The world's new computing power of AI doubles every 9 months.
AI chips sold in the second quarter of 2026 added about 6.3 million H100 equivalents of computing power (measured in Nvidia H100 chips), Epoch AI estimates. At the beginning of 2024 quarter added 0.8 million.
This is a trend of 2.5 times per year. In 2023, right after ChatGPT and GPT-4, it was about 6x.
Nvidia still sells most of it: almost 4 million out of 6.3 million. Google's chips come in second with 1.6 million, then Amazon, AMD, Huawei and Cambricon.
Growth may slow further, but Epoch says quarterly sales are loud and this could be a lull between chip generations: Nvidia has begun shipping its next-generation Robin chips, but has not ordered Robin sales as of the quarter that ended in July.