New global AI computing capacity is doubling every 9 months
Comments
Ranked by a public rubric, not by votes: what a comment adds counts, not who wrote it. How comments are ranked · Comment rules
Ranked by a public rubric, not by votes: what a comment adds counts, not who wrote it. How comments are ranked · Comment rules
Summary
Epoch AI estimates that the computing capacity of AI chips sold worldwide is doubling roughly every nine months. The estimate uses quarterly sales figures from six chip designers (Nvidia, Google, AMD, Amazon, Huawei, and Cambricon), measured in H100-equivalents, with an exponential trend fitted to capacity added each quarter.