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Epoch AI's database of the world's AI data centres is catching up fast to what's actually being built. The researchers say that so far in 2026 they've captured this share of all newly deployed AI computing capacity worldwide, compared with 39% in 2025 and 26% in 2024: 53% of newly deployed AI compute captured in 2026
Verified 2026-10-01
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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
- 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