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The newest in Compute
EstimateComputethe majority of the importsEpoch 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, orEpoch AI, AI Chip Imports explorerOct 2026- PrimaryComputeNew AI computing capacity is doubling about every 9 monthsEpoch AI estimates that the computing capacity of AI chips sold worldwide each quarter by Nvidia, Google, AMD, Amazon, Huawei and Cambricon rose from 0.8 million H100-equivalents in Q1 2024 to 6.3 million in Q2 2026, a trend of about 2.5× per yearEpoch AIQ1 2024 to Q2 2026
- PrimaryComputeTesla plans 400 MW, up from over 225 MW in Q3Tesla reported its Cortex 1 and Cortex 2 AI training clusters in production at more than 105 MW and more than 120 MW at the end of Q3 2026, and said it plans to reach 400 MW of training compute by the end of the year for vehicle and humanoid robot autonomyTesla, Q3 2026 Update (SEC 8-K)Oct 2026
- PrimaryCompute46% of the world's deployed AI computing capacityAs of 21 September 2026, Epoch AI's AI Data Centers tracker covered an estimated 46% of the world's deployed AI computing capacity, up from 26% as of March 2026, spanning 87 sites with a combined 13.2 gigawatts of IT power and about 13.7 million H100-equivalent GPUsEpoch AI21 September 2026
- PrimaryCompute16.9 GWAs of August 2026, the 84 AI data centers tracked by Epoch AI had a combined real-world power footprint of 16.9 gigawatts, more than New York City's 11 GW peak demandEpoch AIAugust 2026
- EstimateCompute18.3 GW — more than New York City's 11 GW peak demandAs of October 2026, Epoch AI's scan of large AI data centers covered 94 sites whose IT power totalled 14.1 GW; after cooling and other overhead, the real-world facility power footprint of those sites reachedEpoch AIas of Oct 2026
- EstimateComputeserver CPU shipments up more than 40% in 2027, after 31% growth in 2026TrendForce expects AI agents to change how servers are built, moving from the traditional one CPU for every eight GPUs or ASICs toward 1:2 or even 1:1, which it forecasts will pushTrendForce22 Oct 2026
- PrimaryCompute1.7 GW of nameplate AI compute at SpaceXSpaceX now reports how much AI hardware it has switched on, measured as installed GPUs times their power draw. As it builds out its Colossus II data centre, that figure rose from 0.6 GW a year earlier and 1.4 GW in June toSpaceX Q3 2026 results (SEC 8-K)30 September 2026
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