New global AI computing capacity is doubling every 9 months

Brief overview

Epoch AI analyzes global AI chip sales data, measuring computing capacity in H100 equivalent units, showing exponential growth each quarter, indicating computing capacity doubles every 9 months.

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We estimate how fast the computing capacity of AI chips sold worldwide grows each quarter, using quarterly sales estimates for AI chips from six major AI chip designers: Nvidia, Google, AMD, Amazon, Huawei, and Cambricon. We measure computing capacity in H100-equivalents (H100e) and fit an exponential trend to the capacity added each quarter.

Data

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Computing capacity of AI chips sold each quarter by designer (H100e)

CSV, Updated Oct. 19, 2026

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AI chip sales

AI chip sales data.

Source: Epoch AI · epoch.ai