Skip to content

Epoch AI data, Rank.ai analysis

Most AI compute owned by one company

The largest reviewed corporate stockpile of AI accelerators in NVIDIA H100 equivalents, shown against every tracked owner with uncertainty bands, estimated unit counts, and accelerator power draw.
H100-equivalents owned5.45M H100eheld by Alphabet
Leader share of tracked total34.1%Alphabet
Lead over no. 21.5×Microsoft
Tracked total15.97MH100e across 6 owners
  • Alphabet5.45M34.1%
  • Microsoft3.57M22.4%
  • Amazon2.51M15.7%
  • Meta2.4M15.0%
  • Oracle1.2M7.5%
  • CoreWeave831.33K5.2%

Bars are median estimates in NVIDIA H100 equivalents. The thin band across each bar spans the p5 to p95 uncertainty interval, and shares are of the total across tracked owners.

Tracked owners in full
OwnerH100e, medianp5–p95 intervalShareEst. acceleratorsAccelerator powerSiliconCoverage
Alphabet5.45M4.09M – 7M34.1%7.17M3.1 GWGoogle · NvidiaPartial
Microsoft3.57M2.69M – 4.77M22.4%2.35M2.1 GWAMD · NvidiaPartial
Amazon2.51M2M – 3.2M15.7%2.79M1.7 GWAmazon · NvidiaPartial
Meta2.4M1.79M – 3.23M15.0%1.54M1.4 GWAMD · NvidiaPartial
Oracle1.2M864.19K – 1.69M7.5%703.8K681 MWAMD · NvidiaPartial
CoreWeave831.33K756.76K – 912.71K5.2%511.02K484 MWNvidiaComplete

5.45M H100e on every publication so far. A line appears here as soon as the number moves.

About this metric

AI compute ownership is the hardest form of power in the AI economy: models change monthly, but accelerator fleets take years and tens of billions of dollars to assemble. This chart ranks every reviewed corporate owner in H100 equivalents, a single scale that makes mixed fleets of different accelerator generations directly comparable, and shows how much of the tracked total the largest holder controls.

Figures are Epoch AI median estimates of owned compute, normalized by peak dense 8-bit operations per second against an NVIDIA H100 baseline, with uncertainty bands preserved on the underlying board. Ownership means the accelerators a company controls, not the capacity it rents out or the utilization it achieves.

Concentrated ownership shapes model training roadmaps and cloud pricing. Tracking the top holding over time shows whether the compute base is consolidating or whether challengers are closing the gap.

Charts

Enter your website. In about two minutes, Rank.ai asks ChatGPT, Claude and Gemini 12 questions your customers ask and grades how often they name you.

  • Your grade out of 100How often AI names you, cites your site, and how high it ranks you.
  • Who gets namedEvery competitor in the answers, most named first.
  • The pages AI readsThe sources behind each answer.
  • Three fixesWhat to fix first, with a brief for the first article.