INTRODUCING THE AI CHIP SALES DATA EXPLORER

Summary from the TLDR AI newsletter

The AI Chip Sales data explorer uses financial reports, company disclosures, and more to estimate compute, power usage, and spending over time for a wide variety of AI chips. The cumulative global AI compute capacity has reached the equivalent of more than 15 million Nvidia H100 GPUs. The cost to purchase these chips has rapidly escalated to tens of billions of dollars per quarter, drawing over 10 GW of power per quarter. A link to the interactive data explorer is available.