Where Is The Compute?

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Compute owned by each parent company

PRELIMINARY DATA
Estimated AI compute owned by parent companyAlphabet / Google: 5.5M* · Q4’25 5M; Microsoft: 3.3M* · Q4’25 3.4M; Meta: 2M* · Q4’25 2.3M; Amazon: 1.5M* · Q4’25 2.5M; Oracle: 1.1M* · Q4’25 1.1M01.2M2.4M3.6M4.8M6MH100-equivalents · bar* = Q1 2026 PRELIMINARY · dot = Q4 2025Alphabet / Google31% of global (Q1 ’26 prelim.)Q4 2025: 5M (24.8%)5.5M* · Q4’25 5MMicrosoft18.9% of global (Q1 ’26 prelim.)Q4 2025: 3.4M (16.8%)3.3M* · Q4’25 3.4MMeta11.1% of global (Q1 ’26 prelim.)Q4 2025: 2.3M (11.3%)2M* · Q4’25 2.3MAmazon8.6% of global (Q1 ’26 prelim.)Q4 2025: 2.5M (12.1%)1.5M* · Q4’25 2.5MOracle6.2% of global (Q1 ’26 prelim.)Q4 2025: 1.1M (5.6%)1.1M* · Q4’25 1.1M
Owned fleets, not compute reserved for one lab. Google’s fleet also serves Google Cloud customers, Search, YouTube and more. Epoch publishes point estimates only (no intervals); the Q1 2026 row is preliminary, so Q4 2025 is plotted as a dot for comparison.

Note: Epoch’s page says Q1 2026 data was “not yet finalized”; Amazon and Meta’s Q1 2026 numbers are lower than Q4 2025. Treat Q1 2026 as preliminary. D2

Show data table
Compute owned by parent company (H100e)
CompanyQ1 2026 (prelim.)Share Q1 2026Q4 2025Share Q4 2025Interval
Alphabet / Google5,500,00031%5,000,00024.8%none published
Microsoft3,300,00018.9%3,400,00016.8%none published
Meta2,000,00011.1%2,300,00011.3%none published
Amazon1,500,0008.6%2,500,00012.1%none published
Oracle1,100,0006.2%1,100,0005.6%none published

Sources: Epoch AI, “Five hyperscalers now own over two-thirds of global AI compute” (2026-04-14)

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