AI Compute Doubles Every 9 Months: 200M H100-Equivalent Chips by 2028

TansuYegen · x · 2026-08-05

A New York Times analysis projects global AI infrastructure, measured in NVIDIA H100 equivalent chips, will double roughly every nine months, rising from about 20 million today to nearly 200 million by end of 2028. Rapid compute expansion suggests the next wave of breakthroughs depends more on hardware access, power, and deployment than on a single genius model.

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