Leading AI companies

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.

Filter

Type
0 results
Claude users skew towards higher-income households; Meta towards lower-income
Data Insight
Apr. 22, 2026
Claude users skew towards higher-income households; Meta towards lower-income

By Caroline Falkman Olsson and Jaeho Lee

Claude usage rose by over 40% amid increased attention but remains far behind ChatGPT
Data Insight
Apr. 15, 2026
Claude usage rose by over 40% amid increased attention but remains far behind ChatGPT

By Yafah Edelman, Caroline Falkman Olsson, and Jaeho Lee

Five hyperscalers now own over two-thirds of global AI compute
Data Insight
Apr. 14, 2026
Five hyperscalers now own over two-thirds of global AI compute

By Luke Emberson, Josh You, and Venkat Somala

Google controls the most AI computing power, driven by its custom TPUs
Data Insight
Apr. 7, 2026
Google controls the most AI computing power, driven by its custom TPUs

By Luke Emberson, Josh You, and Venkat Somala

Keeping up with the GPTs
Newsletter
Apr. 7, 2026
Keeping up with the GPTs

Can Chinese and open model companies compete with the frontier through e.g. distillation and talent?

By Anson Ho

What do frontier AI companies' job postings reveal about their plans?
Newsletter
Mar. 24, 2026
What do frontier AI companies' job postings reveal about their plans?

A fast increase in go-to-market roles, and hints about upcoming products

By Jean-Stanislas Denain and Campbell Hutcheson

Microsoft’s recent $68 billion in physical assets additions were driven by AI-related purchases
Data Insight
Mar. 5, 2026
Microsoft’s recent $68 billion in physical assets additions were driven by AI-related purchases

By Isabel Juniewicz

Hyperscaler capex has quadrupled since GPT-4's release
Data Insight
Feb. 26, 2026
Hyperscaler capex has quadrupled since GPT-4's release

By Isabel Juniewicz

Anthropic could surpass OpenAI in annualized revenue by mid-2026
Data Insight
Feb. 19, 2026
Anthropic could surpass OpenAI in annualized revenue by mid-2026

By Luke Emberson and Yafah Edelman

Compute accounts for the majority of expenses of AI companies
Data Insight
Feb. 4, 2026
Compute accounts for the majority of expenses of AI companies

By Luke Emberson and Yafah Edelman

Can AI companies become profitable?
Newsletter
Jan. 28, 2026
Can AI companies become profitable?

Lessons from GPT-5’s economics

By Jaime Sevilla, Hannah Petrovic, and Anson Ho

OpenAI is projecting unprecedented revenue growth
Newsletter
Oct. 15, 2025
OpenAI is projecting unprecedented revenue growth

No company has gone from $10B to $100B as fast as OpenAI projects to do.

By Greg Burnham

OpenAI's revenue has been growing 3x a year since 2024
Data Insight
Oct. 14, 2025
OpenAI's revenue has been growing 3x a year since 2024

By Venkat Somala

Most of OpenAI’s 2024 compute went to experiments
Data Insight
Oct. 10, 2025
Most of OpenAI’s 2024 compute went to experiments

By Josh You

How many digital workers could OpenAI deploy?
Newsletter
Oct. 3, 2025
How many digital workers could OpenAI deploy?

OpenAI has the inference compute to deploy tens of millions of digital workers, but only on a narrow set of tasks – for now.

By Jean-Stanislas Denain, Anson Ho, and Jaime Sevilla

Introducing the AI Companies Data Hub
Update
Sep. 30, 2025
Introducing the AI Companies Data Hub

Our new AI Companies Data Hub tracks key economic and operational data, including frontier AI companies’ revenue, funding, valuations, staff counts, compute spending, and product usage

By The Epoch AI Team

Why GPT-5 used less training compute than GPT-4.5 (but GPT-6 probably won’t)
Newsletter
Sep. 26, 2025
Why GPT-5 used less training compute than GPT-4.5 (but GPT-6 probably won’t)

OpenAI focused on scaling post-training on a smaller model

By Yafah Edelman, Jean-Stanislas Denain, Jaime Sevilla, and Anson Ho

Private-sector companies own a dominant share of GPU clusters
Data Insight
Jun. 5, 2025
Private-sector companies own a dominant share of GPU clusters

By Konstantin F. Pilz, Robi Rahman, James Sanders, Luke Emberson, and Lennart Heim

The combined revenues of leading AI companies grew by over 9x in 2023-2024
Data Insight
Apr. 3, 2025
The combined revenues of leading AI companies grew by over 9x in 2023-2024

By Ben Snodin, David Owen, and Luke Emberson

Newsletter
Feb. 7, 2025
How much energy does ChatGPT use?

This Gradient Updates issue explores how much energy ChatGPT uses per query, revealing it's 10x less than common estimates.

By Josh You

Leading AI companies have hundreds of thousands of cutting-edge AI chips
Data Insight
Oct. 9, 2024
Leading AI companies have hundreds of thousands of cutting-edge AI chips

By Josh You and David Owen

Most large-scale models are developed by US companies
Data Insight
Jun. 19, 2024
Most large-scale models are developed by US companies

By Robi Rahman

The pace of large-scale model releases is accelerating
Data Insight
Jun. 19, 2024
The pace of large-scale model releases is accelerating

By Robi Rahman

Who is leading in AI? An analysis of industry AI research
Paper
Nov. 27, 2023
Who is leading in AI? An analysis of industry AI research

Industry emerged as a driving force in AI, but which companies are steering the field? We compare leading AI companies on research impact, training runs, and contributions to algorithmic innovations.

By Ben Cottier, Tamay Besiroglu, and David Owen