A forecast from the corpus of essays on AI infrastructure warns that a 2027–2029 correction in the AI build-out would be triggered by a credit event in AI-adjacent structured finance, not an earnings …
A new analysis argues that AI has split every junior knowledge job into two products—the immediate work product and the on-the-job training of the worker—and that firms, rationally choosing to buy onl…
Epoch AI's price-trend series shows inference cost at fixed capability fell 100 to 1000 times in two years, with declines of 9x to 900x per year and a median around 50x per year, making model access a…
AI achieves superhuman performance in domains like competitive programming and formal mathematics because checking answers is cheap, while remaining mediocre in areas like career advice where verifica…
A new analysis from the blog 'The Taiwan Risk Is Not the One You Are Watching' warns that the most likely disruption to AI hardware supply is not a Chinese invasion but a 'Gray Zone' scenario—quaranti…
A single 1GW datacenter campus draws roughly what 800,000 homes draw, and by 2028 the binding constraint on AI progress will be interconnection queues, turbine order books, and environmental review, n…