }, "packetSha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cloudflare-workers-ai", "relation": "customers", "evidence": { "name": "VSCO", "entityId": null, "detail": "Canvas uses Workers AI for generative-image creative workflows; disclosed use does not specify spending.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-vsco" ] }, "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cloudflare-workers-ai", "relation": "customers", "evidence": { "name": "Unsplash, BuzzFeed, Character AI and Labelbox", "entityId": null, "detail": "Replicate identified these users in December 2023. Current contracts and continued use are not confirmed.", "status": "historical", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-replicate-2023" ] }, "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cloudflare-workers-ai", "relation": "suppliers", "evidence": { "name": "Model developers", "entityId": null, "detail": "Hosts third-party models, including Moonshot and Meta; architecture and licence terms vary by model.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-workersai-product" ] }, "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cloudflare-workers-ai", "relation": "suppliers", "evidence": { "name": "Parent infrastructure", "entityId": null, "detail": "Cloudflare provides the network and serving infrastructure. Supplier procurement volumes are not broken out.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-workersai-docs" ] }, "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cloudflare-workers-ai", "relation": "partners", "evidence": { "name": "Daily / Pipecat", "entityId": null, "detail": "PhoneLLM Mini model distribution and voice-agent examples.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-phone" ] }, "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cloudflare-workers-ai", "relation": "partners", "evidence": { "name": "Hugging Face", "entityId": "hugging-face", "detail": "Clef weights distributed under Apache 2.0.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cloudflare-workers-ai:cf-clef" ] }, "packetSha256": "0697000ddda16621b4cdc8ef7941641f2697eda02123393a1e3f127acf4f9366", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "customers", "evidence": { "name": "Adobe", "entityId": "adobe", "detail": "Named production user in the May AWS collaboration announcement; spending and exclusivity are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-aws" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "customers", "evidence": { "name": "Canva", "entityId": "canva", "detail": "Named production user in the May AWS collaboration announcement; spending and exclusivity are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-aws" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "customers", "evidence": { "name": "Amazon MGM Studios", "entityId": "amazon", "detail": "Named production user in the May AWS collaboration announcement; spending and exclusivity are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-aws" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "customers", "evidence": { "name": "Quora / Poe", "entityId": null, "detail": "Named customer with an attributed testimonial in the February 2025 financing announcement; current contract value is undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-seriesb" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "customers", "evidence": { "name": "Perplexity", "entityId": "perplexity", "detail": "Named customer with an attributed testimonial in the February 2025 financing announcement; current contract value is undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-seriesb" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "suppliers", "evidence": { "name": "AWS", "entityId": "amazon", "detail": "Provides elastic cloud infrastructure under a strategic collaboration. No exclusive supply arrangement is established.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-aws" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "suppliers", "evidence": { "name": "MiniMax", "entityId": "minimax", "detail": "Underlying H3 model adapted into fal’s H3 Max. Commercial terms are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-h3max" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "partners", "evidence": { "name": "Black Forest Labs", "entityId": null, "detail": "Model-distribution collaboration supported by a named founder testimonial.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-seriesb" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fal", "relation": "partners", "evidence": { "name": "Fireworks AI", "entityId": "fireworks-ai", "detail": "October EAGLE-4 technical collaboration and public evaluation dataset; not evidence of customer revenue.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fal:fal-eagle4" ] }, "packetSha256": "ea4181ee78c1435903dad4b3c50e52dd2d293649d63b50d6580ce8ad018f4ea4", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "customers", "evidence": { "name": "Harvey", "entityId": "harvey", "detail": "Post-trained Kimi for legal work; published benchmark improvement is case-specific.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-training" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "customers", "evidence": { "name": "Vercel", "entityId": null, "detail": "Fine-tuned an auto-fixer for v0; a customer product case, not a disclosed contract value.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-training" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "customers", "evidence": { "name": "Heidi", "entityId": null, "detail": "Moved a clinical-scribe workload to fine-tuned models.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-training" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "customers", "evidence": { "name": "Factory", "entityId": null, "detail": "Trained adapters for secret detection.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-training" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "customers", "evidence": { "name": "Cursor", "entityId": "cursor", "detail": "Named specialized-model customer in the financing disclosure.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-blog-seriesd" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "customers", "evidence": { "name": "Juicebox", "entityId": null, "detail": "Named production user of multi-region deployment.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-multiregion" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "suppliers", "evidence": { "name": "AMD", "entityId": "amd", "detail": "Provides access to Instinct GPUs through preferred cloud providers under a multiyear agreement; direct ownership of all capacity is not implied.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-amd" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "suppliers", "evidence": { "name": "Multiple cloud providers", "entityId": null, "detail": "The September article describes serving across 30+ regions and dozens of clouds. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "fireworks-ai", "relation": "partners", "evidence": { "name": "Anthropic", "entityId": "anthropic", "detail": "FireRouter supports routing to Claude alongside open models. Commercial contract terms between the companies are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "fireworks-ai:fw-firerouter" ] }, "packetSha256": "59e5fc23a47e70799666d5290d7d3c75846993f0fcf496e9b8da67443b2ab106", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "customers", "evidence": { "name": "HUMAIN", "entityId": null, "detail": "Selected Groq inference for HUMAIN One; current customer spend is undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "groq:groq-humain" ] }, "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "customers", "evidence": { "name": "Bell Canada", "entityId": null, "detail": "Exclusive inference-provider agreement for Bell AI Fabric. The announced 500MW national project is not Groq’s current capacity.", "status": "current", "evidence": "company_stated", "sourceIds": [ "groq:groq-bell" ] }, "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "suppliers", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "Planned LPX system supply. The current platform describes LPX capacity as forthcoming; this does not establish completed system deliveries.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "groq:groq-lpx", "groq:groq-platform" ] }, "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "selectionUse": "Role and delivery context only. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "suppliers", "evidence": { "name": "DataBank and Equinix", "entityId": null, "detail": "Groq identifies Houston and Dallas sites brought online in May 2025.", "status": "current", "evidence": "company_stated", "sourceIds": [ "groq:groq-bell" ] }, "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "partners", "evidence": { "name": "Meta", "entityId": "meta", "detail": "Muse Spark Open hosting in limited preview, distinct from paid customer uptake.", "status": "current", "evidence": "company_stated", "sourceIds": [ "groq:groq-spark" ] }, "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "partners", "evidence": { "name": "Hugging Face", "entityId": "hugging-face", "detail": "Listed inference-provider integration.", "status": "current", "evidence": "company_stated", "sourceIds": [ "groq:hf-providers" ] }, "packetSha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "groq", "relation": "partners", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "NVIDIA licensed Groq technology non-exclusively and hired certain employees in December 2025. NVIDIA reports USD 13 billion paid at closing and USD 4 billion, including imputed interest, payable within one year. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "customers", "evidence": { "name": "Shopify", "entityId": null, "detail": "Listed as an Inference Endpoints user; spend and current contract scope are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-endpoints" ] }, "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "customers", "evidence": { "name": "Musixmatch", "entityId": null, "detail": "Listed as an Inference Endpoints user; spend and current contract scope are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-endpoints" ] }, "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "customers", "evidence": { "name": "Pinecone", "entityId": null, "detail": "Listed as an Inference Endpoints user; spend and current contract scope are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-endpoints" ] }, "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "customers", "evidence": { "name": "Gorgias", "entityId": null, "detail": "Listed as an Inference Endpoints user; spend and current contract scope are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-endpoints" ] }, "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "suppliers", "evidence": { "name": "AWS, Azure and Google Cloud", "entityId": null, "detail": "Listed infrastructure options for paid endpoints; individual procurement commitments are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-pricing" ] }, "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "partners", "evidence": { "name": "Inference-provider network", "entityId": null, "detail": "Current integrations include Baseten, Cerebras, Cohere, DeepInfra, fal, Fireworks, Groq, Novita, Nscale, OVHcloud, Replicate, Scaleway, Together and others. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "partners", "evidence": { "name": "AWS / TorchNeuron", "entityId": "amazon", "detail": "Native library support; public beta availability begins October 20.", "status": "current", "evidence": "company_stated", "sourceIds": [ "hugging-face:hf-neuron" ] }, "packetSha256": "fe95988739b694cee9a7dc8311e9a444be7763f54721252a4ee77994a7d96b96", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "hugging-face", "relation": "partners", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "Agreed acquisition and stated commitment to preserve multi-cloud, multi-accelerator access. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "modal", "relation": "customers", "evidence": { "name": "Cognition", "entityId": "cognition", "detail": "Named operating workload in the October company update; individual spend and workload allocation are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "modal:modal-seriesd" ] }, "packetSha256": "9fcf02bb54080973eea13d7d1ce906de7ac876bede910da4484722a4ebc9810f", "selectionUse": "Role and delivery context only. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "modal", "relation": "customers", "evidence": { "name": "Physical Intelligence", "entityId": "physical-intelligence", "detail": "Named operating workload in the October company update; individual spend and workload allocation are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "modal:modal-seriesd" ] }, "packetSha256": "9fcf02bb54080973eea13d7d1ce906de7ac876bede910da4484722a4ebc9810f", "selectionUse": "Role and delivery context only. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "modal", "relation": "customers", "evidence": { "name": "Hebbia", "entityId": "hebbia", "detail": "CTO presentation describes agent workspaces behind spreadsheet cells.", "status": "current", "evidence": "company_stated", "sourceIds": [ "modal:modal-ai-eng" ] }, "packetSha256": "9fcf02bb54080973eea13d7d1ce906de7ac876bede910da4484722a4ebc9810f", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "modal", "relation": "customers", "evidence": { "name": "Substack", "entityId": null, "detail": "Customer ML engineering leader describes use in the AWS collaboration release.", "status": "current", "evidence": "company_stated", "sourceIds": [ "modal:modal-aws" ] }, "packetSha256": "9fcf02bb54080973eea13d7d1ce906de7ac876bede910da4484722a4ebc9810f", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "modal", "relation": "suppliers", "evidence": { "name": "AWS", "entityId": "amazon", "detail": "Strategic infrastructure collaboration; supplier dependence is not exclusive.", "status": "current", "evidence": "company_stated", "sourceIds": [ "modal:modal-aws" ] }, "packetSha256": "9fcf02bb54080973eea13d7d1ce906de7ac876bede910da4484722a4ebc9810f", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "modal", "relation": "suppliers", "evidence": { "name": "Multiple cloud providers", "entityId": null, "detail": "October update reports a capacity pool across more than 20 clouds. 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Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "openrouter", "relation": "suppliers", "evidence": { "name": "OpenAI", "entityId": "openai", "detail": "Models or hosted endpoints are available through the gateway; direct, BYOK and third-party hosting arrangements differ.", "status": "current", "evidence": "company_stated", "sourceIds": [ "openrouter:or-region" ] }, "packetSha256": "d3ca7b4a1e36fdc84d1065699b458e0c72d9e5db17a4ded8e4b5ec900fa00b78", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "openrouter", "relation": "suppliers", "evidence": { "name": "Anthropic", "entityId": "anthropic", "detail": "Models or hosted endpoints are available through the gateway; direct, BYOK and third-party hosting arrangements differ.", "status": "current", "evidence": "company_stated", "sourceIds": [ "openrouter:or-region" ] }, "packetSha256": "d3ca7b4a1e36fdc84d1065699b458e0c72d9e5db17a4ded8e4b5ec900fa00b78", "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." } ], "alphabet:a-au-woodward": [ { "reviewFile": "models/reviews/alphabet.json", "check": { "sourceId": "a-au-woodward", "url": "https://blog.google/authors/josh-woodward/", "accessedDate": "2026-10-21", "locator": "Keyword author page; memo lists Gemini app and developer teams under Kavukcuoglu", "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." } ], "alphabet:a-tpu8": [ { "reviewFile": "models/reviews/alphabet.json", "check": { "sourceId": "a-tpu8", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/eighth-generation-tpu-agentic-era/", "accessedDate": "2026-10-21", "locator": "TPU 8 announcement, Apr 22, 2026; 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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." } ], "alphabet:a-bnp": [ { "reviewFile": "models/reviews/alphabet.json", "check": { "sourceId": "a-bnp", "url": "https://www.googlecloudpresscorner.com/2026-09-24-BNP-Paribas-and-Google-Cloud-Announce-New-Partnership-on-Agentic-AI-and-Cloud-Innovation", "accessedDate": "2026-10-21", "locator": "Google Cloud AI infrastructure and Vertex AI; Gemini Enterprise", "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." } ], "alphabet:a-blackstone": [ { "reviewFile": "models/reviews/alphabet.json", "check": { "sourceId": "a-blackstone", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/blackstone-tpu-cloud/", "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." } ], "alphabet:a-apple": [ { "reviewFile": "models/reviews/alphabet.json", "check": { "sourceId": "a-apple", "url": "https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/", "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." } ], "baseten:bt-seriesf": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "bt-seriesf", "url": "https://www.baseten.co/blog/announcing-our-series-f/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; 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supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:bt-modellabs": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "bt-modellabs", "url": "https://www.baseten.co/blog/announcing-baseten-for-model-labs/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:bt-blaxel": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "bt-blaxel", "url": "https://www.baseten.co/blog/blaxel-is-joining-baseten-to-build-the-future-of-agentic-cloud/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:bt-cmo": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "bt-cmo", "url": "https://www.baseten.co/blog/sheila-vashee-joins-baseten-as-cmo/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:bt-gc": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "bt-gc", "url": "https://www.baseten.co/blog/welcome-gabe-stern/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:bt-beam": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "bt-beam", "url": "https://www.baseten.co/blog/reflection-beam-launch/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:fw-serving": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "fw-serving", "url": "https://fireworks.ai/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "baseten:tg-serving": [ { "reviewFile": "models/reviews/baseten.json", "check": { "sourceId": "tg-serving", "url": "https://www.together.ai/blog/together-ai-announces-strategic-partnership-with-moonshot-ai-to-natively-serve-kimi-models", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "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; unnamed sources, not a company-audited count; Wu Yonghui", "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." } ], "cerebras:cb-q2-ir": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-q2-ir", "url": "https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-fast-inference-cloud-business-nearly-quadruples", "accessedDate": "2026-10-20", "locator": "summary; 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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." } ], "cerebras:cb-finland": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-finland", "url": "https://investors.cerebras.ai/news-releases/news-release-details/cerebras-and-compute-nordic-finland-announce-new-165-mw-ai-data", "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." } ], "cerebras:cb-q3-date": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-q3-date", "url": "https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-date-third-quarter-2026-financial", "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." } ], "cerebras:cb-callosum": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-callosum", "url": "https://investors.cerebras.ai/news-releases/news-release-details/cerebras-and-callosum-partner-deliver-ultra-low-latency", "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." } ], "cerebras:cb-lovable-ir": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-lovable-ir", "url": "https://investors.cerebras.ai/news-releases/news-release-details/lovable-and-cerebras-partner-power-ai-software-creation-worlds", "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." } ], "cerebras:gc-cerebras": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "gc-cerebras", "url": "https://www.generalcompute.com/blog/general-compute-cerebras-multi-year-agreement", "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." } ], "cerebras:cb-gimlet": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-gimlet", "url": "https://www.cerebras.ai/press-release/gimlet-labs-adds-cerebras-to-deliver-ultrafast-ai-inference-through-gimlet-cloud-deployment", "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." } ], "cerebras:cb-company": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-company", "url": "https://www.cerebras.ai/company", "accessedDate": "2026-10-20", "locator": "summary; Cached prospectus Management; current company roster.; Current leadership roster.; Company page — leadership; prospectus — software platform; Company page — leadership; Robert Komin", "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." } ], "cerebras:cb-aws": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-aws", "url": "https://www.cerebras.ai/press-release/awscollaboration", "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." } ], "cerebras:cb-cs4": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-cs4", "url": "https://www.cerebras.ai/press-release/cerebras-unveils-cs-4-up-to-30-times-faster-than-gpu-based-solutions-3347356", "accessedDate": "2026-10-20", "locator": "CS-4", "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." } ], "cerebras:cb-424b4": [ { "reviewFile": "models/reviews/cerebras.json", "check": { "sourceId": "cb-424b4", "url": "https://www.sec.gov/Archives/edgar/data/2021728/000162828026035214/cerebras-424b4.htm", "accessedDate": "2026-10-03", "reinspectedAt": "2026-10-20", "accessMode": "existing_local_cache_no_network_request", "localPath": ".cache/sec/cerebras/0001628280-26-035214.txt", "locator": "Financial tables; risk factors; TSMC supply; Management pp149–151; Principal Stockholders p176 onward", "support": "Original cached extract read; historical facts retain original retrieval date.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "cloudflare-workers-ai:cf-workersai-docs": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-workersai-docs", "url": "https://developers.cloudflare.com/workers-ai/", "accessedDate": "2026-10-20", "locator": "summary; Workers AI; Workers AI catalogue", "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." } ], "cloudflare-workers-ai:cf-workersai-product": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-workersai-product", "url": "https://www.cloudflare.com/products/workers-ai/", "accessedDate": "2026-10-20", "locator": "Workers AI; Workers AI catalogue; Workers AI service footprint", "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." } ], "cloudflare-workers-ai:cf-unification": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-unification", "url": "https://blog.cloudflare.com/workers-ai-gateway-unification/", "accessedDate": "2026-10-20", "locator": "summary; AI Gateway", "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." } ], "cloudflare-workers-ai:cf-clef": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-clef", "url": "https://blog.cloudflare.com/clef-decision-models/", "accessedDate": "2026-10-20", "locator": "Clef and Clef-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." } ], "cloudflare-workers-ai:cf-replicate-blog": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-replicate-blog", "url": "https://blog.cloudflare.com/replicate-joins-cloudflare/", "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." } ], "cloudflare-workers-ai:cf-replicate-close": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-replicate-close", "url": "https://blog.cloudflare.com/why-replicate-joining-cloudflare/", "accessedDate": "2026-10-20", "locator": "summary; Replicate and Cog", "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." } ], "cloudflare-workers-ai:cf-developers-oct": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-developers-oct", "url": "https://www.cloudflare.com/press/press-releases/2026/more-than-10-million-developers-are-building-on-cloudflare/", "accessedDate": "2026-10-20", "locator": "Parent developer population; Rita Kozlov", "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." } ], "cloudflare-workers-ai:cf-phone": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-phone", "url": "https://developers.cloudflare.com/changelog/post/2026-10-15-phonellm-mini-workers-ai/", "accessedDate": "2026-10-20", "locator": "PhoneLLM Mini", "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." } ], "cloudflare-workers-ai:cf-press-kit": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-press-kit", "url": "https://www.cloudflare.com/press/press-kit/", "accessedDate": "2026-10-20", "locator": "GPU inference footprint, parent press kit; Matthew Prince; Dane Knecht", "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." } ], "cloudflare-workers-ai:cf-vsco": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-vsco", "url": "https://www.cloudflare.com/case-studies/vsco/", "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." } ], "cloudflare-workers-ai:cf-replicate-2023": [ { "reviewFile": "models/reviews/cloudflare-workers-ai.json", "check": { "sourceId": "cf-replicate-2023", "url": "https://replicate.com/blog/series-b", "accessedDate": "2026-10-20", "locator": "Replicate paying customers, historical", "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." } ], "fal:fal-about": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-about", "url": "https://fal.ai/about", "accessedDate": "2026-10-20", "locator": "TechCrunch, 2025-12-09; About page; Series C post; AWS post, 2026-05-19; TechCrunch, 2025-12-09", "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." } ], "fal:fal-home": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-home", "url": "https://fal.ai/", "accessedDate": "2026-10-20", "locator": "summary; Model APIs; Homepage developer figure; Available model catalogue", "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." } ], "fal:fal-aws": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-aws", "url": "https://blog.fal.ai/fal-and-aws-building-for-the-next-phase-of-generative-media/", "accessedDate": "2026-10-20", "locator": "summary; Developers; AWS post, 2026-05-19; TechCrunch, 2025-12-09", "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." } ], "fal:fal-h3max": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-h3max", "url": "https://blog.fal.ai/introducing-h3-max-by-fal/", "accessedDate": "2026-10-20", "locator": "summary; H3 Max", "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." } ], "fal:fal-seriesb": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-seriesb", "url": "https://blog.fal.ai/fal-raises-49m-series-b-to-power-the-future-of-ai-video/", "accessedDate": "2026-10-20", "locator": "Serverless and private deployments; Daily inference requests; Series B post, 2025-02-12", "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." } ], "fal:fal-seriesc": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-seriesc", "url": "https://blog.fal.ai/series-c/", "accessedDate": "2026-10-20", "locator": "Serverless and private deployments; TechCrunch, 2025-12-09; About page; Series C post; Series C post, 2025-07-31", "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." } ], "fal:fal-seriesd": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-seriesd", "url": "https://blog.fal.ai/our-series-d-scaling-fal/", "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." } ], "fal:fal-eagle4": [ { "reviewFile": "models/reviews/fal.json", "check": { "sourceId": "fal-eagle4", "url": "https://blog.fal.ai/eagle-4-technical-deepdive/", "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." } ], "fireworks-ai:fw-blog-seriesd": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-blog-seriesd", "url": "https://fireworks.ai/blog/series-d-announcement", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-team": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-team", "url": "https://fireworks.ai/team", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-home": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-home", "url": "https://fireworks.ai/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-amd": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-amd", "url": "https://fireworks.ai/blog/fireworks-amd-ai-infrastructure-partnership", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-training": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-training", "url": "https://fireworks.ai/blog/train-past-the-frontier-training-api-now-generally-available", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-multiregion": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-multiregion", "url": "https://fireworks.ai/blog/multi-region-deployment", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-firerouter": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-firerouter", "url": "https://fireworks.ai/blog/introducing-firerouter-with-opus", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:fw-muse": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "fw-muse", "url": "https://fireworks.ai/blog/meta-muse-spark-open", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:bt-current": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "bt-current", "url": "https://www.baseten.co/about-us/", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "fireworks-ai:tg-current": [ { "reviewFile": "models/reviews/fireworks-ai.json", "check": { "sourceId": "tg-current", "url": "https://www.together.ai/blog/together-post-training", "accessedDate": "2026-10-20", "locator": "Relevant body, release date and named relationship or metric", "economicPeriod": "Period specified in source", "support": "Read directly; supports the corresponding cited claims.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "groq:groq-seriesa": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-seriesa", "url": "https://groq.com/newsroom/groq-closes-usd350-million-series-a-building-the-world-s-leading-ai-inference-cloud", "accessedDate": "2026-10-20", "locator": "Operating sites; Current power footprint; $650M release; Series A release", "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." } ], "groq:groq-650m": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-650m", "url": "https://groq.com/newsroom/groq-raises-usd650m-to-scale-its-ai-inference-cloud-business", "accessedDate": "2026-10-20", "locator": "$650M release, 2026-06-22", "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." } ], "groq:groq-ncp": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-ncp", "url": "https://groq.com/newsroom/groq-becomes-an-nvidia-cloud-partner", "accessedDate": "2026-10-20", "locator": "$650M release, 2026-06-22; NCP release, 2026-08-12", "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." } ], "groq:groq-lpx": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-lpx", "url": "https://groq.com/blog/groq-among-the-first-to-bring-nvidia-groq-3-lpx-and-vera-rubin-nvl72-to-market", "accessedDate": "2026-10-20", "locator": "summary; $650M release, 2026-06-22; LPX post (title)", "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." } ], "groq:groq-nvidia-license": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-nvidia-license", "url": "https://groq.com/newsroom/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement-to-accelerate-ai-inference-at-global-scale", "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." } ], "groq:groq-bell": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-bell", "url": "https://groq.com/newsroom/groq-becomes-exclusive-inference-provider-for-bell-canadas-sovereign-ai-network", "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." } ], "groq:groq-humain": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-humain", "url": "https://groq.com/newsroom/groq-powers-humain-one--real-time-ai-operating-system-for-enterprise", "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." } ], "groq:hf-providers": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "hf-providers", "url": "https://huggingface.co/docs/inference-providers/index", "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." } ], "groq:groq-spark": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-spark", "url": "https://groq.com/blog/meta-s-muse-spark-open-release-is-now-in-limited-preview-on-groqcloud", "accessedDate": "2026-10-20", "locator": "Muse Spark Open; Developer community; Served tokens; Scott Albin", "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." } ], "groq:groq-platform": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-platform", "url": "https://groq.com/platform", "accessedDate": "2026-10-20", "locator": "summary; GroqCloud / GroqCore; GroqMetal; GroqAssured", "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." } ], "groq:groq-nvidia-annual26": [ { "reviewFile": "models/reviews/groq.json", "check": { "sourceId": "groq-nvidia-annual26", "url": "https://s201.q4cdn.com/141608511/files/doc_financials/2026/ar/2026-annual-report-web-Hyperlinks.pdf", "accessedDate": "2026-10-21", "reviewedDate": "2026-10-21", "outcome": "local_source_read", "locator": "Note 2—Groq, printed page 61 / PDF page 149", "capture": "chips/evidence/nvidia-ar26-full.txt", "economicPeriod": "December 2025 / January 25, 2026", "support": "Read full Note 2: 13bn paid and 4bn payable including imputed interest; technology licence and employees, no equity/customer-contract/existing-product acquisition." }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "hugging-face:nv-blog": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "nv-blog", "url": "https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/", "accessedDate": "2026-10-20", "locator": "summary; Community; Hosted models; Organizations using platform", "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." } ], "hugging-face:hf-providers": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-providers", "url": "https://huggingface.co/docs/inference-providers/index", "accessedDate": "2026-10-20", "locator": "summary; Inference Providers", "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." } ], "hugging-face:hf-endpoints": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-endpoints", "url": "https://endpoints.huggingface.co/", "accessedDate": "2026-10-20", "locator": "summary; Inference Endpoints", "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." } ], "hugging-face:hf-pricing": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-pricing", "url": "https://huggingface.co/pricing", "accessedDate": "2026-10-20", "locator": "Hub, Spaces and storage", "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." } ], "hugging-face:hf-ggml": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-ggml", "url": "https://huggingface.co/blog/ggml-joins-hf", "accessedDate": "2026-10-20", "locator": "Transformers, Diffusers and local inference", "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." } ], "hugging-face:hf-incident": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-incident", "url": "https://huggingface.co/blog/security-incident-july-2026", "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." } ], "hugging-face:hf-timeline": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-timeline", "url": "https://huggingface.co/blog/agent-intrusion-technical-timeline", "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." } ], "hugging-face:hf-salesforce": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-salesforce", "url": "https://salesforceventures.com/perspectives/welcome-hugging-face/", "accessedDate": "2026-10-20", "locator": "Wikipedia (background); NVIDIA announcement; TechCrunch; Wikipedia infobox and history (background)", "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." } ], "hugging-face:hf-seriesd-axios": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-seriesd-axios", "url": "https://www.axios.com/2023/08/24/hugging-face-ai-salesforce-billion", "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." } ], "hugging-face:hf-ceo-podcast": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-ceo-podcast", "url": "https://a16z.com/podcast/hugging-faces-ceo-on-open-source-ai-model-routing-and-the-future-of-competition/", "accessedDate": "2026-10-20", "locator": "Host summary of CEO interview; accounting calculation and inference allocation undisclosed.; Wikipedia (background); NVIDIA announcement; TechCrunch", "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." } ], "hugging-face:hf-wolf": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-wolf", "url": "https://thomwolf.io/", "accessedDate": "2026-10-20", "locator": "Wikipedia infobox (background)", "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." } ], "hugging-face:hf-xet": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-xet", "url": "https://huggingface.co/blog/xethub-joins-hf", "accessedDate": "2026-10-20", "locator": "Wikipedia infobox and history (background)", "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." } ], "hugging-face:hf-tpu": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-tpu", "url": "https://huggingface.co/blog/hf-torchtpu", "accessedDate": "2026-10-20", "locator": "Transformers, Diffusers and local inference", "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." } ], "hugging-face:hf-neuron": [ { "reviewFile": "models/reviews/hugging-face.json", "check": { "sourceId": "hf-neuron", "url": "https://huggingface.co/blog/hf-torchneuron", "accessedDate": "2026-10-20", "locator": "Transformers, Diffusers and local inference", "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." } ], "modal:modal-seriesd": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "modal-seriesd", "url": "https://modal.com/blog/1-billion-annualized-run-rate-series-d", "accessedDate": "2026-10-20", "locator": "summary; Multi-node training and virtual machines; Company annualized run rate; Sandbox-product annualized run rate; Cumulative sandboxes created; AWS release, 2024-11-24 (title); Series A release; TechCrunch, 2026-09-28", "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." } ], "modal:modal-ai-eng": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "modal-ai-eng", "url": "https://ai.engineer/nyc/2026/talks/modal", "accessedDate": "2026-10-20", "locator": "Sandboxes; TechCrunch, 2026-09-28; company page (co-founder)", "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." } ], "modal:modal-company": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "modal-company", "url": "https://modal.com/company", "accessedDate": "2026-10-20", "locator": "summary; Functions and inference; Training and evaluation; Announced capital raised; AWS release, 2024-11-24 (title); Series A release; TechCrunch, 2026-09-28; TechCrunch, 2026-09-28; company page (co-founder)", "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." } ], "modal:modal-aws": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "modal-aws", "url": "https://modal.com/blog/aws-partnership-press-release", "accessedDate": "2026-10-20", "locator": "AWS release, 2024-11-24 (title); Series A release; TechCrunch, 2026-09-28", "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." } ], "modal:modal-hf-incident": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "modal-hf-incident", "url": "https://modal.com/blog/a-note-on-the-hugging-face-agent-incident", "accessedDate": "2026-10-20", "locator": "Sandboxes", "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." } ], "modal:hf-timeline": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "hf-timeline", "url": "https://huggingface.co/blog/agent-intrusion-technical-timeline", "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." } ], "modal:modal-seriesc": [ { "reviewFile": "models/reviews/modal.json", "check": { "sourceId": "modal-seriesc", "url": "https://modal.com/blog/modal-series-c", "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." } ], "openrouter:or-about": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-about", "url": "https://openrouter.ai/about", "accessedDate": "2026-10-20", "locator": "summary; Monthly routed tokens; Global users", "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." } ], "openrouter:or-joining-stripe": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-joining-stripe", "url": "https://openrouter.ai/blog/announcements/openrouter-is-joining-stripe/", "accessedDate": "2026-10-20", "locator": "summary; Payments Dive, 2026-08-19; OpenRouter announcement", "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." } ], "openrouter:stripe-release": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "stripe-release", "url": "https://stripe.com/newsroom/news/stripe-agrees-to-acquire-openrouter", "accessedDate": "2026-10-20", "locator": "summary; Fortune, 2026-08-16; Stripe release (title)", "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." } ], "openrouter:paymentsdive-or": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "paymentsdive-or", "url": "https://www.paymentsdive.com/news/stripe-openrouter-finally-strike-a-deal/828326/", "accessedDate": "2026-10-20", "locator": "Fortune, 2026-08-16; Stripe release (title); Payments Dive, 2026-08-19; OpenRouter announcement", "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." } ], "openrouter:or-private": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-private", "url": "https://openrouter.ai/blog/announcements/private-endpoints/", "accessedDate": "2026-10-20", "locator": "Private Endpoints", "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." } ], "openrouter:or-eleven": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-eleven", "url": "https://openrouter.ai/blog/announcements/elevenlabs-on-openrouter/", "accessedDate": "2026-10-20", "locator": "Audio APIs", "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." } ], "openrouter:or-batch": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-batch", "url": "https://openrouter.ai/blog/announcements/batch-api/", "accessedDate": "2026-10-20", "locator": "Batch API", "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." } ], "openrouter:or-region": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-region", "url": "https://openrouter.ai/blog/announcements/us-in-region-routing/", "accessedDate": "2026-10-20", "locator": "Regional routing and Security Center", "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." } ], "openrouter:or-security": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-security", "url": "https://openrouter.ai/blog/announcements/security-center/", "accessedDate": "2026-10-20", "locator": "Regional routing and Security Center", "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." } ], "openrouter:or-pricing": [ { "reviewFile": "models/reviews/openrouter.json", "check": { "sourceId": "or-pricing", "url": "https://openrouter.ai/pricing", "accessedDate": "2026-10-20", "locator": "Unified model API and routing; Catalogue; Credit-purchase platform fees", "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." } ], "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; reconciliation does not renew its access date." } ], "thinking-machines:tm-hf-inkling": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-hf-inkling", "url": "https://huggingface.co/thinkingmachines/Inkling", "accessedDate": "2026-10-20", "locator": "License, model card, Downloads last month", "economicPeriod": "Current repository counter", "support": "Apache 2.0, modalities and 1,321,879 rolling-month downloads.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-tinker": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-tinker", "url": "https://thinkingmachines.ai/tinker/", "accessedDate": "2026-10-20", "locator": "Product capabilities and user cases", "economicPeriod": "Current page", "support": "Managed customization and named users.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-bridgewater": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-bridgewater", "url": "https://thinkingmachines.ai/news/learning-to-replicate-expert-judgment-in-financial-tasks/", "accessedDate": "2026-10-20", "locator": "Results and attribution", "economicPeriod": "2026-06-30", "support": "Six tasks; 84.7% versus 78.2%, 13.8x reported cost difference.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-tc-2025": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-tc-2025", "url": "https://techcrunch.com/2025/07/15/mira-muratis-thinking-machines-lab-is-worth-12b-in-seed-round/", "accessedDate": "2026-10-20", "locator": "Company-spokesperson financing disclosure", "economicPeriod": "2025-07-15", "support": "Closed seed and investors.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-tc-0903": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-tc-0903", "url": "https://techcrunch.com/2026/09/03/accel-reportedly-in-talks-to-lead-1b-round-for-thinking-machines-at-40b-valuation/", "accessedDate": "2026-10-20", "locator": "Revenue and financing report", "economicPeriod": "2026-09-03", "support": "Reported run rate; fundraising talks, not close.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-tnw": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-tnw", "url": "https://thenextweb.com/news/thinking-machines-lab-6bn-round-nvidia-accel", "accessedDate": "2026-10-20", "locator": "Updated reporting, leadership, financing caveats", "economicPeriod": "2026-09-06", "support": "Revised financing talks; no signed round; board-control report.", "outcome": "read" }, "scope": "Existing recorded source inspection; 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