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Citing Epoch AI data, Rohan Paul pointed out that the total compute capacity of all AI chips in use grows 3.4 times annually. He also stated that if the compute capacity of newly purchased chips grows only 2.5 times annually, this total will eventually slow to about 2.5 times as well. The original Epoch AI post stated that since early 2024, the compute capacity of AI chips sold each quarter has grown 2.5 times annually, lower than the roughly 6 times driven by the Nvidia H100 in 2023.
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Oct 30
Rohan Paul
Epoch AI: AI chip compute grows 3.4× per year
Rohan Paul, citing Epoch AI data, points out that the total compute of all AI chips in use grows 3.4× per year; but if the compute of newly purchased chips each year grows only 2.5×, this total will eventually also slow to about 2.5×. The original Epoch AI post states that the compute of AI chips sold each quarter has grown 2.5× per year since the start of 2024, down from roughly 6× in 2023 driven by Nvidia H100.