“The computational performance of leading AI supercomputers has doubled every 9 months“.
“Power requirements and hardware costs of leading AI supercomputers have doubled every year.“
“If the observed trends continue, the leading AI supercomputer in June 2030 will need 2 million AI chips, have a hardware cost of $200 billion, and require 9 GW of power.“
“We find that the share of private sector compute rapidly increased from less than 40% in 2019 to about 80% in 2025.” (see chart).
