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Supply vs Demand: Cumulative H100e vs AI Companies' Combined Annualized Revenue
Supply vs Demand: Cumulative H100e vs AI Companies' Combined Annualized Revenue#
Cumulative compute and AI companies' annualized revenue rise together; the gap-filled supply line is steeper than the raw one.Draft, pending review
How to read this chart
Left axis: cumulative chip shipments in millions of H100-equivalents. Right axis: combined annualized revenue of OpenAI, Anthropic, xAI, Mistral and Zhipu.
Source: FinSight compilation and estimates · Updated 2026-08-31
↩ This chart lives on the pages1-dc-epoch-04