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Epoch AI estimates that the computing capacity of AI chips sold worldwide each quarter by Nvidia, Google, AMD, Amazon, Huawei and Cambricon rose from 0.8 million H100-equivalents in Q1 2024 to 6.3 million in Q2 2026, a trend of about 2.5× per year New AI computing capacity is doubling about every 9 months
Verified 2026-10-30
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How fast new AI chips come online sets how quickly labs can train bigger models and serve more users, and it is the clearest gauge of real demand behind chip and data-centre spending.
- Price
- $212.77
- 30D
- -11.36%
- AI share of revenue
- 89.7%
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Nvidia’s exposure cardWhat share of the business the AI build-out actually isNvidia deep diveRead from its own filings: what it sells, and what could breakThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Compute
- Epoch AI tracks how much AI compute a dollar buys, measured in constant 2025 dollars across the chips companies actually purchased each quarter. Since 2023, AI chip price-performance has grown 49% a year, doubling every 1.7 years
- Applied Digital had signed long-term hyperscaler leases for 1,410 megawatts of AI data-centre capacity across five campuses as of May 31, 2026, worth approximately $36 billion in contracted revenue over the initial 15-year lease terms 1.41 gigawatts of AI data-centre capacity leased for $36 billion
- Cerebras Systems, the wafer-scale AI chip maker whose cloud inference revenue nearly quadrupled year-over-year, disclosed in its second-quarter 2026 earnings release that it now has 600 MW of data center capacity under contract
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