17.1M
▲ 2.5× since Q4 2024
H100-equivalents of AI computing capacity, Q4 2025; Nvidia 66.7%
Q1 2022Q4 2025

What the chart shows

The computing capacity of AI chips sold by the major designers reached about 17.1 million H100-equivalents by the fourth quarter of 2025, up from 0.28 million at the end of 2022. The AI Index estimates growth of about 3.3 times a year since 2022.

Nvidia chips account for 11.4 million H100-equivalents, two-thirds of the total. Google’s TPUs add 3.1 million, Amazon’s chips 1.9 million and Huawei’s 0.7 million. AMD reached 1.0 million by the third quarter of 2025.

Key numbers

MeasureValue
Total, Q4 202517.07M
Nvidia, Q4 202511.38M
Google, Q4 20253.10M
Amazon, Q4 20251.88M
Huawei, Q4 20250.71M
AMD, Q3 20251.02M

How to read it

  • An H100-equivalent expresses computing power as the number of Nvidia H100 chips that would deliver it.
  • Estimates are inferred from revenue, financial disclosures and analyst reports, so they show trends rather than exact counts.
  • Coverage varies: Nvidia and Google from 2022, others from 2024. AMD has no data for Q4 2025, so that quarter’s total leaves AMD out.
Source: Epoch AI, 2026, via the AI Index Report 2026 (Stanford HAI), figure 1.2.3: Global computing capacity from AI chips across major designers, 2022–25. Chart and text by AI Adoption.
Numbers checked against the published data on 19 October 2026.
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