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Quarterly additions of computing capacity have grown about 2.5× per year since 2024. That’s down from roughly 6× in 2023, which saw a surge in global AI training and inference capacity following the release of the initial ChatGPT and GPT-4, led by Nvidia’s new H100 GPU.
Some evidence suggests further deceleration in growth over this period, but it is not statistically significant and may also reflect a lull between generations. While Nvidia has recently started shipping its next-generation Rubin chips, it had not yet recognized any Rubin sales as of its latest fiscal quarter ending in July.
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Open database of large AI data centers
Chip shipment volumes and revenue
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