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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Current rankings
| Rank | Entity | Signal | Estimated owned compute (median) | Owned compute p5 | Owned compute p95 | Owned units (median) | Accelerator TDP (median) | Source links | Owned units p5 | Confidence | N | Change | Trend | Explain |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 01 | Googlecompany | Epoch AI release: 2026-05-12. | 5,453,215 H100e | 4.1M H100e | 7M H100e | 7.2M | 3,122.5 MW | 0 | 5.3M | 55% | 10 | — | — | Viewing why |
| 02 | Microsoftcompany | Epoch AI release: 2026-05-12. | 3,574,563 H100e | 2.7M H100e | 4.8M H100e | 2.3M | 2,097.5 MW | 0 | 1.7M | 55% | 10 | — | — | Why this rank |
| 03 | Amazoncompany | Epoch AI release: 2026-05-12. | 2,508,034 H100e | 2M H100e | 3.2M H100e | 2.8M | 1,700.5 MW | 0 | 2.2M | 55% | 10 | — | — | Why this rank |
| 04 | Metacompany | Epoch AI release: 2026-05-12. | 2,402,919 H100e | 1.8M H100e | 3.2M H100e | 1.5M | 1,391.1 MW | 0 | 1.1M | 55% | 10 | — | — | Why this rank |
| 05 | Oraclecompany | Epoch AI release: 2026-05-12. | 1,204,217 H100e | 864.2K H100e | 1.7M H100e | 703.8K | 681.1 MW | 0 | 497.4K | 55% | 10 | — | — | Why this rank |
| 06 | CoreWeavecompany | Epoch AI release: 2026-05-12. | 831,330 H100e | 756.8K H100e | 912.7K H100e | 511K | 483.8 MW | 0 | 477.4K | 75% | 10 | — | — | Why this rank |
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
Component ledger
| Component | Value | Weight | Contribution | Evidence | Status |
|---|---|---|---|---|---|
| attribution | Source: Epoch AI (CC BY 4.0) | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| chipTypes | — | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| componentCount | 10 | Unavailable | 10 | 0 | unavailableno_public_frozen_evidence |
| componentIntervalAggregation | sum of the latest per-chip-type component percentiles; these bounds are not a recomputed joint distribution | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| confidenceLabel | source_cohort_incomplete | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| epoch ai compute ownership h100e median | 5453215.0000000000 | 100% | 5,453,215 | 1 | available |
| epoch ai compute ownership h100e p5 | 4085739.0000000000 | 0% | 0 | 1 | available |
| epoch ai compute ownership h100e p95 | 7000051.0000000000 | 0% | 0 | 1 | available |
| epoch ai compute ownership power mw median | 3122.4888500000 | 0% | 0 | 1 | available |
| epoch ai compute ownership power mw p5 | 2327.1462750000 | 0% | 0 | 1 | available |
| epoch ai compute ownership power mw p95 | 4038.6811300000 | 0% | 0 | 1 | available |
| epoch ai compute ownership source link count | 0E-10 | 0% | 0 | 1 | available |
| epoch ai compute ownership units median | 7172965.0000000000 | 0% | 0 | 1 | available |
| epoch ai compute ownership units p5 | 5326874.0000000000 | 0% | 0 | 1 | available |
| epoch ai compute ownership units p95 | 9263247.0000000000 | 0% | 0 | 1 | available |
| evidence | — | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| incomplete | 1 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| latestRecordModifiedAt | 2026-04-15T22:30:23+00:00 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| manufacturers | — | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| missingIsZero | 0 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| notGpuHours | 1 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| ownershipNotUtilization | 1 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| powerDefinition | accelerator nameplate TDP converted from watts to MW; not facility load or metered consumption | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| rawValue | 5453215.0000000000 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| score | 5453215.0000000000 | Unavailable | — | 0 | unavailableno_public_frozen_evidence |
| sourceCount | 0 | Unavailable | 0 | 0 | unavailableno_public_frozen_evidence |
new since prior snapshot
no_prior_published_snapshot
No comparable component drivers were published.
Source trail
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 ↗