Global AI computing capacity is doubling every 7 months

kept by eddie jan 12

Global AI computing capacity from chips has grown 3.3x per year since 2022, doubling every seven months, with NVIDIA supplying over 60%.

Frontier labs don’t use most AI compute (yet) - by Josh You
Epoch AI estimates frontier labs use less than half of global AI compute, but OpenAI and Anthropic may soon dominate, requiring economic transformation to sustain scaling.
also on Epoch AI, #scaling-laws, #infrastructure, #ai
On Recursive Self-Improvement (Part I) - by Dean W. Ball
Frontier AI labs are automating research to create vast AI workforces that self-improve, radically accelerating capability growth by 2026.
also on Epoch AI, #scaling-laws
Reflections on 2025 - Samuel Albanie
AI progress follows compute scaling, making evaluation increasingly difficult but promising radical improvements in infrastructure and economic decision-making.
also on #scaling-laws, Nvidia, #ai
The Scaling Wall Was A Mirage
Gemini 3's performance leap and Nvidia's $0.5 trillion revenue visibility confirm AI scaling laws are accelerating, not plateauing.
also on #scaling-laws, Nvidia, #ai
A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps - The New York Times
AI chip count will double roughly every nine months, reaching about 200 million H100‑equivalent units by 2028 as massive data‑center construction ramps up worldwide.
also on Amazon, Nvidia, #infrastructure, #hardware, Google, #ai