Capability progress is unlikely to slow in the next few years because data center investments and construction plans are already baked in through 2027-2028, meaning compute input will continue even if investment stops today.
forecastpending
Speaker
Joel BeckerEvidence Quote
“a lot of those compute R&D investments, basically already baked in, right? Like the centers have already been built, you know, plans for data centers even beyond, you know, 2027, 20, 28”
Created: 8/12/2026, 6:03:24 PM
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