HomeSupply and SpendingCompute Supply (Epoch)
Chip Shipments and H100e Compute
New H100e Compute per Quarter (Stacked by Chip Model)#
New compute per quarter keeps expanding, with TPU, Trainium and MI300 taking a growing share beyond Nvidia; translucent quarters are not fully covered yet.Draft, pending review
How to read this chart
Median estimates; translucent quarters have incomplete coverage.
Source: FinSight compilation and estimates · Updated 2026-08-31
Standalone page ↗s1-chips-epoch-01
Estimated Chip Spend per Quarter ($B, by Maker)#
Implied chip spend rises quarter after quarter, with Nvidia still the bulk of it.Draft, pending review
Source: FinSight compilation and estimates · Updated 2026-08-31
Standalone page ↗s1-chips-epoch-02