Epoch AI GPU production tracking
Summary
Epoch AI tracked NVIDIA GPU computing power growth, finding a 2.3x annual increase since 2019. The Hopper generation currently dominates with 77% of total AI hardware computing power.
Review
Epoch AI conducted a comprehensive analysis of NVIDIA's GPU computing power trajectory, revealing a remarkable exponential growth pattern in AI hardware capabilities. By integrating data from AI cluster datasets, financial reports, and hardware performance metrics, they estimated the total available computing power and its evolution over time. The research provides critical insights into the rapid advancement of AI computing infrastructure, demonstrating that the stock of NVIDIA chips is expanding at an impressive rate of 2.3x annually. This growth has significant implications for AI development, suggesting an accelerating capacity for training increasingly complex machine learning models. The study also highlights the quick depreciation of older GPU generations, with the current Hopper generation representing 77% of total computing power, indicating a fast-paced technological turnover in AI hardware.
Key Points
- NVIDIA GPU computing power doubles approximately every 10 months
- Current estimated computing power is around 4e21 FLOP/s
- Hopper generation accounts for 77% of AI hardware computing power