Top Tweets for #AllFactsAI
π» AI COMPUTE FACTS π»
Epoch AI models the world's AI inference capacity, at fixed model size and context length, as growing 3.4Γ a year β but it puts token demand growth at around 10Γ a year, three times faster than supply β Epoch AI, May 2026
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π AI ADOPTION FACTS π
Microsoft told investors in April 2026 that its AI business had reached an annual run rate of $37 billion β Microsoft FY2026 Q3 earnings call, April 2026
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π° AI CAPITAL FACTS π°
Microsoft's most recently reported quarterly cash spending on property and equipment reached $35.80 billion β Microsoft, SEC EDGAR (XBRL filings), Q2 2026
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π«AI LABOUR FACTSπ«
In a randomised trial, 16 experienced open-source developers believed AI tools had made them 20% faster. Measured against issues they finished without AI, they were 19% slower β METR, July 2025
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π° AI CAPITAL FACTS π°
Meta's cash capital expenditure went the other way in the first quarter of 2026 β from $21.38 billion the quarter before, a fall to $19.0 billion β Meta 10-Q, SEC EDGAR, Q1 2026
#AllFactsAI #AIinvesting #investing #capex #bigtech
π» AI COMPUTE FACTS π»
Amazon, Google, Meta, Microsoft and Oracle together held, measured in H100-equivalents as of Q4 2025, an estimated 71% of the world's AI compute β Epoch AI, Q4 2025
#AllFactsAI #AIinvesting #AI #artificialintelligence #datacenters #Google #Amazon #Meta #Microsoft #Oracle
π» AI COMPUTE FACTS π»
The largest AI data centre in Epoch AI's tracker, Colossus 2 in Memphis, Tennessee, holds a computing capacity of 1,112,000 H100-equivalent AI chips β Epoch AI, AI data centers tracker, August 2026
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