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

1–3 of 3 AI claims in 2025 Q2, newest first

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