AI chips

AI chips are the specialized hardware behind modern AI, designed to handle the massive computational demands of training and running advanced models. They are at the center of a global competition for compute, with performance improving rapidly and demand surging. Epoch tracks trends in AI chip performance, energy efficiency, and price-performance over time, as well as the supply chain dynamics and geopolitical factors shaping who has access to the most advanced hardware.

Filter

Type
Data on Machine Learning Hardware
Updated Aug. 13, 2026
Data on Machine Learning Hardware

We present key data on over 170 AI accelerators, such as graphics processing units (GPUs) and tensor processing units (TPUs), used to develop and deploy machine learning models in the deep learning era.

Data on AI Chip Sales
Updated Aug. 11, 2026
Data on AI Chip Sales

Our open database of AI Chip sales, using financial reports, company disclosures, and more to estimate compute, power usage, and spending over time for a wide variety of AI chips.

The performance per dollar of AI chips purchased each quarter has grown by an average of 49% per year
Data Insight
Aug. 13, 2026
The performance per dollar of AI chips purchased each quarter has grown by an average of 49% per year

Since 2023, the average dollar spent on AI chips each quarter has yielded about 49% more performance each year in constant 2025 dollars, doubling every 1.7 years as spending shifts to each new chip generation.

By Venkat Somala

Data on AI Chip Components
Updated Jul. 23, 2026
Data on AI Chip Components

Our estimates of how much advanced logic wafer capacity, CoWoS packaging, and HBM memory leading AI chip designers consumed.

Topic Overview: AI Chips
Topic Overview
Updated Jul. 14, 2026
Topic Overview: AI Chips

A look at the specialized hardware driving modern AI — why chips cost tens of thousands of dollars each, and why demand continues to outstrip supply.

Data on AI Chip Owners
Updated May 12, 2026
Data on AI Chip Owners

Our estimates of how the world’s leading AI chips and compute capacity are distributed among major players and customer categories.

Data on GPU clusters
Updated Mar. 13, 2026
Data on GPU clusters

Our database of over 500 GPU clusters and supercomputers tracks large hardware facilities, including those used for AI training and inference.

Is a compute crunch coming?
Newsletter
May 25, 2026
Is a compute crunch coming?

We estimated trends in global inference capacity and found that token demand appears to be growing much faster than supply.

By Luke Emberson and Jaime Sevilla

AI Chip Component Costs: Memory at 63%
Data Insight
May 21, 2026
AI Chip Component Costs: Memory at 63%

High-bandwidth memory (HBM) accounts for 63% of AI chip component costs, up from 52% in Q1 2024. Epoch AI's breakdown of component cost shifts across major chip designers.

By Venkat Somala

How Much AI Compute Do Frontier Labs Use?
Newsletter
May 20, 2026
How Much AI Compute Do Frontier Labs Use?

OpenAI, Anthropic, and xAI used just 20-30% of global AI compute in 2025, despite launching the AI boom. Epoch AI's analysis of frontier lab compute allocation and growth trajectories through 2027.

By Josh You