Leading AI companies have hundreds of thousands of cutting-edge AI chips

Abstract

We estimate how many NVIDIA accelerators and TPUs each company owns, then express these in terms of H100-equivalent processing power, based on their tensor-FP16 FLOP/s performance. For NVIDIA, we do this by combining data on overall sales and the allocation of these sales across different customers. For TPUs, we rely on industry analysis about Google’s installed TPU capacity. Note that our “Google” estimate includes all of Alphabet.