Manifold MarketsGeen KYCGeverifieerde afwikkelingsgegevensRedelijk gekalibreerdHuidige gemeenschapsvoorspellingJa 59.1%
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Play-money forecasting platform
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Verouderd27 sep 26, 13:06 UTC31 dec 27, 23:59 UTC
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GPT-5 plus scaffolding and inference-compute ~= training compute will achieve capabilities advance >= (GPT-4 to GPT-5).
Manifold MarketsWill the market for AI Inference chips be 2X larger than the market for training chips at the end of 2026?
Manifold MarketsWill the market for AI Inference chips be 5X larger than the market for training chips at the end of 2026?
Manifold MarketsHow much will global AI inference token usage grow from 2029 to 2030?
Manifold MarketsWhen will Anthropic officially announce an IPO?
KalshiBest AI at the end of 2026?
KalshiRegels
Resolves YES if there is strong evidence that, at some point during 2027, demand for frontier-scale AI inference materially exceeds available compute capacity at prevailing prices.
- Strong evidence means either (A) direct quantitative evidence of a shortfall or (B) multiple observable signs of compute scarcity.
- A. Direct quantitative evidence
- This criterion is met if Epoch AI or another credible analysis estimates that frontier inference demand is equal to or greater than available inference capacity, using reasonably comparable assumptions about model size, context length, and token generation speed.
- An Epoch-style estimate showing a demand/capacity ratio ≥1.0 for a frontier model under roughly 25k:1k or 128k:1k input token workloads, while maintaining about 35 output tokens/second per user, is sufficient.
- For context, Epoch estimated Q4 2025 global Blackwell capacity at roughly 20B output tok/s at 8k context, 6B at 25k, and 0.5B at 128k.
