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Updated Aug. 31, 2026
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Nov. 27, 2023
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Jan. 28, 2026
A handful of companies and research labs are responsible for building the most powerful AI systems in the world. Who they are, what they are building, and how they compare is changing fast. Epoch maintains databases and conducts analysis tracking the leading AI labs, their major model releases, compute resources, and workforce, providing a data-driven view of who is shaping the frontier of AI.
Our database of AI company data, with data on revenue, funding, staff, and compute for many of the key players in frontier AI.
How quickly are Anthropic and OpenAI growing their revenue?
US GDP growth has been underestimated by about 0.3 percentage points because statistics miss most of Nvidia's US-generated income, a gap that could widen to 2 points by 2028. Epoch AI traces the accounting gap through Nvidia's fabless chip supply chain.
Why Anthropic's buildout suggests that financing is unlikely to be the immediate blocker to frontier AI compute growth.
Our estimates of how the world’s leading AI chips and compute capacity are distributed among major players and customer categories.
Inferring Chinese AI labs’ strategies from their job descriptions
Aggregate cash capex across Microsoft, Amazon, Alphabet, Meta, and Oracle is on track to overtake operating cash flow in Q3 2026. Epoch AI's breakdown of how hyperscalers are financing the AI buildout.
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.
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.
What might explain AI researcher pay, and why it matters