WHITE SMOKE 6 of 6 advocates 2026-07-26

What percentage of gigawatt capacity was used for AI inference versus training on July 1st, 2025, January 1st, 2026, April 1st, 2026, and July 1st, 2026? Specify the sources or datasets to be used for this information.

A verdict was reached, no dissent.

The Bottom Line

AI inference capacity is estimated to have reached parity with training capacity by January 1, 2026, and to have become the majority workload shortly thereafter, accounting for approximately **55% of total gigawatt capacity by July 1, 2026*…

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DeepSeek V4 Pro Grok 4.5 Claude Opus 5 Gemini 3.1 Pro Magistral Medium GPT-5.6 Sol