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AI chip owners

Our estimates of how the world’s leading AI chips and compute capacity are distributed among major players and customer categories.

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ai_chip_owners_cumulative_by_chip_type.csv

515 rows · 22 columns · Updated 2026-11-09

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NameChip manufacturerOwnerChip typeStart dateEnd dateCompute estimate in H100e (median)H100e (5th percentile)H100e (95th percentile)Number of Units (median)Number of Units (5th percentile)Number of Units (95th percentile)Source / LinkNotesLast Modified ByLast ModifiedIncompleteCreatedTotal TDP (W)Total TDP (W) (5th percentile)Total TDP (W) (95th percentile)Last Modified 2
Google A100 cumulative through Q1 2022NvidiaGoogleA1002022-01-012022-03-3157003369.09523.01807810686.030202.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z72312364274522.012080901.02026-04-15 22:30:22+00:00
Amazon A100 cumulative through Q1 2022NvidiaAmazonA1002022-01-012022-03-3156393345.09665.01788510611.030654.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z71541764244469.012261904.02026-04-15 22:30:22+00:00
Meta A100 cumulative through Q1 2022NvidiaMetaA1002022-01-012022-03-3177594573.013410.02461014505.042530.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z98440875802148.017012155.02026-04-15 22:30:22+00:00
Microsoft A100 cumulative through Q1 2022NvidiaMicrosoftA1002022-01-012022-03-31147698717.024931.04683927647.079068.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z1873598611058944.031627543.02026-04-15 22:30:22+00:00
Other A100 cumulative through Q1 2022NvidiaOtherA1002022-01-012022-03-31178129674.032069.05571930261.0100315.0Excludes Microsoft, Meta, Amazon, Google, Oracle, China, xAI, CoreWeave. Estimates generated on: 04-22-2026 11:572026-03-26T13:28:02.000Z2228776812104437.040126048.02026-04-22 16:25:31+00:00
China A100 cumulative through Q1 2022NvidiaChinaA1002022-01-012022-03-3194146099.014600.02985719344.046304.0Estimates generated on: 04-15-2026 18:242026-03-31T21:31:03.000Z119429247737889.018521977.02026-04-15 22:30:22+00:00
Oracle A100 cumulative through Q1 2022NvidiaOracleA1002022-01-012022-03-311606754.03440.050932393.010910.0Estimates generated on: 04-15-2026 18:242026-04-02T17:55:45.000Z2037411957264.04364007.02026-04-15 22:30:22+00:00
Other A100 cumulative through Q2 2022NvidiaOtherA1002022-01-012022-06-303671820692.066209.011581865267.0208839.0Excludes Microsoft, Meta, Amazon, Google, Oracle, China, xAI, CoreWeave. Estimates generated on: 04-22-2026 11:572026-03-26T13:28:02.000Z4632739026106833.083535660.02026-04-22 16:25:31+00:00
Meta A100 cumulative through Q2 2022NvidiaMetaA1002022-01-012022-06-30161619624.027114.05125630523.085992.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z2050246712209572.034396870.02026-04-15 22:30:22+00:00
Amazon A100 cumulative through Q2 2022NvidiaAmazonA1002022-01-012022-06-30116997187.019627.03710422794.062248.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z148418699117766.024899599.02026-04-15 22:30:22+00:00
Google A100 cumulative through Q2 2022NvidiaGoogleA1002022-01-012022-06-30117357065.019265.03721922408.061099.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z148877068963290.024439957.02026-04-15 22:30:22+00:00
Microsoft A100 cumulative through Q2 2022NvidiaMicrosoftA1002022-01-012022-06-303086518616.050664.09788759043.0160681.0Estimates generated on: 04-15-2026 18:242026-03-26T13:28:02.000Z3915505523617210.064272682.02026-04-15 22:30:22+00:00

ai_chip_owners_cumulative_by_designer.csv

215 rows · 19 columns · Updated 2026-11-09

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NameChip manufacturerOwnerStart dateEnd dateCompute estimate in H100e (median)H100e (5th percentile)H100e (95th percentile)Number of Units (median)Number of Units (5th percentile)Number of Units (95th percentile)Power in MW (median)Power in MW (5th percentile)Power in MW (95th percentile)Source / LinkNotesLast Modified ByLast ModifiedIncomplete
Amazon cumulative Nvidia through Q1 2022NvidiaAmazon2022-01-012022-03-3156393345.09665.01788510611.030654.07.154.2412.26Estimates generated on: 04-15-2026 18:24
Microsoft cumulative Nvidia through Q1 2022NvidiaMicrosoft2022-01-012022-03-31147698717.024931.04683927647.079068.018.7411.0631.63Estimates generated on: 04-15-2026 18:24
Meta cumulative Nvidia through Q1 2022NvidiaMeta2022-01-012022-03-3177594573.013410.02461014505.042530.09.845.817.01Estimates generated on: 04-15-2026 18:24
Google cumulative Nvidia through Q1 2022NvidiaGoogle2022-01-012022-03-3157003369.09523.01807810686.030202.07.234.2712.08Estimates generated on: 04-15-2026 18:24
Other cumulative Nvidia through Q1 2022NvidiaOther2022-01-012022-03-31178129801.031720.05571930261.0100315.022.2912.140.13Excludes Microsoft, Meta, Amazon, Google, Oracle, China, xAI, CoreWeave. Estimates generated on: 04-22-2026 11:57
China cumulative Nvidia through Q1 2022NvidiaChina2022-01-012022-03-3194146099.014600.02985719344.046304.011.947.7418.52Estimates generated on: 04-15-2026 18:24
Oracle cumulative Nvidia through Q1 2022NvidiaOracle2022-01-012022-03-311606754.03440.050932393.010910.02.040.964.36Estimates generated on: 04-15-2026 18:24
Google cumulative Nvidia through Q2 2022NvidiaGoogle2022-01-012022-06-30117357065.019265.03721922408.061099.014.898.9624.44Estimates generated on: 04-15-2026 18:24
Meta cumulative Nvidia through Q2 2022NvidiaMeta2022-01-012022-06-30161619624.027114.05125630523.085992.020.512.2134.4Estimates generated on: 04-15-2026 18:24
Amazon cumulative Nvidia through Q2 2022NvidiaAmazon2022-01-012022-06-30116997187.019627.03710422794.062248.014.849.1224.9Estimates generated on: 04-15-2026 18:24
Microsoft cumulative Nvidia through Q2 2022NvidiaMicrosoft2022-01-012022-06-303086518616.050664.09788759043.0160681.039.1623.6264.27Estimates generated on: 04-15-2026 18:24
Other cumulative Nvidia through Q2 2022NvidiaOther2022-01-012022-06-303671820597.066587.011581865267.0208839.046.3326.1183.54Excludes Microsoft, Meta, Amazon, Google, Oracle, China, xAI, CoreWeave. Estimates generated on: 04-22-2026 11:57

ai_chip_owners_quarters_by_chip_type.csv

384 rows · 20 columns · Updated 2026-11-09

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NameChip manufacturerOwnerChip typeStart dateEnd dateCompute estimate in H100e (median)H100e (5th percentile)H100e (95th percentile)Number of UnitsNumber of Units (5th percentile)Number of Units (95th percentile)Source / LinkNotesLast Modified ByLast ModifiedIncompleteTotal TDP (W)Total TDP (W) (5th percentile)Total TDP (W) (95th percentile)
Microsoft A100 Q1 2022NvidiaMicrosoftA1002022-01-012022-03-31147698717.024931.04683927647.079068.0Estimates generated on: 04-15-2026 18:241873598611058944.031627543.0
Meta A100 Q1 2022NvidiaMetaA1002022-01-012022-03-3177594573.013410.02461014505.042530.0Estimates generated on: 04-15-2026 18:2498440875802148.017012155.0
Amazon A100 Q1 2022NvidiaAmazonA1002022-01-012022-03-3156393345.09665.01788510611.030654.0Estimates generated on: 04-15-2026 18:2471541764244469.012261904.0
Google A100 Q1 2022NvidiaGoogleA1002022-01-012022-03-3157003369.09523.01807810686.030202.0Estimates generated on: 04-15-2026 18:2472312364274522.012080901.0
China A100 Q1 2022NvidiaChinaA1002022-01-012022-03-3194146099.014600.02985719344.046304.0Estimates generated on: 04-15-2026 18:24119429247737889.018521977.0
Other A100 Q1 2022NvidiaOtherA1002022-01-012022-03-31176539763.032337.05598730963.0102557.0Excludes Microsoft, Meta, Amazon, Google, Oracle, China, xAI, CoreWeave. Estimates generated on: 04-22-2026 11:572239510012385358.041023079.0
Microsoft A100 Q2 2022NvidiaMicrosoftA1002022-04-012022-06-30159139390.026871.05046929782.085222.0Estimates generated on: 04-15-2026 18:242018774211912836.034089069.0
Meta A100 Q2 2022NvidiaMetaA1002022-04-012022-06-3082884859.014151.02628715411.044882.0Estimates generated on: 04-15-2026 18:24105151686164733.017953069.0
Amazon A100 Q2 2022NvidiaAmazonA1002022-04-012022-06-3059903638.010211.01899811540.032386.0Estimates generated on: 04-15-2026 18:2475992034616366.012954789.0
Google A100 Q2 2022NvidiaGoogleA1002022-04-012022-06-3060073583.010135.01905111363.032145.0Estimates generated on: 04-15-2026 18:2476204964545564.012858299.0
China A100 Q2 2022NvidiaChinaA1002022-04-012022-06-30100606518.015602.03190520671.049481.0Estimates generated on: 04-15-2026 18:24127623058268771.019792733.0
Other A100 Q2 2022NvidiaOtherA1002022-04-012022-06-301850510127.034192.05868932117.0108440.0Excludes Microsoft, Meta, Amazon, Google, Oracle, China, xAI, CoreWeave. Estimates generated on: 04-22-2026 11:572347595612847087.043376062.0