Compute by User: Who's Locking It Up (Millions of H100e, Including Scheduled Completions)
Compute by User: Who's Locking It Up (Millions of H100e, Including Scheduled Completions)#
By site allocation, OpenAI has the most compute locked up through 2028 with Google close behind; the slope shows how hard each is grabbing capacity.Draft, pending review
How to read this chart
Allocated by each data center's user field, split evenly where there are several users; unlabeled is mostly sites whose customers are undisclosed. The path combines capacity already online and scheduled completions; coverage thins after 2028.
Source: Epoch AI (CC BY 4.0); FinSight compilation and estimates · Updated 2026-08-31
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