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Epoch AI's tracked data-center dataset captures only 26% of global AI computing capacity as of March 2026, covering 5.2 million H100-equivalent chips versus an estimated 20.2 million H100-equivalent chips sold through 2025 Epoch AI's data-center dataset covers just 26% of global AI computing capacity as of March 2026
Verified 2026-09-19
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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
- 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
- The total computing power of the stock of AI chips is growing about 3.4× per year