Changelog

2026-04-30

Incorporated estimates of Nvidia chips smuggled to mainland China.

2026-04-15

We corrected some stale and inconsistent data in our Nvidia ownership estimates, where Oracle’s Nvidia compute was not being properly subtracted from our estimate of “Other” compute. This inflated “Other”, and the overall total, by around 1 million H100-equivalents, or around 5% of the estimated cumulative total in compute capacity. This update brings our AI Chip Owners in line with the totals in AI Chip Sales.