AI | Research
Open Weight Models Reach Half of Tokens, 13% of Spend in Unexpected Shift
Open weight models now account for roughly half of all AI inference tokens served in 2026, data shows, rewriting lab economics and China's model lead.
Murtuza Merchant
Guest ContributorMurtuza specializes in blockchain and digital asset intelligence. He builds AI-assisted analytical systems that turn on-chain, derivatives, ETF-flow, macro, and regulatory signals into structured, machine-readable intelligence. Trading desks, data-licensing clients, institutions and policymakers use these outputs to make decisions.
Articles by Murtuza Merchant (5)
AI | Research
Agentic RL Breakthrough Turns Checkable Tasks Into Rewards
Frontier labs now train models on outcomes, not text. Here's how agentic RL became the core method behind 2026's biggest model releases, and its real limit…
AI | Research
Inside The $775B Capex Sprint That Is Outrunning The Power Grid
Hyperscalers will spend $775-800B on AI infrastructure in 2026. Fathom examines why grid capacity, not chips, is now the real constraint.
Research | AI
Nvidia’s Hugging Face Acquisition Exposes a Hidden Control Gap in Open Source AI
Nvidia's reported $12.9B Hugging Face acquisition arrives weeks after a breach, raising real questions about who controls open source AI infrastructure.
AI | Research
Anthropic’s Custom Chip Gambit Reshapes the AI Compute War
Anthropic Custom Chip plans include early talks with Samsung, while Microsoft chip talks could reduce costly Nvidia dependence at scale.