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The five biggest labs still used under half the world's AI compute

development2026-06-29

Claim

Epoch's Josh You noted the five biggest labs still used under half the world's AI compute at the end of 2025, yet Anthropic and OpenAI could swallow that headroom within a few years, while Firmus and DayOne poured a 360-MW Nvidia campus into Indonesia under a deal worth up to $30 billion.

Reported metric: <50% / 360 MW

Reporting date: 2026-06-29 (not necessarily the event date)

Sources

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

Welcome to June 29, 2026 (theinnermostloop.substack.com)

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Welcome to June 29, 2026

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Supersedes

A hyperscaler throttles a rival's model access over scarcity

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The five biggest labs still used under half the world's AI compute
Innermost Loop KB — secondary record
Reporting date: 2026-06-29
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-06-29-five-labs-still-under-half-the-worlds-compute
Claim: Epoch's Josh You noted the five biggest labs still used under half the world's AI compute at the end of 2025, yet Anthropic and OpenAI could swallow that headroom within a few years, while Firmus and DayOne poured a 360-MW Nvidia campus into Indonesia under a deal worth up to $30 billion.
Attributed sources:
- Welcome to June 29, 2026 — https://theinnermostloop.substack.com/p/welcome-to-june-29-2026
This citation does not imply independent verification of linked-source claims.

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