Back Back
Compute6/day by emailEstimate
Epoch AI's customs-based AI Chip Imports explorer estimates that 72% of the 27.4 million H100-equivalents of AI compute that arrived from 2022 through June 2026, 19.8 million, or the majority of the imports
Verified 2026-11-01
Track with InsiderWhy it matters
AI computing power is concentrating in one country, so US power grids, data-centre builders and cloud firms capture most of the build-out while rivals fall further behind.
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
FREE · NO CARD
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.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →