Epoch AI estimates that Broadcom's shipments of Google-designed TPU chips in its fiscal third quarter of 2026, covering May to early August, delivered computing power equal to 1,965,979 H100-equivalents, up from 961,591 the quarter before
Epoch AI's analysis, published in 2026, estimates the quantity of advanced AI chips smuggled into China despite US export controls. Their median estimate of 660,000 H100-equivalent chips smuggled by the end of 2025 is based on a model combining evidence of chip diversion and resale. This figure represents roughly a third of China's total AI compute stockpile at that time.
Verified 2026-09-25
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Export rules have not fully stopped advanced chips reaching China, which affects both policy and chipmakers.
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- 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
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- 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
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