We’re not the only one's confused by OpenAI model names.
Which reasoning models come from which base models? Why is the new o3 different? What is the plan for GPT-5? How good will it be?
We dive into our current best answers to all these questions and more in a new @AI_Futures_
Romeo Dean
135 posts
- AI 2027 features 100M H100-equivalents, 10^28 FLOP models (1000xGPT-4), and 300K AI copies running at 50x human speed by the end of 2027. Takeaways from the compute forecast behind these predictions. 1/7🧵
- In response to concerns that we underestimated China in AI 2027, @slatestarcodex and I wrote up Why America Wins. In a word: compute.
- Replying to @DaveShapiThanks for engaging David, we appreciate disagreements and that's part of the reason for laying something out with this much detail! Here's a partial reply that might address some of your concerns: 2. ai-2027.com/research/timel… covers some of the empirical data / evidence for the
- Awesome, comprehensive work! It is nice to see how closely this data matches my estimates for the global distribution of chips: US / China / RoW (Dec 2024) 74% / 12% / 14% (AI 2027 compute forecast estimate) 74% / 14% / 12% (Konstantin & Epoch dataset)After 2 years tracking GPU clusters, we're releasing our dataset of 700+ AI supercomputers. The US clearly dominates countries, and xAI’s Colossus is leading system: 200k AI chips, $7B price tag, and power needs of a medium-sized city. Here are my personal highlights🧵
- Replying to @elonmuskNeat. And while your car is parked at home charging, your household robot can operate off of the car’s chip, giving it way more low latency compute.
- Replying to @1a3ornData is definitely an input, but it’s mostly either freely available (so not worth mentioning because both sides have ~equal access) or synthetic data (that basically can be thought of as part of algorithms).
- Replying to @romeovdeanThere's also a large spreadsheet you can check out that is behind the compute production model. See ai-2027.com/research/compu… for the full report and ai-2027.com for the scenario it informs. 7/7
- The amount of electricity generated by solar has been doubling every 3 years. In the US solar has also been growing with a 3 year doubling time. Wind has doubled every 6 years and gas has doubled in 16 years. Other major sources like Coal and Hydro have decreased, and Nuclear is
- Damn. Nvidia is miles ahead in robotics. Look how lifelike!$NVDA SAYS HUMANOID ROBOTS WILL BECOME THE LARGEST ELECTRONICS MARKET
- Replying to @romeovdeanCompute production breaks down the chip supply chain to answer how much compute will be available? Our forecast is 100M H100-equivalents by the end of 2027, which is 10x more than exists today, as there's plenty of fab capacity for more raw logic wafers to shift to AI. 2/7
- Replying to @romeovdeanCompute distribution projects a plausible breakdown of compute between AI companies in 2027, with leading companies expected to have 10-20M H100-equivalents each. 3/7
- Replying to @DaveShapi2. ai-2027.com/research/compu… argues why 30:1 should be on the limit 5. We do say the weights will constantly be updated for new versions of the model, haven’t heard of the term ‘liquid,’ but guessing it’s a similar idea. 6. sorry might have been the wrong link?



















