Jaime Sevilla(@Jsevillamol):Compute access at leading AI companies has increased 4x/year in the last couple of years. This is an insane pace, faster than compute infrastructure is being built.

2026.09.09 20:58

Compute access at leading AI companies has increased 4x/year in the last couple of years. This is an insane pace, faster than compute infrastructure is being built.

Epoch AI@EpochAIResearch

2026.09.09 20:43

OpenAI has grown its compute nearly 20-fold since 2023, the sharpest example of an industry-wide surge. Our new AI Chip Users explorer tracks the growth of compute use across five of the world's top frontier AI developers: OpenAI, Google DeepMind, Anthropic, Meta Superintelligence Labs, and SpaceXAI. Estimates include all compute used for AI research, training, and inference, which we model using power capacity disclosures from these developers where available, along with financial filings, third-party analyst estimates, and our own analysis of major AI data centers.