Unleashing AI’s Compute Power: A Rapidly Growing Landscape
In the world of Artificial Intelligence, compute capability is surging at an astonishing rate. Our analysis reveals:
- Growth Rate: AI compute capacity is expanding by 3.3x annually, which translates to a doubling time of 7 months.
- Data Source: Insights are derived from the AI Chip Sales datahub, gathering vital information from financial documents and chip sales records.
- Estimation Methodology: A simple log-linear regression model helps us estimate this exponential trend with 90% confidence intervals.
Key Insights:
- Nvidia data highlights growth since 2022Q1.
- Google’s sales data begins from 2022Q4.
- Other manufacturers contribute minimally, impacting the overall growth rate insignificantly.
While these figures focus on chip sales rather than deployments, the rapid growth signifies robust advancements in AI.
Want to delve deeper? Share your thoughts below and let’s discuss the future of AI compute!
