How many AI chips each compute provider has sold, according to Epoch AI, counted in Nvidia H100 equivalents so chips of different power can be added together. Because compute suppliers now represent a significant portion of index funds, chip sales are a leading indicator for index performance.
- Nvidia
- AMD
- Huawei
- Amazon
- Cambricon
Expenditure leaves out chips that aren't sold to third parties: Google's TPU v8i, Amazon's Trainium1, and Cambricon's Siyuan 590.
Source: Data on AI chip sales, Epoch AI