Companies
Companies covered by the desk — public and private. No investment recommendations or invented market data.
Alibaba Group
BABA · NYSEChinese e-commerce and cloud conglomerate whose Qwen team publishes one of the most actively updated open-weight model families.
Microsoft
MSFT · NASDAQCloud 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 · NASDAQGPU maker and the dominant supplier of AI training and inference hardware, also publishing its own Nemotron family of open-weight models.
