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Will Huawei catch up to Nvidia by 2030?
Report
Updated Sep. 24, 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

Can AI spot mistakes in IKEA assembly?
Report
Sep. 23, 2026
Can AI spot mistakes in IKEA assembly?

AI model scores on Epoch AI's IKEA furniture assembly benchmark jumped from 28% to 80% in 10 months, with open-weight models trailing closed-weight models by about 7 months. Epoch AI's test of visual and spatial reasoning across 60 photos from three furniture builds.

By Aiden Ament and Greg Burnham

The plunging price of thought
Report
Sep. 22, 2026
The plunging price of thought

Epoch AI measures how fast the cost of a given level of AI performance is falling across five benchmarks covering math, science and games of skill: about 47% per quarter, or 13x per year, since 2023, faster than electricity, compute, batteries or DNA sequencing ever fell.

By Luke Emberson and David Roodman

In August, 25% of math preprints acknowledged AI use, up from 4% in April
Data Insight
Sep. 18, 2026
In August, 25% of math preprints acknowledged AI use, up from 4% in April

Acknowledgments of AI use in arXiv math preprints rose from 4% in April 2026 to 25% in August, with 6% crediting AI with a substantial research contribution.

By Tara Abrishami

Trade data consistent with $3B of chips smuggled to China via Malaysia
Data Insight
Sep. 17, 2026
Trade data consistent with $3B of chips smuggled to China via Malaysia

Epoch AI's analysis of trade data finds a pattern consistent with $3B worth of chips smuggled to China via Malaysia. China recorded $3.8B of server imports from Malaysia in 2024–25; Malaysia recorded only $0.6B of exports.

By Isabel Juniewicz

GPT-6 Astra leads on math benchmarks, but not on software engineering
Data Insight
Sep. 16, 2026
GPT-6 Astra leads on math benchmarks, but not on software engineering

OpenAI's GPT-6 Astra tops the Epoch Capabilities Index (ECI) with a score of 166, ahead of Claude Fable 5.1 at 164 and GPT-5.6 Sol at 162. Its Math-ECI of 170 sets a new record, but on software engineering benchmarks its SWE-ECI of 164 still lags behind Fable 5.1's 167.

By Alexander Barry and Jaeho Lee

Scaling Our Global AI Data Center Research
Update
Sep. 16, 2026
Scaling Our Global AI Data Center Research

Epoch AI's AI Data Centers explorer now covers an estimated 44% of global AI compute across 86 sites, with a redesigned interface and expanding global coverage.

By Vanessa Bates Ramirez, Elliot Stewart, and Ben Cottier

Near-daily AI use among US adults has more than doubled in six months
Data Insight
Sep. 14, 2026
Near-daily AI use among US adults has more than doubled in six months

The share of US adults using AI at least 6 days a week rose from 8% in March 2026 to 19% in August 2026, according to Epoch AI/Ipsos polling.

By Amreeta Das, Caroline Falkman Olsson, and Yafah Edelman

Introducing the AI Chip Users Explorer
Update
Sep. 9, 2026
Introducing the AI Chip Users Explorer

A first look at Epoch AI's data on compute usage across five leading labs.

By Josh You

Latency Scaling Differences for GPT and Claude Models
Report
Sep. 8, 2026
Latency Scaling Differences for GPT and Claude Models

Epoch AI measures long-context latency scaling across four frontier models. GPT-5.6 Terra and Sol show quadratic time-to-first-token growth with context length, while Claude Sonnet 5 and Opus 5 stay near-linear.

By Jason Li