AI 2027
Summary
AI 2027 lays out a month-by-month scenario in which increasingly capable agents automate AI R&D, accelerating progress and concentrating economic and strategic power in a small number of labs. It makes the scenario concrete with estimates for compute, capital spending, power use, revenue, labor-market disruption, and a branching race-versus-slowdown ending.
Why it matters
The scenario connects recursive AI progress to tangible economic inputs and outcomes: data centers, electricity, investment, firm concentration, research productivity, wages, and geopolitical competition.
What to keep in mind
This is the original scenario published on 3 April 2025, not a consensus forecast. Its authors explicitly describe it as one concrete, highly uncertain path and have since updated their timelines.