Back
Compute6/day by emailPrimary
Epoch AI's AI Data Centers tracker now covers an estimated 46% of the world's deployed AI computing capacity, up from 26% as of March 2026, spanning 87 sites with a combined 13.2 gigawatts of IT power and about 13.7 million H100-equivalent GPUs, as of 21 September 2026 46% of the world's deployed AI computing capacity
Verified 2026-09-22
THE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Free forever. Six emails a week — The Daily Receipts on weekdays, The Weekly Brief on Saturday — drop either in one click.
Read this morning's edition →The 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