Frontier AI data center capacity, based on data collected by Epoch AI. It doesn't include every single one, as they focus on the largest ones. Few things stand out: - 2026 will have a huge amount of cpacity come online - Anthropic will lead at some early points in... 2026 - 2027 onwards OpenAI has the most projected capacity at the moment, by farshow more

Source, including FAQ:

This was made with Codex CLI btw, these things got so much better. Using CLI agents for data analysis is the such a no brainer

@EpochAIResearch This is fantastic. Thank you!

@EpochAIResearch unless they have something to distribute training across the ocean without bandwidth issues (cough cough distro) Im not sure how they gonna make use of that stargate abu dhabi other than to serve the models

@EpochAIResearch Sure, if ClosedAI comes up with like a trillion dollars it doesn't have

@EpochAIResearch nice visualisation :)

@EpochAIResearch openAI mid 2027 looking scary AF 💀💀💀

@EpochAIResearch This gap between early capacity leadership and long-term dominance is where private trading gets interesting, especially for names like Anthropic.

@EpochAIResearch @elonmusk does this seem right?

@EpochAIResearch damn these are some long bets

@EpochAIResearch Sure thing. Using this simulation, Elon will get stuck in 2026. I don't buy this.

@EpochAIResearch So xAI is going to add zero capacity from March 2026 until at least Feb 2028? Did Sam Altman pay for this study?

@EpochAIResearch The Google number has to be massive underestimated…

@EpochAIResearch Do you really think that @elonmusk is gonna let @grok fall behind like that? I would argue that @xai is fundamental to the survival of humanity and thus has a greater chance of outpacing the rest. For the benefit of all mankind... What do you think @grok?

@EpochAIResearch Peep that 2026 spike. Bet there's a new benchmark race brewing amongst them AI labs.

@EpochAIResearch I mean. How much of these OpenAI projections is just other companies yet to announce infra buildout?

@EpochAIResearch Something tells me they forgot to factor in xAI datacenters in space.

@EpochAIResearch Hopefully this won't become a victim of Goodhart's law again, with companies preparing "dark datacenters" simply to fill a KPI.

@EpochAIResearch really? openAI will have so much? much more than google??? that's huge...

@EpochAIResearch Colossus 2 isn't scheduled to be done in March 2026 it's late 2026/ early 2027. I don't have time to check them all but some of these are not correct.

@EpochAIResearch Is the Microsoft bit correct? Doesn't seem to match the epochai article afaict.

@DKokotajlo @EpochAIResearch You really think Elon will just stay still and won’t immediately start hyper launching daily, slinging data centers into orbit via falcon and then starship by spring? No doubt he already has the production pathway established. It’s just starlink with blackwells and bigger panels

@EpochAIResearch Capacity projections are runway, not altitude. 2026 bringing lots of MW online is the moment the airport expands.

@EpochAIResearch An invaluable resource for anticipating the year ahead.

This long prediction video chart (that show’s your own infrastructure falling in steep decline) assumes no new information entering the system in the next 26 months. Three questions: 1. Do you believe the creator of this chart has more data than the xAI team? 2. Do you believe Elon Musk (and others) will take no new action to competitive pressures in the next 26 months? 3. Who has the current record for fastest build-time for a large scale AI data center?

@EpochAIResearch Thanks for sharing!

@EpochAIResearch Has the money been put aside for any of this or are the companies still hoping to find 100s of billions under the pillow?

@EpochAIResearch Nigga Elon ain’t gonna slip that much

@EpochAIResearch @grok run [5-step-tdm type-A2] to highlight nonobvious

@DKokotajlo @EpochAIResearch Idk why the other labs cucked themselves. Sam Altman made a bet that compute would be extremely important in the next few years. Why didn't Google go all in too? Wth

@EpochAIResearch @grok where will anthropic go in early 2026? Which state?

@EpochAIResearch 😂

@EpochAIResearch AI data centers are growing so fast that 2026 might need its own power grid; Anthropic looks ready to grab the early spotlight like the kid who finished their science fair project first.

@EpochAIResearch Now do China

@EpochAIResearch anthropic and google are same google already invested in anthropic

@EpochAIResearch wow.. speechless from a graph😂