AsOf

AI trends

Compute and infrastructure in AI

Chips, data centres, cloud capacity, inference serving. Counted from the record's checked claims, one column per quarter since 2023. /trends/compute-infra.md

40
2023 Q12026 Q4*
By quarter
2026 Q4*8 of 155 updates (5%)
2026 Q311 of 279 updates (4%)
2026 Q29 of 233 updates (4%)
2026 Q13 of 120 updates (3%)
2025 Q41 of 89 updates (1%)
2025 Q33 of 59 updates (5%)
2025 Q23 of 44 updates (7%)
2024 Q32 of 31 updates (6%)
all quarters2024 Q32025 Q22025 Q32025 Q42026 Q12026 Q22026 Q32026 Q4

1–40 of 40 AI claims since 2023, newest first

2026-10-22unverified
Claude · launched · Anthropic-managed deployment option
Claude launched: Anthropic-managed deployment option, claim clm_563187536A96 · new claim · 1 source · conf 0.50
2026-10-22valid
Nvidia · launched · NVIDIA Minerva
Nvidia launched: NVIDIA Minerva, claim clm_D90151FDBC74 · valid · 1 source (1 primary) · conf 0.70
2026-10-22valid
Google Cloud Platform · launched · Agent Compute Engine
Google Cloud Platform launched: Agent Compute Engine, claim clm_FCDC77D528C3 · valid · 2 sources (2 primary) · conf 0.70
2026-10-21valid
Nvidia · released · DSX POD
Nvidia released: DSX POD, claim clm_857DDD9716EA · valid · 1 source (1 primary) · conf 0.70
2026-10-20valid
Amazon · released · TorchNeuron
Amazon released: TorchNeuron, claim clm_D4422ECBED47 · valid · 1 source (1 primary) · conf 0.70
2026-10-16valid
Nvidia · released · NVIDIA RTX Spark
Nvidia released: NVIDIA RTX Spark, claim clm_775581E87410 · valid · 1 source (1 primary) · conf 0.70
2026-10-12valid
AMD Helion · released · AMD Helion
AMD Helion released: AMD Helion, claim clm_FE985F4D8707 · valid · 1 source (1 primary) · conf 0.50
2026-10-08valid
OpenAI · feature · Ultrafast mode for GPT-6.1 Sol
OpenAI feature: Ultrafast mode for GPT-6.1 Sol, claim clm_1ED38934F742 · valid · 1 source (1 primary) · conf 0.70
2026-09-29valid
OpenAI · feature · Ultrafast mode
OpenAI feature: Ultrafast mode, claim clm_7802CD9870BD · valid · 2 sources (2 primary) · conf 0.70
2026-09-29valid
OpenAI · feature · Ultrafast mode for GPT-6 Astra
OpenAI feature: Ultrafast mode for GPT-6 Astra, claim clm_988C1118D629 · valid · 1 source (1 primary) · conf 0.70
2026-09-28unverified
GPT-6 Luna · available in · Amazon Bedrock
GPT-6 Luna available in: Amazon Bedrock, claim clm_EB9AE334E7EC · new claim · 1 source · conf 0.50
2026-09-23valid
Fireworks AI · released · ARCv3
Fireworks AI released: ARCv3, claim clm_0D788A888BB2 · valid · 1 source (1 primary) · conf 0.70
2026-09-08valid
Cohere · released · North Mini Code Megakernel Serving Engine
Cohere released: North Mini Code Megakernel Serving Engine, claim clm_2BDD08F75797 · valid · 1 source (1 primary) · conf 0.70
2026-09-02valid
OpenAI · feature · slow_down
OpenAI feature: slow_down, claim clm_5C1F68F40D60 · valid · 1 source (1 primary) · conf 0.70
2026-08-24valid
Nvidia · released · NVIDIA Groq 3 LPX
Nvidia released: NVIDIA Groq 3 LPX, claim clm_AB426FA1C938 · valid · 1 source (1 primary) · conf 0.70
2026-08-13valid
OpenAI · launched · Ultrafast mode
OpenAI launched: Ultrafast mode, claim clm_068B51DDCAAE · valid · 1 source (1 primary) · conf 0.70
2026-07-30valid
OpenAI · feature · Fast mode
OpenAI feature: Fast mode, claim clm_FD20D5B9F714 · valid · 2 sources (2 primary) · conf 0.70
2026-07-27valid
Fireworks AI · available in · US-only Serverless
Fireworks AI available in: US-only Serverless, claim clm_34E3E67BC648 · valid · 1 source (1 primary) · conf 0.70
2026-07-09valid
OpenAI · feature · explicit prompt caching controls
OpenAI feature: explicit prompt caching controls, claim clm_5839E6576586 · valid · 1 source (1 primary) · conf 0.70
2026-06-30valid
Fireworks AI · feature · GLM 5.2 Fast serverless
Fireworks AI feature: GLM 5.2 Fast serverless, claim clm_C08CD5B1F99B · valid · 1 source (1 primary) · conf 0.70
2026-06-24valid
OpenAI · released · Jalapeño
OpenAI released: Jalapeño, claim clm_472F45ABB6B9 · valid · 1 source (1 primary) · conf 0.70
2026-06-12valid
Fireworks AI · available in · MiniMax M3 on Fireworks
Fireworks AI available in: MiniMax M3 on Fireworks, claim clm_12217BD28DCA · valid · 1 source (1 primary) · conf 0.70
2026-06-12unverified
Qwen · available in · Fireworks AI serverless
Qwen available in: Fireworks AI serverless, claim clm_2E747F0DEE49 · new claim · 1 source · conf 0.50
2026-06-10unverified
Codex · available in · Oracle Cloud
Codex available in: Oracle Cloud, claim clm_085C58127589 · new claim · 1 source · conf 0.50
2026-06-01unverified
Codex · available in · AWS
Codex available in: AWS, claim clm_2642AD29C38A · new claim · 1 source · conf 0.50
2026-06-01valid
OpenAI · available in · AWS
OpenAI available in: AWS, claim clm_480704262CD0 · valid · 2 sources (2 primary) · conf 0.70
2026-05-31valid
Nvidia · released · NVIDIA Vera Rubin
Nvidia released: NVIDIA Vera Rubin, claim clm_20F9843BFC0F · valid · 1 source (1 primary) · conf 0.70
2026-05-11valid
Anthropic · launched · Claude Platform on AWS
Anthropic launched: Claude Platform on AWS, claim clm_8BB35E244C54 · valid · 1 source (1 primary) · conf 0.70
2026-01-28valid
Cohere · released · Model Vault
Cohere released: Model Vault, claim clm_89F78B44F408 · valid · 1 source (1 primary) · conf 0.70
2026-01-26valid
Microsoft · released · Maia 200
Microsoft released: Maia 200, claim clm_EB15B399D916 · valid · 1 source (1 primary) · conf 0.70
2026-01-05valid
Nvidia · released · NVIDIA Inference Context Memory Storage Platform
Nvidia released: NVIDIA Inference Context Memory Storage Platform, claim clm_33106B964B10 · valid · 1 source (1 primary) · conf 0.70
2025-12-15valid
Fireworks AI · available in · NVIDIA Nemotron 3 Nano
Fireworks AI available in: NVIDIA Nemotron 3 Nano, claim clm_475BB063CCC3 · valid · 1 source (1 primary) · conf 0.70
2025-09-23valid
Ollama · feature · improved model scheduling system
Ollama feature: improved model scheduling system, claim clm_1F89FBD5796C · valid · 1 source (1 primary) · conf 0.70
2025-08-12valid
Stable Diffusion · available in · NVIDIA NIM
Stable Diffusion available in: NVIDIA NIM, claim clm_DCFBE383CA5C · valid · 1 source (1 primary) · conf 0.70
2025-07-31valid
Fireworks AI · feature · Batch API
Fireworks AI feature: Batch API, claim clm_08DFFBA70DF8 · valid · 1 source (1 primary) · conf 0.70
2025-06-16valid
Fireworks AI · launched · Virtual Cloud
Fireworks AI launched: Virtual Cloud, claim clm_AEFF6FFF2CC2 · valid · 1 source (1 primary) · conf 0.70
2025-06-14valid
Fireworks AI · released · 3D FireOptimizer
Fireworks AI released: 3D FireOptimizer, claim clm_A8F83E9DD2BB · valid · 1 source (1 primary) · conf 0.70
2025-05-16valid
Replicate · feature · NVIDIA H100 GPUs
Replicate feature: NVIDIA H100 GPUs, claim clm_45F94DEE1F53 · valid · 1 source (1 primary) · conf 0.70
2024-08-30valid
Fireworks AI · released · FireOptimizer
Fireworks AI released: FireOptimizer, claim clm_79D359FFED61 · valid · 1 source (1 primary) · conf 0.70
2024-07-23valid
Fireworks AI · feature · Serverless Llama 3.1 inference
Fireworks AI feature: Serverless Llama 3.1 inference, claim clm_2EEBB578798E · valid · 1 source (1 primary) · conf 0.70