Modeled estimates

Compute

Installed accelerators and the factories that feed them. Every number on this page is a modeled estimate smeared from a public print — not a live API, not a hard claim.

All Usage Compute Energy Capital Labor Research

AI accelerators · modeled estimate · stock

H100-equivalents installed

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~2 / hour

Global operational AI compute, normalized to NVIDIA H100s. Nvidia still holds the majority; Google TPUs and Amazon Trainium make up much of the rest.

Growing by about one H100-equivalent every 1.5 seconds.

Source: Stanford AI Index 2026 — 17.1M H100-equivalents, 3.3×/year since 2022.

New accelerators · modeled estimate · today

New H100-equivalents today

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~2 / hour

The derivative of the fleet. Clusters light up in Texas, Memphis, Nevada, Inner Mongolia, and on campuses that did not exist two years ago.

A new supercomputer's worth of accelerators, every morning.

Source: Implied by Stanford AI Index 2026 growth rate applied to mid-year stock.

Top fleets · modeled estimate · stock

Accelerators in the ten largest fleets

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~2 / minute

Google, Meta, xAI Colossus, Microsoft, OpenAI/Stargate, Amazon, CoreWeave, ByteDance, Oracle, Tesla — a first-pass sum of public cluster estimates.

xAI's Memphis site alone is the largest AI cluster on Earth.

Source: gradually.ai cluster estimates, Jun 2026 (Colossus 555k at a single site).

Installed compute, millions of H100e

Stanford AI Index 2026 trajectory, AiSignal series.

Worldwide AI spend, trillions

Gartner 2026 print for the last column.