US Hyperscalers Control 60% of Global AI Compute — and the Gap Is Widening
A new interactive tool from Epoch AI maps who owns the world's AI chips, revealing that Google alone commands the equivalent of 5 million H100s and China holds less than 5% of global capacity.
Epoch AI launched its AI Chip Owners explorer on Monday, offering the most granular public accounting yet of who controls the world's AI compute. The headline findings are striking: US hyperscalers — Google, Microsoft, Amazon, and Meta — own more than 60% of global AI compute capacity. Google leads the pack with TPU resources equivalent to roughly 5 million Nvidia H100 GPUs. China, despite its stated ambitions in AI, controls less than 5%.
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