LMNL Dev

THE 1,000,000X BOOST AI will become a million times more powerful during the Trump presidency. People find this hard to believe. Let’s break it down. AI models are improving at a rate of about 3-4x per year. One can see this in the performance evaluations, the capabilities, the user experience, and the growth of the ecosystem. Compounding at that rate yields an order of magnitude improvement (10x) in two years and two orders of magnitude (100x) in four years. Similarly, the chips are improving at a rate of about 3-4x per year. One can see this in the progress of Nvidia’s GPUs from Hopper to Blackwell and soon Ruben and Feynman. The progress is not just in logic but also in memory bandwidth (HBM) and rack architecture (eg NVL72). So a similar 100x improvement in chip performance over 4 years. Finally, the data centers powering AI are growing. A state-of-the-art cluster like Colossus had about 100,000 GPUs a year ago. Now the number is around 300,000, already on its way to a million. From there, 3 million. Eventually 10 million will beckon for the most ambitious AI companies. Another 100x in 4 years. 100x better models running on 100x better chips running in data centers with 100x more chips is a total increase of 1,000,000x. A million times more artificial intelligence. This is why it’s critical that we win the AI race.