Epoch AI has released a data explorer that estimates the sales and capacity of AI chips from major vendors like Nvidia and Google. It provides insights into global AI compute capacity and highlights the significant costs and power demands associated with these chips.

The article examines how traditional software moats are becoming less effective as AI models and software development become cheaper and more accessible. It highlights new potential moats, such as compute resources and human relationships, while discussing the implications for companies in an increasingly commoditized landscape.