HomeSupply and Demand: Four Lines, One Frame
Supply: Market-Wide Cumulative H100e Compute (After Gap-Filling, Millions of Chips)
Supply: Market-Wide Cumulative H100e Compute (After Gap-Filling, Millions of Chips)#
Market-wide compute reached about 30 million H100-equivalents in 2Q26; the latest quarter is estimated from the shipment run-rate.Draft, pending review
How to read this chart
Chips missing from the tracking data are filled at the 3Q25 shipment pace, and the open quarter is projected from the current run-rate. 2Q26 comes to about 30.1 million after gap-filling; the latest point, 3Q26, is a projection.
Source: Epoch AI (CC BY 4.0); FinSight compilation and estimates · Updated 2026-09-04
↩ This chart lives on the pageo-overview-mon-01
