Compute by Owner: Cumulative H100e Stock (Millions)

Cumulative compute stock by owner: Google, counting TPUs, is largest, followed by Microsoft and Amazon.Draft, pending review

How to read this chart

Stacked area, 1Q22 to 1Q26; in-house chips (Google TPU, Amazon Trainium) are counted under their owners.

Source: FinSight compilation and estimates · Updated 2026-08-31