How much AI compute is out there, and who owns it?
NVIDIA has likely sold the equivalent of around three million H100 GPUs in computing power since early 2022.
Google has millions of TPUs, or the equivalent to at least ~600,000 NVIDIA H100s in computing power.
Note: 1 million H100 equivalents is roughly 1 million kW = 1 gigawatt of compute. Times two months that is a 10^28 FLOP, 1 megaton of TNT AI model.
Learn more: https://epochai.org/data/notable-ai-models#computing-capacity