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Epoch AI: ai-compute-ownership

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.

Version
1.1.0
Published
May 12, 2026
Live boards
1
Method ID
epoch-ai-compute-ownership

Where the facts come from

Source

Epoch AI open datasets

Source Count

Distinct nonblank HTTPS source links on selected cumulative records and their supporting quarterly component records. Zero is published honestly when Epoch supplies no granular link for a modeled cohort.

How the order is produced

Direction

descending

Tie Breaker

entity slug ascending

When the method reruns

  • daily

Boards using this version

Only live, quality-gated boards appear. Each board opens on the exact published table and evidence path.

BoardPrimary measureRowsConfidenceFreshnessBoard versionCadenceEvidence
AI Compute Ownership by Companyai-compute-ownershipepoch-ai-compute-ownership-h100e-median6100% current1.1.0dailyOpen board →

Complete measurement ledger

These fields are stored with the methodology version. A changed contract must publish a new version before comparable movement can resume.

Power

Power is accelerator nameplate TDP summed and converted from watts to MW. It is not facility load or metered consumption.

Score

median estimated owned compute in H100 equivalents

Source

Epoch AI open datasets

License

CC BY 4.0

Ranking

Direction

descending

Tie Breaker

entity slug ascending

Universe

  • Amazon
  • CoreWeave
  • Google
  • Meta
  • Microsoft
  • Oracle
  • xAI

Selection

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.

Confidence

Epoch's component-level p5 and p95 estimates carry the quantitative uncertainty. Rank.ai maps Epoch's Incomplete flag to a publication confidence of 0.55, otherwise 0.75; that confidence is a completeness signal, not a probability.

Attribution

Source: Epoch AI (CC BY 4.0)

Limitations

  • This measures estimated compute ownership, not utilization.
  • It does not measure GPU-hours, training share, inference share, or workload allocation.
  • H100e normalizes peak dense 8-bit compute and is not a physical GPU count.
  • Summed component p5/p95 values are displayed as component-bound sums, not a recomputed joint distribution.
  • Cloud-owned compute may be used by customers not represented as owners.
  • Aggregate China, smuggled-China, and Other cohorts are excluded from the corporate-company board.
  • A reviewed corporate owner with a missing component uncertainty band is omitted rather than imputed.

Source Count

Distinct nonblank HTTPS source links on selected cumulative records and their supporting quarterly component records. Zero is published honestly when Epoch supplies no granular link for a modeled cohort.

Missing Values

Missing, blank, excluded, or incomplete values are omitted and are never converted to zero.

Excluded Owners

  • China
  • China (smuggled)
  • Other

Release Contract

Schema Mode

exact ordered CSV headers

Release Rollback

reject

Release Date Required

Yes

Raw Bytes Sha256 Required

Yes

Same Release Hash Mutation

reject