Epoch AI's new AI Chip Users explorer estimates that OpenAI's training-and-inference computing capacity, in H100-equivalents, grew over 2024 and 2025 combined to 17 times OpenAI's 2023 computing capacity, per Epoch AI's H100-equivalent estimate
Epoch AI's AI Chip Users explorer estimates the computing capacity of five top AI developers, including OpenAI. This estimate, measured in H100-equivalents, includes all compute used for AI research, training, and inference. The explorer models H100-equivalents using power capacity disclosures, financial filings, analyst estimates, and analysis of major AI data centers.
Verified 2026-09-12
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OpenAI's computing has grown many times over, showing how much hardware frontier AI labs now consume.
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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
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