OpenAI is winning AI in 2025. They are valued at $500 billion and have nearly 1 billion users. With the huge pace of deals and construction, who wins AI in 2026? Does AMD come from behind to seriously challenge AMD? Who can seriously challenge OpenAI? Brian WangBrian Wang is a Futurist Thought Leader and a …
Total funding for the top 10 AI companies is ~$115B and 70% is in 2025. Enterprise shift (Cohere/Inflection) yields 2-3x faster ROI than consumer bets. The AI funding does not include the $60-80 billion per year that Google speeds on AI capex. ROI signals are strong—enterprise AI ARR grew 300% YoY. Brian WangBrian Wang is …
Jaime Sevilla (Director of Epoch AI) and Yafah Edelman (Head of Data and Analysis at Epoch AI) discuss AI scaling trends, future projections, economic impacts, and potential bottlenecks, extrapolating from current data on compute growth, training runs, and infrastructure. NOTE: Elon Musk in his interview at the 2025 All In Summit says that AI intelligence …
Mark Zuckerberg described Meta will spend hundreds of billions for a superintelligence effort. Zuckerberg is building the most elite and talent-dense team in the industry. Meta is going to invest hundreds of billions of dollars into compute to build superintelligence. They have the capital from our business to do this. SemiAnalysis just reported that Meta …
OpenAI CEO Sam Altman is trying to raise $7 trillion for a massive AI chip company. This would need to tap all of the assets of multiple Sovereign Wealth Funds. If the funds were raised to make many new semiconductor fabs and design new chips, then this would mean multiplying the capital expenditure of TSMC …
OpenAI CEO Sam Altman is talking with leaders of the UAE and elsewhere for $7 Trillion for a new AI Chip company. The WSJ report indicates Sam wants to raise money and then ask TSMC to build factories. Sam must believe that a new class of chip is needed that will build a sustainable advantage …