Compute grows 3x a year while demand for it grows 10x

Claim

Cognition's Scott Wu noted global FLOPs are growing roughly threefold annually while inference demand grows tenfold, a scissor forecasting price rises and a flight to smaller, leaner models.

Reported metric: 3x vs 10x

Reporting date: 2026-04-09 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to April 9, 2026 (theinnermostloop.substack.com)