Three places to watch, from the margins of war to the center of combat.

OpenAI has released two new compact models—GPT-5.4 mini and nano—built for coding assistants, subagents, and computer control. GPT-5.4 mini nearly matches the full model's performance, but both new models come with a steep price hike over their predecessors.

At GTC 2026, Nvidia expanded the Vera Rubin platform it introduced at CES with custom CPU racks, dedicated inference chips, a new storage architecture, an inference operating system, open model alliances, and agent security software.

Microsoft is restructuring its AI division to double down on its own AI models, all the way up to superintelligence. That's a notable shift from what the company used to say.

Mistral AI has released Mistral Small 4, combining fast text responses, logical reasoning, and image processing in one model.