Estimated AI compute ownership by company

As of

All 6 companies by estimated owned compute (median)

Alphabet leads at 5,453,215 H100e; the middle of the board sits at 2.5M.

Ahead of second place: 1.9M
Held by the top three: 72%
Middle of the board: 2.5M
Below half the leader: 4 of 6

Rank, name and estimated owned compute (median)Middle 2.5M

1Alphabet5,453,215 H100e
2Microsoft3,574,563 H100e
3Amazon2,508,034 H100e
4Meta2,402,919 H100e
5Oracle1,204,217 H100e
6CoreWeave831,330 H100e

Epoch AI release: 2026-05-12 · source links: 0E-10 on every row · 10 checks behind each row.

AI compute Ownership by company current rankings
Rank	Name	Estimated owned compute (median)	Owned compute p5	Owned units (median)	Accelerator TDP (median)	Why
01	Alphabet	5,453,215 H100e	4.1M H100e	7.2M	3,122.5 MW	This rank
02	Microsoft	3,574,563 H100e	2.7M H100e	2.3M	2,097.5 MW	Showing
03	Amazon	2,508,034 H100e	2M H100e	2.8M	1,700.5 MW	This rank
04	Meta	2,402,919 H100e	1.8M H100e	1.5M	1,391.1 MW	This rank
05	Oracle	1,204,217 H100e	864.2K H100e	703.8K	681.1 MW	This rank
06	CoreWeave	831,330 H100e	756.8K H100e	511K	483.8 MW	This rank

Epoch AI release: 2026-05-12 · source links: 0E-10 on every row · 10 checks behind each row.

AI compute Ownership by company current rankings
Rank	Name	Estimated owned compute (median)	Owned compute p5	Owned units (median)	Accelerator TDP (median)	Why
01	Alphabet	5,453,215 H100e	4.1M H100e	7.2M	3,122.5 MW	This rank
02	Microsoft	3,574,563 H100e	2.7M H100e	2.3M	2,097.5 MW	Showing
03	Amazon	2,508,034 H100e	2M H100e	2.8M	1,700.5 MW	This rank
04	Meta	2,402,919 H100e	1.8M H100e	1.5M	1,391.1 MW	This rank
05	Oracle	1,204,217 H100e	864.2K H100e	703.8K	681.1 MW	This rank
06	CoreWeave	831,330 H100e	756.8K H100e	511K	483.8 MW	This rank

Some explanation inputs are unavailable. Not published: the evidence frozen with this snapshot, comparable prior ranking.

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.

2

Rank on this board

3,574,563 H100e

Score

10

Inputs behind the score

55% confidence · 1 of 1 components evidenced

What the score is built from

1 of 1 evidenced

Every component evidenced · 1 evidence record each

Components of Microsoft's score
Component	Value	Contribution
Compute ownership H100E median	3574563.0000000000	3,574,563

New in this snapshot

No change in rank

no_prior_published_snapshot

No component moved since the previous snapshot.

Where each number comes from

10 public records

Estimated owned compute (median)Compute ownership H100E median · observed May 12, 2026, 12:00 PM UTC3,574,563 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 the source
Estimated owned compute (5th percentile)Compute ownership H100E p5 · observed May 12, 2026, 12:00 PM UTC2,689,173 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 the source
Estimated owned compute (95th percentile)Compute ownership H100E p95 · observed May 12, 2026, 12:00 PM UTC4,770,395 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 the source
Estimated owned accelerator power (median)Compute ownership power MW median · observed May 12, 2026, 12:00 PM UTC2,097.537 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 the source
Estimated owned accelerator power (5th percentile)Compute ownership power MW p5 · observed May 12, 2026, 12:00 PM UTC1,573.299 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 the source
Estimated owned accelerator power (95th percentile)Compute ownership power MW p95 · observed May 12, 2026, 12:00 PM UTC2,811.241 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 the source
Linked source countCompute ownership source link · 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 the source
Estimated owned accelerator units (median)Compute ownership units median · observed May 12, 2026, 12:00 PM UTC2,345,261 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 the source
Estimated owned accelerator units (5th percentile)Compute ownership units p5 · observed May 12, 2026, 12:00 PM UTC1,748,299 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 the source
Estimated owned accelerator units (95th percentile)Compute ownership units p95 · observed May 12, 2026, 12:00 PM UTC3,169,682 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 the source

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<p style="font-size:12px">Source: <a href="https://www.rank.ai/rankings/compute/ai-compute-ownership">AI compute Ownership by company</a> by Rank.ai</p>

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