Global AI computing capacity doubles every 9 months
Epoch AI: New global AI computing capacity is doubling every 9 months
The computing power of AI chips sold each quarter has grown about 2.5× per year since 2024, down from a surge in 2023.
Get smart on it
Global AI computing capacity is doubling every 9 months, with quarterly additions growing about 2.5 times per year since 2024. This represents a slowdown from 2023, when growth was roughly 6 times per year following the release of major AI models and new GPU technology. The measurement tracks computing capacity sold worldwide by six major chip designers, with recent data suggesting possible further deceleration, though this may reflect a transition period between chip generations rather than a sustained trend change.
Relevant courses
Want to go deeper than the news? Explore live, cohort-based AI courses taught by practitioners.
Browse AI courses on MavenRelated news
Nvidia, AMD Commit $4B to Meta AI Buildout
Nvidia and AMD are deepening chip partnerships to secure long-term AI infrastructure business as Meta expands AI compute spending.
AI has come for Arizona’s water
A hulking gray giant rises from the desert. Inside, engineers create the force behind our phones and computers and appliances, our streaming services and search engines and chatbots and vibe-coded apps and websites. The complex is simultaneously massive and squat, dwarfed by the mountains that surround it, and it is endless. I drive past one building, and then another, and then the ground opens up where construction crews have dug up the earth so a third building can rise. Ther
Meta plans up to $95 billion in stock sales to fund its AI buildout
Meta plans to sell new stock to raise money for its AI infrastructure buildout. The article Meta plans up to $95 billion in stock sales to fund its AI buildout appeared first on The Decoder.
SpaceX locks in $40B GPU financing deal with Apollo
SpaceX has locked in a binding commitment for roughly $40 billion in financing to pay for AI chips and related data center equipment, the company disclosed in a regulatory filing Monday. In a statement, SpaceX called it the “largest committed GPU financing” ever.
Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations
Oracle Corp. today announced plans to make Google LLC’s TPU artificial intelligence accelerators available through its public cloud. The initiative marks the first time the search giant is supplying the chips to another hyperscaler. According to CNBC, Oracle will also add Cerebras Systems Inc.’s wafer-scale accelerators and OpenAI Group PBC’s Jalapeño inference processor. The latter […] The post Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations appeared first on SiliconAN
Also reported by Data Center Knowledge
xAI is buying out homeowners who promise not to sue over data center noise
xAI’s Southaven, Mississippi data center. | Photo by Brandon Dill / AFP via Getty Images A subsidiary of Elon Musk's xAI is offering to buy up homes in a Mississippi neighborhood, as long as residents don't join a lawsuit targeting the company's nearby data center and power plant, according to a report from The Guardian. A realtor going door-to-door in the Southaven neighborhood reportedly told one resident that xAI plans to purchase 418 homes, adding that 18 homeowners already