Frontier labs don’t use most AI compute (yet) - by Josh Youkept by eddie • may 22Epoch 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.AboutAnthropic · Epoch AI · Google DeepMind · Meta · OpenAI · xAIFiled#ai#business-strategy#economics#infrastructure#scaling-lawsRelatedWhat do frontier AI companies' job postings reveal about their plans?Epoch AI analyzes job postings from OpenAI, Anthropic, xAI, and DeepMind to reveal shifting strategies toward go-to-market roles, hardware bets like robotics and devices, and differing approaches to compute and data sourcing.also on Epoch AI, Google DeepMind, xAI, OpenAI, Anthropic, #business-strategy, #aiGlobal AI computing capacity is doubling every 7 monthsGlobal AI computing capacity from chips has grown 3.3x per year since 2022, doubling every seven months, with NVIDIA supplying over 60%.also on Epoch AI, #scaling-laws, #infrastructure, #aiIf the Superintelligence were near fallacy — LessWrongApparent contradictions like OpenAI selling ads don't disprove imminent superintelligence because AI labs must fundraise and hedge against normal-tech scenarios to win the race.also on Google DeepMind, #scaling-laws, xAI, OpenAI, Anthropic, #business-strategy, #aiWhat (I think) makes Gemini 3 Flash so good and fastGemini 3 Flash likely uses a massive 1.2 trillion-parameter ultra-sparse MoE architecture, activating only 5–30 billion parameters per inference to deliver high intelligence at low cost, though it suffers from token bloat and a 91% hallucination rate on refusals.also on Google DeepMind, #scaling-laws, #aiDario Amodei — Policy on the AI ExponentialDario Amodei argues that AI's exponential progress now demands binding regulation, economic redistribution, and accelerated innovation governance to match the pace of risk.also on #scaling-laws, #economics, Anthropic
Frontier labs don’t use most AI compute (yet) - by Josh You