Currently, only 5 companies in the world have access to frontier AI training compute and are also pursuing development of AGI (Google DeepMind, OpenAI, Anthropic, xAI, and Meta). This will still hold in 2026 for Google and OpenAI, and plausibly also for Anthropic, Meta, and xAI.
Stance towards trying to develop AGI can change, but the frontier AI training compute barrier is increasingly insurmountable for any company that doesn't already have impressive AI development accomplishments. In 2024, frontier compute was 100K H100s, and that cost about $5-7bn (it was still possible to use legacy air cooling infrastructure with H100s). In 2025, that's 100K chips in GB200 NVL72 racks, which costs $7-11bn. In 2026,... (read 862 more words →)
(There are two different reasons to hide "top posts", one of them is that it's a useless thing when you are looking at your own userpage. The option turns out to address the other reason, rather than specifically this one, but the possibility/hope that it would makes the alternative hypothesis salient.)