Epoch AI: Gradient Updates

Is a compute crunch coming? (opens in new tab)

Covers 6 stories See all stories this covers including I/O 2026: Welcome to the agentic Gemini eraCovered by MemiaDiscussed on Substack

We estimated trends in global inference capacity and found that token demand appears to be growing much faster than supply.

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Covered in 1 article

Memia·

Memia #2026.22: Big bang💥 margin on top of tokens💸 opus 4.8🆕 RTX spark💻⚡ token shock🤦 god’s eye 5.0🚗👁️ sandfish🦎🪐 woojer vest🎮👕 panopticon 2.0📹 galapagos syndrome🇯🇵 perfect randomness🎲

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