The AI Landscape: Model Vendors, Hardware and Key ConceptsElena Daehnhardt |
Image credit: Illustration created with Midjourney, prompt by the author.
Image prompt“An illustration representing cloud computing” |
The AI Landscape
AI news moves quickly, but the cast of players changes slowly. This map shows who builds the models, who makes the chips they run on, and the concepts that tie it together. Select any node to see a short explanation and the posts on this blog that cover it.
Select any node to see what it is and which posts on this blog explore it.
Model vendors 10 topics
The labs that train and ship foundation models, from closed frontier systems to open-weight families you can run yourself.
OpenAI Frontier lab
Maker of the GPT models and ChatGPT, plus Codex for coding and Sora for video. Its models set the pace for consumer chat assistants.
- GPT-6.1 Sol and Sonnet 5.5: Same List Price, New Safety Questions (Oct 2026)
- Better Models, Burnout, and a $599 Mac (Mar 2026)
- OpenAI's Model Show-off (Feb 2024)
- chatGPT Wrote me a Christmas Poem (Dec 2022)
Anthropic Frontier lab
Maker of the Claude family and Claude Code. Known for its focus on safety research, long context and agentic coding.
- Claude Fable 5: Anthropic's First Public Mythos-Class Model, and How to Build With It (Jul 2026)
- How I Actually Use Claude Code: CLI, Desktop, Diffs, and Blog Workflows + Free Guest Passes inside! (Jun 2026)
- How to Use Claude AI (Mar 2025)
- Claude free tier limits: what breaks first and what Pro fixes (May 2026)
- Amodei Calls for Slower AI. Canada and Germany Back LawZero. (Sep 2026)
Google DeepMind Frontier lab
Builds the Gemini models and the open Gemma family, and designs its own TPU chips, so models and hardware are developed together.
Meta Open-weight lab
Releases the Llama models with open weights, which made Llama a common starting point for local and fine-tuned models.
xAI Frontier lab
Builds the Grok models, tightly integrated with the X platform and trained on very large GPU clusters.
Mistral AI Open-weight lab
European lab shipping both open-weight and commercial models, popular for efficient models that run on modest hardware.
- Infrastructure Is the New Frontier (Mar 2026)
DeepSeek Open-weight lab
Chinese lab best known for efficient open-weight reasoning models that showed strong results at a fraction of the usual training cost.
- DeepSeek R1 With Ollama (Jan 2025)
- Is DeepSeek R1 Secure? (Feb 2025)
Alibaba Qwen Open-weight lab
Alibaba's Qwen family spans many sizes, from phone-class to very large models, mostly released with open weights.
- Has the open-source gap closed? (Apr 2026)
- AI Weekly Signals: When AI Grades Its Own Homework (Aug 2026)
Moonshot (Kimi) Open-weight lab
Chinese lab behind the Kimi models, focused on long context and agentic tool use, with open-weight releases.
Zhipu (GLM) Open-weight lab
Chinese lab behind the GLM models, which compete closely with Western models on coding benchmarks.
- GLM-5.3 Finds a Live Bug in Cursor's Editor (Aug 2026)
- Open Weights, Big Debt (Jun 2026)
AI hardware 10 topics
The chips and foundries that decide how fast models train, how cheaply they run, and where they can run at all.
NVIDIA GPU maker
Dominant supplier of AI training and inference GPUs. Its CUDA software stack is as important to its position as the chips.
- Qualcomm, RISC-V, and the Crack in Nvidia's Monopoly (Jun 2026)
- Ethics, Code, Chips, and a Petaflop on Your Desk (Nov 2025)
- Chips, Capex, and Code Risk (Jan 2026)
AMD GPU maker
The main merchant-GPU alternative to NVIDIA, with Instinct accelerators and the open ROCm software stack.
- Safety, Agents, and Compute (Oct 2025)
Google TPU In-house accelerator
Google's custom tensor processors, built for training and serving its own models and offered through Google Cloud.
- Has the open-source gap closed? (Apr 2026)
AWS Trainium In-house accelerator
Amazon's custom training and inference chips, used to lower the cost of running models on AWS.
No blog posts on this yet.
Apple silicon On-device chips
M-series chips combine CPU, GPU and neural engine around unified memory, which makes laptops and desktops surprisingly capable for local models.
Qualcomm On-device chips
Supplies the neural processing units in many phones and laptops, and is pushing into data-centre inference.
Intel CPU and accelerator maker
Still ships most of the world's server CPUs and builds Gaudi accelerators and NPUs for PCs.
No blog posts on this yet.
Cerebras Specialist chip maker
Builds wafer-scale processors aimed at very fast model training and low-latency inference.
No blog posts on this yet.
TSMC Foundry
The foundry that manufactures most leading AI chips, so its capacity and advanced packaging are a bottleneck for the whole industry.
- Signals from the AI Supply Chain (Jan 2026)
Huawei Ascend In-house accelerator
China's most prominent domestic AI accelerator line, central to efforts to reduce reliance on imported GPUs.
Key concepts 17 topics
The ideas that explain how models are built, adapted, connected to tools and kept under control.
Neural networks Foundation
Layers of simple units whose connection strengths are learned from data. Every model on this map is built from them.
- Artificial Neural Networks (Dec 2021)
Transformers Architecture
The attention-based architecture behind modern language models. Attention lets each token look at all the others in the context.
No blog posts on this yet.
Large language models Model type
Transformers trained on huge amounts of text to predict the next token, then adapted to follow instructions.
- Generative AI vs. Large Language Models (Dec 2024)
Training and fine-tuning Process
Pre-training teaches general patterns; fine-tuning, including parameter-efficient methods such as LoRA, adapts a model to a task or style.
- LoRA fine-tuning wins (Oct 2025)
Reasoning models Capability
Models trained to spend extra compute thinking step by step before answering, which helps on maths, code and planning.
Context and tokens Concept
Models read text as tokens and can only attend to a limited context window. Tokenisation and window size affect cost and quality.
RAG Technique
Retrieval-augmented generation fetches relevant documents at question time and gives them to the model, grounding answers in your own data.
AI agents Pattern
Models that plan, call tools and act over several steps. Useful, but they widen the security surface.
- My Multi-Agent Workflow (Jan 2026)
- Infrastructure Is the New Frontier (Mar 2026)
- Agents, Access, and the Confused Deputy Problem (Jun 2026)
MCP Protocol
The Model Context Protocol is an open standard for connecting models and agents to tools and data through small servers.
Multimodal AI Capability
Models that handle text, images, audio and video in one system, including image generators built on diffusion.
- Multimodal AI (Dec 2024)
Open weights Release model
Models whose trained weights can be downloaded and run locally, in contrast to API-only systems. Licences differ, so read them.
Quantisation Optimisation
Storing weights with fewer bits (for example 4-bit) so large models fit on smaller GPUs and laptops, at a small cost in quality.
No blog posts on this yet.
Local AI Deployment
Running models on your own machine with tools such as Ollama, for privacy, cost control and offline use.
Compute and GPUs Infrastructure
Training and serving models is limited by accelerator supply, memory bandwidth and power, which shapes costs and who can compete.
- AI's New Bottleneck (Mar 2026)
Hallucinations Risk
Fluent but false output. Grounding with retrieval, citations and verification reduces it but does not remove it.
- Can AI hallucinate? (May 2024)
- How CustomGPT Mitigates AI Hallucinations (Feb 2025)
Prompt injection Risk
Untrusted text that tricks a model or agent into following the attacker's instructions, especially dangerous when tools are attached.
Safety and regulation Governance
Evaluations, guardrails and laws such as the EU AI Act that set expectations for how powerful models are built and deployed.
Last updated: 2026-10-02. Nodes without posts are topics I have not written about yet.
How to read the map
- Model vendors are the labs that train foundation models, from closed frontier systems to open-weight families you can run yourself.
- AI hardware covers the chips and foundries that decide how fast models train and where they can run.
- Key concepts explain how models are built, adapted, connected to tools and kept safe.
- Dashed lines show connections, for example between a vendor and the chips it depends on.
For step-by-step reading, see the blog series.