OpenAI, Anthropic, and xAI together used only about 21% of global operational AI compute at the end of 2025, while the w…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-29
EpochAI data shows that OpenAI, Anthropic, and xAI collectively consumed only 21% of global operational AI compute at end of 2025, despite approximately 16 million H100-equivalent GPUs being deployed worldwide.
Extraction
Topics: ai-computeai-infrastructurefrontier-labsgpu-deployment
Claims
- OpenAI, Anthropic, and xAI together used approximately 21% of global operational AI compute at the end of 2025.
- Roughly 16 million H100-equivalent GPUs were operationally deployed globally at end of 2025.
- Roughly 20 million H100-equivalent GPUs had been sold by end of 2025, indicating a deployment lag.
Key quotes
OpenAI, Anthropic, and xAI together used only about 21% of global operational AI compute at the end of 2025, while the world had roughly 16 million deployed H100-equivalents and 20 million sold H100-equivalents.