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%)

1–9 of 9 AI claims in 2026 Q2, newest first

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
2026-06-12unverified
Qwen · available in · Fireworks AI serverless
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