Epoch AI: AI chip compute grows 2.5x a year, down from 6x in 2023
rohanpaul_ai · x · 2026-10-31
Epoch AI's AI chip sales dataset shows compute capacity of chips sold per quarter growing 2.5x a year (90% CI: 2.3–2.7x) since early 2024 — global AI compute doubling roughly every 9 months — down from 6x in 2023's H100-driven boom. Growth may have slowed further, though quarterly sales are noisy and data ends as Nvidia begins shipping its next generation. A breakdown by designer (Nvidia, Google, AMD, Amazon, Huawei, Cambricon) in H100-equivalents accompanies the analysis.
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