Only 7% of frontier lab compute to pretraining by Q4 2026, but the viral chart is being misread

repligate · x · 2026-10-14

A viral SemiAnalysis chart claims only 7% of frontier lab compute now goes to pretraining, with post-training/RL surging to 55% and inference at 38%. repligate flagged ambiguity: is 7% per-checkpoint or per-lab total, given labs iterate and abandon many post-training runs? voooooogel clarifies the figure comes from SemiAnalysis' Tokenomics hardware-demand forecast covering whole labs, not RL compute on any specific model — pretraining share fell from 67% in 1Q24 to an estimated 7% in 4Q26.

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