This graphic is part of AI Week, our Terzo-sponsored series exploring how artificial intelligence is reshaping business, technology, and society.
Key Takeaways
- Nvidia remained the dominant supplier of AI compute capacity in Q4 2025, shipping 2.96 million H100 equivalents—about 65.5% of the included total.
- H100-equivalent compute capacity (H100e) is used as the measure, which converts each chip’s peak dense 8-bit operations into the equivalent number of Nvidia H100 GPUs.
- Google was the clearest challenger at 976k H100e, while AMD (226k), Amazon (221k), and Huawei (132k) made up a much smaller second tier.
