THE PLAYERS · PROMISE TRACKER

Held to their word.

Dated claims, predictions and commitments from AI labs and leaders, with sources, stated deadlines and an evidence-based status: pending, delivered, partially, missed or walked back.

What the statuses mean

In progress
The deadline has not passed (or none was set) and there is no evidence yet either way.
Not yet verified
We have not yet reviewed enough evidence to judge. A passed deadline alone does not make a promise broken.
Delivered
Evidence shows the promise was met. If it came after the deadline, we say how late, and the count stops on delivery.
Partially delivered
Part of the promise was met, with evidence.
Not kept
Evidence shows the promise was not met by the deadline.
Walked back
The speaker or company withdrew or reversed the promise.

All promises at a glance

15 tracked·4 not yet verified·2 due soon·1 kept·3 broken
CompanyPromiseDeadlineStatusTimeSource
Microsoft~$80B on AI data centres in FY2025End of Microsoft FY2025Not yet verifiedDeadline passedSource
AnthropicAI writing 90% of code within 3–6 monthsAbout September 2025Not yet verifiedDeadline passedSource
xAIGrokipedia v0.1 beta in 2 weeks19 October 2025KeptKept 8 d lateSource
OpenAIAI agents will “join the workforce” in 2025End of 2025Not yet verifiedDeadline passedSource
MicrosoftTrain 2.5M Americans in AI skills in 2025End of 2025Not yet verifiedDeadline passedSource
xAIGrok 5 out before the end of 2025End of 2025BrokenDeadline passedSource
xAIOpen-source Grok 3 in about 6 monthsAbout February 2026BrokenDeadline passedSource
xAIColossus 2 upgraded to 1.5 GW by April 2026End of April 2026BrokenDeadline passedSource
xAIGrok 5 out before the end of 2026End of 2026Due soon2 mo leftSource
MicrosoftHonour publishers’ AI-training opt-out from 1 Feb 20271 February 2027Due soon3 mo leftSource
OpenAISupport publishers’ AI-training opt-out “in the coming months”“In the coming months” — we review at six monthsIn progress6 mo leftSource
Microsoft$35B+ in AI/cloud infrastructure across 14 countriesAbout 2027In progress14 mo leftSource
OpenAI$500B of US AI infrastructure over four yearsJanuary 2029In progress27 mo leftSource
xAI50M H100-equivalents of compute by 2030July 2030In progress45 mo leftSource
GoogleGemini 4 Carbon for everyone “soon”No date givenIn progressNo deadlineSource

Full record: quotes, evidence and status history

We believe that, in 2025, we may see the first AI agents “join the workforce” and materially change the output of companies.
Not yet verifiedDeadline: End of 2025 (stated: “in 2025”) · Deadline passedLast checked: 2026-11-01Sam Altman, “Reflections” (personal blog)

The stated window has passed. “Materially change the output of companies” has no agreed measure; we have not yet reviewed enough independent evidence to assign delivered, partially or missed.

Status history

2026-11-01 · Not yet verified — Added to tracker.

“I think we’ll be there in three to six months—where AI is writing 90 percent of the code.”
Not yet verifiedDeadline: About September 2025 (three to six months) · Deadline passedLast checked: 2026-11-01Council on Foreign Relations · CEO Speaker Series with Dario Amodei (transcript)

Window has passed. Share of code written by AI is reported differently by different companies and is rarely independently audited; status awaits a review of independent measurements.

Status history

2026-11-01 · Not yet verified — Added to tracker.

Stargate “intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately.”
In progressDeadline: January 2029 (four years) · 27 mo leftLast checked: 2026-11-01OpenAI · Announcing The Stargate Project

Multi-year commitment still within its stated window. Announced site and capacity figures are company claims; spending to date has not been independently totalled here.

Status history

2026-11-01 · In progress — Added to tracker.

“In FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters … More than half of this total investment will be in the United States.”
Not yet verifiedDeadline: End of Microsoft FY2025 (30 June 2025) · Deadline passedLast checked: 2026-11-01Microsoft On the Issues · The golden opportunity for American AI

Not yet verified. Microsoft’s capital expenditure including finance leases totalled about $88.2 billion in FY2025 (sum of the four quarterly figures its CFO reported). That covers all capital spending, not only AI-enabled data centres, and Microsoft does not break out the AI share, so we cannot yet confirm the $80 billion figure or the US share. The deadline has passed; that alone does not make the promise broken.

Status history

2026-11-01 · Not yet verified — Added to tracker.

2026-11-01 · Not yet verified — Rechecked: total capex ≈ $88.2bn, but no AI-datacentre breakdown. Kept as not yet verified; no longer shown as overdue. Microsoft FY2025 Q4 earnings call Microsoft Form 10-K, FY2025

Microsoft intends “to invest more than $35 billion in 14 countries within three years to build trusted and secure AI and cloud datacenter infrastructure.”
In progressDeadline: About 2027 (three years from the 2024 announcement) · 14 mo leftLast checked: 2026-11-01Microsoft On the Issues · The golden opportunity for American AI

Within its stated window. Country-level spending is not consistently disclosed.

Status history

2026-11-01 · In progress — Added to tracker.

“In 2025 alone, Microsoft is on a path to train 2.5 million American students, workers, and community members with the AI skills to land new jobs.”
Not yet verifiedDeadline: End of 2025 · Deadline passedLast checked: 2026-11-01Microsoft On the Issues · The golden opportunity for American AI

Window has passed. Any delivery figure would be self-reported; we have not yet located a dated company report or independent count.

Status history

2026-11-01 · Not yet verified — Added to tracker.

“We look forward to bringing Carbon to developers, businesses, and consumers soon” — making it available “as soon as possible” after gathering feedback on guardrails.
In progressDeadline: No date given (“soon”, “as soon as possible”) · No deadlineLast checked: 2026-11-01Google · Introducing Gemini 4 Carbon

Access currently limited to cyber defenders in the Fairwind Program. We will mark delivered when a general API or product release is documented.

Status history

2026-11-01 · In progress — Added to tracker.

Microsoft will honour the common AI-training opt-out signal for publishers beginning 1 February 2027.
In progressDeadline: 1 February 2027 · 3 mo leftLast checked: 2026-11-01The Hindu (AFP)

Paraphrased from wire reporting of Microsoft’s blog post. Google committed to “sometime in 2027”, OpenAI to “the coming months”.

Status history

2026-11-01 · In progress — Added to tracker.

OpenAI said it will roll out support for the common AI-training opt-out signal “in the coming months”.
In progressDeadline: “In the coming months” — we review at six months (end of April 2027) · 6 mo leftLast checked: 2026-11-01The Hindu (AFP)

Review deadline is our editorial assumption, not OpenAI’s.

Status history

2026-11-01 · In progress — Added to tracker.

Grok 5 will be out before the end of this year and it will be crushingly good.
Not keptDeadline: End of 2025 · Deadline passedLast checked: 2026-11-01Elon Musk on X, 7 Aug 2025 (as quoted by The Times of India)

Grok 5 was not released in 2025. xAI said on 6 Jan 2026 that Grok 5 was “currently in training”; as of 1 Nov 2026 xAI’s API release notes list Grok 4.7 (21 Sep 2026) as the newest model and no Grok 5.

Status history

2026-11-01 · Not kept — Added to tracker. xAI API release notes

2026-11-01 · Not kept — Rechecked; status unchanged. xAI API release notes (newest: Grok 4.7) Hugging Face: xai-org (grok-1, grok-2 only)

With Grok 5, which should be out before the end of this year, we will be incorporating the entire corpus of SpaceX data.
In progressDeadline: End of 2026 · 2 mo leftLast checked: 2026-11-01SpaceX Q2 2026 webcast transcript (SpaceX investor relations, 4 Aug 2026)

Not released as of 1 Nov 2026; xAI has announced no release date. Earlier targets (end of 2025, Q1 2026) passed.

Status history

2026-11-01 · In progress — Added to tracker. xAI API release notes

2026-11-01 · In progress — Rechecked; status unchanged. xAI API release notes (newest: Grok 4.7) Hugging Face: xai-org (grok-1, grok-2 only)

The @xAI Grok 2.5 model, which was our best model last year, is now open source. Grok 3 will be made open source in about 6 months.
Not keptDeadline: About February 2026 (stated: “in about 6 months”) · Deadline passedLast checked: 2026-11-01Elon Musk on X (as quoted by TechCrunch, 24 Aug 2025)

Grok 2.5 weights were released (xai-org/grok-2). Musk reaffirmed Grok 3 would be open-sourced in Feb 2026, but as of 1 Nov 2026 xAI’s Hugging Face organisation lists only grok-1 and grok-2; we found no official Grok 3 weights.

Status history

2026-11-01 · Not kept — Added to tracker. Hugging Face: xai-org models Dataconomy, 10 Feb 2026: Musk confirms Grok 3 will be open-sourced

2026-11-01 · Not kept — Rechecked; status unchanged. xAI API release notes (newest: Grok 4.7) Hugging Face: xai-org (grok-1, grok-2 only)

The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years.
In progressDeadline: July 2030 (stated: “within 5 years”) · 45 mo leftLast checked: 2026-11-01Elon Musk on X (as quoted by Tom’s Hardware, 23 Jul 2025)

Deadline not reached. For scale, Epoch AI estimated Colossus 2 at roughly 1.1 million H100-equivalents in September 2026 (as reported by AI Prediction Index).

Status history

2026-11-01 · In progress — Added to tracker. AI Prediction Index (citing Epoch AI)

The Colossus 2 supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April.
Not keptDeadline: End of April 2026 · Deadline passedLast checked: 2026-11-01Elon Musk on X (as quoted by Interesting Engineering, 19 Jan 2026)

Epoch AI’s satellite analysis (Jan 2026) found about 350 MW of cooling capacity, disputing the 1 GW claim; Epoch’s September 2026 estimate of about 946 MW of IT power (reported by AI Prediction Index) means the 1.5 GW April upgrade did not happen on time.

Status history

2026-11-01 · Not kept — Added to tracker. Tom’s Hardware, 21 Jan 2026 (Epoch AI satellite analysis) AI Prediction Index

Version 0.1 early beta of Grokipedia will be published in 2 weeks
DeliveredDeadline: 19 October 2025 (stated: “in 2 weeks”) · Kept 8 d lateLast checked: 2026-11-01Elon Musk on X, 5 Oct 2025 (embedded by NDTV)

Delivered 8 days late. Musk set the two-week target on 5 Oct 2025, postponed the launch on 21 Oct, and Grokipedia v0.1 went live on 27 Oct 2025 with about 885,000 articles.

Status history

2026-11-01 · Partially delivered — Added to tracker. Fox Business, 27 Oct 2025

2026-11-01 · Delivered — Corrected from partially delivered: v0.1 was published as promised, 8 days after the deadline. The delay is recorded as a deadline outcome, not as a partial delivery. Washington Post, 27 Oct 2025: Musk launches Grokipedia Times of India, 5 Oct 2025: Musk’s two-week target

Method

We record only claims we can link to a primary source (a post, statement, transcript or company page), quoted or closely paraphrased with the date. Deadlines are recorded only when stated or directly implied (“in 2025”, “three to six months”). A status changes only with dated evidence, and every change is logged. Each promise has two separate facts: what happened (its status) and the deadline (not passed, passed, kept on time or kept late). A passed deadline alone never makes a promise “not kept”, and a late delivery stops counting once it is delivered. Each entry shows the date we last checked it. X posts are first-party claims, not verified facts.

Spotted an error? Write to corrections@ai-unpacked.com. Every correction is logged in the status history with its date and evidence.