@rohanpaul_ai: the total computing power of all AI chips in use is growing 3.4x a year. per Epoch AI but if each year’s new chip purch…
Summary
Rohan Paul cites Epoch AI data showing total compute of AI chips in use grows 3.4x yearly, but warns that if new chip purchases slow to 2.5x growth, overall compute growth will follow.
View Cached Full Text
Cached at: 10/30/26, 03:29 PM
the total computing power of all AI chips in use is growing 3.4x a year. per Epoch AI
but if each year’s new chip purchases grow only 2.5x, that total will eventually slow to about 2.5x as well. https://t.co/FEAMWLc0LZ
Epoch AI (@EpochAIResearch): The computing power of AI chips sold each quarter has grown 2.5× per year since the start of 2024. That’s down from roughly 6× in 2023, led by Nvidia’s then-new H100 GPU.
Some evidence suggests growth slowed further. But quarterly sales are noisy, and our data ends just as
Similar Articles
Epoch AI: AI chips shipped through 2027 can support 1.9 billion agents running simultaneously, enough to equal the working hours of the entire human population
Epoch AI projects that AI chips shipped through 2027 could support 1.9 billion agents running simultaneously — a capacity roughly equal to the working hours of the entire human population.
Where are the world's AI chips? (1 minute read)
Epoch AI launched the AI Chip Imports explorer, estimating how much AI compute (in H100-equivalents) has arrived in each country since 2022, finding the US received 72% of global AI compute while China lags at 10% despite producing more chips.
AI and compute
OpenAI releases an analysis demonstrating that compute used in largest AI training runs has grown exponentially at a 3.4-month doubling time since 2012, representing a 300,000x increase and vastly outpacing Moore's Law. The analysis suggests this trend will likely continue and calls for increased academic AI research funding to address rising computational costs.
A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps (Gift Article)
An NYT analysis details the unprecedented global build-out of AI data centers and chips, projecting a tenfold increase in AI computing power by 2028, which is expected to drive major breakthroughs in AI capabilities.
@rohanpaul_ai: Investors and most public are still thinking in normal percentage-growth terms while AI usage are compounding in incred…
The post highlights the exponential growth in AI token usage, such as OpenRouter's 25x weekly increase, and its potential to drive double-digit GDP growth, while noting that many investors and the public do not comprehend this compounding trend.