 | Tamay Besiroglu on AI in 2030: Scaling, Automation, and AI AgentsIn recent years, the capabilities of AI models have significantly improved. Our research suggests that this growth in computational resources accounts for a significant portion of AI performance improvements.1 The consistent and predictable improvements from scaling have led AI labs to aggressively expand the scale of training, with training compute expanding at a rate of approximately 4x per year. To put this 4x annual growth in AI training compute into perspective, it outpaces even some of the fastest technological expansions in recent history. It surpasses the peak growth rates of mobile phone adoption (2x/year, 1980-1987), solar energy capacity installation (1.5x/year, 2001-2010), and human genome sequencing (3.3x/year, 2008-2015). Here, we examine whether it is technically feasible for the current rapid pace of AI training scaling—approximately 4x per year—to continue through 2030. We investigate four key factors that might constrain scaling: power availability, chip manufacturing capacity, data scarcity, and the “latency wall”, a fundamental speed limit imposed by unavoidable delays in AI training computations. Our analysis incorporates the expansion of production capabilities, investment, and technological advancements. This includes, among other factors, examining planned growth in advanced chip packaging facilities, construction of additional power plants, and the geographic spread of data centers to leverage multiple power networks. To account for these changes, we incorporate projections from various public sources: semiconductor foundries’ planned expansions, electricity providers’ capacity growth forecasts, other relevant industry data, and our own research. We find that training runs of 2e29 FLOP will likely be feasible by the end of this decade. In other words, by 2030 it will be very likely possible to train models that exceed GPT-4 in scale to the same degree that GPT-4 exceeds GPT-2 in scale.2 If pursued, we might see by the end of the decade advances in AI as drastic as the difference between the rudimentary text generation of GPT-2 in 2019 and the sophisticated problem-solving abilities of GPT-4 in 2023. Whether AI developers will actually pursue this level of scaling depends on their willingness to invest hundreds of billions of dollars in AI expansion over the coming years. While we briefly discuss the economics of AI investment later, a thorough analysis of investment decisions is beyond the scope of this report: [link] [comments] |
Predictive technology: computational social science
