Venkat Somala

Venkat Somala

venkat@epoch.ai

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Introducing the AI Chip Components Explorer
Update
May 8, 2026
Introducing the AI Chip Components Explorer

Our new AI Chip Components explorer tracks how much advanced-node logic, memory, and advanced packaging capacity is consumed by leading AI chip designers.

By Venkat Somala

Five hyperscalers now own over two-thirds of global AI compute
Data Insight
Apr. 14, 2026
Five hyperscalers now own over two-thirds of global AI compute

By Luke Emberson, Josh You, and Venkat Somala

Google controls the most AI computing power, driven by its custom TPUs
Data Insight
Apr. 7, 2026
Google controls the most AI computing power, driven by its custom TPUs

By Luke Emberson, Josh You, and Venkat Somala

Introducing the AI Chip Owners Explorer
Update
Apr. 6, 2026
Introducing the AI Chip Owners Explorer

We announce our new AI Chip Owners explorer, showing which companies own the world’s leading AI chips.

By Josh You and Venkat Somala

Advanced packaging and HBM, not logic dies, were the bottlenecks on AI chip production in 2025
Data Insight
Mar. 12, 2026
Advanced packaging and HBM, not logic dies, were the bottlenecks on AI chip production in 2025

By Venkat Somala

Global AI power capacity is now comparable to peak power usage of New York State
Data Insight
Jan. 16, 2026
Global AI power capacity is now comparable to peak power usage of New York State

By Yafah Edelman, Josh You, Venkat Somala, and Luke Emberson

Global AI computing capacity is doubling every 7 months
Data Insight
Jan. 9, 2026
Global AI computing capacity is doubling every 7 months

By Josh You, Venkat Somala, Yafah Edelman, and Luke Emberson

NVIDIA’s B200 costs around $6,400 to produce, with memory accounting for half
Data Insight
Dec. 10, 2025
NVIDIA’s B200 costs around $6,400 to produce, with memory accounting for half

By Venkat Somala

Build times for gigawatt-scale data centers can be 2 years or less
Data Insight
Nov. 10, 2025
Build times for gigawatt-scale data centers can be 2 years or less

By Venkat Somala and Ben Cottier

OpenAI's revenue has been growing 3x a year since 2024
Data Insight
Oct. 14, 2025
OpenAI's revenue has been growing 3x a year since 2024

By Venkat Somala

Three challenges facing compute-based AI policies
Newsletter
Sep. 11, 2025
Three challenges facing compute-based AI policies

'Training compute' is constantly evolving, and compute-based AI policies must adapt to remain relevant

By Venkat Somala, Anson Ho, and Séb Krier

Frontier AI performance becomes accessible on consumer hardware within a year
Data Insight
Aug. 15, 2025
Frontier AI performance becomes accessible on consumer hardware within a year

By Venkat Somala and Luke Emberson

Training open-weight models is becoming more data intensive
Data Insight
Aug. 1, 2025
Training open-weight models is becoming more data intensive

By Venkat Somala and Yafah Edelman

Widespread adoption of new numeric formats took 3-4 years in past cycles
Data Insight
May 28, 2025
Widespread adoption of new numeric formats took 3-4 years in past cycles

By Venkat Somala and Luke Emberson