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AI Compute Ownership by Company

Epoch AI estimates of accelerator ownership by reviewed corporate owner, with H100e, physical-unit, and accelerator-TDP uncertainty bands. Ownership is not utilization, GPU-hours, or workload share.

Cohort coverage
6 / 6 · 100%
0 entities missing
Evidence
60 observations
1 source · 100% confidence
Freshness
current
May 12, 2026, 12:00 PM UTC · daily
Pipeline health
Refresh healthy
Last good Jul 28, 6:07 AM UTC · next Jul 29, 6:07 AM UTC
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CSV / JSON
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Current rankings

Metric: Estimated owned compute (median)
AI Compute Ownership by Company current rankings
RankEntitySignalEstimated owned compute (median)Owned compute p5Owned compute p95Owned units (median)Accelerator TDP (median)Source linksOwned units p5ConfidenceNChangeTrendExplain
01GooglecompanyEpoch AI release: 2026-05-12.5,453,215 H100e4.1M H100e7M H100e7.2M3,122.5 MW05.3M55%10Viewing why
02MicrosoftcompanyEpoch AI release: 2026-05-12.3,574,563 H100e2.7M H100e4.8M H100e2.3M2,097.5 MW01.7M55%10Why this rank
03AmazoncompanyEpoch AI release: 2026-05-12.2,508,034 H100e2M H100e3.2M H100e2.8M1,700.5 MW02.2M55%10Why this rank
04MetacompanyEpoch AI release: 2026-05-12.2,402,919 H100e1.8M H100e3.2M H100e1.5M1,391.1 MW01.1M55%10Why this rank
05OraclecompanyEpoch AI release: 2026-05-12.1,204,217 H100e864.2K H100e1.7M H100e703.8K681.1 MW0497.4K55%10Why this rank
06CoreWeavecompanyEpoch AI release: 2026-05-12.831,330 H100e756.8K H100e912.7K H100e511K483.8 MW0477.4K75%10Why this rank
WHY THIS RANK / VERIFIED SNAPSHOT

Google

For each of seven reviewed corporate owners, select the latest cumulative Epoch record for every represented chip type, then sum component medians and component p5/p95 values. An owner is omitted unless all selected components contain the complete p5/median/p95 bands.

Some explanation inputs are unavailable Missing: publicFrozenEvidence, comparablePriorRanking.

Published rank
#1
Score
5,453,215 H100e
Overall confidence
55%
Coverage
38%
Sample size
10
As of
May 12, 2026, 12:00 PM UTC
SCORE CONSTRUCTION

Component ledger

10/26 evidenced
Components contributing to Google's rank
ComponentValueWeightContributionEvidenceStatus
attributionSource: Epoch AI (CC BY 4.0)Unavailable0unavailableno_public_frozen_evidence
chipTypesUnavailable0unavailableno_public_frozen_evidence
componentCount10Unavailable100unavailableno_public_frozen_evidence
componentIntervalAggregationsum of the latest per-chip-type component percentiles; these bounds are not a recomputed joint distributionUnavailable0unavailableno_public_frozen_evidence
confidenceLabelsource_cohort_incompleteUnavailable0unavailableno_public_frozen_evidence
epoch ai compute ownership h100e median5453215.0000000000100%5,453,2151available
epoch ai compute ownership h100e p54085739.00000000000%01available
epoch ai compute ownership h100e p957000051.00000000000%01available
epoch ai compute ownership power mw median3122.48885000000%01available
epoch ai compute ownership power mw p52327.14627500000%01available
epoch ai compute ownership power mw p954038.68113000000%01available
epoch ai compute ownership source link count0E-100%01available
epoch ai compute ownership units median7172965.00000000000%01available
epoch ai compute ownership units p55326874.00000000000%01available
epoch ai compute ownership units p959263247.00000000000%01available
evidenceUnavailable0unavailableno_public_frozen_evidence
incomplete1Unavailable0unavailableno_public_frozen_evidence
latestRecordModifiedAt2026-04-15T22:30:23+00:00Unavailable0unavailableno_public_frozen_evidence
manufacturersUnavailable0unavailableno_public_frozen_evidence
missingIsZero0Unavailable0unavailableno_public_frozen_evidence
notGpuHours1Unavailable0unavailableno_public_frozen_evidence
ownershipNotUtilization1Unavailable0unavailableno_public_frozen_evidence
powerDefinitionaccelerator nameplate TDP converted from watts to MW; not facility load or metered consumptionUnavailable0unavailableno_public_frozen_evidence
rawValue5453215.0000000000Unavailable0unavailableno_public_frozen_evidence
score5453215.0000000000Unavailable0unavailableno_public_frozen_evidence
sourceCount0Unavailable00unavailableno_public_frozen_evidence
WHY IT MOVED

new since prior snapshot

No rank delta

no_prior_published_snapshot

No comparable component drivers were published.

PRIMARY EVIDENCE

Source trail

10 public records
  • Estimated owned compute (median)epoch ai compute ownership h100e median · observed May 12, 2026, 12:00 PM UTC5,453,215 H100e55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned compute (5th percentile)epoch ai compute ownership h100e p5 · observed May 12, 2026, 12:00 PM UTC4,085,739 H100e55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned compute (95th percentile)epoch ai compute ownership h100e p95 · observed May 12, 2026, 12:00 PM UTC7,000,051 H100e55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned accelerator power (median)epoch ai compute ownership power mw median · observed May 12, 2026, 12:00 PM UTC3,122.489 MW55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned accelerator power (5th percentile)epoch ai compute ownership power mw p5 · observed May 12, 2026, 12:00 PM UTC2,327.146 MW55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned accelerator power (95th percentile)epoch ai compute ownership power mw p95 · observed May 12, 2026, 12:00 PM UTC4,038.681 MW55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Linked source countepoch ai compute ownership source link count · observed May 12, 2026, 12:00 PM UTC0 sources55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned accelerator units (median)epoch ai compute ownership units median · observed May 12, 2026, 12:00 PM UTC7,172,965 accelerators55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned accelerator units (5th percentile)epoch ai compute ownership units p5 · observed May 12, 2026, 12:00 PM UTC5,326,874 accelerators55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
  • Estimated owned accelerator units (95th percentile)epoch ai compute ownership units p95 · observed May 12, 2026, 12:00 PM UTC9,263,247 accelerators55% confidence
    Source
    Epoch AI open datasets
    Grade
    A
    Freshness
    fresh
    Locator
    {"members":["README.md","cumulative_by_chip_type.csv","cumulative_by_designer.csv","quarters_by_chip_type.csv"],"downloadUrl":"https://epoch.ai/data/ai_chip_owners.zip","releaseDate":"2026-05-12","contentHashKind":"sha256_raw_bytes","documentationUrl":"https://epoch.ai/data/ai-chip-owners","documentationHash":"c51f8f131e2402ce263af38a901374840ec2e7f14978949342df867b3aa75f79","quarterlyRowCount":384,"cumulativeRowCount":515}

    Quality flags: epoch_source_cohort_incomplete

    Open primary evidence ↗
REPRODUCIBILITYEpoch AI: ai-compute-ownership · v1.1.060 observations · 1 sources · passed quality
Snapshot
546fbc77-aa24-419e-af26-8719aded76ed
Data hash
2a09a2924732763cd11101d44238a6a690a42e3226540a79454d11b858475873
Method hash
06aa0e29478c16efd4279adae95de683f14200f13b6bbae22c38d19fb2ca7a09