AI BriefingEpoch AI estimates 72% of global AI compute arrived in the US since 2022
·2026.10.27 09:00
Key point
The new explorer uses customs records to track chip arrivals, finding the US lead widened to 78% of new compute in the first half of 2026.
Details
- Epoch AI launched the AI Chip Imports explorer, which uses customs records to estimate national AI compute arrivals in H100-equivalents, chip units, and trade value since 2022.
- The US received 19.8 million H100e (72%) of the 27.4 million total AI compute arrivals from 2022 through June 2026, with its share of new compute rising to 78% in the first half of 2026.
- China accounts for 2.6 million H100e (10%) of compute, including domestic production, but holds 18% of the total chip count, indicating a higher share of lower-performance hardware.
- Customs-derived chip spending values align within 4% of Epoch AI's sales estimates, with quarterly trade values growing from under $10 billion to almost $80 billion between mid-2023 and mid-2026.
- Estimates for countries without detailed customs data rely on export records from other nations, and chips made and used domestically in the same country, such as in Taiwan, are not captured by border-crossing data.
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