Frontier AI lab and the fastest-scaling consumer AI product company.
Open roles moved from 303 to 388 over the trailing 30 days, with research engineer roles leading the increase.
A sustained increase at this rate usually precedes headcount growth by one to two quarters.
The expanded agreement covers next-generation accelerator capacity for both training and inference, with deployment staged across 2026 and 2027.
Locks up a material share of near-term accelerator supply, squeezing smaller labs.
Estimated employees moved from 2,864 to 3,400 across the trailing 90 days, based on public profile and directory changes.
Headcount moving this fast means new teams are being stood up, not backfilled.
Multiple candidates report longer gaps between onsite and decision for research engineering roles. The company has not commented.
Longer loops usually mean either higher volume or an internal bar change.
Median posted compensation for research engineer roles moved from about $358K to $428K across 210 observed postings and reports.
Pay moving this fast usually signals a supply shortage rather than a general raise.