2 stories in this blend

Microsoft aims to expand its computing fleet to 38 gigawatts over the next six years to support automated agent workloads. The infrastructure push reflects ongoing expectations that artificial intelligence demand will outpace hardware supply for years to come.

Epoch AI released estimates comparing the compute infrastructure of top AI developers normalized in H100 GPU equivalents through late 2025. The data shows substantial compute growth across the industry, led by OpenAI, Google DeepMind, and Anthropic. The analysis notes that raw compute capacity does not directly measure model efficiency or final intelligence output.