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Updated Sep. 24, 2026
Paper
Nov. 27, 2023
Newsletter
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.
Our estimates of how much computing power the leading AI developers rent or use, measured in Nvidia H100-equivalents (H100e).
A first look at Epoch AI's data on compute usage across five leading labs.
Epoch AI measures long-context latency scaling across four frontier models. GPT-5.6 Terra and Sol show quadratic time-to-first-token growth with context length, while Claude Sonnet 5 and Opus 5 stay near-linear.
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.