Where Is The Compute?

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Who owns the world’s AI compute

PRELIMINARY DATA
Share of global AI compute owned, Q1 2026 (preliminary)Alphabet / Google: 31%; Microsoft: 18.9%; Meta: 11.1%; Amazon: 8.6%; Oracle: 6.2%; Everyone else: 24.2%Alphabet31% · 5.5M H100eEveryone else24.2%Microsoft18.9% · 3.3M H100eMeta11.1% · 2M H100eAmazon8.6% · 1.5M H100eOracle6.2% · 1.1M H100eArea = share of global AI compute owned · Q1 2026 PRELIMINARY (Epoch: not finalized) · point estimates, no intervals published
Area = share of global AI compute owned. Five hyperscalers plus “everyone else” (100% minus the five listed shares; our arithmetic). Point estimates; Epoch publishes no intervals. Shown: Q1 2026 (preliminary). Q4 2025, the last finalized quarter: Alphabet 24.8%, Microsoft 16.8%, Meta 11.3%, Amazon 12.1%, Oracle 5.6%.

Note: Q1 2026 shares are preliminary (Epoch: “not yet finalized”). At end-2025 the top five held 70.7% (Epoch headline “71%”). D2 · D3

Show data table
Share of global AI compute owned, Q1 2026 (preliminary)
CompanyShareH100eAs ofNote
Alphabet / Google31%5,500,0002026-03-31point estimate (no interval published); Q1 2026 preliminary
Microsoft18.9%3,300,0002026-03-31point estimate (no interval published); Q1 2026 preliminary
Meta11.1%2,000,0002026-03-31point estimate (no interval published); Q1 2026 preliminary
Amazon8.6%1,500,0002026-03-31point estimate (no interval published); Q1 2026 preliminary
Oracle6.2%1,100,0002026-03-31point estimate (no interval published); Q1 2026 preliminary
Everyone else24.2%—2026-03-31remainder: 100% − the five listed shares (75.8%), our arithmetic

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

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