全球 AI 计算能力每 9 个月翻一番
New global AI computing capacity is doubling every 9 months
Epoch AI分析全球AI芯片销售数据，以H100等价单位衡量计算能力，每季度增长呈指数趋势，表明计算能力每9个月翻倍。
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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.
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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.
来源: Epoch AI · epoch.ai