Are we nearing a compute crunch?

Are we nearing a compute crunch? In our latest Gradient Update, @luke__emberson and @Jsevillamol estimate how many tokens all the Blackwell chips on Earth could serve, and compare this to total token demand. Direct comparisons are diff

Ranked #55 on backlist 2026-05-26 (26 May 2026 UTC) · by @EpochAIResearch (Epoch AI) · view on X ↗

How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.