AI BriefingFive hyperscalers hold more than two-thirds of the world's AI compute
·2026.04.15 09:00
Key point
Google, Microsoft, Meta, Amazon, and Oracle account for about two-thirds of the world's AI compute.
Details
The five hyperscalers Google, Microsoft, Meta, Amazon, and Oracle hold about two-thirds of the world's compute, up from about 60% in early 2024.
Many AI labs, especially OpenAI and Anthropic, are effectively entirely dependent on these hyperscalers for compute access.
This figure is based on Epoch AI's new AI Chip Owners datahub, and more details can be found in the full data insight.
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