4.
Bain forecasts AI data-center capacity could reach 195 GW by 2030
The base case has global data-center capacity rising from roughly 79 GW in 2025 to 195 GW in 2030, with the mix changing faster than the headline capacity
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The base case has global data-center capacity rising from roughly 79 GW in 2025 to 195 GW in 2030, with the mix changing faster than the headline capacity
using codex to run your computer and tasks in a browser in-app or headless feels like magic
Per @EpochAIResearch , the world's Blackwell GPUs can produce roughly 500M–20B output tokens per second today, depending on context length. Inference capacity is growing 3.4x/year. Token demand is growing 10x/year. Long-context workloads