AI 2027 Tracker: Tracking predictions from the AI 2027 scenario against reality

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AI 2027 Tracker: Predictions vs Reality

Predictions Confirmed<br>16/31<br>53 total tracked

Speed Ratio<br>0.70×<br>~70% of predicted pace

Overall Assessment<br>Mixed<br>Directionally plausible, uneven pace

Scenario Speed Ratio<br>Reality is progressing at ~70% of AI 2027's predicted pace

0× 0.70× Current 1.0×

Status Breakdown<br>16 Confirmed<br>3 Ahead<br>8 On Track<br>4 Behind<br>13 Emerging<br>9 Not Yet Testable

Visual Overview<br>Status Distribution

Category Coverage

By Category<br>Model Capability 7 predictions Emerging Frontier model trained at 10²⁷ FLOP (Agent-0, completes May 2025) May 2025 Not Yet Testable Frontier model uses daily weight updates / online learning January 2027 Confirmed Models shift to continuous/iterative training Late 2025 Emerging IDA achieves superhuman performance at coding Early 2027 Emerging High-bandwidth non-text reasoning (neuralese) deployed Early 2027 Confirmed OSWorld benchmark reaches 65% by mid-2025 Mid 2025 (65%), Early 2026 (80%) Not Yet Testable 10²⁸ FLOP training run completed March 2027

Economic Impact 11 predictions On Track Frontier model variant 10x cheaper released Late 2026 Emerging Global AI power consumption reaches 38GW End of 2026 Emerging AI consumes 2.5% of US electricity End of 2026 On Track Global AI capex reaches $1 trillion cumulative Late 2026 Confirmed Massive datacenter buildouts continue Through 2026 Confirmed Leading AI company reaches $45B annual revenue End of 2026 Behind Leading AI company reaches $3T valuation End of 2026 Confirmed Massive AI infrastructure investment continues Ongoing through 2025–2026 Ahead Stock market impact and public backlash from AI job displacement Late 2026 On Track Leading AI company reaches $40B compute costs, 6GW power, $200B capex End of 2026 Behind Stock market rises 30% in 2026 End of 2026

Takeoff 5 predictions Confirmed AI companies focus on AI-for-AI-research 2025–2026 Emerging AI R&D progress multiplier reaches 2x Late 2026 Not Yet Testable AI R&D progress multiplier reaches 3× January 2027 Not Yet Testable AI algorithmic progress multiplier reaches 4× (~2× overall R&D) March 2027 On Track AI R&D progress multiplier reaches 1.5× Early 2026

Agent Autonomy 6 predictions Confirmed Best AI agents cost hundreds of dollars per month Mid 2025 Emerging AI model capable of autonomous self-replication January 2027 Confirmed Agents struggle with long-horizon tasks 2025 Ahead METR time horizon doubles every 4 months ~4 month doubling from 2024+ Confirmed Computer-using agents marketed as 'personal assistants' Mid 2025 Confirmed Unreliable but useful AI agents emerge Mid 2025

Governance 5 predictions Emerging Large-scale anti-AI protest (10,000+ people) Late 2026 On Track Public unaware of best AI capabilities Ongoing through 2027 Confirmed Department of Defense scales up AI lab contracting Late 2026 Emerging Nationalization of leading AI lab debated February 2027 Confirmed Continued skepticism from academics and journalists Through 2025–2026

Security 6 predictions On Track AI provides substantial bioweapon design help Late 2025 Not Yet Testable China's centralized AI facility airgapped Late 2026–Early 2027 Confirmed AI scores 85% on Cybench Early 2026 Ahead AI reaches near-best-human hacking capability Early 2027 Not Yet Testable AI model weights stolen by nation-state February 2027 Emerging Leading AI lab progresses toward RAND SL3 security Mid-to-late 2026 (WSL 3.0); SSL 3.0 not until ~Apr 2027

Geopolitics 7 predictions Emerging China nationalizes/centralizes AI research Mid 2026 Emerging China has ~12% of global AI-relevant compute Mid 2026 On Track Chinese domestic AI chips 3 years behind US-Taiwan Mid 2026 Behind Leading Chinese AI lab ~6 months behind US frontier Mid 2026 Confirmed Export controls impact Chinese AI compute Ongoing Emerging Military tension around Taiwan escalates over AI race Mid 2026–Early 2027 Confirmed Gap between top US labs narrows to 0-2 months Late 2025

Coding 6 predictions Confirmed Coding agents provide significant real-world value Mid 2025 Not Yet Testable Coding fully automated but research taste still requires humans Early–Mid 2027 Not Yet Testable 200,000–250,000 AI coding agents run in parallel March 2027 Behind RE-Bench score reaches 1.3 Early 2026 Not Yet Testable Superhuman coder emerges March 2027 On Track SWE-bench-Verified score reaches 85% Mid 2025

Recently Updated<br>AI reaches near-best-human hacking capability Ahead<br>Updated 2026-08-10 Early 2027<br>Agent-2 is 'only' a little worse than the best human hackers, but thousands of copies can be run in parallel, searching for and exploiting weaknesses faster than defenders can respond. (page 10)<br>Massive datacenter buildouts continue Confirmed<br>Updated 2026-08-10 Through 2026<br>Data center construction accelerates dramatically, with power grid constraints becoming a real bottleneck.<br>Frontier model variant 10x cheaper released On Track<br>Updated 2026-08-03 Late 2026<br>OpenBrain blows the competition out of the water again by releasing Agent-1-mini—a model 10x cheaper...

confirmed emerging reaches late predictions early

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