What We’re Showing
This visual ranks major tech companies by their estimated number of AI chips, measured in H100-equivalent units.
The figures, compiled by Epoch.ai, are based on NVIDIA revenue and TPU shipments from 2022 to mid-2024.
Key Takeaways
- Google leads with an estimated 1.24 million H100 equivalents, including 320,000 custom TPUs designed specifically to accelerate machine learning tasks.
- Microsoft (including OpenAI) ranks second with 660,000 AI chips, reflecting its aggressive investment in both infrastructure and model development.
- Meta (400,000) and Amazon (290,000) follow behind, still commanding substantial compute but at a significantly lower scale than Google or Microsoft.
