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Global AI computing capacity is doubling every 7 months

Global AI computing capacity is doubling every 7 months
3.4x/year90% CI: 2.8-4.1x/year2022 Q12023 Q12024 Q12025 Q102M4M6M8M10M12M14M16MCumulative compute capacity (H100e)NvidiaB300B200H100/H200Other NvidiaGoogleTPU v7TPU v6eTPU v5eOther TPUsAmazonTrainium2Trainium1/InferentiaAMDMI300XOther AMDHuaweiAscend 910CAscend 910B

Global AI computing capacity is doubling every 7 months

Total available computing capacity from AI chips across all major designers has grown by approximately 3.3x per year since 2022, enabling larger-scale model development and consumer adoption. NVIDIA AI chips currently account for over 60% of total compute, with Google and Amazon making up much of the remainder.

These estimates are inferred based on revenue data, other financial disclosures, and analyst reports. Data coverage varies by manufacturer: Nvidia and Google data begin in 2022 while others start in 2024.

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