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Epoch AI launches an explorer estimating AI chip arrivals by country

AIEpoch AI has launched the AI Chip Imports explorer, which estimates AI compute arriving in each country quarter by quarter since 2022 using customs records. It estimates the US received 19.8 million H100-equivalents, or 72%, of the 27.4 million total through June 2026, while China, including domestic production, received 2.6 million, or 10%.

AIWhy it matters.

The explorer estimates AI chip arrivals by country from customs records, showing the US received about 72% of new AI compute since 2022 versus China's 10%.

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Epoch AI · Lucio Melito · epoch.aiPublished · added here

Original title: Introducing the AI Chip Imports explorer