Jesse Hawkins · AI and chips, measured

Catch up on the week in AI and chips

The seven days to 12 Nov hold 284 events on the Tape, 2 scheduled releases and no new highs and lows.

Follow AI and chip filings, rules and models as they land

The Tape →
  1. Filings11
  2. Rules and orders4
  3. Models1
  4. Papers58
  5. Labs and press173
  6. Discussion37
Filings, rules, models, papers, lab posts and discussion: one tick an event, at the time its source gave. A taller, brighter tick drew more attention.

Newest

  1. [AINews] D-Day (Decision Models Day) Labs and press · 12 Nov 05:26 UTC
  2. The Jev Revolution: What Engineers Are Already Building with System One Models Labs and press · 12 Nov 05:08 UTC
  3. Gilbert + Tobin rethinks the business of law with AI Labs and press · 12 Nov 00:00 UTC
  4. Automotive Tech Forum: Panel Discussion the Make-or-Break Milestones Toward Level 4 Autonomous Driving Labs and press · 11 Nov 23:39 UTC
  5. Automotive Tech Forum: The Current State of Sic in EV Design and How It's Evolving Labs and press · 11 Nov 23:34 UTC

Most attention this week

  1. Claude Code sends your email address to websites Hacker News · 5 Nov 22:17 UTC · score 99.4
  2. Claude Fable 5.2 and Mythos 5.2 Hacker News · 9 Nov 18:56 UTC · score 98.2
  3. A Message to Our Company Labs and press · 8 Nov 21:02 UTC · score 98.2
  4. Google SWE points 48 AI agents at NASA Lidar, finds unmapped Maya pyramid in 72h Hacker News · 11 Nov 12:05 UTC · score 98.1
  5. Nvidia is preparing to oust Jensen Huang Hacker News · 11 Nov 22:31 UTC · score 97.7

Each event linked to its source · every source read every 6 hours, last at 12 Nov 2026, 07:43 UTC · Data: SEC EDGAR · Federal Register · eCFR · the White House · Hugging Face · arXiv · Hacker News · each lab’s own feed

BLS publishes producer prices of chips and servers on Friday 13 November

The Calendar →
  1. Fri 13 Nov Producer prices of chips and servers 08:30 ET · tomorrow
  2. Tue 17 Nov Chip output and capacity time not given · in 5 days
  3. Tue 1 Dec Construction spending 10:00 ET · October 2026 data · in 19 days
  4. Tue 1 Dec Job openings and hires 10:00 ET · in 19 days
  5. Fri 4 Dec Payrolls and unemployment 08:30 ET · in 22 days

Each date in its publisher’s own words · Data: BLS · Census Bureau · Federal Reserve · EIA · PJM · Taiwan’s Securities and Exchange Act · calendar.ics

7 series hit record highs, led by circuit board prices

Every series →

No series set a new high or low in the seven days; the newest was logged on 11 Oct.

  1. Machine · Producer prices: chips

    A new low

    28.5 in Aug 2026, preliminary

    U.S. Bureau of Labor Statistics

  2. Machine · Producer prices: circuit boards and modules

    A new high

    211.7 in Aug 2026, preliminary

    U.S. Bureau of Labor Statistics

  3. Buildout · US data-center construction

    A new high

    $85.0 bn a year in Aug 2026, preliminary

    U.S. Census Bureau

  4. Power · US home power price

    A new high

    17.99¢ per kWh in Jul 2026

    U.S. Energy Information Administration

Each compared with its own history for a new high or low · Data: U.S. Bureau of Labor Statistics, public domain · U.S. Census Bureau, public domain · U.S. Energy Information Administration, public domain

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Jesse Hawkins · The global AI buildout

Today Oct 2026

18.2GW

drawn by the world's 95 largest AI campuses, about 43% of the world's AI computing capacity

The power of 14.8 million US homes.

Online
74
Building
21
Data-centre power use, 2025
485 TWh
AI compute worldwide
~20.0M H100e
Capex, Q2 2026
$208.4B
Cloud regions
297 in 46 countries

Data: Epoch AI, CC BY 4.0 · IEA, CC BY 4.0 · company filings · cloud providers · by country · sources

Open the Buildout

Home power prices rise 25% near AI data centers, 29% elsewhere

Power prices by state →

Home power price, change since 2021, median state · brighter tiles have more AI capacity against demand · The comparison does not show cause.

  1. AK +19%
  2. ME +72%
  3. WI +29%
  4. VT +24%
  5. NH +34%
  6. WA +40%
  7. ID +25%
  8. MT +23%
  9. ND +14%
  10. MN +20%
  11. IL +43%
  12. MI +20%
  13. NY +46%
  14. MA +33%
  15. OR +36%
  16. NV +16%
  17. WY +25%
  18. SD +16%
  19. IA +11%
  20. IN +27%
  21. OH +43%
  22. PA +50%
  23. NJ +45%
  24. CT +28%
  25. RI +31%
  26. CA +45%
  27. UT +28%
  28. CO +27%
  29. NE +20%
  30. MO +22%
  31. KY +21%
  32. WV +27%
  33. VA +38%
  34. MD +60%
  35. DE +42%
  36. AZ +23%
  37. NM +13%
  38. KS +16%
  39. AR +19%
  40. TN +23%
  41. NC +30%
  42. SC +22%
  43. DC +85%
  44. OK +25%
  45. LA +18%
  46. MS +28%
  47. AL +27%
  48. GA +21%
  49. HI +30%
  50. TX +32%
  51. FL +29%

See every AI data center, supercomputer and chip plant on one globe

Open the globe →
  1. Data centers 84% of tracked AI data-center power sits in the United States
  2. Compute 86% of tracked AI computing power sits in the United States
  3. Chip plants 52% of listed chip plants are in Japan, the US and China
  4. Sales +57% in a year for September 2026 sales of TSMC and 8 AI server makers, against +33% for the other 1,079 companies on Taiwan’s main board
  5. Imports 5.7× US imports of servers, chips and computer parts from Taiwan, Mexico and South Korea, the twelve months to August 2026 against four years earlier

Data: Epoch AI, CC BY 4.0 · Wikipedia's contributors, CC BY-SA 4.0 · Taiwan FSC via TWSE, OGDL 1.0 · U.S. Census Bureau, public domain · sources on each page

Follow a chip from raw material to finished accelerator

The chip desk →
  1. Materials 100% of the world’s primary gallium comes from China
  2. Tools 29% of a typical chip-tool maker’s sales go to China
  3. Fabs $26.4 billion in CHIPS Act awards goes to 17 US chip plants
  4. Nodes 15 of 19 process nodes shipped by the date first promised
  5. Memory 4.8× Micron’s revenue in the quarter to September 2026, against the same quarter a year earlier

Data: USGS · SEC EDGAR · TWSE, OGDL 1.0 · UN Comtrade · NIST · each company’s own pages, quoted · sources on each page

Google owns the most AI data-center power, at 3.9 GW

Every company →
  1. 6 datasets Google 3.9 GW of AI campus power now
  2. 6 datasets Microsoft 2.0 GW of AI campus power now
  3. 5 datasets Meta 2.9 GW of AI campus power now
  4. 5 datasets Amazon 2.3 GW of AI campus power now
  5. 5 datasets Oracle 684 MW of AI campus power now
  6. 5 datasets Alibaba 203 MW of AI campus power now

Each company joined across the site's datasets · sources on each page

BLS puts 56% of US workers in jobs highly exposed to AI

Find your job →
  1. Home health and personal care aidesModerate
  2. Retail salespersonsVery high
  3. Fast food and counter workersModerate
  4. General and operations managersHigh
  5. Registered nursesHigh
  6. CashiersHigh

The six largest jobs and their BLS AI exposure · 95.4 million of 170.3 million workers rated high or very high · Data: U.S. Bureau of Labor Statistics, public domain

Employers blame AI for 120,136 job cuts in 2026

Read the Ledger →
  1. 2023 · from May 4,247
  2. 2024 · derived 12,742
  3. 2025 54,836
  4. 2026 · to Sep 120,136

Announced job cuts, AI given as the reason · Data: Challenger, Gray & Christmas · New York State Department of Labor · SEC EDGAR · no company named

Open models take a median 127 days to catch the leader

Open Frontier →

Text

Now: Gemini 4 Carbon (High), first since 28 October 2026

WebDev

Now: claude-opus-5.5-max, first since 23 September 2026 (35 days)

Vision

Now: claude-fable-5-high, first since 28 September 2026 (21 days)

Text to image

Now: gpt-image-2.5-sunburst, first since 8 September 2026 (48 days)

proprietary open weights · Each block is one model’s time in first place. The board began in May 2023 for Text; the others later.

First place on four Arena leaderboards · Data: LMArena, CC BY 4.0

Every section

  1. Buildout A world map with a dot for each of the 74 largest AI data centers, sized by the power each draws 18.2 GW drawn by the 95 largest AI campuses
  2. Power Bars for the change in home power prices in each of 51 states since 2021; the 27 states with AI data centers are coloured +25% home power prices near AI data centers since 2021
  3. Machine A world map with a dot for each of 408 chip plants 456 chip plants on the map, next to the AI data centers
  4. Chips A line of the share of chip-cycle measures improving, as a twelve-month mean, 2005 to August 2026, against a dashed line at half 8 of 8 chip-cycle measures improving in August 2026
  5. Jobs One bar of US employment split by BLS's four AI exposure categories, very high to low 56% of US workers are in jobs BLS rates highly exposed to AI
  6. Ledger Bars for the job cuts that US employers blamed on AI, month by month, 2026 to 2026-09 120,136 US job cuts blamed on AI in 2026 to September 2026, in Challenger’s count
  7. Frontier 4 rows, one for each Arena leaderboard, with each model's time in first place; open-weights leaders are coloured 127 days for an open model to catch the leader, at the median
  8. News 5 rows, one for each topic, with a dot for each of 105 primary-source stories in the 14 days to 2026-11-12 105 stories from filings, rules and the labs’ own pages
  9. Tape 6 rows, one for each kind of source, with a dot for each of 281 items in the seven days to 2026-11-12 281 filings, rules, models and papers in seven days
  10. Asia 4 rows, China, Taiwan, South Korea and Japan, with a dot for each of 21 official releases in the 120 days to 2026-11-02 25 official releases from China, Taiwan, Korea and Japan
  11. Calendar 8 rows, one for each scheduled release, with a dot on each of 13 release days in the next 60 days Fri 13 Nov Producer prices of chips and servers is out next
  12. Vendors A tile for each of 21 AI vendors: coloured where the vendor says business data stays out of training, lighter where it offers an opt-out 12 of 21 AI vendors say business data stays out of training
  13. Dispatch The week of the newest edition, with a dot for each of its 5 stories on its day; the top stories are coloured 8 October 2026 the newest edition: 5 stories of the AI and chip week
  14. Research Bars for the research briefs published each week, 2026-09-24 to 2026-11-03 12 research briefs, each figure linked to its source