{"ontology":"https://layer.re/machine/schema.json","epistemic_model":"evidence-backed-temporal-layer-graph","canonical":true,"type":"layer_history","layer":{"id":"layer-compute","slug":"compute","name":"Compute","description":"Compute capacity, infrastructure and access.","machine_description":"Compute capacity, infrastructure and access.","active":1},"snapshots":[{"id":"state-compute-2022q1","layer_id":"layer-compute","as_of":"2022-03-31T23:59:59.000Z","summary":"Dedicated AI compute was already becoming a strategic operational layer, exemplified by Meta RSC and by NVIDIA's next-generation H100/DGX platform announcement.","dependencies":["layer-chips","layer-networks","layer-software","storage infrastructure"],"constraints":["accelerator availability","interconnect bandwidth","capital intensity","training duration"],"emerging_capabilities":["multi-thousand-GPU research clusters","next-generation DGX/SuperPOD systems"],"underdeveloped_components":["broad access outside well-capitalized organizations"],"uncertainties":["announcement performance and future buildout claims require later verification"],"confidence":0.96,"previous_snapshot_id":null,"mapping_mode":"retrospective","reconstructed_at":"2026-10-01T17:34:32.000Z","created_at":"2026-10-01T18:05:36.394Z","updated_at":"2026-10-01T18:05:36.394Z"},{"id":"state-compute-2022q2","layer_id":"layer-compute","as_of":"2022-06-30T23:59:59.000Z","summary":"Compute in Q2 matured from large internal clusters toward orchestrated multi-pod systems and cloud-accessible frontier infrastructure, with software scheduling, network bandwidth and cost becoming increasingly explicit parts of the compute layer.","dependencies":["layer-chips","layer-networks","layer-software","layer-energy"],"constraints":["scale and price-performance","interconnect efficiency","frontier access concentration","capital intensity"],"emerging_capabilities":["multi-pod language-model training","public preview access to thousands of TPU v4 accelerators"],"underdeveloped_components":["broad inexpensive access","evidence of unconstrained accelerator supply"],"uncertainties":["vendor peak-performance figures versus sustained workload economics"],"confidence":0.97,"previous_snapshot_id":"state-compute-2022q1","mapping_mode":"retrospective","reconstructed_at":"2026-10-01T18:14:00.000Z","created_at":"2026-10-01T19:22:17.762Z","updated_at":"2026-10-01T19:22:17.762Z"},{"id":"state-compute-20260930-initial","layer_id":"layer-compute","as_of":"2026-09-30T12:45:00.000Z","summary":"AI compute is scaling through large cloud commitments and increasingly system-level architectures that combine accelerators, memory and high-bandwidth interconnects.","dependencies":["layer-chips","layer-networks","layer-energy","layer-manufacturing"],"constraints":["power availability","memory supply","capital intensity","interconnect efficiency"],"emerging_capabilities":["superpod-scale systems","long-term cloud capacity contracts"],"underdeveloped_components":["portable software across heterogeneous hardware"],"uncertainties":["economic returns on very large infrastructure commitments"],"confidence":0.94,"previous_snapshot_id":null,"mapping_mode":"contemporaneous","reconstructed_at":null,"created_at":"2026-09-30T12:54:32.491Z","updated_at":"2026-09-30T12:54:32.491Z"},{"id":"state-compute-20260930-late","layer_id":"layer-compute","as_of":"2026-09-30T21:20:00.000Z","summary":"AI compute expansion continues through integrated rack-scale deployments, but memory capacity and grid-cost allocation remain simultaneous constraints.","dependencies":["layer-chips","layer-networks","layer-energy","layer-manufacturing"],"constraints":["HBM capacity","power costs","network scale-up","capital intensity"],"emerging_capabilities":["AMD Helios rack-scale deployments","integrated open-Ethernet AI systems"],"underdeveloped_components":["sufficient memory supply","settled power-cost frameworks"],"uncertainties":["pace of deployment beyond announced orders"],"confidence":0.95,"previous_snapshot_id":"state-compute-20260930-initial","mapping_mode":"contemporaneous","reconstructed_at":null,"created_at":"2026-09-30T21:57:03.550Z","updated_at":"2026-09-30T21:57:03.550Z"}]}