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L6 · Foundation Models

Foundation Models — Companies & Commitments

The labs that train the frontier and open-weights models everyone else builds on. Companies are grouped by what they build, each with the latest verified signal from the engine. Methodology →

Frontier Labs

4
CompanyCommitmentLatest signal
AnthropicFrontier models (Claude)Amazon announced a $5 billion infrastructure commitment to Anthropic in April 2026, framed as hyperscaler support ahead of upcoming milestones.
Google DeepMindFrontier models (Gemini)Broadcom is Google's primary custom-silicon partner for TPU, with CEO Hock Tan disclosing multi-billion-dollar AI customer revenue (signal dated February 15, 2026).
OpenAIFrontier models (GPT)OpenAI plans the biggest ChatGPT overhaul since launch, reframing it as a 'superapp' ahead of a potential IPO, per Financial Times June 7, 2026.
xAIFrontier models (Grok)xAI reportedly raised large funding specifically to fund Colossus compute scale-out (~March 2026).

Open-Weights & Regional Labs

7
CompanyCommitmentLatest signal
Alibaba (Qwen)BABAQwen open-weight modelsCerebras launched Alibaba's Qwen3-235B model on its inference service at roughly 1,500 tokens per second on July 8, 2025.
AI21 LabsEnterprise LLMs (Jamba)AI21 Labs' Jamba 1.5 family became natively available on the Databricks Mosaic AI Model Serving catalog on October 9, 2024.
CohereEnterprise LLMsKlover.ai published a June 3, 2026 'Cohere's Path Toward Profit' analysis, parallel to the Mistral one.
DeepSeekOpen-weight frontier models—
Mistral AIOpen-weight & frontier modelsLet's Data Science published June 7, 2026 'Mistral AI Offers Open-Source Alternatives to ChatGPT,' implying current Mistral commercial strategy still centers on open models.
Moonshot AI (Kimi)Kimi long-context models—
Stability AIOpen generative models—

Robotics Foundation Models

2
CompanyCommitmentLatest signal
Physical IntelligenceRobotics foundation modelsOpen AI-ASIC roles include Senior Physical Design Engineer for RDU (posted 2026-03-09).
Skild AIRobotics foundation models—

Other companies in this layer

4
CompanyCommitmentLatest signal
1X Technologies——
ApptronikHumanoid robot Vision-Language-Action (VLA) foundation model (π / GR00T / generalist robotics policy)—
Figure AIHumanoid robot Vision-Language-Action (VLA) foundation model (π / GR00T / generalist robotics policy)—
Unitree RoboticsHumanoid robot Vision-Language-Action (VLA) foundation model (π / GR00T / generalist robotics policy)—

How this page is built

The roster is sourced from the engine's canonical company registry (primary_layer = L6, V15.1 taxonomy) and grouped by product sub-segment. The “latest signal” is the most relevant verified fact for each company from the layer's topics — sourced, English, and machine-verified. This is a landscape of who builds what, not a subjective ranking. For the full roster and an activity index, see /indices.

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