---CLAUDE---
score: 89
trend: up
change: +2
+ $1.5B Wall Street venture with Goldman, Blackstone, Hellman & Friedman + Apollo, GIC, Sequoia — direct shot at McKinsey/BCG/Bain for the corporate AI transformation budget
+ Ten Claude finance agents launched May 5 with full Microsoft 365 integration GA, Moody's native app on 600M companies, plus Verisk, Third Bridge, D&B, Experian, GLG joining the data-partner roster
+ SpaceX deal locks all of Colossus 1 — 300+ MW and 220,000+ Nvidia GPUs (H100/H200/GB200) — coming online within the month, plus disclosed interest in orbital compute
+ Claude Code limits doubled and peak-hour throttling removed for Pro/Max, Opus API rate limits raised — directly addresses last quarter's renewal-cycle capacity friction
- Anthropic excluded from May 1 Pentagon IL6/IL7 classified-network vendor list of seven; supply-chain risk designation and Hegseth transition order still unresolved
---GEMINI---
score: 87
trend: up
change: +1
+ Gemini Enterprise Agent Platform launched at Cloud Next '26 — Agent Designer, Studio, Registry, Identity, Gateway, Observability under one procurement umbrella
+ Pentagon cleared Google for IL6/IL7 classified networks May 1 alongside OpenAI, Microsoft, AWS, Nvidia, SpaceX, Reflection
+ GenAI.mil hit 100,000+ AI agents built and 1.3M active users on the IL5 platform after Gemini 3.1 Pro moved from preview to GA
+ $750M innovation fund for partner-built agents formalizes the channel-incentive layer beneath the platform
- 600+ DeepMind employee letter to Pichai opposing classified Pentagon work remains unresolved internally; some Cloud Next announcements were already absorbed in prior weeks
---CHATGPT---
score: 83
trend: up
change: +1
+ The Deployment Company JV finalized May 4 — $10B with TPG, Brookfield, Advent, Bain Capital, Goanna; $4B+ raised, 19 investors, mirrors Anthropic's distribution play
+ GPT-5.5 API revenue grew 2x+ faster than any prior launch in week one; Codex revenue doubled in seven days; Terminal-Bench 2.0 at 82.7% leads the coding benchmark
+ OpenAI cleared for Pentagon IL6/IL7 classified networks May 1, restoring federal-tier procurement parity
- 17.5% guaranteed annual return to JV investors implies a premium cost of capital for distribution versus Anthropic's pure-equity Wall Street syndicate
- Q4 2026 IPO timeline now public; ~$14B projected 2026 losses and the $600B compute-commitment stack remain the structural overhang
---MISTRAL---
score: 74
trend: up
change: +1
+ Mistral Medium 3.5 (128B dense, 256K context) launched May 2 with Vibe Remote Agents — cloud coding agents with GitHub, Linear, Jira, Sentry, Slack, Teams integration
+ 77.6% on SWE-Bench Verified — competitive agentic-developer benchmark, on top of the Workflows orchestration engine launched April 28
+ Le Chat Work mode runs on Medium 3.5 for parallel tool-calling, unifying the consumer and developer agent runtime under one procurement object
- Coding benchmarks still trail GPT-5.5 Terminal-Bench and Claude Opus 4.7 on parts of the stack
- Not on the Pentagon IL6/IL7 vendor list — structurally appropriate for a French firm but caps the federal-tier ceiling on this scoreboard
---GROK---
score: 33
trend: down
change: -2
- Grok/xAI excluded from May 1 Pentagon IL6/IL7 classified-network roster despite SpaceX being on it — federal-tier signal that the Musk-aligned defense procurement track does not see Grok as the federal model
- SpaceX rented all Colossus 1 AI capacity to Anthropic on May 6 — xAI's most-touted infrastructure narrative now powers a direct competitor
- Musk-Altman trial coverage continues with the Apr 30 distillation admission still circulating; April 21 outage tail mostly resolved but news cycle has not closed
+ Grok 4.3 full rollout expected mid-to-late May with native video input, file output, 1M token context, $1.25/$2.50 per M tokens
+ Cursor compute-sharing commitment remains a distribution wedge if product traction follows
---DEEPSEEK---
score: 14
trend: down
change: -1
- Canada CSE penetration test (May 2026) extracted system-level instructions and API keys, bypassed moderation filters via phonetic obfuscation specific to DeepSeek's tokenizer
- DeepSeek refused Canada Digital Government's request for internal red-team reports on commercial-confidentiality grounds, converting a security finding into a procurement-process finding
- Pentagon May 1 IL6/IL7 vendor list contains zero Chinese model providers; EU, Canada, South Korea, Australia, India restrictions remain in force
+ V4-Pro at $1.74/$3.48 per million tokens still roughly one-seventh of GPT-5.5 output cost; MIT license preserves on-premises optionality
+ Huawei Ascend and Cambricon serving stack is the structural APAC distribution story Western compliance windows cannot reach
IMPLICATOR
