← Frontier Inference Margins · all research reports
Research reports
The full, unedited research artifacts behind Frontier Inference Margins: one GPT-5.6 Pro deep dive per provider, hardware sweeps, and the X-post hunts. Bulky by design — they carry the citations.
- Anthropic — GPT-5.6 Pro independent consult — The original 54-minute Pro research run behind report §6: Opus 92–94% / Sonnet 94–96% at strategic rates.
- OpenAI — GPT-5.6 Pro deep dive — GPT-5.6 family serving economics: Azure/OCI/CoreWeave fleet, pricing, margin verdict with confidence interval.
- Google (Gemini) — GPT-5.6 Pro deep dive — TPU vertical integration, Ironwood internal TCO, Gemini pricing, margin verdict with confidence interval.
- DeepSeek — GPT-5.6 Pro deep dive — V4/V4 Pro economics, post-disclosure margin evidence, China fleet reality, margin verdict with confidence interval.
- Zhipu / Z.ai (GLM) — GPT-5.6 Pro deep dive — GLM-5.2 economics, HK IPO financial disclosures, domestic fleet, margin verdict with confidence interval.
- Moonshot (Kimi) — GPT-5.6 Pro deep dive — K2.x economics, reseller price floors, fleet evidence, margin verdict with confidence interval.
- xAI (Grok) — GPT-5.6 Pro deep dive — Grok 4.x economics on the owned Colossus fleet, pricing, margin verdict with confidence interval.
- Chinese accelerators — GPT-5.6 Pro deep dive — Ascend 910C/950, H20/H800, CloudMatrix: specs, costs, throughput anchors, export-control state.
- Huawei Ascend — web sweep — Cross-check sweep: 910B/910C/950 specs, CloudMatrix 384 pricing, MFU anchors, who serves on Ascend.
- H800 / H20 / export controls — web sweep — Cross-check sweep: specs, China pricing, the 2025–26 export-control timeline, fleet reality, H20 throughput anchors.
- X-sphere margin claims — Grok 4.5 sweep — The primary-post hunt behind §1–2: TeorTaxes, Zephyr, Jukan, fleetingbits, DeepSeek disclosure threads.
- GLM-on-GB300 & subscription plans — Grok 4.5 sweep — The ncode/Noumena GB300 deployment posts and the Claude plan-tokenomics investigations.