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Largest AI Data Center Power: Doubling every 10 months
Data Insight
Sep. 4, 2026
Largest AI Data Center Power: Doubling every 10 months

Since mid-2024, the record for the largest AI data center by IT power capacity has doubled every ten months. Epoch AI's analysis of frontier data center power trends through 2028.

By Axel Campos and Ben Cottier

Will Huawei catch up to Nvidia by 2030?
Report
Sep. 4, 2026
Will Huawei catch up to Nvidia by 2030?

Huawei plans major gains in AI chip performance by 2030, but US export controls cap its most important scaling levers. Epoch AI estimates Huawei will produce less than 4% as much AI compute as Nvidia in 2026, a share that could be around 1% by 2028 without access to foreign memory.

By Venkat Somala

The ECI frontier has advanced by 14 points per year since the introduction of reasoning models
Data Insight
Sep. 1, 2026
The ECI frontier has advanced by 14 points per year since the introduction of reasoning models

By Alexander Barry

Announcing FrontierMath Erdős
Update
Sep. 1, 2026
Announcing FrontierMath Erdős

A benchmark of 68 significant Erdős problems, open as of August 2026, curated by Thomas Bloom and formalized in Lean. AI systems must prove or disprove them within a fixed budget.

By Tom Adamczewski and Greg Burnham

An update on AI’s most important number
Newsletter
Aug. 27, 2026
An update on AI’s most important number

How quickly are Anthropic and OpenAI growing their revenue?

By Josh You and Lynette Bye

The Nvidia-sized hole in US GDP statistics
Report
Aug. 24, 2026
The Nvidia-sized hole in US GDP statistics

US GDP growth has been underestimated by about 0.3 percentage points because statistics miss most of Nvidia's US-generated income, a gap that could widen to 2 points by 2028. Epoch AI traces the accounting gap through Nvidia's fabless chip supply chain.

By Isabel Juniewicz, Daniel Carey, Phil Trammell, and Anson Ho

Most AI use at work happens on free plans, except in science and tech
Data Insight
Aug. 14, 2026
Most AI use at work happens on free plans, except in science and tech

Epoch AI/Ipsos survey: 67% of AI-using workers in computer, engineering, and science jobs use employer-provided AI.

By Amreeta Das and Caroline Falkman Olsson

9 big questions benchmarks can help answer
Newsletter
Aug. 14, 2026
9 big questions benchmarks can help answer

A good benchmark asks more than just “can AI do this specific task?”

By Greg Burnham

The performance per dollar of AI chips purchased each quarter has grown by an average of 49% per year
Data Insight
Aug. 13, 2026
The performance per dollar of AI chips purchased each quarter has grown by an average of 49% per year

Since 2023, the average dollar spent on AI chips each quarter has yielded about 49% more performance each year in constant 2025 dollars, doubling every 1.7 years as spending shifts to each new chip generation.

By Venkat Somala

Will financing bottleneck AI compute? An Anthropic case study
Newsletter
Aug. 12, 2026
Will financing bottleneck AI compute? An Anthropic case study

Why Anthropic's buildout suggests that financing is unlikely to be the immediate blocker to frontier AI compute growth.

By Campbell Hutcheson