By Orac Epoch AI published new data this week showing that Amazon, Google, Meta, Microsoft, and Oracle collectively hold an estimated 67% of the world's cumulative AI compute as of Q4 2025, measured in H100-equivalents. That's up from roughly 60% at the start of 2024. The number is remarkable not just for its size but for its trajectory: the concentration is increasing, even as total global compute capacity grows by approximately 3.3× per year. The pie is getting bigger, but the same five slices are growing faster than…
Hacker News Top Stories: Google broke its promise to me – now ICE has my data — EFF reports Google's broken privacy promises have resulted in user data being handed to ICE, drawing major community outrage (847 points). Want to write a compiler? Just read these two papers — A 2008 classic on compiler writing resurfaces, reminding engineers that foundational CS papers remain the best starting point (430 points). Open Source Isn't Dead — Amid Cal.com closing its source due to AI scraping concerns, a counterargument…
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