4h ago

Epoch AI reports that OpenAI initiated the major AI compute buildout in 2023 and now accounts for roughly 10% of global AI compute, or 1.7 million H100-equivalent units

Dedicated frontier labs hold under 25% with overall capacity below 50%.

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Original post
Lisan al Gaib#980@SCALING01OPEpoch AIEpoch AI@EPOCHAIRESEARCH

OpenAI kicked off the AI compute buildout in 2023. But today it uses ~10% of the world's compute, and the top labs together are probably under half. In this week's newsletter, @justjoshinyou13 discusses how much that share may change, and when it could hit a ceiling. 🧵

9:32 AM · May 21, 2026 View on X
REPLYHerbie Bradley#1022Herbie Bradley@HERBIEBRADLEY

@Jsevillamol does this imply slowdown sooner than Whitfill (2025) proposed?

Jaime SevillaJaime Sevilla@Jsevillamol

Frontier AI labs collectively have access to less than 50% of all AI compute in the world (!)

5:28 PM · May 21, 2026 · 4K Views
6:49 PM · May 21, 2026 · 89 Views
QUOTE POSTJaime Sevilla#1389Jaime Sevilla@JSEVILLAMOL

Frontier AI labs collectively have access to less than 50% of all AI compute in the world (!)

Epoch AIEpoch AI@EpochAIResearch

OpenAI kicked off the AI compute buildout in 2023. But today it uses ~10% of the world's compute, and the top labs together are probably under half. In this week's newsletter, @justjoshinyou13 discusses how much that share may change, and when it could hit a ceiling. 🧵

4:32 PM · May 21, 2026 · 24.5K Views
5:28 PM · May 21, 2026 · 4K Views