Pretraining compute share to plummet from 67% to 7%: SemiAnalysis

SemiAnalysis estimates that OpenAI and Anthropic's compute allocation is reversing sharply: pretraining's share will drop from 67% to 7%, while post-training/RL rises from 5% to 55% and inference grows to about a third, marking a major shift in AI development focus.

2026-09-17 ~ 2026-09-17 · 2 related posts

• Pretraining compute share to drop from 67% to 7% as RL and inference take over, says SemiAnalysis — FinanceYF5 · 2026-09-17
• SemiAnalysis: pretraining compute share to collapse from 67% to 7% as RL and inference surge — FinanceYF5 · 2026-09-17