THE WEEKLY
Issue of 3 October 2026
This week's facts and what changed on the site, each one still linked to its source.
Epoch AI's decomposition of 63 frontier AI models built since 2018 finds the computing power used to train them has grown at a median multiplicative rate of 4.17x per year, split roughly evenly across more hardware, longer training runs, and faster chips AI training compute grows 4.17x per year
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In a randomised field experiment across 66 firms and 7,137 knowledge workers, a generative AI tool built into everyday work apps saved the people who used it two hours a week on email, with no detected change in their tasks
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OpenAI's GPT-6 Astra, released 3 September 2026, reached an Epoch Capabilities Index score of 167 as of September 2026 -- the highest score Epoch AI has recorded among the 251 models it tracks -- two points above Anthropic's Claude Fable 5.1 at 165 167, the highest Epoch Capabilities Index score on record
See the receipt →Epoch AI and Ipsos surveyed 1,106 employed US adults between 10 and 19 July 2026, on the Ipsos KnowledgePanel, and found 20% say AI now handles a task they used to hand off to a human coworker or contractor
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Eaton's Electrical Global segment, which sells the power distribution and switching gear AI data centres depend on, ended the second quarter of 2026 with total backlog up 103% year-over-year Eaton Electrical Global backlog up 103% year-over-year
See the receipt →Epoch AI tracked 333 compute estimates for notable AI models released between 2010 and May 2024, and found that training compute for the frontier — the top 10 models by compute at release — has been growing each year to reach 5.3x the prior year's level
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Microsoft MSFT
Hyperscalers · The buyers
The largest single AI capex line in the market and the commercial route to OpenAI's models through Azure.
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See it →Reuters reports Anthropic's IPO prospectus puts its SpaceX compute deal at up to $84.5B through May 2029, nearly double May's ~$45B. Most of it can be cancelled with 90 days' notice.
See it →The Insider tier, still in development, now promises detailed grid bot trading setups for every tradeable AI stock alongside its other member perks.
See it →The founding-list form's button no longer just promises a free brief — it now says plainly that signing up makes you a founding member.
See it →Read on 1 October 2026
SAID, NOT SIGNED: The Two Kinds of Numbers Every Company Has
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