Data Insights

Epoch AI’s data insights break down complex AI trends into focused, digestible snapshots. Explore topics like training compute, hardware advancements, and AI training costs in a clear and accessible format.

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Advanced packaging and HBM, not logic dies, were the bottlenecks on AI chip production in 2025
Data Insight
Mar. 12, 2026

Advanced packaging and HBM, not logic dies, were the bottlenecks on AI chip production in 2025

By Venkat Somala

Microsoft’s recent $68 billion in physical assets additions were driven by AI-related purchases
Data Insight
Mar. 5, 2026

Microsoft’s recent $68 billion in physical assets additions were driven by AI-related purchases

By Isabel Juniewicz

Hyperscaler capex has quadrupled since GPT-4's release
Data Insight
Feb. 26, 2026

Hyperscaler capex has quadrupled since GPT-4's release

By Isabel Juniewicz

Anthropic could surpass OpenAI in annualized revenue by mid-2026
Data Insight
Feb. 19, 2026

Anthropic could surpass OpenAI in annualized revenue by mid-2026

By Luke Emberson and Yafah Edelman

Compute accounts for the majority of expenses of AI companies
Data Insight
Feb. 4, 2026

Compute accounts for the majority of expenses of AI companies

By Luke Emberson and Yafah Edelman

Benchmark scores are well correlated, even across domains
Data Insight
Jan. 23, 2026

Benchmark scores are well correlated, even across domains

By Luke Emberson and Yafah Edelman

Global AI power capacity is now comparable to peak power usage of New York State
Data Insight
Jan. 16, 2026

Global AI power capacity is now comparable to peak power usage of New York State

By Yafah Edelman, Josh You, Venkat Somala, and Luke Emberson

Global AI computing capacity is doubling every 7 months
Data Insight
Jan. 9, 2026

Global AI computing capacity is doubling every 7 months

By Josh You, Venkat Somala, Yafah Edelman, and Luke Emberson

Chinese AI models have lagged the US frontier by 7 months on average since 2023
Data Insight
Jan. 2, 2026

Chinese AI models have lagged the US frontier by 7 months on average since 2023

By Luke Emberson

AI capabilities progress has sped up
Data Insight
Dec. 23, 2025

AI capabilities progress has sped up

By Yafah Edelman and Jaeho Lee