Frontier labs don’t use most AI compute (yet) - by Josh You
But Anthropic and OpenAI may rapidly grow their compute share in the next few years. After that, continued scaling would require an economic transformation.
Gradient Updates Frontier labs don’t use most AI compute (yet) But Anthropic and OpenAI may rapidly grow their compute share in the next few years. After that, continued scaling would require an economic transformation. Josh You May 21, 2026 41 1 5 Share Gradient Updates shares more opinionated or informal takes on big questions in AI progress. These posts solely represent the views of the authors, and do not necessarily reflect the views of Epoch AI as a whole. The estimates of frontier developer compute discussed below are more tentative than our standard data work . OpenAI kicked off the AI
saved by
related reading
- No Jensen, Not All Compute is Created Equalchinatalk.media
- My picture of the present in AI — LessWronglesswrong.com
- AI Is Slowing Downwheresyoured.at
- Why compute might get 10x more expensive in coming yearsdwarkesh.com
- Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fastcloudedjudgement.substack.com
- AI progress is about to speed up | Epoch AIepoch.ai
- Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI computedwarkesh.com
- The Moon Should Be a Computerpalladiummag.com
- Navigating the High Cost of AI Compute | Andreessen Horowitza16z.com
- Compute Forecast — AI 2027ai-2027.com
- The Short Case for Nvidia Stock | YouTube Transcript Optimizeryoutubetranscriptoptimizer.com
- Computational Power and AI - AI Now Instituteainowinstitute.org