THE WEEKLY
Issue of 12 September 2026
This week's facts and what changed on the site, each one still linked to its source.
Epoch AI estimates the single largest owner of AI computing power worldwide is not a chipmaker or a cloud reseller but Google, which held, measured in H100-equivalents as of the fourth quarter of 2025, about a quarter of all global AI compute, mostly its own TPUs rather than Nvidia GPUs
See the receipt →
Epoch AI tested three commercial AI detectors — Pangram, GPTZero, Originality.ai — pinned to their June 2026 versions. Against plain machine-generated text they catch nearly everything, but shown five samples of a specific author's writing and told to imitate the style, AI detectors missed 13% of style-imitated AI passages, versus under 1% of plain AI text
See the receipt →
Epoch AI and Ipsos asked 469 US workers who had used AI for work in the previous seven days whose subscription they were on. In computer, engineering and science jobs 67% use a tool their employer provides — everywhere else the free tier wins: 46% of US workers using AI at work are on a free plan, against 37% given a tool by their employer
See the receipt →
Alphabet told investors in its second-quarter 2026 results that Gemini models now process 22 billion API tokens a minute, and that the Gemini app has reached 950 million monthly active users
See the receipt →Traditional computing powers like Germany, Japan and France now play marginal roles in AI infrastructure. Epoch AI's tracking of global GPU cluster performance in May 2025 put China second at 15%, behind a United States hosting about three-quarters of the world's GPU cluster performance
See the receipt →Epoch AI fits a trend through the models whose context windows ranked among the ten longest on their release date, and finds that since mid-2023 the frontier context window has been getting about 30× longer every year
See the receipt →
Vertiv Holdings VRT
Power & Cooling · The constraint
Liquid cooling and power distribution sold per rack, so revenue tracks megawatts deployed rather than chips shipped.
See it→The receipts and the free brief now come first and the data follows, with the locked company cards moved to their own pages. On a phone the page went from 37 screens to 27, every chart, photo and diagram kept whole.
See it →On the leaderboard the selected model's numbers appeared in a panel above the table — off a phone screen entirely, so tapping a row looked like nothing had happened. The detail now opens under the row you tapped.
See it →Alphabet, Amazon, Oracle, AMD, Marvell, Micron, Intel, ASML, Arista and Dell join the exposure set, each with the AI share of revenue it discloses — or the plain note that it discloses none.
See it →The Daily Receipts and The Weekly Brief now open with a full masthead and a themed photo band on every section — in the clients that render them, Gmail and Apple Mail included.
See it →Read on 11 September 2026
Follow the Watt: The AI Bottleneck Moved From the Chip to the Socket
See it→