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.
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 · Deadline passed · not yet assessed — Added to tracker.
Dario Amodei · Anthropic
“I think we’ll be there in three to six months—where AI is writing 90 percent of the code.”
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 · Deadline passed · not yet assessed — 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.”
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 · Pending — Added to tracker.
Brad Smith · Microsoft
“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.”
Fiscal year has ended. To be checked against Microsoft’s FY2025 annual report capital-expenditure figures, noting that reported capex may include items beyond AI data centres.
Status history
2026-11-01 · Deadline passed · not yet assessed — Added to tracker.
Brad Smith · Microsoft
Microsoft intends “to invest more than $35 billion in 14 countries within three years to build trusted and secure AI and cloud datacenter infrastructure.”
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 · Deadline passed · not yet assessed — Added to tracker.
Google DeepMind · Google
“We look forward to bringing Carbon to developers, businesses, and consumers soon” — making it available “as soon as possible” after gathering feedback on guardrails.
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 · Pending — Added to tracker.
OpenAI · OpenAI
OpenAI said it will roll out support for the common AI-training opt-out signal “in the coming months”.
PendingDeadline: “In the coming months” — we review at six months (end of April 2027)The Hindu (AFP)
Review deadline is our editorial assumption, not OpenAI’s.
Status history
2026-11-01 · Pending — Added to tracker.
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. “Deadline passed · not yet assessed” means the window has closed but we have not yet reviewed enough independent evidence to judge. X posts are first-party claims, not verified facts.