Articles from epochai.substack.com
6 kept
- 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.
- OpenAI Stargate: where the US sites stand
OpenAI's $500 billion Stargate project has seven US sites under construction totaling over 9 GW, with 0.3 GW already operational in Abilene, Texas.
- What 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.
- Can AI companies become profitable?
Epoch AI's analysis of GPT-5 finds that while it had a 30% gross margin, it failed to recoup R&D costs during its four-month lifecycle, making AI models currently unprofitable.
- The changing drivers of LLM adoption
LLM adoption remains on trend globally, but growth is increasingly driven by international markets, app usage, and bottom-up workplace adoption rather than US consumer growth.
- Benchmark Scores = General Capability + Claudiness
Benchmark scores are dominated by a single 'general capability' dimension, with the second component mainly identifying a 'Claudiness' factor.