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

1–8 of 8 AI claims in 2026 Q4, 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