Epoch AI, an independent research group that tracks AI compute and capability, estimates that the AI compute six major chipmakers add each quarter is growing 2.5 times a year, down from about 6 times in 2023 by Epoch's estimate.

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Quarterly additions are still growing 2.5 times a year. The sign of a slowdown isn't statistically significant, and these are Epoch's estimates, counted when chips are sold. Epoch converts each vendor's chips into NVIDIA H100 equivalents: quarterly additions rose from about 830,000 in the first quarter of 2024 to about 6.33 million in the second quarter of 2026, covering NVIDIA, Google, AMD, Amazon, Huawei and Cambricon, a Chinese AI chip designer (Epoch AI, 2026-11-11). Epoch also estimates that the compute in Google TPUs supplied by Broadcom rose from about 960,000 to about 1.97 million H100 equivalents per quarter, and infers that about 40% of this quarter's TPU revenue came from Anthropic; that share assumes all earlier TPU revenue came from Google (Epoch AI, 2026-11-11). How we checked →

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This item ran in the brief of Nov 12, 2026, alongside 16 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

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SecondSource (2026). "Epoch AI, an independent research group that tracks AI compute and capability, estimates that the AI compute six major chipmakers add each quarter is growing 2.5 times a year, down from about 6 times in 2023 by Epoch's estimate.." https://secondsource.io/en/research/2026-11-12-1/. Accessed access date.