A look at the deluge of AI computing power set to come online in the coming years; Epoch AI expects the number of AI chips in use to double every nine months (New York Times)

New York Times: A look at the deluge of AI computing power set to come online in the coming years; Epoch AI expects the number of AI chips in use to double every nine months — The milestones for artificial intelligence keep getting grander. — In 2023, an A.I. system passed the bar exam.

The AI data center boom has led to surging demand for power transformers, with average lead times for orders, once measured in months, now stretching into years (Financial Times)
Source: Intel has promised to deliver SpaceX and Apple a toolkit this fall to test its 14A node before they make final commitments to produce chips with Intel (Tripp Mickle/New York Times)
Anthropic plans to lease a 16-story building in Lower Manhattan and double its NYC workforce to 1,000 people this year, as AI companies expand in the city (New York Times)
How the data center boom is exposing weaknesses in US power grids, and a look at what fixes the electricity infrastructure may need to become fit for the future (Chris Gillett/Works in Progress Magazine)

Source: Techmeme | 2026-08-01

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