Amazon, Google, Meta, Microsoft, and Oracle collectively hold an estimated 71% of the world’s cumulative AI compute as of Q4 2025, measured in H100-equivalents of computing power. This is up from 63% in Q1 2024.
Many AI labs (including OpenAI and Anthropic) largely depend on these hyperscalers for access to R&D and inference compute.
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We calculate the aggregate amount of compute (in H100-equivalents) held by Amazon, Google, Meta, Microsoft, and Oracle, as a share of the global total each quarter. These five largest hyperscalers own a combined 71% of compute as of Q4 2025, rising from 63% in Q1 2024.
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