Lab compute chart: OpenAI at 3.7M H100-equivalents, disputed by AI researcher
teortaxesTex · x · 2026-10-19
A 'Who has the compute?' chart aggregates H100-equivalent compute (owned + rented) by lab as of Oct 2026: OpenAI 3.7M (2.8M-4.9M), Anthropic 3M, Google DeepMind 2.2M, Meta 1.5M, xAI 1.4M; Chinese labs trail at Qwen 70k, MiniMax 70k, Zhipu 51k, DeepSeek 46k, Moonshot 45k.
Notable annotations: Colossus came online with 100k H100s, OpenAI's year-end CFD reaches 1.9GW, and Anthropic leases Colossus 1. Researcher teortaxesTex shared it saying 'I think this is substantially wrong,' sparking a debate over compute estimation methodology. Sources include Epoch AI, SemiAnalysis, HKEX filings.
More from Infra
- CRWV is ~8% of Nvidia GPU sales, echoing Cisco's dot-com circular-deal trap — churchkey · 2026-10-19
- Meta details Prometheus gigawatt cluster: 100km interconnects, ~1M GPUs, 99% fewer training interruptions — ryanshrout · 2026-10-19
- Goldman upgrades CoreWeave to Buy, sees per-megawatt returns 'biased to the upside' — churchkey · 2026-10-19
- DeepSeek-V4.1-Flash quantized to 3-bit for 3x RTX PRO 6000, KLD only 0.066 nats — TheZachMueller · 2026-10-19
- SK Hynix perps rally nearly 8% in 24 hours as AI chip stocks rebound — Polymarket · 2026-10-19
- NIDO: a fully local Android AI assistant with 26 on-device tools and no cloud — NIDO_007 · 2026-10-19