P Equity Research 📰(@pequityresearch):According to @FundaAI, GPT-6 used roughly 10x the training compute of the GPT-5 generation. "Based on our industry discussions, experiments, RL, synthetic data generation and supporting infrastructure can together consume several times as much compute as the main pre-training run, potentially as much as ten times." "Once TPU 8t and Vera Rubin ship in volume, the next pre-training acceleration can begin, and large-scale interconnect and optics benefit most in that cycle." $NVDA $GOOGL

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P Equity Research 📰@pequityresearch

2026.09.08 16:28

According to @FundaAI, GPT-6 used roughly 10x the training compute of the GPT-5 generation. "Based on our industry discussions, experiments, RL, synthetic data generation and supporting infrastructure can together consume several times as much compute as the main pre-training run, potentially as much as ten times." "Once TPU 8t and Vera Rubin ship in volume, the next pre-training acceleration can begin, and large-scale interconnect and optics benefit most in that cycle." $NVDA $GOOGL