HomeSupply-Demand Scenarios and the Cost Line
Compute Supply vs Compute Demand (Same Units, Millions of H100e)
Compute Supply vs Compute Demand (Same Units, Millions of H100e)#
When the demand line hugs or crosses the supply line, compute is tight; the blue dashed band shows two ways of estimating supply.Draft, pending review
How to read this chart
Demand compute = revenue ÷ efficiency-adjusted revenue per chip, anchored to 2Q26. The blue dashed band shows two supply estimates: the lower edge from known sites, the upper edge from extrapolating chip shipments.
Source: Epoch AI (CC BY 4.0); FinSight compilation and estimates · Updated 2026-08-31
↩ This chart lives on the pages1-scenario-epoch-04