A New York Times analysis sees global AI infrastructure, measured in NVIDIA H100 equivalent chips, doubling roughly every nine months, from about 20 million AI chips today to nearly 200 million by the end of 2028. When capacity compounds that fast, the next wave of breakthroughs may depend less on a single genius model and more on who can access, power, and deploy the hardware
2mo
A New York Times analysis sees global AI infrastructure, measured in NVIDIA H100 equivalent chips, doubling roughly every nine months, from about 20 million AI chips today to nearly 200 million by the end of 2028. When capacity compounds that fast, the next wave of breakthroughs may depend less on a single genius model and more on who can access, power, and deploy the hardware
2mo
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