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 2026 Q1, newest first

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