Directory

Companies

Companies covered by the desk — public and private. No investment recommendations or invented market data.

Alibaba Group

BABA · NYSE

Chinese e-commerce and cloud conglomerate whose Qwen team publishes one of the most actively updated open-weight model families.

Microsoft

MSFT · NASDAQ

Cloud and AI platform provider now also building its own MAI family of models in-house, alongside its investment in and use of OpenAI's models.

NVIDIA

NVDA · NASDAQ

GPU maker and the dominant supplier of AI training and inference hardware, also publishing its own Nemotron family of open-weight models.