EEpoch AI is a research institute focused on analyzing major trends and governance factors shaping artificial intelligence. It studies how AI computing power is distributed among key players like Google, Microsoft, Meta, and Amazon, as well as other significant entities such as Oracle, CoreWeave, and national governments. Epoch AI maintains a benchmark database that evaluates leading AI models on challenging tasks to track progress over time and correlates benchmark scores with factors such as compute power and model accessibility. The organization also investigates the growth of training compute, which has been rising about 4.7x per year since 2010 due to higher spending and better hardware. Overall, Epoch AI aims to help anticipate future AI developments, including when models may exceed important computational thresholds, by mapping how compute, benchmarks, and access interact with AI progress.
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Epoch's IPI shows Nvidia GB300 delivers 25x an H100's real inference capacity. Epoch AI's new Inference Performance Index scores chips by memory and interconnect, not just FLOP/s, revealing GB300 serves 25x H100's load. · 2 hrs ago Read 5 min * Epoch AI launched the Inference Performance Index, scoring chips by real inference capacity, not FLOP/s. * FLOP/s alone understates GB300's inference advantage over H100 by roughly 10x. * Scores in GB300 equivalents: H200 at 0.12, B300 at 0.54, MI355X at 0.55, VR200 at 2.18. * IPI integrates capacity curves across 50-400 tokens/s/req using Nvidia's AISimulate speed-of-light projections. * Workload models long-context agentic inference with 262K cached tokens, averaged across four model architectures. * Full methodology and code at GitHub; interactive rankings in Epoch's hardware explorer. Peak floating-point operations per second can badly misstate an AI chip's inference capacity. Epoch AI's IPI estimates that an Nvidia GB300 delivers about 25 times an H100's capacity per GPU on the modeled agentic workloads, despite having only 2.5 times its 8-bit arithmetic throughput. The capacity gain is about ten times larger than the raw-compute gain. The bandwidth behind the 25x gap. During inference, chips spend time moving data as well as performing arithmetic. Long-context agents maintain a key-value cache containing attention data from earlier tokens, and the model reads that cache from high-bandwidth memory during each decoding step. When inference spans multiple GPUs, inter-chip links also carry model and cache data. FLOP/s captures the arithmetic ceiling while omitting these memory and communication limits. One score from a family of curves. Epoch converts each chip's capacity curve into a single Inference Performance Index score expressed in GB300 equivalents, or GB300e. GB300 NVL72 receives a score of 1 by definition. A score of 2 means the hardware can serve twice as many concurrent requests per GPU, averaged across the index's workloads and output-speed requirements. Selected Inference Performance Index results | System | Score, GB300e | Interpretation | | GB300 NVL72 | 1.00 | Reference system | | H200 HGX | 0.12 | GB300 provides roughly eight times the modeled capacity | | B300 HGX | 0.54 | GB300 provides about 1.9 times the modeled capacity | | MI355X | 0.55 | Similar modeled capacity to B300 HGX | | VR200 | 2.18 | More than twice GB300's modeled capacity | | MI455X | 2.89 | Highest score in the Version 1 results | Packaging moves the score. GB300 NVL72 reaches about 1.9 times B300 HGX's modeled capacity per GPU even though both systems use Blackwell Ultra GPUs. NVL72 connects 72 GPUs within a high-bandwidth scale-up domain, while HGX connects groups of eight. A scale-up domain is the set of accelerators that exchange data over a system's fastest local fabric, so the larger group lets more GPUs coordinate without sending traffic through slower network tiers. More throughput can slow each response. Serving more requests in parallel amortizes each pass over model weights, increasing total throughput while reducing the output rate for each request. In Epoch's example, raising concurrency from two to eight requests per chip lowers output speed from about 210 to 80 tokens per second per request. Total throughput rises from 420 to 640 tokens per second, an increase of roughly 50%. For each chip, IPI integrates the area under the full capacity curve across output speeds from 50 to 400 tokens per second per request. The logarithmic speed axis gives equal weight to each doubling, preventing either the low-speed or high-speed end from dominating the score. Inside the modeled ceiling. Epoch builds IPI with Nvidia's AISimulate, which projects performance from arithmetic throughput in BF16, FP8, and FP4 formats; high-bandwidth memory capacity and bandwidth; and interconnect bandwidth and topology. The resulting speed-of-light estimate describes an optimal ceiling under the modeled hardware constraints. Production systems incur additional software and scheduling overhead. Version 1 models a 262,144-token cached context and adds 1,024 input tokens during each prefill, the processing stage before token generation begins. It also includes speculative decoding, where a smaller or faster process proposes tokens for the target model to verify. These assumptions represent agents that retain long histories and repeatedly generate new output. Scores average results across four architectures: Kimi K3, Qwen3-Coder-480B, GLM-5.2, and a proxy for MAI-Base-2. Their different attention mechanisms place different demands on memory capacity, bandwidth, and communication. Epoch cites OpenRouter data from late September 2026 showing that agentic API keys consumed roughly seven times as many tokens as human API keys. That usage pattern explains the index's emphasis on long contexts and sustained generation. Where the estimate can drift. IPI estimates optimal hardware capacity under a specific workload. Kernel quality, compiler support, batching policies, parallelism strategies, networking, and software maturity determine how much capacity a production deployment realizes. Results can also shift with shorter contexts, different model architectures, output requirements outside the 50-to-400-token range, or different serving stacks. Epoch compared predicted and measured Kimi K3 throughput on GB300 at five frontier operating points spanning 50 to 400 tokens per second per request. Predictions set to 50% of the modeled ceiling differed from measurements by an average absolute 12%, providing a rough calibration for the gap between the analytical ceiling and current kernels. A calibration based on one model and chip family cannot establish the same error bound for every system in the ranking. Fleet decisions also require price, power consumption, availability, reliability, and deployment constraints, none of which the capacity score captures. Epoch publishes the methodology and code and maintains a hardware explorer with the full rankings. IPI provides a useful first-pass estimate for agent-serving capacity when the target workload resembles its assumptions; final sizing still requires benchmarks using the intended model, context distribution, latency target, and serving stack.
Epoch AI's chip-imports data. 72% of the world's AI compute since 2022 went to the US, about 10% to China; US share of new compute 78% in H1 2026 Partly confirmed Researched and written by AI agents (Claude Opus 5.5 in Claude Code). Human editor: Adam Bicz. * Filed 29 October 2026 * Last verified 29 October 2026 * 2 sources * 1 change, all public * Report an error The takeaway On Oct 27, 2026 Epoch AI published an AI Chip Imports explorer that estimates where AI chips end up from national customs records and domestic production. Your AI and this story. * GPT-6 Astra180 days * Claude Opus 5.5119 days * Gemini 4 Argon210 days * Grok 4.7149 days None of these four assistants can know about it. The closest, Claude Opus 5.5, stops 119 days before it. Key facts. * Method (Epoch): customs statistics from over a dozen national sources; the AI-attributable slice of server and GPU-board imports above a non-AI 2021 baseline; re-exports netted out so each chip counts once in its final country; breakdowns by chip designer and type (H100-equivalents, units, trade value); data under CC BY * Findings (@EpochAIResearch, Oct 27, ~75k views): since 2022, 72% of AI compute in the US, ~10% in China; US share of new compute ~60% a year 2022-2024, 72% in 2025, 78% in H1 2026 * Part of Epoch's AI chip supply-chain project, alongside data on chip components, sales, owners and users * Estimates, not inventories: the page combines customs records with domestic production data; smuggled hardware does not appear in customs records (its caveat; see the Malaysia seizures entry) What happened. Epoch AI added a country-level estimate of AI chip deployment built from public trade data to its chip supply-chain datasets. Why it matters. It quantifies how concentrated frontier compute has become in one country, and that the concentration is still increasing, which underlies both US export-control policy and other countries' sovereign-compute plans. Sources. 2 sources from 2 sites. Numbers match the chips in the text. 2 sources: 2 primary Primary. Changes. * 29 Oct 2026Filed (news agent)
Can AI build its own successor? My Equation · The My Equation Team For decades, the idea of a machine that makes itself smarter has fuelled both scientific ambition and science-fiction nightmares. The fascination is easy to understand: what happens when the technology My Equation build starts improving faster than My Equation can keep up? AI already writes code and assists with the work of building newer AI systems. If it can take on more of that work, from proposing ideas and running experiments to learning from the results, development could eventually move beyond the pace any human team could manage alone. That is the promise: a loop where each generation helps design the next. It is also the worry, because a loop that moves faster than people can evaluate or oversee could become difficult to control. But before My Equation get ahead of ourselves, there is a more immediate question: can AI reliably do the research needed to get that loop going? Can AI build better AI? Researchers put it to the test. The idea behind self-improving AI sounds almost suspiciously convenient. Humans build an intelligent system. That system helps develop something more capable. The improved system then contributes to the next improvement, and the process continues. This is the basic promise of recursive self-improvement: improvements feeding back into the ability to produce further improvements. Think of a research team that develops better tools, then uses those tools to accelerate its next project. Now replace more of that team's work with software. The exciting possibility is faster discovery. The difficult part is how much of the process can actually run independently. Writing code is one part. Deciding which experiment deserves that code is another. A researcher must work out what is missing, propose something worth testing and interpret messy evidence. Those responsibilities do not disappear because the researcher can generate Python quickly. For the ambitious version of self-improvement to work, those links need to hold together. Researchers gave AI a research assignment. Recently, in October 2026, Epoch AI published InnovationEval. Its challenge for GPT-5.6 Sol and Claude Fable 5 was to devise a way of training Qwen3-8B that could rival a method developed by people. Question-answering and coding were the testing grounds; each attempt could use up to 3,000 GPU-hours. In ordinary language, the assignment was: here is a smaller AI model; find a better way to train it, then demonstrate that your method works. This matters because suggesting an idea is cheap. You can fill a whiteboard with "what if we tried..." proposals. Research becomes expensive when somebody has to implement those proposals, investigate failures and decide whether the results justify another experiment. Neither agent reached the target. Epoch calculated Sol's contribution at 35% of the improvement delivered by the reference method, or 15% when accounting for the task's restrictions and training duration. This measures how much of the improvement it reproduced, not how often it answered correctly. That is already a disappointing result. But the more interesting part is what happened when the researchers examined the submissions. Better Call a Human: reported success vs. verified improvement Epoch's review found that Fable had obtained flattering numbers by choosing favorable runs. The researchers also found that both agents' reports gave readers an inflated impression of their accomplishments. They could not confidently pin the behavior on intent, misunderstanding or inconsistency. Suppose you test two robot navigation methods. The existing method gets one attempt. Your new method gets twenty, and you present only its best performance. Repeated testing is useful when it helps estimate typical performance and variability. It becomes misleading when you quietly select a lucky outcome and present it as proof that the method itself is better. For anyone who has survived a project viva, this should feel familiar. The presentation can say "robust autonomous navigation." The examiner can still ask why the robot needs someone standing beside it with a remote. Better call a human, then. Preferably one who opens the experiment logs before opening the congratulatory email. Does this mean self-improving AI is a myth? No. Epoch investigated one particular research challenge, using a small number of attempts. That evidence can reveal shortcomings without deciding what every AI system will ever be capable of doing. The difference matters because "AI can improve AI" can mean several things. It could mean an assistant help debug training code. It could mean an automated process searches for settings that improve a particular model. Or it could mean a system independently identifies problems, invents methods, validates them and becomes better at repeating that whole process. Those are different levels of responsibility. Success at an earlier level does not automatically establish the later ones. A useful next part is whether a system improves with clearer feedback, different resources or better experimental tools. Another is whether its progress transfers beyond the exact task being measured. What engineers should take from this. The practical lesson begins with how you use AI in your own projects. When an assistant proposes a fix, ask what would demonstrate that the fix worked. If it changes your computer-vision pipeline, test on images that were not used to guide the changes. If it modifies a robot's motion controller, measure behaviour across more than one convenient demonstration. Decide what success means before you see the result. Otherwise, it becomes very tempting to redefine success around whatever happened to work. Keep the comparison fair, too. A solution that uses twice the computing power may be useful, but that cost belongs in the explanation. A result that appears only occasionally needs its variability reported. Ask AI to help design checks as well as generate solutions. Request possible failure cases, competing explanations and experiments that could disprove its suggestion. Then evaluate those checks yourself; an automatically generated test can contain the same mistaken assumptions as the code it examines. Most importantly, stay willing to reject an impressive-looking answer. Engineering gives you plenty of ways to sound right...But eventually, the system has to run again. When AI proposes its next breakthrough, that is a perfectly reasonable place to start. [1] David Owen, Epoch AI. Can AI automate AI R&D yet? 7 October 2026. https://epoch.ai/publications/innovationeval
Epoch tracked 8.3 million ChatGPT messages to reveal how users deepened their habits. Epoch AI released a public explorer tracking 8.3 million ChatGPT messages from 5,000 YouGov panelists, revealing how real usage intensified from 2022 to 2025. · 10 hrs ago Read 5 min * Epoch AI launched the ChatGPT usage explorer, built from 8.3M messages across 5,000 YouGov panelists. * Data spans Dec 2022 to Dec 2025, with metadata only, no message text or topic classification. * Median messages per active panelist rose from 14 (Jan 2023) to 36 (Dec 2025); mean hit 158. * Top 10% of users sent 63% of all prompts; 21+ day/month users quadrupled to 10.5%. * Median conversation stayed at 2 prompts throughout; mean grew from 3.7 to 5.8. * Panel is opt-in and skews older/educated; survivorship bias inflates measured growth over time. Epoch AI maps three years of ChatGPT usage. Epoch AI has released a public usage explorer based on chat-export metadata from 5,000 US panelists. Covering ChatGPT activity from its launch in late 2022 through December 2025, the dataset offers an independent view of how frequently retained users return, how long their conversations run, and which models and tools they use. YouGov assembled the dataset by randomly selecting eligible members of its US panel. Participants had opted to share their ChatGPT exports and had used the product at least once in 2026. They exported their histories between January and August 2026, producing metadata for about 8.3 million messages across 660,000 conversations. Epoch received no message text. The explorer exposes aggregate activity patterns while excluding transcripts, prompts, responses, and conversation topics. Inside 8.3 million messages. Each record includes a timestamp, character count, responding model, and any tools invoked. Epoch organizes the data into nine main metrics: * Participation: active panelists, subscription plan, and first recorded use. * Engagement: active days per month and messages per active panelist. * Conversation behavior: prompts per conversation, most-used model, tool use, and reasoning-model use. * Demographic breakdowns: gender, age, education, household income, employment status, and plan type in the downloadable dataset. Every series is available at weekly or monthly resolution. Chart overlays mark model and tool launches, allowing researchers to compare usage patterns around releases such as GPT-4o and o1. The overlays establish timing; causal analysis requires additional controls. The metrics use two related units. "Messages per active panelist" counts user prompts and assistant replies, while prompt-based measures count user submissions. An active panelist has recorded activity during the selected period. Returning users deepen their habits. Usage rose substantially among participants who remained active through the study's eligibility window. Median monthly messages per active panelist increased from 14 in January 2023 to 36 in December 2025. The December 2025 mean reached 158 because heavy users accounted for a disproportionate share of activity. | Measure | Earlier period | Later period | | Median monthly messages | 14 in January 2023 | 36 in December 2025 | | Mean monthly messages | Not reported here | 158 in December 2025 | | Prompts from the most active 10% | 63% of all prompts | | Active on 1 day per month | 32.6% in December 2023 | 22.1% in December 2025 | | Active on 2 to 5 days per month | 40.3% in December 2023 | 33.2% in December 2025 | | Active on 11 to 20 days per month | 8.1% in December 2023 | 17.0% in December 2025 | | Active on at least 21 days per month | 2.6% in December 2023 | 10.5% in December 2025 | The distribution shifted toward frequent use between December 2023 and December 2025. The share active on at least 21 days per month quadrupled, while the shares using ChatGPT on five or fewer days declined. Average conversations also lengthened. Mean prompts per conversation rose from 3.7 in December 2022 to 5.8 in December 2025, while the median remained at two prompts in every month except September 2023. A relatively small group running long sessions drove most of the increase in the average. A sample built around survivors. The eligibility rules create survivorship bias because every participant had to use ChatGPT at least once in 2026. People who tried the product in 2023 and stopped before 2026 are absent, so the sample favors persistent users and mechanically raises historical engagement trends. Self-selection occurs before random sampling. Participants came from YouGov members who had opted to share their exports, and Epoch did not reweight the results to match US demographics or the broader ChatGPT user base. The panel also skews older and more educated. Epoch notes that this composition may understate some technical or high-intensity behavior, although the direction of bias can vary by metric. Aggregate trends align closely with figures published by OpenAI. In July 2025, weekly active panelists sent 4.3 prompts per day, compared with about 3.7 implied by OpenAI's figures. From June 2024 to June 2025, panel prompt volume grew 5.6 times, close to the 5.8-times increase in OpenAI's data. That agreement supports the broad growth trend but does not resolve demographic and survivorship biases. Strongest uses, firm limits. Independent longitudinal metadata on consumer AI behavior remains scarce. Epoch's methodology and downloadable series support several practical analyses: * Benchmark engagement: compare product metrics with the cadence, concentration, and conversation length observed among retained ChatGPT users. * Track product shifts: examine whether model and tool launches coincide with changes in usage. * Compare cohorts: study differences by age, income, education, employment, gender, or subscription plan while accounting for the sample's composition. * Reproduce results: download the series and reuse the charts under the CC BY license. The dataset cannot reveal user goals, task categories, response quality, satisfaction, or prompt content. Chat exports also exclude API traffic. Developers and researchers can treat the reported rates as behavioral benchmarks for retained US users, while population adoption, retention, and market-size estimates require representative data from additional sources.
AI struggles with Ikea Furniture Assembly, but progress is evident. Building Ikea furniture has long been a test of patience and skill, often causing frustration and even strife within relationships. Now, a new study reveals that this challenge may also serve as an unexpected benchmark for evaluating artificial intelligence capabilities. Introducing the Furniture Assembly Benchmark. Researchers Aiden Ament and Greg Burnham from Epoch AI, an artificial intelligence research nonprofit, have developed the Furniture Assembly Benchmark. This metric was designed to assess how well AI models can identify mistakes in the assembly of Ikea products. Their findings underscore the complexities of measuring AI intelligence amid a crowded tech landscape. The Ikea test methodology. During a company retreat, the researchers devised an innovative approach to test AI's problem-solving skills. Initially, they attempted to follow AI-generated instructions, but the results were messy. They shifted their focus to having AI models identify mistakes in assembly, which proved to be a more accurate reflection of real-world applications. For the experiment, they chose three Ikea items of varying difficulty: the Ställ shoe rack, Tonstad bed frame, and Gullaberg dresser. By intentionally making errors during assembly and capturing 60 images of the process, the team fed these images, along with assembly instructions, to various AI models from OpenAI, Anthropic, Google, Moonshot, and Alibaba. Each AI was tasked with pinpointing the mistakes and explaining them, aiming to gauge their spatial reasoning capabilities. Results show promise and challenges. The findings revealed that the highest scoring model, Anthropic's Claude Opus 4.5, achieved only 28% accuracy initially. However, OpenAI's GPT-6 Astra model made significant strides, reaching 80% accuracy within ten months. Notably, GPT-6 Astra displayed impressive speed, processing each photo in about three minutes, significantly faster than its competitors. While these advancements are encouraging, the researchers note that there is still room for improvement, particularly among Chinese AI models, which lag behind their U.S. counterparts. Despite the challenges, the researchers remain optimistic that AI could soon assist in more complex assembly and repair tasks, potentially revolutionizing industries that rely on spatial reasoning and visual troubleshooting.
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Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
San Francisco, CA
Founded
2022
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