The installed AI chip base doubles every nine months

Claim

Epoch AI estimates 20 million AI chips are doubling every nine months toward 200 million H100 equivalents by 2028, with data center power quadrupling by 2030 and $1 trillion invested by 2029.

Reported metric: 20M chips, doubling every 9 months

Reporting date: 2026-08-02 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to August 2, 2026 (theinnermostloop.substack.com)