Can AI automate AI R&D yet?
Not yet, but it will claim otherwise

Tendances du calcul, des données et des modèles
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Plummeting AI costs, billions of agents, how Chinese labs make money, AI’s impact on behaviors, and our benchmark auditing initiative

The AI compute buildout could support more AI agents than the US has workers

The price is falling 13x year over year

Huawei will substantially improve its AI compute solutions by 2030, but export controls constrain its most important scaling levers, making it unlikely to catch up with Nvidia.

Huawei's long odds against Nvidia, the GDP growth we aren't measuring, GPT-6 Astra sets records, a new math benchmark, and more

How quickly are Anthropic and OpenAI growing their revenue?

GDP growth is understated by about 0.3 percentage points because of missing value from fabless chipmakers, primarily Nvidia.

A good benchmark asks more than just “can AI do this specific task?”

Why Anthropic's buildout suggests that financing is unlikely to be the immediate blocker to frontier AI compute growth.

Expanding FrontierMath: Open Problems, how "parallelizability" determines a technological singularity, the realities of AI energy use, and signs of AI uplift

Expert assessments and cyber benchmarks led us to expect that frontier models were capable of executing this kind of cyberattack

A board game AI can't master, a cyber-disclosure spike after Claude Mythos, GPT-4's record run atop the ECI, and what's missing from AI futurism discourse

Why we should think a little harder about what it takes to build a Dyson Sphere

Our new long-horizon coding benchmark, hyperscaler cash flows, tracking AI R&D automation, and Chinese lab strategies
