Data Insight
Apr. 7, 2026

Google controls the most AI computing power, driven by its custom TPUs

We estimate Google is the largest single owner of AI compute, holding about one quarter of global cumulative capacity as of Q4 2025. Notably among hyperscalers, Google’s compute comes primarily from its own custom TPU chips rather than NVIDIA’s GPUs.

Note that Microsoft and Meta also have in-house-designed chips that we do not currently track, though we believe these have a negligible impact on our estimates.

Epoch's work is free to use, distribute, and reproduce provided the source and authors are credited under the Creative Commons BY license.

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Using estimates from the AI Chip Owners hub, we show the cumulative amount of AI compute held by each of the world’s four largest compute owners: Google, Microsoft, Meta, and Amazon, as of Q4 2025. We break out compute by chip manufacturer and find that Google held the most compute as of Q4 2025, driven by its in-house-designed TPU chips.

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