Data Points: NemoClaw enterprise stack, GPT-5.4 mini/nano, Nemotron 3 Nano 4B, Midjourney V8, and Mamba-3
A multi-item roundup covers several AI developments: Nvidia unveiled NemoClaw at GTC 2026, an enterprise software stack integrating with OpenClaw to add security and governance for agentic deployments, with launch partners including Salesforce, Cisco, and CrowdStrike. OpenAI released GPT-5.4 mini and nano, smaller variants optimized for speed with benchmark results on SWE-Bench Pro and OSWorld-Verified, priced at $0.75 and $0.20 per million input tokens respectively. Nvidia also released Nemotron 3 Nano 4B, a hybrid Mamba-Transformer 4B parameter on-device model. Additional items cover Midjourney V8 alpha (5x faster, diffusion-only) and Mamba-3, a 1.5B state space model from CMU and Together.AI with improved accuracy over Mamba-2.
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Data Points: China Blocks Meta-Manus Deal; Microsoft-OpenAI Restructure; Nvidia Nemotron Omni; Grok 4.3; OpenAI AGI Principles; IBM Granite 4.1
A roundup of major AI developments: Chinese regulators blocked Meta's acquisition of Singapore-based agent startup Manus on security grounds; Microsoft and OpenAI restructured their partnership, with OpenAI gaining freedom to sell on rival clouds while Microsoft loses its AGI-access clause; Nvidia released Nemotron 3 Nano Omni, a 30B MoE omnimodal open-weights model for local agent deployment; xAI shipped Grok 4.3 with a 1M-token context window at reduced pricing; OpenAI published AGI operating principles; and IBM released Granite 4.1 across language, vision, speech, embedding, and safety modalities.
Data Points: Nvidia Ising Models for Quantum Computing, Meta Muse Spark, GitHub Rubber Duck, Anthropic Claude Managed Agents, GPT-5.4-Cyber
Nvidia released Ising, a family of open AI models targeting quantum processor calibration and error correction, achieving 2.5x faster and 3x more accurate decoding than pyMatching, with adoption by Fermilab, Harvard, and others. Meta announced Muse Spark, a small multimodal model powering a new AI assistant series for its apps and glasses. GitHub introduced Rubber Duck, a cross-model review feature pairing Claude with GPT-5.4 for two-pass coding agent validation. Anthropic launched Claude Managed Agents, a managed infrastructure platform for enterprise autonomous AI deployment, while OpenAI expanded its Trusted Access for Cyber program with GPT-5.4-Cyber, a fine-tuned defensive cybersecurity model.
The Batch Issue 346: Nvidia Nemotron Super 120B, OpenAI-Amazon Deal, Regulatory Commentary
The Batch's weekly digest covers Nvidia's release of Nemotron 3 Super 120B-A12B, an open-weights hybrid mamba-2/transformer/MoE model with 1M token context trained on 25 trillion tokens, positioned as a speed leader in its size class for agentic applications. The issue also touches on OpenAI's Amazon deal and Grok video pricing cuts. Editor Andrew Ng's letter addresses the White House's proposed federal AI preemption framework and critiques what he characterizes as coordinated anti-AI messaging campaigns. Multiple significant industry developments are bundled in a single newsletter digest.
Nvidia Nemotron 3 Ultra: hybrid Mamba-transformer open-weights model targeting agentic workloads
Nvidia released Nemotron 3 Ultra, a 550B parameter (55B active) hybrid Mamba-transformer mixture-of-experts model with a 1M token context window, publishing weights, training data, and RL environments under an open license. The model ranks as the highest-scoring U.S. open-weights model on the Artificial Analysis Intelligence Index (47.7-48.2) and is approximately three times faster than comparable open-weights rivals, though it trails leading Chinese models like Kimi K2.6 and DeepSeek V4 Pro on intelligence benchmarks. Nvidia used a novel Multi-Teacher On-Policy Distillation approach with 10+ specialized teacher models and trained using NVFP4 quantization. The release is strategically motivated by Nvidia's interest in a healthy open-weights ecosystem that drives AI semiconductor adoption.
Data Points: Perplexity Computer expands, Google Aletheia math agent, DeepSeek chip strategy, Nvidia retrieval pipeline, Stargate cancellation
The Batch's weekly data points roundup covers five significant AI developments: Perplexity expanded its Computer agentic platform to desktop, mobile, and enterprise with new APIs and financial data tools; Google released Aletheia, a Gemini-based math research agent achieving 95.1% on IMO-Proof Bench Advanced (up from 65.7%); DeepSeek withheld pre-release access to its V4 model from Nvidia and AMD while giving domestic Chinese chipmakers early access; Nvidia's NeMo Retriever topped the ViDoRe v3 leaderboard using a ReACT-based agentic retrieval loop; and OpenAI and Oracle cancelled plans to expand the Abilene Stargate campus from 1.2 GW to 2.0 GW due to financing and reliability issues.
Data Points: Qwen3.7-Max, OpenAI Math Proof, Gated DeltaNet-2, Trump AI Order, Microsoft Fara1.5
This edition of The Batch covers five significant AI developments: Alibaba's Qwen3.7-Max reasoning model with 1M token context and agentic capabilities ranking fifth on the Artificial Analysis Intelligence Index; an OpenAI reasoning model resolving the 80-year-old Erdős planar unit distance problem; Nvidia's Gated DeltaNet-2 outperforming Mamba-3 and other linear attention architectures; Trump pulling back a proposed AI regulation executive order; and Microsoft Research's Fara1.5 computer-use agent family beating OpenAI Operator and Google Gemini on the Online-Mind2Web benchmark.
Nvidia releases Nemotron 3 Super 120B-A12B open-weights model with hybrid Mamba-2/MoE architecture
Nvidia released Nemotron 3 Super 120B-A12B, an open-weights LLM with a hybrid Mamba-2/transformer/MoE architecture that activates only 12B parameters per token and supports up to 1 million token context. The model claims the fastest inference speed in its size class at 442 tokens/second and leads open-weights models on PinchBench agentic task evaluation, outperforming larger models including Kimi K2.5 (1T parameters). Nvidia is releasing weights, training data, and recipes under a permissive commercial license, and plans a $26B five-year investment in open-weights models — framed partly as a strategic response to Chinese labs building capable open-weights models on non-Nvidia hardware.
Data Points: GPT-5.4 Pro, Luma Uni-1, Phi-4-reasoning-vision-15B, Yuan 3.0 Ultra, OpenAI hardware chief resignation
The Batch's weekly roundup covers several significant AI developments: OpenAI released GPT-5.4 and GPT-5.4 Pro with computer-use agent capabilities, 1M token context, and strong benchmark gains on GDPval and OSWorld-Verified; Luma AI released Uni-1, a unified autoregressive model for visual understanding and generation; Microsoft released Phi-4-reasoning-vision-15B, an open-weights multimodal model trained on 200B tokens; Yuan Lab AI released Yuan 3.0 Ultra, a 1T-parameter MoE model with SOTA on document retrieval benchmarks. Additionally, OpenAI hardware chief Caitlin Kalinowski resigned over the company's Pentagon deal, citing concerns about surveillance and autonomous weapons governance.