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<title>AI News: Epoch AI</title>
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<description>Latest publications from Epoch AI, aggregated by AI News from the official source.</description>
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<lastBuildDate>Tue, 10 Nov 2026 00:08:45 GMT</lastBuildDate>
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<item><title>Epoch AI: Inference Performance Index: changing the way we measure inference capacity</title><link>https://epoch.ai/publications/inference-performance-index</link><guid isPermaLink="false">https://epoch.ai/publications/inference-performance-index</guid><pubDate>Mon, 09 Nov 2026 00:00:00 GMT</pubDate><category>research</category><description>Epoch AI&apos;s Inference Performance Index, which goes beyond the underestimates of FLOP/s measures and scores chips on memory and communication</description></item>
<item><title>Epoch AI: What Huawei’s Horinger data center reveals about China’s compute gap</title><link>https://epoch.ai/publications/huawei-horinger-china-compute-gap</link><guid isPermaLink="false">https://epoch.ai/publications/huawei-horinger-china-compute-gap</guid><pubDate>Fri, 06 Nov 2026 00:00:00 GMT</pubDate><category>research</category><description>Huawei’s AI data center in Horinger, Inner Mongolia, uses Ascend chips and has an estimated AI computing capacity that is just 7% that of the world’s largest AI data center, SpaceX’s Colossus 2 in Tennessee.</description></item>
<item><title>Epoch AI: Broadcom TPU compute shipments doubled from Q2 to Q3 2026, reaching 2 million H100-equivalents</title><link>https://epoch.ai/data-insights/tpu-production-doubling</link><guid isPermaLink="false">https://epoch.ai/data-insights/tpu-production-doubling</guid><pubDate>Wed, 04 Nov 2026 00:00:00 GMT</pubDate><category>research</category><description>Broadcom’s shipments of TPU by unit volume increased by about 65% quarter over quarter to roughly 800,000 chips, while compute output doubled, driven by a shift to more powerful chips.</description></item>
<item><title>Epoch AI: Updating the Epoch Capabilities Index methodology to use a Bayesian model</title><link>https://epoch.ai/publications/eci-bayesian-methodology</link><guid isPermaLink="false">https://epoch.ai/publications/eci-bayesian-methodology</guid><pubDate>Wed, 04 Nov 2026 00:00:00 GMT</pubDate><category>research</category><description>A Bayesian model gives the ECI better-justified uncertainty estimates and lets us compare models directly.</description></item>
<item><title>Epoch AI: LLM use is acknowledged almost as often as specialized AI tools in biology preprints</title><link>https://epoch.ai/data-insights/biorxiv-llms-vs-ai-tools</link><guid isPermaLink="false">https://epoch.ai/data-insights/biorxiv-llms-vs-ai-tools</guid><pubDate>Fri, 30 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>17% of biology preprints acknowledge LLM use, nearly matching specialized tools like AlphaFold. Epoch AI analyzes trends in AI acknowledgment in research.</description></item>
<item><title>Epoch AI: AI can turn security fixes into working exploits before users receive an update</title><link>https://epoch.ai/publications/open-weight-models-patch-gap</link><guid isPermaLink="false">https://epoch.ai/publications/open-weight-models-patch-gap</guid><pubDate>Thu, 29 Oct 2026 21:40:00 GMT</pubDate><category>research</category><description>GLM 5.3 turned published-but-unshipped Firefox security fixes into working one-click exploits for six releases, at roughly $1,000 each.</description></item>
<item><title>Epoch AI: New global AI computing capacity is doubling every 9 months</title><link>https://epoch.ai/data-insights/ai-computing-capacity-additions-doubling</link><guid isPermaLink="false">https://epoch.ai/data-insights/ai-computing-capacity-additions-doubling</guid><pubDate>Thu, 29 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>The computing power of AI chips sold each quarter has grown about 2.5× per year since 2024, down from a surge in 2023.</description></item>
<item><title>Epoch AI: Introducing the AI Chip Imports explorer</title><link>https://epoch.ai/latest/introducing-the-ai-chip-imports-explorer</link><guid isPermaLink="false">https://epoch.ai/latest/introducing-the-ai-chip-imports-explorer</guid><pubDate>Tue, 27 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Our explorer uses customs records to estimate national shares. Since 2022, 72% of AI compute has ended up in the US and about 10% in China, including chips China makes itself.</description></item>
<item><title>Epoch AI: Open-weight models trail closed models in cyber capabilities by 6–7 months</title><link>https://epoch.ai/data-insights/open-closed-cyber-eci-gap</link><guid isPermaLink="false">https://epoch.ai/data-insights/open-closed-cyber-eci-gap</guid><pubDate>Fri, 16 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Z.ai’s GLM-5.3 is the top open-weight model on Epoch’s Cyber ECI, scoring where the closed-weight frontier stood 6–7 months earlier.</description></item>
<item><title>Epoch AI: AI systems are improving rapidly at Slay the Spire and its sequel</title><link>https://epoch.ai/publications/ai-systems-are-improving-rapidly-at-slay-the-spire-and-its-sequel</link><guid isPermaLink="false">https://epoch.ai/publications/ai-systems-are-improving-rapidly-at-slay-the-spire-and-its-sequel</guid><pubDate>Wed, 14 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Months ago, frontier models could barely beat Slay the Spire. Now they win 90%+ at the easiest setting and up to 20% at the hardest. Results from Epoch AI’s new SpireClimb benchmark.</description></item>
<item><title>Epoch AI: Can AI automate Epoch?</title><link>https://epoch.ai/publications/can-ai-automate-epoch</link><guid isPermaLink="false">https://epoch.ai/publications/can-ai-automate-epoch</guid><pubDate>Thu, 08 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Frontier models can handle well-defined tasks reliably, but fail in the more open-ended aspects that prevent full work automation. Explore Epoch AI&apos;s Automation Reports: realistic, open-ended tasks taken directly from our work, manually graded by our own standards.</description></item>
<item><title>Epoch AI: US adults are no more likely to face cyber incidents than when Claude Fable 5 launched</title><link>https://epoch.ai/data-insights/cyber-incidents-flat-since-fable-5</link><guid isPermaLink="false">https://epoch.ai/data-insights/cyber-incidents-flat-since-fable-5</guid><pubDate>Wed, 07 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>June and September polls from Epoch AI/Ipsos show no detectable increase in the share of US adults experiencing cyber incidents</description></item>
<item><title>Epoch AI: EBR-bench update</title><link>https://epoch.ai/publications/ebr-bench-update</link><guid isPermaLink="false">https://epoch.ai/publications/ebr-bench-update</guid><pubDate>Wed, 07 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Updates on EBR-bench, Epoch AI’s benchmark that tests models’ ability to learn from experience. GPT-6 Astra hit a perfect score on over half its EBR-bench attempts by exploiting one overpowered card, which we now ban. Plus multi-agent scaffold results.</description></item>
<item><title>Epoch AI: Can AI automate AI R&amp;D yet?</title><link>https://epoch.ai/publications/innovationeval</link><guid isPermaLink="false">https://epoch.ai/publications/innovationeval</guid><pubDate>Wed, 07 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Early evidence from InnovationEval: No</description></item>
<item><title>Epoch AI: China is more exposed to semiconductor supply-chain disruptions than the US</title><link>https://epoch.ai/publications/china-us-semiconductor-supply-chain-exposure</link><guid isPermaLink="false">https://epoch.ai/publications/china-us-semiconductor-supply-chain-exposure</guid><pubDate>Tue, 06 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>China is 2.7× as exposed to semiconductor supply shocks as the US, Epoch AI estimates. Epoch traces chips through input-output tables to model the impact of a Taiwan shock and decoupling.</description></item>
<item><title>Epoch AI: How do Chinese AI companies make money?</title><link>https://epoch.ai/publications/how-do-chinese-ai-companies-make-money</link><guid isPermaLink="false">https://epoch.ai/publications/how-do-chinese-ai-companies-make-money</guid><pubDate>Tue, 06 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>China&apos;s six leading AI firms earn about 10% of OpenAI and Anthropic&apos;s combined AI revenue. Epoch AI examines their five revenue streams: consumer apps, model access, enterprise and government solutions, licensing fees, and indirect monetization through cloud and advertising.</description></item>
<item><title>Epoch AI: Coding-agent spending by OpenAI researchers is doubling roughly every month</title><link>https://epoch.ai/data-insights/openai-coding-agent-spending</link><guid isPermaLink="false">https://epoch.ai/data-insights/openai-coding-agent-spending</guid><pubDate>Mon, 05 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>OpenAI researchers’ coding-agent usage, valued at API prices, has recently been doubling roughly every month, according to breakpoint fits.</description></item>
<item><title>Epoch AI: How many AI agents could run on the AI chips shipped through 2027?</title><link>https://epoch.ai/publications/estimating-the-agent-population</link><guid isPermaLink="false">https://epoch.ai/publications/estimating-the-agent-population</guid><pubDate>Fri, 02 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Memory shipped through 2027 could run 33–171 million concurrent frontier-model agents, or billions using efficient open models. Epoch AI estimates inference capacity from HBM supply, serving benchmarks, and agent-hour costs.</description></item>
<item><title>Epoch AI: Introducing the ChatGPT usage explorer</title><link>https://epoch.ai/latest/introducing-the-chatgpt-usage-explorer</link><guid isPermaLink="false">https://epoch.ai/latest/introducing-the-chatgpt-usage-explorer</guid><pubDate>Thu, 01 Oct 2026 00:00:00 GMT</pubDate><category>research</category><description>Median monthly messages per active user rose from 14 in 2023 to 36 in 2025, and the top 10% of users sent 63% of all prompts. Epoch AI&apos;s ChatGPT usage explorer draws on 8.3 million messages from 5,000 US YouGov panelists.</description></item>
<item><title>Epoch AI: AI has improved significantly at reasoning about IKEA furniture assembly</title><link>https://epoch.ai/publications/furniture-assembly</link><guid isPermaLink="false">https://epoch.ai/publications/furniture-assembly</guid><pubDate>Wed, 23 Sep 2026 00:00:00 GMT</pubDate><category>research</category><description>AI model scores on Epoch AI&apos;s IKEA furniture assembly benchmark jumped from 28% to 80% in 10 months, with open-weight models trailing closed-weight models by about 7 months. Epoch AI&apos;s test of visual and spatial reasoning across 60 photos from three furniture builds.</description></item>
<item><title>Epoch AI: The plunging price of thought</title><link>https://epoch.ai/publications/the-plunging-price-of-thought</link><guid isPermaLink="false">https://epoch.ai/publications/the-plunging-price-of-thought</guid><pubDate>Tue, 22 Sep 2026 00:00:00 GMT</pubDate><category>research</category><description>Epoch AI measures how fast the cost of a given level of AI performance is falling across five benchmarks covering math, science and games of skill: about 47% per quarter, or 13x per year, since 2023, faster than electricity, compute, batteries or DNA sequencing ever fell.</description></item>
<item><title>Epoch AI: In August, 25% of math preprints acknowledged AI use, up from 4% in April</title><link>https://epoch.ai/data-insights/math-preprints-disclosed-ai-use</link><guid isPermaLink="false">https://epoch.ai/data-insights/math-preprints-disclosed-ai-use</guid><pubDate>Fri, 18 Sep 2026 00:00:00 GMT</pubDate><category>research</category><description>Acknowledgments of AI use in arXiv math preprints rose from 4% in April 2026 to 25% in August, with 6% crediting AI with a substantial research contribution.</description></item>
<item><title>Epoch AI: Trade data is consistent with more than $3 billion of chips smuggled into China via Malaysia</title><link>https://epoch.ai/data-insights/malaysia-china-chip-smuggling</link><guid isPermaLink="false">https://epoch.ai/data-insights/malaysia-china-chip-smuggling</guid><pubDate>Thu, 17 Sep 2026 00:00:00 GMT</pubDate><category>research</category><description>Epoch AI&apos;s analysis of trade data finds a pattern consistent with $3B worth of chips smuggled to China via Malaysia. China recorded $3.8B of server imports from Malaysia in 2024–25; Malaysia recorded only $0.6B of exports.</description></item>
<item><title>Epoch AI: GPT-6 Astra leads on math benchmarks, but not on software engineering</title><link>https://epoch.ai/data-insights/astra-eci-breakdown</link><guid isPermaLink="false">https://epoch.ai/data-insights/astra-eci-breakdown</guid><pubDate>Wed, 16 Sep 2026 00:00:00 GMT</pubDate><category>research</category><description>OpenAI&apos;s GPT-6 Astra tops the Epoch Capabilities Index (ECI) with a score of 166, ahead of Claude Fable 5.1 at 164 and GPT-5.6 Sol at 162. Its Math-ECI of 170 sets a new record, but on software engineering benchmarks its SWE-ECI of 164 still lags behind Fable 5.1&apos;s 167.</description></item>
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