Worth knowing
New global AI computing capacity is doubling every 9 months
Tracking the growth rate of global AI chip shipments provides a key baseline for forecasting how quickly frontier model training and inference capacity can scale.
Reported by Epoch AI ·
What happened
An analysis by Epoch AI finds that quarterly additions to global AI computing capacity have grown about 2.5 times per year since 2024, doubling roughly every nine months. Measured in H100-equivalents across six major chip designers, quarterly sales rose from 0.8 million units in Q1 2024 to 6.3 million in Q2 2026.
Who it’s about
- Epoch AI
- Nvidia
- AMD
- Amazon
Source
More on chips
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