4 sources healthy · latest episode 9 Nov 2026
descriptive claim

According to Epoch, OpenAI allocated about 25% of its compute to inference in 2024; the speaker estimates the share is now likely around 50% or higher.

Dwarkesh Patel · Why smarter AI models could drive up compute prices 10x · 3 Aug 2026

In their words

The transcript segments this claim was taken from

“And with regards to the share compute that goes to trading versus inference,”
“in 2024,”
“according to Epoch,”
“OpenAI was spending just a quarter of its compute on inference,”
“and that number is likely closer to 50%, if not higher now.”
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