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Rohan Paul· @rohanpaul_ai · X· 2026-10-30 06:13 · Original publication time AI score40

Epoch AI data shows slower growth in quarterly AI chip sales computeMachine translation

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Epoch AI estimates that the computing power of AI chips sold each quarter has grown 2.5 times per year since the start of 2024, down from roughly six times in 2023. The total compute of AI chips in use is still growing 3.4 times per year; the analysis cautions that quarterly sales are noisy and its data ends just as Nvidia begins shipping its next-generation chips, so the slowdown could be a lull between generations.

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Rohan Paul@rohanpaul_ai

the total computing power of all AI chips in use is growing 3.4x a year. per Epoch AI

but if each year’s new chip purchases grow only 2.5x, that total will eventually slow to about 2.5x as well. https://t.co/FEAMWLc0LZ

QuoteEpoch AI@EpochAIResearch

The computing power of AI chips sold each quarter has grown 2.5× per year since the start of 2024. That’s down from roughly 6× in 2023, led by Nvidia’s then-new H100 GPU. Some evidence suggests growth slowed further. But quarterly sales are noisy, and our data ends just as Nvidia begins shipping its next-generation chips, a move that has historically spiked sales. This could be a lull between generations. See our website for more details on the analysis: https://t.co/rcxMLsJpcS This is from our AI chip sales dataset, which uses financial reports, company disclosures, and more to estimate compute, power usage, and spending for a wide variety of chips: https://t.co/t5f7LRClAI

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06:13 · 2026-10-30 · UTC+8

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