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Investigating the trajectory of AI for the benefit of society.
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Sep 16 12 tweets 4 min read
What will AI look like by 2030 if current trends hold?

Our new report zooms in on two things: (1) whether scaling continues (compute, data, power, capital), and (2) the capabilities this enables—especially for scientific R&D. Image We forecast that by 2030:
- Training clusters would cost hundreds of billions of dollars
- Compute scaling is probably not "hitting a wall"
- Synthetic & multimodal data may be needed to ease bottlenecks
- Power demands will increase but be manageable in principle Image
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Sep 5 9 tweets 3 min read
AI progress has been driven by enormous compute scaling, but this is likely to slow down within the next few years. The reasons: investor uncertainty, the heavy costs of overinvestment, and increasing lead times. 🧵 Image Investors are incredibly uncertain about the returns to further scaling, and overestimating the returns could cost them >$100B. So rather than going all-in today, they invest more gradually, observing the returns from incremental scaling, before reevaluating further investment.
Aug 12 7 tweets 3 min read
We’ve independently evaluated the GPT-5 model family on our benchmarking suite. Here is what we’ve learned 🧵 Image GPT-5 performs strongly on math benchmarks, achieving a new SOTA on FrontierMath and OTIS Mock AIME 2024-2025. Image
Aug 8 9 tweets 2 min read
OpenAI has historically scaled up training compute by around 100x with each new generation of its GPT.

However, GPT-5 appears to be an exception to this trend.

🧵 GPT-4 was trained on 2e25 floating-point operations, and OpenAI said GPT-4.5 was about an order-of-magnitude (10x) scale-up.

We don’t have a rigorous estimate yet, but GPT-5’s compute scale may be *between* GPT-4 and GPT-4.5, and it is probably not a large scale-up from 4.5.
Aug 2 10 tweets 3 min read
How big of a paradigm shift was the rise of reasoning models? We dug into the data and found that at least on some benchmarks, reasoning models were likely as large of an algorithmic advance as the Transformer. Image When OpenAI released o1, it blew its predecessor GPT-4o out of the water on some math and science benchmarks. The difference was reasoning training and test-time scaling: o1 was trained to optimize its chain-of-thought, allowing extensive thinking before responding to users. Image
Aug 2 7 tweets 2 min read
A fourth problem on FrontierMath Tier 4 has been solved by AI! Written by Dan Romik, it had won our prize for the best submission in the number theory category. Image The evaluation was done internally by OpenAI on an early checkpoint of o3 using a “high reasoning setting.” The model made 32 attempts on the problem and solved it only once. OpenAI shared the reasoning trace so that Dan could analyze the model’s solution and provide commentary.
Jul 25 7 tweets 2 min read
Should you start your training run early, so you can train for longer, or wait for the next generation of chips and algorithms? Our latest estimate suggests that it’s not effective to train for more than ~9 months. On current trends, frontier labs will hit that limit by 2027. 🧵 Image Why 9 months? Model developers face a tradeoff: wait before starting a run to take advantage of better hardware and algorithms, or start sooner with what’s available. Waiting lets you train faster once you start, so there’s an optimal run length for any given deadline. Image
Jul 17 12 tweets 3 min read
How fast has society been adopting AI?

Back in 2022, ChatGPT arguably became the fastest-growing consumer app ever, hitting 100M users in just 2 months. But the field of AI has transformed since then, and it’s time to take a new look at the numbers. 🧵 Image Historically, technology adoption took decades. For example, telephones took 60 years to reach 70% of US households. But tech diffuses faster and faster over time, and we should expect AI to continue this trend. Image
Jul 17 6 tweets 2 min read
We have graded the results of @OpenAI's evaluation on FrontierMath Tier 1–3 questions, and found a 27% (± 3%) performance. ChatGPT agent is a new model fine-tuned for agentic tasks, equipped with text/GUI browser tools and native terminal access. 🧵 Image This evaluation is not directly comparable to those on Epoch AI’s benchmarking hub, as it uses a different scaffold. First, we did not run the model ourselves—we only graded the outputs provided by OpenAI and don’t have access to their code to run the model. Second, ChatGPT agent has access to tools not available to other models we've assessed—most notably browser tools, which may have helped on questions related to recent research papers. Finally, the evaluation allowed up to 128K tokens per question, compared to our standard 100K; this difference is unlikely to have significantly affected results.
Jul 9 8 tweets 2 min read
The IMO is next week. What will it tell us about AI?

@GregHBurnham argues that an AI gold medal could be a non-event or could be an important breakthrough—it depends on whether the AI system exhibits creative problem-solving. How to tell the difference? Read on! Image @GregHBurnham It will be tempting to focus on whether an AI system gets a gold medal. Formal proof systems like Google’s AlphaProof are quite close to this, and even general-purpose LLMs have a fighting chance. But that's not the outcome to pay the most attention to.
Jul 3 8 tweets 3 min read
What would a Manhattan Project for AI look like?

@ansonwhho and @ardenaberg argue that if one reaches the scale of previous national projects, an AI Manhattan project could result in a ~1000x compute scaleup by 2027. Image @ansonwhho @ardenaberg A national AI project has become more and more of a possibility in the last year, with one as the top recommendation from a US-China congressional commission. Image
Jul 2 11 tweets 3 min read
The state of large-scale AI models, July 2025:

- The number of large-scale model releases is growing rapidly (418 models over 10^23 FLOP)
- The UK has fallen behind, China has caught up (9 vs 151 models)
- There are far more of the largest models (33 models over 10^25 FLOP) Image First, the number of large-scale model releases is growing rapidly.

In 2020, there were 4 models trained with more than 10^23 FLOP.
By the end of 2024, there were 327 such models in our dataset. Image
Jun 27 10 tweets 3 min read
LLM context windows have grown, but can models really use all this content?

We find signs of recent, rapid progress in their ability to do so. Read on to learn more! Image From Claude 2.0’s 100k tokens in 2023 to Llama 4 Maverick’s 10M earlier this year, there’s no doubt that context windows are getting longer. On a set of models from Artificial Analysis, we find that the longest available context windows have grown at about 30x/year.
Jun 20 11 tweets 3 min read
The bottlenecks to >10% GDP growth are weaker than expected, and existing $500B investments in Stargate may be tiny relative to optimal AI investment

In this week’s Gradient Update, @APotlogea and @ansonwhho explain how their work on the economics of AI brought them to this view Image @APotlogea @ansonwhho Skepticism around explosive AI growth often hinges on "Baumol effects"—bottlenecks from human-dependent tasks. But to their surprise, the most comprehensive integrated assessment model of AI to date suggests these constraints are weaker than expected
Jun 8 11 tweets 3 min read
How do reasoning models solve hard math problems?

We asked 14 mathematicians to review o3-mini-high’s raw, unsummarized reasoning traces on 29 FrontierMath problems. Here’s what they found: Image o3-mini-high is extremely knowledgeable, and it’s not pure memorization. It fairly reliably invokes relevant techniques and results from the mathematical literature, even when problems were designed to obscure them. Image
May 28 8 tweets 3 min read
The speed of computations on GPUs depends directly on the numeric format: less precision means more calculations on the same hardware.

We analyzed the numerical format used to train 272 models from 2008 to 2025. Here’s what we found. 🧵 Image Numerical formats tell computers how to represent numbers for calculations. Higher precision formats like FP32 use more bits, in order to store the number to a higher number of significant digits. But precision comes at a cost, as each calculation takes longer to carry out.
May 23 8 tweets 2 min read
Is AI already superhuman at FrontierMath?

To answer this question, we ran a competition at MIT, pitting eight teams of mathematicians against o4-mini-medium.

Result: o4-mini beat all but two teams. And while AIs aren't yet clearly superhuman, they probably will be soon. Image Our competition included around 40 mathematicians, split into teams of four or five, and with a roughly even mix of subject matter experts and exceptional undergrads on each team. We then gave them 4.5h and internet access to answer 23 challenging FrontierMath questions.
Apr 23 12 tweets 4 min read
How quickly are AI supercomputers scaling, where are they, and who owns them?

Our new dataset covers 500+ of the largest AI supercomputers (aka GPU clusters or AI data centers) over the last six years.

Here is what we found🧵 Image Performance has grown drastically – FLOP/s of leading AI supercomputers have doubled every 9 months. Driven by:
- Deploying more chips (1.6x/year)
- Higher performance per chip (1.6x/year)

Systems with 10,000 AI chips were rare in 2019. Now, leading companies have clusters 10x that sizeImage
Apr 18 6 tweets 3 min read
OpenAI has released o3, their highly anticipated reasoning model, along with o4-mini, a smaller and cheaper model that succeeds o3-mini.

We evaluated the new models on our suite of math and science benchmarks. Results in thread! Image On FrontierMath, our benchmark of highly challenging, original math questions, o4-mini with high reasoning sets a new record in our evaluations, with an accuracy of 17% (±2%)!

o3 scores 10% (±2%) with high reasoning, behind o4-mini and o3-mini. Image
Apr 11 7 tweets 3 min read
We’ve run independent evaluations of Grok-3 and Grok-3 mini on our suite of benchmarks!

Grok-3 currently doesn’t do extended reasoning, while Grok-3 mini is a reasoning model. We ran Grok-3 mini with both “low” and “high” reasoning effort.

Full results in thread! Image On GPQA Diamond, Grok-3 is one of the top performers at 76% accuracy, beating the best competing non-reasoning models (GPT-4.5 and Claude 3.7 Sonnet) and some reasoning models like o1 and DeepSeek-R1. Grok-3 mini is slightly behind at 70 to 74%. Image
Apr 2 6 tweets 2 min read
Google DeepMind has released a new flagship model, Gemini 2.5 Pro.

We evaluated it on GPQA Diamond, and found a score of 84%, exactly matching the result reported by Google. This is the best result we have found on this benchmark to date! Image For context, GPQA Diamond is a set of very difficult multiple-choice questions about biology, chemistry, and physics; human experts only score around 70%.