{ "schema": "5lc-selection-review/1", "sublayer": "open-weight", "asOf": "2026-10-21", "status": "Researcher recommendation; root challenge and integration review pending", "scope": { "geography": "Global", "activity": "Economic suppliers of currently downloadable model weights with a commercial adaptation or deployment path. Open weights do not automatically meet an open-source definition or unrestricted commercial license.", "period": "Latest actual disclosures through October 21, 2026; reporting windows retained rather than silently annualized.", "scopeClarification": "National-champion status alone no longer qualifies. Released weights, actual license conditions and commercial use are explicit requirements; research-only or unexamined licenses remain unresolved candidates." }, "eligibility": { "rule": "Documented current commercial model supply, licensed product or operational customer use. Funding, pre-release research, technical benchmarks and future capacity do not establish current scale.", "missing": "Unknown paid scale is not zero. A current product may qualify while its cutoff position remains uncertain.", "parent": "One economic group per sublayer; owned units and brands consolidated. Cross-sublayer placements represent different activity, not additional independent companies." }, "predefinedFunctions": [ { "id": "general-weights", "required": true }, { "id": "commercial-adaptation", "required": true }, { "id": "enterprise-specialization", "required": true }, { "id": "compact-local", "required": true }, { "id": "code-reasoning-weights", "required": true } ], "universe": { "establishedAt": "2026-10-20", "initialFile": "candidate-universe.json", "reconciledCandidates": [ { "entityId": "deepseek", "name": "DeepSeek", "economicParent": "deepseek", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "DeepSeek provides an externally deployable alternative to closed model services. 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Observable gateway use supports its importance, but gateway traffic, self-reported cluster throughput and company revenue measure different things.", "evidence": "company_stated", "sourceIds": [ "deepseek:ds-flash1017", "deepseek:ds-flash1017-card", "deepseek:ds-deepinfer", "deepseek:vercel-sep26" ] } }, { "entityId": "alibaba", "name": "Alibaba", "economicParent": "alibaba", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "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": "meta", "name": "Meta", "economicParent": "meta", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "compact-local" ], "roleEvidence": "Meta combines large internal AI workloads with consumer distribution, downloadable models and a newer commercial API business. Parent advertising revenue and app users establish its overall scale, but neither measures independent demand for Muse. Its chip and power agreements affect suppliers across the value chain.", "sourceIds": [ "meta:m-enterprise", "meta:m-glimmer", "meta:m-q2-issuer", "meta:m-wonder" ], "packetSha256": "a88a9ef290b23dd4251a542aeec7572224564c90de7defbbc976fd78ff25ec61", "sourceReviewFile": "models/reviews/meta.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Social apps giant building Muse models and gigawatt AI campuses.", "description": "Meta owns Facebook, Instagram, WhatsApp, Messenger and Threads. Advertising finances its model-development and infrastructure businesses. Meta Superintelligence Labs develops the Muse family, including the October Wonder release and separately licensed Glimmer open weights. Its enterprise platform sells model access and agents, while Reality Labs supplies glasses and virtual-reality devices.", "whyItMatters": "Meta combines large internal AI workloads with consumer distribution, downloadable models and a newer commercial API business. Parent advertising revenue and app users establish its overall scale, but neither measures independent demand for Muse. Its chip and power agreements affect suppliers across the value chain.", "evidence": "company_stated", "sourceIds": [ "meta:m-q2-issuer", "meta:m-wonder", "meta:m-glimmer", "meta:m-enterprise" ], "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release" } }, { "entityId": "alphabet", "name": "Alphabet", "economicParent": "alphabet", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "compact-local" ], "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": "openai", "name": "OpenAI", "economicParent": "openai", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "OpenAI combines a large consumer distribution channel with commercial model APIs and enterprise software. Its position is supported by deployed services and reported revenue; financing commitments and future compute contracts measure different things.", "sourceIds": [ "openai:o-fund", "openai:o-gpt", "openai:o-revenue", "openai:o-structure" ], "packetSha256": "625405289e6a9288975aa523c35118ee3266cbdfb5de8db7712893fa265d710a", "sourceReviewFile": "models/reviews/openai.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "GPT models, ChatGPT and agent applications", "description": "OpenAI develops general-purpose models and distributes them through ChatGPT, developer APIs, Codex and cloud partnerships. It also releases selected open-weight models and designs inference hardware. OpenAI Group PBC remains controlled by the nonprofit OpenAI Foundation.", "whyItMatters": "OpenAI combines a large consumer distribution channel with commercial model APIs and enterprise software. Its position is supported by deployed services and reported revenue; financing commitments and future compute contracts measure different things.", "evidence": "company_stated", "sourceIds": [ "openai:o-structure", "openai:o-gpt", "openai:o-fund", "openai:o-revenue" ] } }, { "entityId": "mistral", "name": "Mistral AI", "economicParent": "mistral", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "code-reasoning-weights" ], "roleEvidence": "Mistral supplies models and deployment options for organizations needing customization and regional control. Its enterprise work establishes commercial relevance, while company revenue spans several products and does not isolate open-weight usage.", "sourceIds": [ "mistral:mi-about", "mistral:mi-docs-models", "mistral:mi-large4", "mistral:mi-voxtral3" ], "packetSha256": "70d77aa625731c032b79aceee9433556a2e00a445adad54448af5c3a93ff897c", "sourceReviewFile": "models/reviews/mistral.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "General-purpose and specialized models with enterprise deployment", "description": "Mistral develops open-weight and commercial models, sells API access and provides tools to customize and deploy models for enterprises. Its portfolio includes language, coding, documents, speech and forecasting. Large 4 entered API preview in October; its weights were promised for month-end. Voxtral 3 launched on October 20.", "whyItMatters": "Mistral supplies models and deployment options for organizations needing customization and regional control. Its enterprise work establishes commercial relevance, while company revenue spans several products and does not isolate open-weight usage.", "evidence": "company_stated", "sourceIds": [ "mistral:mi-about", "mistral:mi-docs-models", "mistral:mi-large4", "mistral:mi-voxtral3" ] } }, { "entityId": "moonshot", "name": "Moonshot AI", "economicParent": "moonshot", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "Kimi has measurable use outside its own application and can be deployed by third-party providers. That distribution broadens its role in the AI value chain while making model usage different from the revenue Moonshot itself receives.", "sourceIds": [ "moonshot:kimi-k3-license", "moonshot:kimi-reuters-oct12", "moonshot:m-kimi-k3", "moonshot:m-moonshot-about", "moonshot:m-moonshot-home", "moonshot:vercel-sep26" ], "packetSha256": "101456667c137ac848301597c36d1fc70b4e211469cde9dd39976c5e89ee5225", "sourceReviewFile": "models/reviews/moonshot.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Kimi models delivered through paid APIs, applications and deployable weights", "description": "Moonshot AI develops the Kimi model family in Beijing. Kimi K3 is distributed through an API, consumer and business applications, coding tools and downloadable weights. The company remains privately held in the evidence reviewed; a reported confidential listing application is not a completed IPO.", "whyItMatters": "Kimi has measurable use outside its own application and can be deployed by third-party providers. That distribution broadens its role in the AI value chain while making model usage different from the revenue Moonshot itself receives.", "evidence": "company_stated", "sourceIds": [ "moonshot:m-moonshot-about", "moonshot:m-moonshot-home", "moonshot:m-kimi-k3", "moonshot:kimi-k3-license", "moonshot:kimi-reuters-oct12", "moonshot:vercel-sep26" ] } }, { "entityId": "zhipu", "name": "Zhipu AI (Z.ai)", "economicParent": "zhipu", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "Z.ai combines externally deployable weights with an observable commercial API business. Its financial disclosures show the transition from bespoke deployments toward usage-based services, while its domestic-chip deployment provides a separate example of model delivery under constrained accelerator access.", "sourceIds": [ "zhipu:zai-glm53-license", "zhipu:zai-glm53flash-card", "zhipu:zhipu-ar2025", "zhipu:zhipu-interim-2026", "zhipu:zhipu-namechange" ], "packetSha256": "fdf19b815a20e63dccc9fcc27f7d2297a1ef8cdb71fd3ff8fc40084583ecde8f", "sourceReviewFile": "models/reviews/zhipu.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "GLM model developer with a growing paid API business", "description": "Z.ai, also known as Zhipu AI, develops the GLM family of models and sells API access, coding subscriptions and enterprise deployments. The Beijing company listed in Hong Kong in January 2026 and adopted Z.AI Co., Ltd. as its English name in July. Open-platform and API revenue accounted for 86.5% of first-half 2026 sales.", "whyItMatters": "Z.ai combines externally deployable weights with an observable commercial API business. Its financial disclosures show the transition from bespoke deployments toward usage-based services, while its domestic-chip deployment provides a separate example of model delivery under constrained accelerator access.", "evidence": "filing", "sourceIds": [ "zhipu:zhipu-interim-2026", "zhipu:zhipu-ar2025", "zhipu:zhipu-namechange", "zhipu:zai-glm53-license", "zhipu:zai-glm53flash-card" ] } }, { "entityId": "minimax", "name": "MiniMax", "economicParent": "minimax", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "MiniMax connects model development with both developer distribution and consumer media creation. Its public financial statements provide an observable commercial baseline, although neither revenue nor cumulative users can be allocated precisely between individual model families.", "sourceIds": [ "minimax:mm-about", "minimax:mm-fy25-results", "minimax:mm-h1-news", "minimax:mm-hf-m3", "minimax:mm-m3-license", "minimax:mm-m31flash" ], "packetSha256": "0b6ca20a16db3773cdd7991790820f5982825dd9df4f2ff04ecfe8e68e311f6d", "sourceReviewFile": "models/reviews/minimax.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Multimodal models distributed through APIs, open weights and consumer applications", "description": "MiniMax develops language, video, voice and music models in Shanghai. Its paid API platform and consumer applications generated $116.573 million in the first half of 2026. The M3 model is available as weights under a community licence, while M3.1 Flash entered commercial release on October 19. Access conditions differ across the model portfolio.", "whyItMatters": "MiniMax connects model development with both developer distribution and consumer media creation. Its public financial statements provide an observable commercial baseline, although neither revenue nor cumulative users can be allocated precisely between individual model families.", "evidence": "company_stated", "sourceIds": [ "minimax:mm-h1-news", "minimax:mm-fy25-results", "minimax:mm-about", "minimax:mm-hf-m3", "minimax:mm-m31flash", "minimax:mm-m3-license" ] } }, { "entityId": "nvidia", "name": "NVIDIA", "economicParent": "nvidia", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local" ], "roleEvidence": "Released Nemotron families and named customer customization support current supply; GPU revenue and model benchmarks are excluded.", "sourceIds": [ "nvidia:nemotron35" ] }, { "entityId": "ibm", "name": "IBM", "economicParent": "ibm", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local" ], "roleEvidence": "Granite commercial model supply and Apache-licensed weights; current model-only adoption and revenue are not disclosed here.", "sourceIds": [ "ibm:granite" ] }, { "entityId": "microsoft", "name": "Microsoft", "economicParent": "microsoft", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "compact-local" ], "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": "tencent-hy", "name": "Tencent Hy", "economicParent": "tencent", "eligible": true, "functions": [ "general-weights", "commercial-adaptation" ], "roleEvidence": "Tencent combines open distribution with integration into a large existing product group. External model use supports its inclusion, while parent revenue and user totals cannot establish the model unit’s commercial scale.", "sourceIds": [ "tencent-hy:th-gh-org", "tencent-hy:th-hy4-license", "tencent-hy:th-hy4-release", "tencent-hy:th-memory", "tencent-hy:th-q2" ], "packetSha256": "b7c062ffefd136f5c505f97d99b670cbd68520b699269ee55541138286e50f2d", "sourceReviewFile": "models/reviews/tencent-hy.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Tencent’s open-weight models and commercial AI services", "description": "Tencent Hy, previously Hunyuan, develops models for Tencent products and external deployment. Hy4 preview is available through applications and APIs, with Apache-licensed weights. The portfolio also includes image, video, three-dimensional generation and memory software.", "whyItMatters": "Tencent combines open distribution with integration into a large existing product group. External model use supports its inclusion, while parent revenue and user totals cannot establish the model unit’s commercial scale.", "evidence": "company_stated", "sourceIds": [ "tencent-hy:th-hy4-release", "tencent-hy:th-hy4-license", "tencent-hy:th-gh-org", "tencent-hy:th-q2", "tencent-hy:th-memory" ] } }, { "entityId": "stepfun", "name": "StepFun", "economicParent": "stepfun", "eligible": true, "functions": [ "general-weights", "commercial-adaptation" ], "roleEvidence": "StepFun connects foundation-model research with device manufacturers and domestic accelerator ecosystems. Reported installed-device reach supports this distinct role, but it is not equivalent to active users or API revenue.", "sourceIds": [ "stepfun:sf-atr", "stepfun:sf-hf-37", "stepfun:sf-may-kr", "stepfun:sf-step5-card", "stepfun:sf-step5-license" ], "packetSha256": "5c4c20a16196cc78e903ecffe23ee10a315db3a8159a2773c0fe42ef2027cd6d", "sourceReviewFile": "models/reviews/stepfun.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Models for device integration, developer APIs and independent deployment", "description": "StepFun develops multimodal AI models in Shanghai. It distributes models through APIs and downloadable weights, with a particular focus on integration into phones and vehicles. Step 5 Preview weights became available in October under a custom licence; earlier Flash releases use different terms.", "whyItMatters": "StepFun connects foundation-model research with device manufacturers and domestic accelerator ecosystems. Reported installed-device reach supports this distinct role, but it is not equivalent to active users or API revenue.", "evidence": "company_stated", "sourceIds": [ "stepfun:sf-step5-card", "stepfun:sf-step5-license", "stepfun:sf-hf-37", "stepfun:sf-atr", "stepfun:sf-may-kr" ] } }, { "entityId": "baidu", "name": "Baidu", "economicParent": "baidu", "eligible": "qualified", "functions": [ "general-weights", "commercial-adaptation" ], "roleEvidence": "ERNIE weight release and commercial-use license establish supply. Current paid activity denominator requires parent Applications reconciliation.", "sourceIds": [ "baidu:ernie" ] }, { "entityId": "cohere", "name": "Cohere", "economicParent": "cohere", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "enterprise-specialization" ], "roleEvidence": "Cohere provides an independent route to enterprise models, retrieval and controlled deployment. Customer references and distribution partnerships establish commercial use. Model performance, financing and proposed combinations are considered separately from delivered activity.", "sourceIds": [ "cohere:betakit-arr", "cohere:cohere-customer-stories", "cohere:north-2" ], "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "sourceReviewFile": "models/reviews/cohere.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "specialist-models", "currentSummaryEvidence": { "tagline": "Enterprise models, retrieval and privately deployed AI workflows", "description": "Cohere develops language, retrieval, speech and document models for enterprise use. North combines those capabilities with agents and workflow tools; its October update supports external models as well as Cohere’s own. The company emphasizes private deployment and data control. Year-end 2025 annual recurring revenue was reported at $240 million, but current recognized revenue and the model-only share are undisclosed.", "whyItMatters": "Cohere provides an independent route to enterprise models, retrieval and controlled deployment. Customer references and distribution partnerships establish commercial use. Model performance, financing and proposed combinations are considered separately from delivered activity.", "evidence": "reported", "sourceIds": [ "cohere:north-2", "cohere:betakit-arr", "cohere:cohere-customer-stories" ] } }, { "entityId": "reflection-ai", "name": "Reflection", "economicParent": "reflection-ai", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "An independently trained model and documented deployment paths establish an emerging supplier. A large financing history and training cluster do not establish that its commercial activity exceeds established open-model providers.", "sourceIds": [ "reflection-ai:rf-beam", "reflection-ai:rf-beam-intro", "reflection-ai:rf-beam-release" ], "packetSha256": "80fffc75e827b11ba28cbf849ae8f44070c2c1669af6c0062d86fe33a8b40cbe", "sourceReviewFile": "models/reviews/reflection-ai.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Open-weight model developer entering commercial deployment", "description": "Reflection released Beam weights under Apache 2.0 on October 16 and offers a public-beta API and partner-hosted deployment. Beam targets coding, reasoning and agentic work. Its model release replaces the earlier pre-product description, while recognized revenue and sustained customer use remain undisclosed.", "whyItMatters": "An independently trained model and documented deployment paths establish an emerging supplier. A large financing history and training cluster do not establish that its commercial activity exceeds established open-model providers.", "evidence": "company_stated", "sourceIds": [ "reflection-ai:rf-beam", "reflection-ai:rf-beam-release", "reflection-ai:rf-beam-intro" ] } }, { "entityId": "thinking-machines", "name": "Thinking Machines", "economicParent": "thinking-machines", "eligible": true, "functions": [ "general-weights", "commercial-adaptation" ], "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": "naver", "name": "NAVER", "economicParent": "naver", "eligible": true, "functions": [ "general-weights", "commercial-adaptation" ], "roleEvidence": "HyperCLOVA product family and commercial-use weights; old cumulative downloads do not establish current paying deployments.", "sourceIds": [ "naver:seed", "naver:current" ] }, { "entityId": "poolside", "name": "Poolside", "economicParent": "poolside", "eligible": true, "functions": [ "general-weights", "commercial-adaptation", "code-reasoning-weights" ], "roleEvidence": "Current downloadable code models and API distribution; comparable paid activity is undisclosed.", "sourceIds": [ "poolside:home" ] }, { "entityId": "sakana-ai", "name": "Sakana AI", "economicParent": "sakana-ai", "eligible": "qualified", "functions": [ "enterprise-specialization" ], "roleEvidence": "Enterprise model development is demonstrated, but Marlin beta and planned open releases do not establish a broad current downloadable flagship. Historical small weights alone do not prove current scale.", "sourceIds": [ "sakana-ai:sk-aillis", "sakana-ai:sk-company", "sakana-ai:sk-fugu-max", "sakana-ai:sk-marlin", "sakana-ai:sk-namazu" ], "packetSha256": "0accd701d2354171ad9dc2a50aeb054a3b9bc9022a2b904abe87da11dd9fce73", "sourceReviewFile": "models/reviews/sakana-ai.json", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "open-weight", "currentSummaryEvidence": { "tagline": "Japanese model adaptation, orchestration and enterprise AI", "description": "Sakana develops systems that combine and adapt models, alongside research on collective intelligence. Commercial products include Namazu, a Japanese adaptation of Kimi, Fugu orchestration and Marlin research. Its recent work includes banking applications and a medical-literature search deployment. 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(HKEX filing, via Euroland IR)", "publishedDate": "2026-06-15", "accessedDate": "2026-10-02", "type": "filing" }, "zhipu:fr-entity-list": { "url": "https://www.federalregister.gov/documents/full_text/text/2025/01/16/2025-00704.txt", "title": "Addition of Entities to and Revision of Entry on the Entity List (90 FR 4617)", "publisher": "U.S. Department of Commerce, Bureau of Industry and Security (Federal Register)", "publishedDate": "2025-01-16", "accessedDate": "2026-10-02", "type": "government" }, "zhipu:zai-glm5": { "url": "https://z.ai/blog/glm-5", "title": "GLM-5: From Vibe Coding to Agentic Engineering", "publisher": "Z.ai", "publishedDate": "2026-02-12", "accessedDate": "2026-10-02", "type": "company" }, "zhipu:zai-glm53": { "url": "https://z.ai/blog/glm-5.3", "title": "GLM-5.3: Frontier Coding with Emergent Cyber Capabilities", "publisher": "Z.ai", "publishedDate": "2026-08-14", "accessedDate": "2026-10-02", "type": "company" }, "zhipu:zhipu-home": { "url": "https://www.zhipuai.cn/en", "title": "Z.ai corporate site: GLM models, MaaS and products", "publisher": "Z.AI Co., Ltd.", "publishedDate": null, "accessedDate": "2026-10-02", "type": "company" }, "zhipu:zhipu-about": { "url": "https://www.zhipuai.cn/en/about", "title": "About Z.ai (Zhipu): mission and development milestones", "publisher": "Z.AI Co., Ltd.", "publishedDate": null, "accessedDate": "2026-10-02", "type": "company" }, "zhipu:zhipu-ir": { "url": "https://www.zhipuai.cn/investor_relations", "title": "Investor relations: governance documents, announcements, prospectus and news", "publisher": "Z.AI Co., Ltd.", "publishedDate": null, "accessedDate": "2026-10-02", "type": "company" }, "zhipu:prn-listing": { "url": "https://www.prnewswire.com/news-releases/chinas-agi-pioneer-and-leader-zai-listed-on-hong-kong-stock-exchange-302656265.html", "title": "China's AGI Pioneer and Leader Z.ai Listed on Hong Kong Stock Exchange", "publisher": "Z.ai via PR Newswire", "publishedDate": "2026-01-08", "accessedDate": "2026-10-02", "type": "press_release" }, "zhipu:yahoo-2513": { "url": "https://finance.yahoo.com/quote/2513.HK/", "title": "Z.AI Co., Ltd. (2513.HK): quote, profile, officers and holders", "publisher": "Yahoo Finance", "publishedDate": null, "accessedDate": "2026-10-02", "type": "data_provider" }, "zhipu:zai-zcode-oct20": { "url": "https://zcode.z.ai/en/changelog", "title": "ZCode release v3.16.2", "publisher": "Z.ai", "publishedDate": "2026-10-20", "accessedDate": "2026-10-20", "type": "company" } }, "calculations": [ { "name": "MiniMax TTM recognized revenue", "formula": "79.038 + 116.573 - 30.429", "value": 165.182, "unit": "USD million", "period": "TTM June 2026", "sourceIds": [ "minimax:mm-fy25-results", "minimax:mm-h1-news", "minimax:mm-h1-news" ] }, { "name": "Zhipu TTM recognized revenue", "formula": "724.334 + 953.892 - 190.877", "value": 1487.3490000000002, "unit": "RMB million", "period": "TTM June 2026", "sourceIds": [ "zhipu:zhipu-ar2025", "zhipu:zhipu-interim-2026", "zhipu:zhipu-interim-2026" ] }, { "name": "Moonshot August annualized revenue inference", "formula": "2000000000 / 2", "value": 1000000000, "unit": "USD annualized", "period": "August 2026", "evidence": "inference", "sourceIds": [ "moonshot:m-tc-0911" ], "boundary": "Reported year-end target divided by the reported twofold target-to-August ratio; approximate secondary-report inference, not recognized revenue." }, { "name": "Tencent new-AI operating-profit contribution", "formula": "75.6 - 86.1", "value": -10.5, "unit": "RMB billion; non-IFRS", "period": "Q2 2026", "evidence": "inference", "sourceIds": [ "tencent-hy:th-q2" ], "boundary": "Reported operating profit less profit excluding several new AI products. Not Hy standalone loss and excluded from current-activity comparison." } ], "baselineComparisons": [ { "name": "Observed gateway usage, three suppliers with explicit shares", "tokenOrder": [ "deepseek", "zhipu", "moonshot" ], "modeledSpendOrder": [ "moonshot", "deepseek", "zhipu" ], "interpretation": "Order reverses for DeepSeek and Moonshot. This is sensitivity to activity definition, not a global company ranking; token and modeled-spend shares are related and never added." }, { "name": "Recognized revenue baseline", "result": "No complete comparable global ranking identified.", "reason": "OpenAI net accounting differs from Anthropic gross; integrated groups lack model-only revenue; Zhipu and MiniMax report different currencies and include different products. Current financial observations are preserved rather than forced into an additive score." } ], "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "nvidia" ], "selectedReasons": { "deepseek": "Current downloadable model family plus strong observed production use.", "alibaba": "Broad Qwen weight/API family with enterprise and developer distribution.", "meta": "Llama and newer released models are material deployable families; licenses differ by family.", "alphabet": "Gemma has substantial disclosed cumulative downloads and current compact/embedding releases; downloads are not deployments.", "openai": "Released GPT-OSS models offer a commercial adaptation path independent of the closed flagship API.", "mistral": "Released downloadable families and named enterprise customers; unreleased Large 4 weights are not counted as available.", "moonshot": "Released Kimi weights plus current observed gateway use and API business.", "zhipu": "Released GLM family and separately reported API business.", "minimax": "Released M-series weights and reported open-platform activity.", "nvidia": "Current Nemotron releases and named enterprise customization cover enterprise and local-model roles; accelerator revenue is excluded." }, "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "nvidia" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "nvidia" ], "enterprise-specialization": [ "mistral", "nvidia" ], "compact-local": [ "meta", "alphabet", "nvidia" ], "code-reasoning-weights": [ "deepseek", "alibaba", "openai", "mistral", "moonshot", "zhipu", "minimax" ] }, "alternativeCutoffSets": [ { "name": "Enterprise governance emphasis", "remove": [ "nvidia" ], "add": [ "ibm" ], "assumption": "IBM Granite replaces Nemotron; both support released enterprise/local models, and no comparable model-only revenue resolves the choice.", "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "ibm" ], "requiredFunctions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local", "code-reasoning-weights" ], "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "ibm" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "ibm" ], "enterprise-specialization": [ "mistral", "ibm" ], "compact-local": [ "meta", "alphabet", "ibm" ], "code-reasoning-weights": [ "deepseek", "alibaba", "openai", "mistral", "moonshot", "zhipu", "minimax" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Embedded distribution emphasis", "remove": [ "minimax" ], "add": [ "stepfun" ], "assumption": "Installed smartphone distribution is treated as a relevant deployment channel, without equating installations with paid activity.", "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "nvidia", "stepfun" ], "requiredFunctions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local", "code-reasoning-weights" ], "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "nvidia", "stepfun" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "nvidia", "stepfun" ], "enterprise-specialization": [ "mistral", "nvidia" ], "compact-local": [ "meta", "alphabet", "nvidia" ], "code-reasoning-weights": [ "deepseek", "alibaba", "openai", "mistral", "moonshot", "zhipu" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Recent hosted use emphasis", "remove": [ "nvidia" ], "add": [ "tencent-hy" ], "assumption": "Tencent historical hosted usage and current licensed weights justify a challenger; enterprise specialization remains covered by Mistral.", "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "tencent-hy" ], "requiredFunctions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local", "code-reasoning-weights" ], "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "tencent-hy" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "moonshot", "zhipu", "minimax", "tencent-hy" ], "enterprise-specialization": [ "mistral" ], "compact-local": [ "meta", "alphabet" ], "code-reasoning-weights": [ "deepseek", "alibaba", "openai", "mistral", "moonshot", "zhipu", "minimax" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Unknown private scale", "remove": [ "minimax", "openai" ], "add": [ "reflection-ai", "thinking-machines" ], "assumption": "Recently released commercial model families can occupy contested places without assigning unknown sales zero.", "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "mistral", "moonshot", "zhipu", "nvidia", "reflection-ai", "thinking-machines" ], "requiredFunctions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local", "code-reasoning-weights" ], "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "mistral", "moonshot", "zhipu", "nvidia", "reflection-ai", "thinking-machines" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "mistral", "moonshot", "zhipu", "nvidia", "reflection-ai", "thinking-machines" ], "enterprise-specialization": [ "mistral", "nvidia" ], "compact-local": [ "meta", "alphabet", "nvidia" ], "code-reasoning-weights": [ "deepseek", "alibaba", "mistral", "moonshot", "zhipu", "reflection-ai" ] }, "allFunctionsCovered": true, "retained": 8, "jaccard": 0.6666666666666666, "conditionalEligibility": [] }, { "name": "Enterprise specialization expansion", "remove": [ "moonshot" ], "add": [ "cohere" ], "assumption": "Enterprise adaptation takes priority over additional general reasoning representation.", "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "zhipu", "minimax", "nvidia", "cohere" ], "requiredFunctions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local", "code-reasoning-weights" ], "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "zhipu", "minimax", "nvidia", "cohere" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "openai", "mistral", "zhipu", "minimax", "nvidia", "cohere" ], "enterprise-specialization": [ "mistral", "nvidia", "cohere" ], "compact-local": [ "meta", "alphabet", "nvidia" ], "code-reasoning-weights": [ "deepseek", "alibaba", "openai", "mistral", "zhipu", "minimax" ] }, "allFunctionsCovered": true, "retained": 9, "jaccard": 0.8181818181818182, "conditionalEligibility": [] }, { "name": "Local and regional deployment", "remove": [ "openai", "minimax" ], "add": [ "microsoft", "naver" ], "assumption": "A different emphasis on compact/local and regional models gives another defensible set.", "selectedIds": [ "deepseek", "alibaba", "meta", "alphabet", "mistral", "moonshot", "zhipu", "nvidia", "microsoft", "naver" ], "requiredFunctions": [ "general-weights", "commercial-adaptation", "enterprise-specialization", "compact-local", "code-reasoning-weights" ], "functionCoverage": { "general-weights": [ "deepseek", "alibaba", "meta", "alphabet", "mistral", "moonshot", "zhipu", "nvidia", "microsoft", "naver" ], "commercial-adaptation": [ "deepseek", "alibaba", "meta", "alphabet", "mistral", "moonshot", "zhipu", "nvidia", "microsoft", "naver" ], "enterprise-specialization": [ "mistral", "nvidia" ], "compact-local": [ "meta", "alphabet", "nvidia", "microsoft" ], "code-reasoning-weights": [ "deepseek", "alibaba", "mistral", "moonshot", "zhipu" ] }, "allFunctionsCovered": true, "retained": 8, "jaccard": 0.6666666666666666, "conditionalEligibility": [] } ], "sensitivity": { "stableWithinDeclaredScenarios": [ "alibaba", "alphabet", "deepseek", "meta", "mistral", "zhipu" ], "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": [ "alphabet", "meta", "nvidia", "openai" ], "removed": [ "reflection-ai", "sakana-ai", "stepfun", "tencent-hy" ], "retained": [ "alibaba", "deepseek", "minimax", "mistral", "moonshot", "zhipu" ], "rawPriorIds": [ "deepseek", "alibaba-qwen", "mistral", "moonshot", "zhipu", "minimax", "sakana-ai", "reflection-ai", "stepfun", "tencent-hy" ], "priorCanonicalIds": [ "deepseek", "alibaba", "mistral", "moonshot", "zhipu", "minimax", "sakana-ai", "reflection-ai", "stepfun", "tencent-hy" ], "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; 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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. 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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. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "customers", "evidence": { "name": "Muyuan Group", "entityId": null, "detail": "Livestock producer building an intelligent swine-farming AI model with Alibaba Cloud on Qwen and Alibaba compute (feed nutrition, breeding, livestock management).", "status": "current", "evidence": "company_stated", "sourceIds": [ "alibaba:acloud-h1-2026" ], "locator": "Alibaba Cloud release 2026-06-30, Driving Impact in Healthcare and Agriculture" }, "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": "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. It discusses U.S. restrictions on NVIDIA's advanced computing chips and a September 2025 request by the Cyberspace Administration of China that Chinese technology companies halt purchases of certain chips; Alibaba Cloud says it orchestrates heterogeneous chip clusters alongside its own processors. A supplier relationship is inferred, not disclosed.", "status": "inferred", "evidence": "inference", "sourceIds": [ "alibaba:sec-20f-fy2026", "alibaba:b-june-issuer" ], "locator": "Form 20-F FY2026, Item 3.D Risk Factors — export control; June quarter 2026 results, Cloud" }, "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": "Chip component vendors (unnamed)", "entityId": null, "detail": "Alibaba attributes part of the 75% year-over-year capex increase in the June 2026 quarter to higher prices for a broad range of chip components, alongside procurement timing and more CPU capacity for AI agents.", "status": "current", "evidence": "filing", "sourceIds": [ "alibaba:b-june-issuer" ], "locator": "June quarter 2026 results, Capital Expenditures" }, "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": "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. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alibaba", "relation": "partners", "evidence": { "name": "Zhipu AI (Z.ai)", "entityId": "zhipu", "detail": "Zhipu says Alibaba was among the companies that integrated its GLM-5 model within 24 hours of release in February 2026. This is Zhipu's statement; Alibaba has not described the arrangement.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alibaba:zhipu-ar2025" ], "locator": "Zhipu 2025 Annual Report, MD&A — MaaS Platform" }, "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Anthropic", "entityId": "anthropic", "detail": "Rents TPUs and services on Google Cloud: in October 2025 Anthropic said it would use up to one million TPUs, worth tens of billions of dollars and well over 1 GW in 2026; in April 2026 it added multiple gigawatts of next-generation TPU capacity with Google and Broadcom from 2027, which its May 2026 Series H release describes as five gigawatts.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-anth-tpu", "alphabet:a-anth-bcm", "alphabet:a-anth-h" ], "locator": "Anthropic announcements Oct 23, 2025; Apr 6, 2026; May 28, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Apple", "entityId": null, "detail": "Multi-year, non-exclusive collaboration announced January 12, 2026 under which Apple's next-generation foundation models were to be based on Gemini models and Google cloud technology. Apple said in June 2026 that its shipped models contain no Gemini models and were refined using Gemini outputs (see conflicts). Financial terms not disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-apple", "alphabet:a-macrumors" ], "locator": "Joint statement, Jan 12, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Salesforce", "entityId": "salesforce", "detail": "Gemini in Agentforce is generally available. Hyperforce already has live production traffic, with wider North American general availability scheduled for November; other integrations are preview or beta.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-salesforce" ], "locator": "Press release Sep 15, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "BNP Paribas", "entityId": null, "detail": "Five-year agreement expands cloud and Gemini access. Nickel already uses Gemini for 200 advisers; integration into the bank’s 65,000-employee assistant is planned, not a verified 65,000-user Gemini deployment.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-bnp" ], "locator": "Press release Sep 24, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Citadel Securities", "entityId": null, "detail": "Named by Google as an organization using TPUs for AI workloads in the TPU 8 announcement.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-tpu8" ], "locator": "TPU 8 announcement, Apr 22, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "Advertisers and cloud customers (no individual customer ≥10% of revenue)", "entityId": null, "detail": "Alphabet states that no individual customer or group of affiliated customers represented more than 10% of revenues in 2023, 2024 or 2025.", "status": "current", "evidence": "filing", "sourceIds": [ "alphabet:a-10k" ], "locator": "Form 10-K FY2025, Item 7 / revenue concentration" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "customers", "evidence": { "name": "PepsiCo, Intel, HSBC, Bell Canada, Macy’s and SIGNAL IDUNA", "entityId": null, "detail": "Named Gemini Enterprise users in July CEO remarks; no comparable contract values disclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-q2remarks" ] }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "Broadcom", "entityId": "broadcom", "detail": "Named together with Google as the partner delivering multiple gigawatts of next-generation TPU capacity to Anthropic from 2027, consistent with Broadcom's role in TPU development. Alphabet's own filings do not name its TPU design or manufacturing partners.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-anth-bcm", "alphabet:a-anth-h" ], "locator": "Anthropic announcement Apr 6, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "Google Cloud offers GPUs alongside its own TPUs; the 10-K describes a range of accelerators including specialized GPUs, and Cloud Next 2026 materials reference Google Cloud's NVIDIA GPU portfolio.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-10k", "alphabet:a-next26" ], "locator": "10-K FY2025 Item 1 — technical infrastructure" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "NextEra Energy", "entityId": "nextera", "detail": "Agreement (October 27, 2025) under which Google enables the restart of the Duane Arnold Energy Center in Iowa, more than 600 MW of nuclear power expected online in early 2029, and pays for the plant's output.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alphabet:a-nextera" ], "locator": "Keyword post, Oct 27, 2025" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "suppliers", "evidence": { "name": "Planet Labs", "entityId": null, "detail": "Built the Project Suncatcher prototype satellite carrying TPUs, launched in October 2026 to test AI chips in orbit.", "status": "current", "evidence": "company_stated", "sourceIds": [ "alphabet:a-suncatcher" ], "locator": "Keyword post, Oct 1, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "SpaceX", "entityId": "spacex", "detail": "Alphabet held SpaceX shares valued at $80.0 billion (subject to short-term sale restrictions) plus $14.1 billion (restricted through Q3 2027) at June 30, 2026, after SpaceX's 2026 listing; SpaceX also launched Google's Suncatcher prototype on its Transporter-18 rideshare. SpaceX now owns xAI and competes with Google in AI.", "status": "current", "evidence": "filing", "sourceIds": [ "alphabet:a-10q", "alphabet:a-suncatcher" ], "locator": "Form 10-Q Q2 2026 — marketable and non-marketable equity securities" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "Anthropic (equity investment)", "entityId": "anthropic", "detail": "Google has been a minority investor in Anthropic since 2023 (press-reported commitments of up to $2 billion in 2023 and $1 billion more in 2025). Alphabet's filings do not name the holding or its size; a stake of roughly 14% is press-reported and unverified here.", "status": "current", "evidence": "reported", "sourceIds": [ "alphabet:a-wiki-anthropic" ], "locator": "Funding history" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "Blackstone", "entityId": null, "detail": "Joint venture announced May 19, 2026 to create a new TPU cloud: Blackstone makes an initial $5 billion equity commitment to bring about 500 MW online in 2027, with Google supplying TPUs, software and support.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "alphabet:a-blackstone" ], "locator": "Keyword post, May 19, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "alphabet", "relation": "partners", "evidence": { "name": "Wiz (acquired)", "entityId": null, "detail": "Cloud-security company acquired for $32 billion; the deal closed March 11, 2026 and Wiz keeps its brand inside Google Cloud.", "status": "current", "evidence": "filing", "sourceIds": [ "alphabet:a-10k", "alphabet:a-wiz" ], "locator": "10-K FY2025 Note on acquisitions; press release Mar 11, 2026" }, "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Royal Bank of Canada", "entityId": null, "detail": "Named by Cohere among organizations deploying North in its general-availability announcement. Current account spend and contract terms are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:blog-north-ga" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Dell Technologies", "entityId": "dell", "detail": "Named by Cohere among organizations deploying North in its general-availability announcement. Current account spend and contract terms are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:blog-north-ga" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. 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Current account spend and contract terms are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:blog-north-ga" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Bell Canada", "entityId": null, "detail": "Named by Cohere among organizations deploying North in its general-availability announcement. Current account spend and contract terms are undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:blog-north-ga" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "LG CNS", "entityId": null, "detail": "North 2 describes internal use and distribution to Korean enterprises.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:north-2" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "CoreWeave", "entityId": "coreweave", "detail": "Published support deployment uses North with Slack and Jira on private infrastructure; the company describes reaching production in 90 days.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:coreweave-story" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Oracle", "entityId": "oracle", "detail": "Current customer-story index identifies more than 100 application use cases. That count is neither distinct paying enterprises nor disclosed annual revenue.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:cohere-customer-stories" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "Draftwise, BambooHR and Atomicwork", "entityId": null, "detail": "Named current customer stories establish search and workflow use; individual spending is undisclosed.", "status": "current", "evidence": "company_stated", "sourceIds": [ "cohere:cohere-customer-stories" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "customers", "evidence": { "name": "AMD", "entityId": "amd", "detail": "AMD announced planned integration of North into internal and engineering workloads. The announcement does not quantify completed seat deployment.", "status": "announced", "evidence": "company_stated", "sourceIds": [ "cohere:amd-ir" ] }, "packetSha256": "8156cb2d789272652461f731cf59d865e76fa5eb19196b2a9bb448eae7ced357", "selectionUse": "Role and delivery context only. Reciprocal supplier/customer descriptions are the same relationship, not independent measured activity." }, { "entityId": "cohere", "relation": "suppliers", "evidence": { "name": "NVIDIA", "entityId": "nvidia", "detail": "North 2 documentation identifies training and inference on Hopper and Blackwell. 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reconciliation does not renew its access date." } ], "deepseek:s-korrun-0716": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "s-korrun-0716", "url": "https://static.cninfo.com.cn/finalpage/2026-07-16/1225427973.PDF", "accessedDate": "2026-10-20", "locator": "Registered capital; Liang Wenfeng; Announcement 2026-051, section 2(2), item 4 (法定代表人)", "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." } ], "deepseek:s-caixin-0717": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "s-caixin-0717", "url": "https://www.caixinglobal.com/2026-07-17/deepseek-reaches-52-billion-valuation-in-round-backed-by-tencent-catl-102465358.html", "accessedDate": "2026-10-20", "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." } ], "deepseek:s-ds-news-v41": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "s-ds-news-v41", "url": "https://api-docs.deepseek.com/news/news260910", "accessedDate": "2026-10-20", "locator": "DeepSeek V4.1 Flash 1017", "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." } ], "deepseek:s-chinatalk-1127": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "s-chinatalk-1127", "url": "https://www.chinatalk.media/p/deepseek-ceo-interview-with-chinas", "accessedDate": "2026-10-21", "locator": "Liang Wenfeng", "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." } ], "deepseek:ds-flash1017": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "ds-flash1017", "url": "https://api-docs.deepseek.com/news/news261017/", "accessedDate": "2026-10-20", "locator": "summary; DeepSeek V4.1 Flash 1017; DeepSeek Harness and Search/Fetch APIs", "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." } ], "deepseek:ds-flash1017-card": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "ds-flash1017-card", "url": "https://huggingface.co/deepseek-ai/DeepSeek-V4.1-Flash-1017", "accessedDate": "2026-10-20", "locator": "summary; DeepSeek V4.1 Flash 1017", "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." } ], "deepseek:ds-deepinfer": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "ds-deepinfer", "url": "https://github.com/deepseek-ai/deepinfer", "accessedDate": "2026-10-21", "locator": "summary; DeepInfer", "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." } ], "deepseek:ds-deepinfer-qa": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "ds-deepinfer-qa", "url": "https://github.com/deepseek-ai/DeepInfer/blob/main/doc/inference_deployment_qa.md", "accessedDate": "2026-10-21", "locator": "DeepInfer; Introductory deployment paragraph; not audited billable output-only volume", "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." } ], "deepseek:ds-dsec": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "ds-dsec", "url": "https://arxiv.org/abs/2609.22978", "accessedDate": "2026-10-21", "locator": "DeepSeek Elastic Compute", "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." } ], "deepseek:ds-round-oct": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "ds-round-oct", "url": "https://www.investing.com/news/economy-news/deepseek-set-to-net-over-12-billion-in-new-fundraising-source-says-4933887", "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." } ], "deepseek:vercel-sep26": [ { "reviewFile": "models/reviews/deepseek.json", "check": { "sourceId": "vercel-sep26", "url": "https://vercel.com/blog/ai-gateway-production-index-october-2026", "accessedDate": "2026-10-21", "locator": "summary; Includes serving by third parties; input, output, reasoning and cache tokens; Not actual DeepSeek revenue", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-q2-issuer": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-q2-issuer", "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/", "accessedDate": "2026-10-21", "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release; Meta Newsroom, Jul 24, 2026; Q2 2026 earnings release; Revenue table; Advertising revenue; Family daily active people; 30,116 purchases of property and equipment + 962 finance-lease principal; 31,862 operating cash flow minus 31,078 capital expenditures; Capital expenditure guidance", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-lead-current": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-lead-current", "url": "https://investor.atmeta.com/leadership-and-governance/?section=contact", "accessedDate": "2026-10-21", "locator": "Leadership page; 10-K FY2025 Item 1A (control by CEO); Form 8-K filed Jan 16, 2026, Item 5.02; Leadership page; Leadership page; DEF 14A 2026 executive officers; Leadership page — board; John Arnold; John Elkann; Andrew W. Houston; Nancy Killefer; Charlie Songhurst; Dana White; Tony Xu", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-wonder": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-wonder", "url": "https://research.meta.ai/blog/muse-wonder", "accessedDate": "2026-10-21", "locator": "October 12, 2026 release body: model availability, Muse Code access and later consumer rollout", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-wonder-launch": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-wonder-launch", "url": "https://about.fb.com/news/2026/10/introducing-muse-wonder-models/", "accessedDate": "2026-10-21", "locator": "October 12, 2026 release body: model availability, Muse Code access and later consumer rollout", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-small-business": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-small-business", "url": "https://about.fb.com/news/2026/09/introducing-muse-small-business/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Sep 28, 2026; Muse small-business workflows", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-wang-current": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-wang-current", "url": "https://www.axios.com/2026/10/12/meta-new-ai-models-anthropic-openai", "accessedDate": "2026-10-21", "locator": "10-K FY2025 Note — non-marketable equity investments (Scale AI)", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-10k": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-10k", "url": "https://www.sec.gov/Archives/edgar/data/1326801/000162828026003942/meta-20251231.htm", "accessedDate": "2026-10-02", "locator": "10-K FY2025 Item 1 — AI; Q2 2026 earnings release; Leadership page; 10-K FY2025 Item 1A (control by CEO)", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-glimmer": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-glimmer", "url": "https://research.meta.ai/blog/introducing-muse-glimmer-open-agentic-model", "accessedDate": "2026-10-21", "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release; 10-K FY2025 Item 1 — AI", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-muse-agent": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-muse-agent", "url": "https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Sep 8, 2026; Meta Newsroom, Jul 24, 2026; Leadership page — board", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-enterprise": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-enterprise", "url": "https://about.fb.com/news/2026/09/launching-meta-enterprise-platform/", "accessedDate": "2026-10-21", "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release; Meta Newsroom, Sep 28, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-nvidia": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-nvidia", "url": "https://about.fb.com/news/2026/02/meta-nvidia-announce-long-term-infrastructure-partnership/", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-amd": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-amd", "url": "https://about.fb.com/news/2026/02/meta-amd-partner-longterm-ai-infrastructure-agreement/", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-aws": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-aws", "url": "https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Mar 24 and Apr 24, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-nuclear": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-nuclear", "url": "https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/", "accessedDate": "2026-10-21", "locator": "Vistra, TerraPower and Oklo; excludes separate earlier Clinton agreement; Meta Newsroom, Jan 9, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-connect": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-connect", "url": "https://about.fb.com/news/2026/09/the-biggest-news-from-connect-2026/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Connect 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-mtia": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-mtia", "url": "https://about.fb.com/news/2026/03/expanding-metas-custom-silicon-to-power-our-ai-workloads/", "accessedDate": "2026-10-21", "locator": "Meta Newsroom, Mar 11 and Apr 14, 2026", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-elpaso": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-elpaso", "url": "https://about.fb.com/news/2026/07/meta-announces-new-venture-with-blackrock-to-develop-data-center-in-el-paso/", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-coreweave-expansion": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-coreweave-expansion", "url": "https://www.coreweave.com/news/coreweave-and-meta-announce-21-billion-expanded-ai-infrastructure-agreement", "accessedDate": "2026-10-21", "locator": "Opening and dedicated-capacity paragraphs, lines 14–15", "economicPeriod": "April 9, 2026 agreement through December 2032", "support": "Expanded approximately USD21bn agreement; future distributed deployments; no recognized-revenue or commissioned-MW claim.", "outcome": "read", "capture": "models/evidence/meta-coreweave-editorial.json" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "meta:m-nbis-20f": [ { "reviewFile": "models/reviews/meta.json", "check": { "sourceId": "m-nbis-20f", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm", "reviewedDate": "2026-10-21", "originalAccessedDate": "2026-10-03", "locator": "Full annual text, lines1850–1856, printed pages75–76", "economicPeriod": "November2025 and March2026 agreements", "support": "Prior2.9bn agreement delivered in two tranches;12bn dedicated plusup-to15bn unsold-capacity backstop;H12027 dedicated deployment timetable.", "outcome": "local_source_read", "capture": "infrastructure/evidence/nebius-annual.txt" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-fy25-results": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-fy25-results", "url": "https://file.cdn.minimax.io/public/ba6ecddc-7a0f-434a-b340-96576f676b3c.pdf", "accessedDate": "2026-10-20", "locator": "summary; Annual results p1; 79.038 + 116.573 - 30.429; total company, not API-only; Annual results p5; Annual results p3; not current monthly paid volume; Annual results p3; not current annual demand", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-h1-news": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-h1-news", "url": "https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160", "accessedDate": "2026-10-20", "locator": "summary; MiniMax H3 / Hailuo; Interim consolidated income statement; 79.038 + 116.573 - 30.429; total company, not API-only; Open platform and other enterprise services revenue; Gross margin; Net loss; Adjusted net loss; R&D expense; Interim consolidated balance sheet; distinct from broader cash balance of 1,322.8 million", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-ir-mgmt": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-ir-mgmt", "url": "https://ir.minimax.io/corporate-information/management", "accessedDate": "2026-10-20", "locator": "Yan Junjie; Yun Yeyi; Zhao Pengyu; Zhou Yucong", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-ir-board": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-ir-board", "url": "https://ir.minimax.io/corporate-information/board-of-directors", "accessedDate": "2026-10-20", "locator": "Liu Wei; Huang Guobin", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-about": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-about", "url": "https://www.minimax.io/about", "accessedDate": "2026-10-20", "locator": "summary; Speech 2.8 / MiniMax Audio; MiniMax Code, Design and Talkie", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-hkex-allot": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-hkex-allot", "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0108/2026010801342.pdf", "accessedDate": "2026-10-20", "locator": "Liu Wei; Huang Guobin", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-hf-m3": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-hf-m3", "url": "https://huggingface.co/MiniMaxAI/MiniMax-M3", "accessedDate": "2026-10-20", "locator": "summary; MiniMax M3 and M3.1 Flash", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-m31flash": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-m31flash", "url": "https://www.minimax.io/blog/minimax-m31f", "accessedDate": "2026-10-20", "locator": "summary; MiniMax M3 and M3.1 Flash", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-h3": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-h3", "url": "https://www.minimax.io/blog/minimax-h3", "accessedDate": "2026-10-20", "locator": "MiniMax H3 / Hailuo", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-speech28": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-speech28", "url": "https://www.minimax.io/news/minimax-speech-28", "accessedDate": "2026-10-20", "locator": "Speech 2.8 / MiniMax Audio", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-music3": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-music3", "url": "https://www.minimax.io/blog/minimax-music-3-0-next-generation-open-weights-production-ready-versatile-music-model", "accessedDate": "2026-10-20", "locator": "Music 3.0", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-m3-license": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-m3-license", "url": "https://huggingface.co/MiniMaxAI/MiniMax-M3/blob/main/LICENSE", "accessedDate": "2026-10-20", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "minimax:mm-humanx": [ { "reviewFile": "models/reviews/minimax.json", "check": { "sourceId": "mm-humanx", "url": "https://www.minimax.io/news/minimax-at-humanx-2026", "accessedDate": "2026-10-20", "locator": "Linda Sheng", "economicPeriod": "As dated in source; undated pages observed 2026-10-20", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "mistral:mi-about": [ { "reviewFile": "models/reviews/mistral.json", "check": { "sourceId": "mi-about", "url": "https://mistral.ai/about", "accessedDate": "2026-10-20", "locator": "summary; Regional endpoints and Vibe; Arthur Mensch; Guillaume Lample; Timothée Lacroix", "economicPeriod": "As dated in source; 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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." } ], "reflection-ai:rf-beam-release": [ { "reviewFile": "models/reviews/reflection-ai.json", "check": { "sourceId": "rf-beam-release", "url": "https://reflection.ai/blog/beam-is-available", "accessedDate": "2026-10-20", "locator": "summary; Beam; Reflection API; Mirror CLI; Public-release date", "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." } ], "reflection-ai:rf-beam-intro": [ { "reviewFile": "models/reviews/reflection-ai.json", "check": { "sourceId": "rf-beam-intro", "url": "https://reflection.ai/blog/introducing-beam", "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." } ], "reflection-ai:rf-lightspeed": [ { "reviewFile": "models/reviews/reflection-ai.json", "check": { "sourceId": "rf-lightspeed", "url": "https://lsvp.com/company/reflection/", "accessedDate": "2026-10-20", "locator": "Misha Laskin; Ioannis Antonoglou", "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." } ], "reflection-ai:rf-founders-oct": [ { "reviewFile": "models/reviews/reflection-ai.json", "check": { "sourceId": "rf-founders-oct", "url": "https://sources.news/p/reflection-founders-open-weight-beam-release", "accessedDate": "2026-10-20", "locator": "Misha Laskin; Ioannis Antonoglou", "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." } ], "sakana-ai:sk-company": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-company", "url": "https://sakana.ai/company-info/", "accessedDate": "2026-10-20", "locator": "summary; David Ha; Llion Jones; Ai Fujiki; Jürgen Schmidhuber; Ren Ito", "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." } ], "sakana-ai:sk-series-b": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-series-b", "url": "https://sakana.ai/series-b/", "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." } ], "sakana-ai:sk-namazu": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-namazu", "url": "https://sakana.ai/namazu-api/", "accessedDate": "2026-10-20", "locator": "summary; Sakana Namazu", "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." } ], "sakana-ai:sk-fugu-max": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-fugu-max", "url": "https://sakana.ai/fugu-max-release/", "accessedDate": "2026-10-20", "locator": "summary; Fugu Max / Ultra v2; Fugu Max launch pricing", "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." } ], "sakana-ai:sk-marlin": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-marlin", "url": "https://sakana.ai/marlin-release/", "accessedDate": "2026-10-20", "locator": "summary; Sakana Marlin; Marlin beta participants", "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." } ], "sakana-ai:sk-mufg": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-mufg", "url": "https://sakana.ai/mufg-ai-lending/", "accessedDate": "2026-10-20", "locator": "Enterprise agents", "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." } ], "sakana-ai:sk-smbc": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-smbc", "url": "https://sakana.ai/smbc-proposal-ai/", "accessedDate": "2026-10-20", "locator": "Enterprise agents", "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." } ], "sakana-ai:sk-aillis": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-aillis", "url": "https://sakana.ai/namazu-aillis/", "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." } ], "sakana-ai:sk-myfish": [ { "reviewFile": "models/reviews/sakana-ai.json", "check": { "sourceId": "sk-myfish", "url": "https://sakana.ai/my-fish/", "accessedDate": "2026-10-20", "locator": "Sakana Chat", "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." } ], "stepfun:sf-atr": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-atr", "url": "https://www.asiatechreview.com/p/infrastructure-specialist-stepfun", "accessedDate": "2026-10-21", "locator": "summary; Embedded AI for devices; Reported embedded smartphone reach; Jiang Daxin; Yin Qi", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "stepfun:sf-hf-37": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-hf-37", "url": "https://huggingface.co/stepfun-ai/Step-3.7-Flash", "accessedDate": "2026-10-21", "locator": "summary; Step 3.7 Flash", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "stepfun:sf-step5-card": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-step5-card", "url": "https://huggingface.co/stepfun-ai/Step-5-Preview", "accessedDate": "2026-10-21", "locator": "summary; Step 5 Preview; Step 5 model parameters", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "stepfun:sf-step5-license": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-step5-license", "url": "https://huggingface.co/stepfun-ai/Step-5-Preview/blob/main/LICENSE.txt", "accessedDate": "2026-10-21", "locator": "summary", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "stepfun:sf-may-kr": [ { "reviewFile": "models/reviews/stepfun.json", "check": { "sourceId": "sf-may-kr", "url": "https://kr-asia.com/stepfun-nears-usd-2-5-billion-pre-ipo-round-as-industrial-investors-join", "accessedDate": "2026-10-21", "locator": "summary; Embedded AI for devices; Jiang Daxin", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-q2": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-q2", "url": "https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf", "accessedDate": "2026-10-21", "locator": "summary; Hy3; Q2 results management commentary; not current global model share; Not Hy-specific compute or revenue; 75.6 billion reported non-IFRS operating profit minus 86.1 billion excluding new AI products = negative 10.5 billion. This difference covers multiple new AI products and is not a Hy standalone loss.; Ma Huateng (Pony Ma)", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-hy4-release": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-hy4-release", "url": "https://www.tencent.com/tencent-releases-and-open-sources-tencent-hy4-preview/", "accessedDate": "2026-10-21", "locator": "summary; Hy4 preview; Hy4 preview parameters", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-hy4-license": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-hy4-license", "url": "https://huggingface.co/tencent/Hy4-preview/blob/main/LICENSE", "accessedDate": "2026-10-21", "locator": "summary; Hy4 preview", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-ai-leadership": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-ai-leadership", "url": "https://www.tencent.com/zh-cn/tencent-cloud-debuts-productivity-agent-suite-creating-a-new-gateway-to-ai-for-users-and-enterprises/", "accessedDate": "2026-10-21", "locator": "Yao Shunyu; Dowson Tong", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-memory": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-memory", "url": "https://github.com/Tencent-Hunyuan/Hy-Memory/blob/main/README.md", "accessedDate": "2026-10-21", "locator": "summary; Hy Memory 2.0 and MemHub", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-gh-org": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-gh-org", "url": "https://github.com/Tencent-Hunyuan", "accessedDate": "2026-10-21", "locator": "summary; Hy3; Hunyuan visual models", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "tencent-hy:th-hf-org": [ { "reviewFile": "models/reviews/tencent-hy.json", "check": { "sourceId": "th-hf-org", "url": "https://huggingface.co/tencent", "accessedDate": "2026-10-21", "locator": "Inspected release body supporting the cited relationship or disclosure", "economicPeriod": "As dated in source; undated pages observed 2026-10-21", "support": "Directly read supporting body; no login/paywall content used.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-home": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-home", "url": "https://thinkingmachines.ai/", "accessedDate": "2026-10-20", "locator": "Product navigation and mission", "economicPeriod": "Current website", "support": "Inkling, Tinker and interaction research remain current offerings/research.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-news": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-news", "url": "https://thinkingmachines.ai/news/", "accessedDate": "2026-10-20", "locator": "News index", "economicPeriod": "October 2026", "support": "Latest Tinker update identified.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-nvidia": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-nvidia", "url": "https://thinkingmachines.ai/news/nvidia-partnership/", "accessedDate": "2026-10-20", "locator": "Partnership announcement", "economicPeriod": "2026-03-10", "support": "At least 1 GW, early-2027 target, unspecified strategic investment.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-inkling": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-inkling", "url": "https://thinkingmachines.ai/news/introducing-inkling/", "accessedDate": "2026-10-20", "locator": "Architecture and availability", "economicPeriod": "2026-07-15", "support": "Model specifications and named API partners.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-inkling-small": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-inkling-small", "url": "https://thinkingmachines.ai/news/inkling-small/", "accessedDate": "2026-10-20", "locator": "Release and architecture", "economicPeriod": "2026-07-30", "support": "276B total / 12B active parameters.", "outcome": "read" }, "scope": "Existing recorded source inspection; 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; reconciliation does not renew its access date." } ], "thinking-machines:tm-year-tinker": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-year-tinker", "url": "https://thinkingmachines.ai/news/one-year-of-tinker/", "accessedDate": "2026-10-20", "locator": "Capabilities, beta features and deployments", "economicPeriod": "2026-10-15", "support": "More than 20 additions, full fine-tuning/inference beta, new case studies.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-cto": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-cto", "url": "https://techcrunch.com/2026/01/14/mira-muratis-startup-thinking-machines-lab-is-losing-two-of-its-co-founders-to-openai/", "accessedDate": "2026-10-20", "locator": "Murati announcement and departures", "economicPeriod": "2026-01-14", "support": "Chintala CTO appointment.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "thinking-machines:tm-interaction": [ { "reviewFile": "models/reviews/thinking-machines.json", "check": { "sourceId": "tm-interaction", "url": "https://thinkingmachines.ai/blog/interaction-models/", "accessedDate": "2026-10-20", "locator": "Research preview and architecture", "economicPeriod": "2026-05-11", "support": "Real-time multimodal interaction; not established commercial availability.", "outcome": "read" }, "scope": "Existing recorded source inspection; reconciliation does not renew its access date." } ], "zhipu:zhipu-interim-2026": [ { "reviewFile": "models/reviews/zhipu.json", "check": { "sourceId": "zhipu-interim-2026", "url": "https://ea-cdn.eurolandir.com/press-releases-attachments./4174939/HKEX-EPS_20260831_12308928_0.PDF", "accessedDate": "2026-10-20", "locator": "summary; MaaS platform and GLM Coding Plan; Enterprise models and agents; Interim announcement p1; 724.334 + 953.892 - 190.877; Interim announcement p2; Open platform and API revenue share; Net loss; R&D expense; GLM platform users; Domestic-chip inference deployment; 2025 Annual Report, Directors and Senior Management — Executive Director", "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." } ], "zhipu:zhipu-ar2025": [ { "reviewFile": "models/reviews/zhipu.json", "check": { "sourceId": "zhipu-ar2025", "url": "https://ea-cdn.eurolandir.com/press-releases-attachments./4019187/HKEX-EPS_20260419_12111159_0.PDF", "accessedDate": "2026-10-20", "locator": "summary; Annual report p13; 724.334 + 953.892 - 190.877; 2025 Annual Report, Directors and Senior Management — Board Members and Senior Management; 2025 Annual Report, Directors and Senior Management — Other Personnel; Report of the Directors, substantial shareholders; 2025 Annual Report, Directors and Senior Management — Senior Management; 2025 Annual Report, Directors and Senior Management — Executive Director; 2025 Annual Report, Directors and Senior Management — Executive Director; Allotment Results, lock-up undertakings; 2025 Annual Report, Directors and Senior Management — Non-executive Director; 2025 Annual Report, Directors and Senior Management — Non-executive Director; Report of the Directors, substantial shareholders; 2025 Annual Report, Directors and Senior Management — Independent Non-executive Directors; Corporate Information", "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; 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