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Critical commodities, semiconductor capacity, accelerators, memory, and compute infrastructure.

Hardware PricingMaterialsCapacity

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Historical GPU Pricing

Historical GPU Pricing

  • NVIDIA H100 (resale)
  • NVIDIA A100 (resale)
  • AMD MI300X
Historical GPU PricingDemo preview through July 2026 (USD).$30K$20K$10K$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26NVIDIA H100 (resale): $19.6K on Jul '26. NVIDIA A100 (resale): $6.7K on Jul '26. AMD MI300X: $14.7K on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical CPU Pricing

Historical CPU Pricing

  • Intel Xeon Platinum 8480+
  • AMD EPYC 9654
Historical CPU PricingDemo preview through July 2026 (USD).$15K$10K$5K$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Intel Xeon Platinum 8480+: $7.7K on Jul '26. AMD EPYC 9654: $6.6K on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical DRAM Inventory

Historical DRAM Inventory

  • HBM3E
  • DDR5
  • GDDR7
Historical DRAM InventoryDemo preview through July 2026 (inventory index).150100500Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26HBM3E: 100.7 on Jul '26. DDR5: 135.5 on Jul '26. GDDR7: 118.6 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Trade in Commodities Critical to LLM Infrastructure

Trade in Commodities Critical to LLM Infrastructure

  • Gallium
  • Germanium
  • Rare earths
  • Copper (data-center grade)
Trade in Commodities Critical to LLM InfrastructureDemo preview through July 2026 (USD millions).$1.5K$1K$500$0Gallium, 2023-08-01T00:00:00.000Z: $118Germanium, 2023-08-01T00:00:00.000Z: $93.5Rare earths, 2023-08-01T00:00:00.000Z: $206.7Copper (data-center grade), 2023-08-01T00:00:00.000Z: $334.8Gallium, 2023-09-01T00:00:00.000Z: $120.7Germanium, 2023-09-01T00:00:00.000Z: $95.6Rare earths, 2023-09-01T00:00:00.000Z: $211.3Copper (data-center grade), 2023-09-01T00:00:00.000Z: $342.1Gallium, 2023-10-01T00:00:00.000Z: $116.5Germanium, 2023-10-01T00:00:00.000Z: $92.3Rare earths, 2023-10-01T00:00:00.000Z: $204.1Copper (data-center grade), 2023-10-01T00:00:00.000Z: $330.6Gallium, 2023-11-01T00:00:00.000Z: $117.8Germanium, 2023-11-01T00:00:00.000Z: $93.2Rare earths, 2023-11-01T00:00:00.000Z: $205.8Copper (data-center grade), 2023-11-01T00:00:00.000Z: $332.9Gallium, 2023-12-01T00:00:00.000Z: $130.9Germanium, 2023-12-01T00:00:00.000Z: $103.6Rare earths, 2023-12-01T00:00:00.000Z: $228.8Copper (data-center grade), 2023-12-01T00:00:00.000Z: $370.2Gallium, 2024-01-01T00:00:00.000Z: $130.6Germanium, 2024-01-01T00:00:00.000Z: $103.4Rare earths, 2024-01-01T00:00:00.000Z: $228.7Copper (data-center grade), 2024-01-01T00:00:00.000Z: $370.3Gallium, 2024-02-01T00:00:00.000Z: $134.2Germanium, 2024-02-01T00:00:00.000Z: $106.2Rare earths, 2024-02-01T00:00:00.000Z: $234.7Copper (data-center grade), 2024-02-01T00:00:00.000Z: $379.9Gallium, 2024-03-01T00:00:00.000Z: $135.3Germanium, 2024-03-01T00:00:00.000Z: $107.2Rare earths, 2024-03-01T00:00:00.000Z: $237.1Copper (data-center grade), 2024-03-01T00:00:00.000Z: $384.2Gallium, 2024-04-01T00:00:00.000Z: $124.2Germanium, 2024-04-01T00:00:00.000Z: $98.4Rare earths, 2024-04-01T00:00:00.000Z: $217.6Copper (data-center grade), 2024-04-01T00:00:00.000Z: $352.4Gallium, 2024-05-01T00:00:00.000Z: $128.7Germanium, 2024-05-01T00:00:00.000Z: $101.9Rare earths, 2024-05-01T00:00:00.000Z: $225Copper (data-center grade), 2024-05-01T00:00:00.000Z: $364.2Gallium, 2024-06-01T00:00:00.000Z: $132.4Germanium, 2024-06-01T00:00:00.000Z: $104.8Rare earths, 2024-06-01T00:00:00.000Z: $231.8Copper (data-center grade), 2024-06-01T00:00:00.000Z: $375.3Gallium, 2024-07-01T00:00:00.000Z: $134.4Germanium, 2024-07-01T00:00:00.000Z: $106.4Rare earths, 2024-07-01T00:00:00.000Z: $234.9Copper (data-center grade), 2024-07-01T00:00:00.000Z: $380.1Gallium, 2024-08-01T00:00:00.000Z: $148.3Germanium, 2024-08-01T00:00:00.000Z: $117.4Rare earths, 2024-08-01T00:00:00.000Z: $259.4Copper (data-center grade), 2024-08-01T00:00:00.000Z: $419.7Gallium, 2024-09-01T00:00:00.000Z: $145.5Germanium, 2024-09-01T00:00:00.000Z: $115.2Rare earths, 2024-09-01T00:00:00.000Z: $254.9Copper (data-center grade), 2024-09-01T00:00:00.000Z: $413Gallium, 2024-10-01T00:00:00.000Z: $141Germanium, 2024-10-01T00:00:00.000Z: $111.6Rare earths, 2024-10-01T00:00:00.000Z: $246.8Copper (data-center grade), 2024-10-01T00:00:00.000Z: $399.6Gallium, 2024-11-01T00:00:00.000Z: $143.3Germanium, 2024-11-01T00:00:00.000Z: $113.5Rare earths, 2024-11-01T00:00:00.000Z: $251Copper (data-center grade), 2024-11-01T00:00:00.000Z: $406.6Gallium, 2024-12-01T00:00:00.000Z: $134.7Germanium, 2024-12-01T00:00:00.000Z: $106.7Rare earths, 2024-12-01T00:00:00.000Z: $235.9Copper (data-center grade), 2024-12-01T00:00:00.000Z: $382Gallium, 2025-01-01T00:00:00.000Z: $142.5Germanium, 2025-01-01T00:00:00.000Z: $112.7Rare earths, 2025-01-01T00:00:00.000Z: $248.9Copper (data-center grade), 2025-01-01T00:00:00.000Z: $402.6Gallium, 2025-02-01T00:00:00.000Z: $153.7Germanium, 2025-02-01T00:00:00.000Z: $121.7Rare earths, 2025-02-01T00:00:00.000Z: $268.9Copper (data-center grade), 2025-02-01T00:00:00.000Z: $435.4Gallium, 2025-03-01T00:00:00.000Z: $152.8Germanium, 2025-03-01T00:00:00.000Z: $121Rare earths, 2025-03-01T00:00:00.000Z: $267.4Copper (data-center grade), 2025-03-01T00:00:00.000Z: $432.9Gallium, 2025-04-01T00:00:00.000Z: $161.9Germanium, 2025-04-01T00:00:00.000Z: $128.1Rare earths, 2025-04-01T00:00:00.000Z: $283.1Copper (data-center grade), 2025-04-01T00:00:00.000Z: $458.3Gallium, 2025-05-01T00:00:00.000Z: $156.7Germanium, 2025-05-01T00:00:00.000Z: $124.2Rare earths, 2025-05-01T00:00:00.000Z: $274.8Copper (data-center grade), 2025-05-01T00:00:00.000Z: $445.4Gallium, 2025-06-01T00:00:00.000Z: $147Germanium, 2025-06-01T00:00:00.000Z: $116.4Rare earths, 2025-06-01T00:00:00.000Z: $257.3Copper (data-center grade), 2025-06-01T00:00:00.000Z: $416.7Gallium, 2025-07-01T00:00:00.000Z: $154.5Germanium, 2025-07-01T00:00:00.000Z: $122.3Rare earths, 2025-07-01T00:00:00.000Z: $270.2Copper (data-center grade), 2025-07-01T00:00:00.000Z: $437.5Gallium, 2025-08-01T00:00:00.000Z: $153Germanium, 2025-08-01T00:00:00.000Z: $121.2Rare earths, 2025-08-01T00:00:00.000Z: $267.9Copper (data-center grade), 2025-08-01T00:00:00.000Z: $433.7Gallium, 2025-09-01T00:00:00.000Z: $161.6Germanium, 2025-09-01T00:00:00.000Z: $127.8Rare earths, 2025-09-01T00:00:00.000Z: $282.3Copper (data-center grade), 2025-09-01T00:00:00.000Z: $456.6Gallium, 2025-10-01T00:00:00.000Z: $175.8Germanium, 2025-10-01T00:00:00.000Z: $139.2Rare earths, 2025-10-01T00:00:00.000Z: $307.6Copper (data-center grade), 2025-10-01T00:00:00.000Z: $498Gallium, 2025-11-01T00:00:00.000Z: $168.7Germanium, 2025-11-01T00:00:00.000Z: $133.6Rare earths, 2025-11-01T00:00:00.000Z: $295.5Copper (data-center grade), 2025-11-01T00:00:00.000Z: $478.7Gallium, 2025-12-01T00:00:00.000Z: $170.1Germanium, 2025-12-01T00:00:00.000Z: $134.7Rare earths, 2025-12-01T00:00:00.000Z: $297.7Copper (data-center grade), 2025-12-01T00:00:00.000Z: $482Gallium, 2026-01-01T00:00:00.000Z: $167.2Germanium, 2026-01-01T00:00:00.000Z: $132.5Rare earths, 2026-01-01T00:00:00.000Z: $293.1Copper (data-center grade), 2026-01-01T00:00:00.000Z: $474.9Gallium, 2026-02-01T00:00:00.000Z: $157.9Germanium, 2026-02-01T00:00:00.000Z: $125Rare earths, 2026-02-01T00:00:00.000Z: $276.3Copper (data-center grade), 2026-02-01T00:00:00.000Z: $447.4Gallium, 2026-03-01T00:00:00.000Z: $172.3Germanium, 2026-03-01T00:00:00.000Z: $136.3Rare earths, 2026-03-01T00:00:00.000Z: $301Copper (data-center grade), 2026-03-01T00:00:00.000Z: $487Gallium, 2026-04-01T00:00:00.000Z: $178.3Germanium, 2026-04-01T00:00:00.000Z: $141.2Rare earths, 2026-04-01T00:00:00.000Z: $312Copper (data-center grade), 2026-04-01T00:00:00.000Z: $505.2Gallium, 2026-05-01T00:00:00.000Z: $181.9Germanium, 2026-05-01T00:00:00.000Z: $144Rare earths, 2026-05-01T00:00:00.000Z: $318Copper (data-center grade), 2026-05-01T00:00:00.000Z: $514.7Gallium, 2026-06-01T00:00:00.000Z: $193.3Germanium, 2026-06-01T00:00:00.000Z: $153Rare earths, 2026-06-01T00:00:00.000Z: $338.3Copper (data-center grade), 2026-06-01T00:00:00.000Z: $547.8Gallium, 2026-07-01T00:00:00.000Z: $180.8Germanium, 2026-07-01T00:00:00.000Z: $143.3Rare earths, 2026-07-01T00:00:00.000Z: $317Copper (data-center grade), 2026-07-01T00:00:00.000Z: $513.8Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Gallium: $180.8 on Jul '26. Germanium: $143.3 on Jul '26. Rare earths: $317 on Jul '26. Copper (data-center grade): $513.8 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical TSMC Wafer Capacity

Historical TSMC Wafer Capacity

  • N3
  • N5
  • N7
  • Mature nodes
Historical TSMC Wafer CapacityDemo preview through July 2026 (thousand wafer starts per month).1K7505002500N3, 2023-08-01T00:00:00.000Z: 92.4N5, 2023-08-01T00:00:00.000Z: 126.4N7, 2023-08-01T00:00:00.000Z: 145.8Mature nodes, 2023-08-01T00:00:00.000Z: 310.9N3, 2023-09-01T00:00:00.000Z: 91.9N5, 2023-09-01T00:00:00.000Z: 125.9N7, 2023-09-01T00:00:00.000Z: 145.3Mature nodes, 2023-09-01T00:00:00.000Z: 310.2N3, 2023-10-01T00:00:00.000Z: 101.6N5, 2023-10-01T00:00:00.000Z: 139.1N7, 2023-10-01T00:00:00.000Z: 160.6Mature nodes, 2023-10-01T00:00:00.000Z: 342.8N3, 2023-11-01T00:00:00.000Z: 101.4N5, 2023-11-01T00:00:00.000Z: 138.7N7, 2023-11-01T00:00:00.000Z: 160Mature nodes, 2023-11-01T00:00:00.000Z: 341.1N3, 2023-12-01T00:00:00.000Z: 98N5, 2023-12-01T00:00:00.000Z: 134.1N7, 2023-12-01T00:00:00.000Z: 154.8Mature nodes, 2023-12-01T00:00:00.000Z: 330.2N3, 2024-01-01T00:00:00.000Z: 99.4N5, 2024-01-01T00:00:00.000Z: 136N7, 2024-01-01T00:00:00.000Z: 156.9Mature nodes, 2024-01-01T00:00:00.000Z: 334.5N3, 2024-02-01T00:00:00.000Z: 92.1N5, 2024-02-01T00:00:00.000Z: 125.9N7, 2024-02-01T00:00:00.000Z: 145.2Mature nodes, 2024-02-01T00:00:00.000Z: 309.6N3, 2024-03-01T00:00:00.000Z: 94.2N5, 2024-03-01T00:00:00.000Z: 129.1N7, 2024-03-01T00:00:00.000Z: 149Mature nodes, 2024-03-01T00:00:00.000Z: 318.2N3, 2024-04-01T00:00:00.000Z: 101.4N5, 2024-04-01T00:00:00.000Z: 138.8N7, 2024-04-01T00:00:00.000Z: 160.2Mature nodes, 2024-04-01T00:00:00.000Z: 341.9N3, 2024-05-01T00:00:00.000Z: 100.8N5, 2024-05-01T00:00:00.000Z: 137.9N7, 2024-05-01T00:00:00.000Z: 159.2Mature nodes, 2024-05-01T00:00:00.000Z: 339.7N3, 2024-06-01T00:00:00.000Z: 107.2N5, 2024-06-01T00:00:00.000Z: 146.7N7, 2024-06-01T00:00:00.000Z: 169.4Mature nodes, 2024-06-01T00:00:00.000Z: 361.4N3, 2024-07-01T00:00:00.000Z: 105.5N5, 2024-07-01T00:00:00.000Z: 144.3N7, 2024-07-01T00:00:00.000Z: 166.3Mature nodes, 2024-07-01T00:00:00.000Z: 354.5N3, 2024-08-01T00:00:00.000Z: 97.7N5, 2024-08-01T00:00:00.000Z: 133.6N7, 2024-08-01T00:00:00.000Z: 154.1Mature nodes, 2024-08-01T00:00:00.000Z: 328.6N3, 2024-09-01T00:00:00.000Z: 100.6N5, 2024-09-01T00:00:00.000Z: 137.6N7, 2024-09-01T00:00:00.000Z: 158.8Mature nodes, 2024-09-01T00:00:00.000Z: 338.9N3, 2024-10-01T00:00:00.000Z: 98.2N5, 2024-10-01T00:00:00.000Z: 134.3N7, 2024-10-01T00:00:00.000Z: 154.9Mature nodes, 2024-10-01T00:00:00.000Z: 330.5N3, 2024-11-01T00:00:00.000Z: 101.4N5, 2024-11-01T00:00:00.000Z: 138.9N7, 2024-11-01T00:00:00.000Z: 160.4Mature nodes, 2024-11-01T00:00:00.000Z: 342.4N3, 2024-12-01T00:00:00.000Z: 111.3N5, 2024-12-01T00:00:00.000Z: 152.3N7, 2024-12-01T00:00:00.000Z: 175.8Mature nodes, 2024-12-01T00:00:00.000Z: 375.1N3, 2025-01-01T00:00:00.000Z: 108.1N5, 2025-01-01T00:00:00.000Z: 147.8N7, 2025-01-01T00:00:00.000Z: 170.5Mature nodes, 2025-01-01T00:00:00.000Z: 363.6N3, 2025-02-01T00:00:00.000Z: 108.7N5, 2025-02-01T00:00:00.000Z: 148.7N7, 2025-02-01T00:00:00.000Z: 171.6Mature nodes, 2025-02-01T00:00:00.000Z: 366.2N3, 2025-03-01T00:00:00.000Z: 107.2N5, 2025-03-01T00:00:00.000Z: 146.5N7, 2025-03-01T00:00:00.000Z: 168.9Mature nodes, 2025-03-01T00:00:00.000Z: 360.1N3, 2025-04-01T00:00:00.000Z: 98.9N5, 2025-04-01T00:00:00.000Z: 135.3N7, 2025-04-01T00:00:00.000Z: 156Mature nodes, 2025-04-01T00:00:00.000Z: 332.8N3, 2025-05-01T00:00:00.000Z: 105N5, 2025-05-01T00:00:00.000Z: 143.7N7, 2025-05-01T00:00:00.000Z: 166Mature nodes, 2025-05-01T00:00:00.000Z: 354.3N3, 2025-06-01T00:00:00.000Z: 108.5N5, 2025-06-01T00:00:00.000Z: 148.4N7, 2025-06-01T00:00:00.000Z: 171.2Mature nodes, 2025-06-01T00:00:00.000Z: 365.3N3, 2025-07-01T00:00:00.000Z: 110N5, 2025-07-01T00:00:00.000Z: 150.6N7, 2025-07-01T00:00:00.000Z: 173.8Mature nodes, 2025-07-01T00:00:00.000Z: 371.1N3, 2025-08-01T00:00:00.000Z: 118.2N5, 2025-08-01T00:00:00.000Z: 161.8N7, 2025-08-01T00:00:00.000Z: 186.7Mature nodes, 2025-08-01T00:00:00.000Z: 398.3N3, 2025-09-01T00:00:00.000Z: 112N5, 2025-09-01T00:00:00.000Z: 153.2N7, 2025-09-01T00:00:00.000Z: 176.6Mature nodes, 2025-09-01T00:00:00.000Z: 376.4N3, 2025-10-01T00:00:00.000Z: 107.7N5, 2025-10-01T00:00:00.000Z: 147.4N7, 2025-10-01T00:00:00.000Z: 170Mature nodes, 2025-10-01T00:00:00.000Z: 362.7N3, 2025-11-01T00:00:00.000Z: 109.6N5, 2025-11-01T00:00:00.000Z: 149.9N7, 2025-11-01T00:00:00.000Z: 173Mature nodes, 2025-11-01T00:00:00.000Z: 368.9N3, 2025-12-01T00:00:00.000Z: 104.7N5, 2025-12-01T00:00:00.000Z: 143.3N7, 2025-12-01T00:00:00.000Z: 165.4Mature nodes, 2025-12-01T00:00:00.000Z: 352.8N3, 2026-01-01T00:00:00.000Z: 112.9N5, 2026-01-01T00:00:00.000Z: 154.7N7, 2026-01-01T00:00:00.000Z: 178.7Mature nodes, 2026-01-01T00:00:00.000Z: 381.6N3, 2026-02-01T00:00:00.000Z: 119.9N5, 2026-02-01T00:00:00.000Z: 164N7, 2026-02-01T00:00:00.000Z: 189.3Mature nodes, 2026-02-01T00:00:00.000Z: 403.7N3, 2026-03-01T00:00:00.000Z: 116.6N5, 2026-03-01T00:00:00.000Z: 159.6N7, 2026-03-01T00:00:00.000Z: 184.1Mature nodes, 2026-03-01T00:00:00.000Z: 392.7N3, 2026-04-01T00:00:00.000Z: 120.5N5, 2026-04-01T00:00:00.000Z: 164.8N7, 2026-04-01T00:00:00.000Z: 190.2Mature nodes, 2026-04-01T00:00:00.000Z: 405.7N3, 2026-05-01T00:00:00.000Z: 114N5, 2026-05-01T00:00:00.000Z: 155.8N7, 2026-05-01T00:00:00.000Z: 179.6Mature nodes, 2026-05-01T00:00:00.000Z: 382.7N3, 2026-06-01T00:00:00.000Z: 108.2N5, 2026-06-01T00:00:00.000Z: 148N7, 2026-06-01T00:00:00.000Z: 170.8Mature nodes, 2026-06-01T00:00:00.000Z: 364.5N3, 2026-07-01T00:00:00.000Z: 115.7N5, 2026-07-01T00:00:00.000Z: 158.4N7, 2026-07-01T00:00:00.000Z: 182.8Mature nodes, 2026-07-01T00:00:00.000Z: 390.1Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26N3: 115.7 on Jul '26. N5: 158.4 on Jul '26. N7: 182.8 on Jul '26. Mature nodes: 390.1 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

NVIDIA Accelerator Shipments by Generation

NVIDIA Accelerator Shipments by Generation

  • Hopper
  • Blackwell
  • Rubin
NVIDIA Accelerator Shipments by GenerationDemo preview through July 2026 (thousand accelerators).4K3K2K1K0Hopper, 2023-08-01T00:00:00.000Z: 828.4Blackwell, 2023-08-01T00:00:00.000Z: 409.4Rubin, 2023-08-01T00:00:00.000Z: 58.5Hopper, 2023-09-01T00:00:00.000Z: 836.2Blackwell, 2023-09-01T00:00:00.000Z: 413Rubin, 2023-09-01T00:00:00.000Z: 59Hopper, 2023-10-01T00:00:00.000Z: 943.9Blackwell, 2023-10-01T00:00:00.000Z: 466Rubin, 2023-10-01T00:00:00.000Z: 66.5Hopper, 2023-11-01T00:00:00.000Z: 979.9Blackwell, 2023-11-01T00:00:00.000Z: 484.4Rubin, 2023-11-01T00:00:00.000Z: 69.2Hopper, 2023-12-01T00:00:00.000Z: 964.8Blackwell, 2023-12-01T00:00:00.000Z: 476.8Rubin, 2023-12-01T00:00:00.000Z: 68.1Hopper, 2024-01-01T00:00:00.000Z: 1KBlackwell, 2024-01-01T00:00:00.000Z: 497.3Rubin, 2024-01-01T00:00:00.000Z: 71.1Hopper, 2024-02-01T00:00:00.000Z: 957.7Blackwell, 2024-02-01T00:00:00.000Z: 473.6Rubin, 2024-02-01T00:00:00.000Z: 67.7Hopper, 2024-03-01T00:00:00.000Z: 984.8Blackwell, 2024-03-01T00:00:00.000Z: 486.3Rubin, 2024-03-01T00:00:00.000Z: 69.4Hopper, 2024-04-01T00:00:00.000Z: 1.1KBlackwell, 2024-04-01T00:00:00.000Z: 539.5Rubin, 2024-04-01T00:00:00.000Z: 77Hopper, 2024-05-01T00:00:00.000Z: 1.1KBlackwell, 2024-05-01T00:00:00.000Z: 549.3Rubin, 2024-05-01T00:00:00.000Z: 78.5Hopper, 2024-06-01T00:00:00.000Z: 1.2KBlackwell, 2024-06-01T00:00:00.000Z: 596Rubin, 2024-06-01T00:00:00.000Z: 85.1Hopper, 2024-07-01T00:00:00.000Z: 1.2KBlackwell, 2024-07-01T00:00:00.000Z: 611.3Rubin, 2024-07-01T00:00:00.000Z: 87.4Hopper, 2024-08-01T00:00:00.000Z: 1.2KBlackwell, 2024-08-01T00:00:00.000Z: 576.1Rubin, 2024-08-01T00:00:00.000Z: 82.3Hopper, 2024-09-01T00:00:00.000Z: 1.2KBlackwell, 2024-09-01T00:00:00.000Z: 603.4Rubin, 2024-09-01T00:00:00.000Z: 86.2Hopper, 2024-10-01T00:00:00.000Z: 1.2KBlackwell, 2024-10-01T00:00:00.000Z: 606.3Rubin, 2024-10-01T00:00:00.000Z: 86.7Hopper, 2024-11-01T00:00:00.000Z: 1.3KBlackwell, 2024-11-01T00:00:00.000Z: 630.4Rubin, 2024-11-01T00:00:00.000Z: 90Hopper, 2024-12-01T00:00:00.000Z: 1.4KBlackwell, 2024-12-01T00:00:00.000Z: 713.6Rubin, 2024-12-01T00:00:00.000Z: 101.9Hopper, 2025-01-01T00:00:00.000Z: 1.5KBlackwell, 2025-01-01T00:00:00.000Z: 717.2Rubin, 2025-01-01T00:00:00.000Z: 102.5Hopper, 2025-02-01T00:00:00.000Z: 1.5KBlackwell, 2025-02-01T00:00:00.000Z: 733.4Rubin, 2025-02-01T00:00:00.000Z: 104.8Hopper, 2025-03-01T00:00:00.000Z: 1.5KBlackwell, 2025-03-01T00:00:00.000Z: 749.5Rubin, 2025-03-01T00:00:00.000Z: 107.2Hopper, 2025-04-01T00:00:00.000Z: 1.4KBlackwell, 2025-04-01T00:00:00.000Z: 703.8Rubin, 2025-04-01T00:00:00.000Z: 100.6Hopper, 2025-05-01T00:00:00.000Z: 1.5KBlackwell, 2025-05-01T00:00:00.000Z: 754Rubin, 2025-05-01T00:00:00.000Z: 107.6Hopper, 2025-06-01T00:00:00.000Z: 1.6KBlackwell, 2025-06-01T00:00:00.000Z: 805.3Rubin, 2025-06-01T00:00:00.000Z: 115Hopper, 2025-07-01T00:00:00.000Z: 1.7KBlackwell, 2025-07-01T00:00:00.000Z: 829.5Rubin, 2025-07-01T00:00:00.000Z: 118.4Hopper, 2025-08-01T00:00:00.000Z: 1.9KBlackwell, 2025-08-01T00:00:00.000Z: 917.8Rubin, 2025-08-01T00:00:00.000Z: 131.1Hopper, 2025-09-01T00:00:00.000Z: 1.8KBlackwell, 2025-09-01T00:00:00.000Z: 904Rubin, 2025-09-01T00:00:00.000Z: 129.3Hopper, 2025-10-01T00:00:00.000Z: 1.8KBlackwell, 2025-10-01T00:00:00.000Z: 879.5Rubin, 2025-10-01T00:00:00.000Z: 125.7Hopper, 2025-11-01T00:00:00.000Z: 1.9KBlackwell, 2025-11-01T00:00:00.000Z: 919.4Rubin, 2025-11-01T00:00:00.000Z: 131.4Hopper, 2025-12-01T00:00:00.000Z: 1.8KBlackwell, 2025-12-01T00:00:00.000Z: 897.3Rubin, 2025-12-01T00:00:00.000Z: 128.2Hopper, 2026-01-01T00:00:00.000Z: 2KBlackwell, 2026-01-01T00:00:00.000Z: 975.4Rubin, 2026-01-01T00:00:00.000Z: 139.2Hopper, 2026-02-01T00:00:00.000Z: 2.2KBlackwell, 2026-02-01T00:00:00.000Z: 1.1KRubin, 2026-02-01T00:00:00.000Z: 153.5Hopper, 2026-03-01T00:00:00.000Z: 2.2KBlackwell, 2026-03-01T00:00:00.000Z: 1.1KRubin, 2026-03-01T00:00:00.000Z: 153.1Hopper, 2026-04-01T00:00:00.000Z: 2.3KBlackwell, 2026-04-01T00:00:00.000Z: 1.1KRubin, 2026-04-01T00:00:00.000Z: 161.8Hopper, 2026-05-01T00:00:00.000Z: 2.2KBlackwell, 2026-05-01T00:00:00.000Z: 1.1KRubin, 2026-05-01T00:00:00.000Z: 159.1Hopper, 2026-06-01T00:00:00.000Z: 2.2KBlackwell, 2026-06-01T00:00:00.000Z: 1.1KRubin, 2026-06-01T00:00:00.000Z: 152.1Hopper, 2026-07-01T00:00:00.000Z: 2.4KBlackwell, 2026-07-01T00:00:00.000Z: 1.2KRubin, 2026-07-01T00:00:00.000Z: 165.8Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Hopper: 2.4K on Jul '26. Blackwell: 1.2K on Jul '26. Rubin: 165.8 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Global AI Compute Stock in H100-Equivalents

Global AI Compute Stock in H100-Equivalents

  • Global installed stock
Global AI Compute Stock in H100-EquivalentsDemo preview through July 2026 (million H100-equivalents).3020100Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Global installed stock: 24.1 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Capability

Model, system, throughput, efficiency, context, and agentic benchmark progress.

PerformanceModels

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Historical Token Throughput per GPU

Historical Token Throughput per GPU

  • H100 FP8
  • H100 FP16
  • MI300X FP8
Historical Token Throughput per GPUDemo preview through July 2026 (tokens per second).30K20K10K0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26H100 FP8: 25.5K on Jul '26. H100 FP16: 14.4K on Jul '26. MI300X FP8: 20.8K on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical Inference Speeds

Historical Inference Speeds

  • Groq
  • Google
  • OpenAI
  • Anthropic
Historical Inference SpeedsDemo preview through July 2026 (tokens per second).3K2K1K0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Groq: 2.3K on Jul '26. Google: 841.6 on Jul '26. OpenAI: 621.2 on Jul '26. Anthropic: 561.1 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical Token Efficiency Across Frontier Models

Historical Token Efficiency Across Frontier Models

  • GPT-5.5
  • Claude 4.5
  • Gemini 3
Historical Token Efficiency Across Frontier ModelsDemo preview through July 2026 (benchmark points per 1M tokens).6420Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26GPT-5.5: 4.4 on Jul '26. Claude 4.5: 5 on Jul '26. Gemini 3: 4 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Epoch Capabilities Index (ECI)

Epoch Capabilities Index (ECI)

  • Composite
  • Coding
  • Math
Epoch Capabilities Index (ECI)Demo preview through July 2026 (index points).3002001000Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Composite: 175.8 on Jul '26. Coding: 195.3 on Jul '26. Math: 184.9 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Frontier Model Training Compute

Frontier Model Training Compute

  • Frontier maximum
  • Frontier median
Frontier Model Training ComputeDemo preview through July 2026 (FLOPs (×10²⁶)).20151050Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Frontier maximum: 18.4 on Jul '26. Frontier median: 5.3 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Frontier Model Context Window Growth

Frontier Model Context Window Growth

  • Maximum shipped
  • Frontier median
Frontier Model Context Window GrowthDemo preview through July 2026 (million tokens).107.552.50Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Maximum shipped: 8.4 on Jul '26. Frontier median: 2.5 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Agentic and Tool-Use Benchmarks

Agentic and Tool-Use Benchmarks

  • SWE-bench Verified
  • OSWorld
  • GAIA
Agentic and Tool-Use BenchmarksDemo preview through July 2026 (percent).100%75%50%25%0%Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26SWE-bench Verified: 77.6% on Jul '26. OSWorld: 51.3% on Jul '26. GAIA: 68.8% on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Economics

Token, API, model, training, and compute pricing across the AI stack.

Model PricingInfrastructure Cost

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Historical Frontier Model Pricing (Closed Weights)

Historical Frontier Model Pricing (Closed Weights)

  • GPT-5.5 output
  • Claude 4.5 output
  • Gemini 3 output
Historical Frontier Model Pricing (Closed Weights)Demo preview through July 2026 (USD per 1M tokens).$80$60$40$20$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26GPT-5.5 output: $23.2 on Jul '26. Claude 4.5 output: $30.9 on Jul '26. Gemini 3 output: $15.5 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical Frontier Model Pricing (Open Weights)

Historical Frontier Model Pricing (Open Weights)

  • Llama 4 405B
  • DeepSeek V4
  • Qwen3-Max
Historical Frontier Model Pricing (Open Weights)Demo preview through July 2026 (USD per 1M tokens).$10$7.5$5$2.5$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Llama 4 405B: $4.4 on Jul '26. DeepSeek V4: $2.2 on Jul '26. Qwen3-Max: $2.9 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical API Pricing

Historical API Pricing

  • OpenAI
  • Anthropic
  • Google
  • Mistral
Historical API PricingDemo preview through July 2026 (USD per 1M tokens).$30$20$10$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26OpenAI: $12 on Jul '26. Anthropic: $14 on Jul '26. Google: $9 on Jul '26. Mistral: $6 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Output Price per Million Tokens Across Frontier Models

Output Price per Million Tokens Across Frontier Models

  • GPT-5.5
  • Claude 4.5
  • Gemini 3
  • Grok 4
Output Price per Million Tokens Across Frontier ModelsDemo preview through July 2026 (USD per 1M output tokens).$80$60$40$20$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26GPT-5.5: $25.1 on Jul '26. Claude 4.5: $34.5 on Jul '26. Gemini 3: $18.9 on Jul '26. Grok 4: $21 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Historical Compute Cost

Historical Compute Cost

  • H100 on-demand
  • H100 reserved
  • B200 on-demand
Historical Compute CostDemo preview through July 2026 (USD per accelerator-hour).$6$4$2$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26H100 on-demand: $2.1 on Jul '26. H100 reserved: $1.3 on Jul '26. B200 on-demand: $3.5 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Estimated Frontier Model Training Costs

Estimated Frontier Model Training Costs

  • Frontier maximum
  • Frontier median
Estimated Frontier Model Training CostsDemo preview through July 2026 (USD millions).$3K$2K$1K$0Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Frontier maximum: $2.5K on Jul '26. Frontier median: $765.9 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Demand

Token consumption, hyperscaler investment, cloud AI revenue, and market adoption.

UsageInvestment

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Historical Token Usage

Historical Token Usage

  • OpenAI
  • Google
  • Anthropic
  • Open weights
Historical Token UsageDemo preview through July 2026 (trillion tokens).3002001000OpenAI, 2023-08-01T00:00:00.000Z: 17.6Google, 2023-08-01T00:00:00.000Z: 13.7Anthropic, 2023-08-01T00:00:00.000Z: 8.8Open weights, 2023-08-01T00:00:00.000Z: 10.7OpenAI, 2023-09-01T00:00:00.000Z: 18Google, 2023-09-01T00:00:00.000Z: 14Anthropic, 2023-09-01T00:00:00.000Z: 9Open weights, 2023-09-01T00:00:00.000Z: 11OpenAI, 2023-10-01T00:00:00.000Z: 20.7Google, 2023-10-01T00:00:00.000Z: 16.1Anthropic, 2023-10-01T00:00:00.000Z: 10.3Open weights, 2023-10-01T00:00:00.000Z: 12.6OpenAI, 2023-11-01T00:00:00.000Z: 22Google, 2023-11-01T00:00:00.000Z: 17.1Anthropic, 2023-11-01T00:00:00.000Z: 11Open weights, 2023-11-01T00:00:00.000Z: 13.5OpenAI, 2023-12-01T00:00:00.000Z: 22.1Google, 2023-12-01T00:00:00.000Z: 17.2Anthropic, 2023-12-01T00:00:00.000Z: 11Open weights, 2023-12-01T00:00:00.000Z: 13.5OpenAI, 2024-01-01T00:00:00.000Z: 23.5Google, 2024-01-01T00:00:00.000Z: 18.3Anthropic, 2024-01-01T00:00:00.000Z: 11.8Open weights, 2024-01-01T00:00:00.000Z: 14.4OpenAI, 2024-02-01T00:00:00.000Z: 22.8Google, 2024-02-01T00:00:00.000Z: 17.8Anthropic, 2024-02-01T00:00:00.000Z: 11.4Open weights, 2024-02-01T00:00:00.000Z: 14OpenAI, 2024-03-01T00:00:00.000Z: 23.8Google, 2024-03-01T00:00:00.000Z: 18.5Anthropic, 2024-03-01T00:00:00.000Z: 11.9Open weights, 2024-03-01T00:00:00.000Z: 14.5OpenAI, 2024-04-01T00:00:00.000Z: 26.9Google, 2024-04-01T00:00:00.000Z: 20.9Anthropic, 2024-04-01T00:00:00.000Z: 13.5Open weights, 2024-04-01T00:00:00.000Z: 16.5OpenAI, 2024-05-01T00:00:00.000Z: 28Google, 2024-05-01T00:00:00.000Z: 21.8Anthropic, 2024-05-01T00:00:00.000Z: 14Open weights, 2024-05-01T00:00:00.000Z: 17.1OpenAI, 2024-06-01T00:00:00.000Z: 30.9Google, 2024-06-01T00:00:00.000Z: 24Anthropic, 2024-06-01T00:00:00.000Z: 15.4Open weights, 2024-06-01T00:00:00.000Z: 18.9OpenAI, 2024-07-01T00:00:00.000Z: 32.4Google, 2024-07-01T00:00:00.000Z: 25.3Anthropic, 2024-07-01T00:00:00.000Z: 16.2Open weights, 2024-07-01T00:00:00.000Z: 19.9OpenAI, 2024-08-01T00:00:00.000Z: 31.1Google, 2024-08-01T00:00:00.000Z: 24.2Anthropic, 2024-08-01T00:00:00.000Z: 15.6Open weights, 2024-08-01T00:00:00.000Z: 19.1OpenAI, 2024-09-01T00:00:00.000Z: 33.2Google, 2024-09-01T00:00:00.000Z: 25.8Anthropic, 2024-09-01T00:00:00.000Z: 16.6Open weights, 2024-09-01T00:00:00.000Z: 20.3OpenAI, 2024-10-01T00:00:00.000Z: 34.1Google, 2024-10-01T00:00:00.000Z: 26.5Anthropic, 2024-10-01T00:00:00.000Z: 17Open weights, 2024-10-01T00:00:00.000Z: 20.8OpenAI, 2024-11-01T00:00:00.000Z: 36Google, 2024-11-01T00:00:00.000Z: 28Anthropic, 2024-11-01T00:00:00.000Z: 18Open weights, 2024-11-01T00:00:00.000Z: 21.9OpenAI, 2024-12-01T00:00:00.000Z: 41.5Google, 2024-12-01T00:00:00.000Z: 32.3Anthropic, 2024-12-01T00:00:00.000Z: 20.8Open weights, 2024-12-01T00:00:00.000Z: 25.4OpenAI, 2025-01-01T00:00:00.000Z: 42.7Google, 2025-01-01T00:00:00.000Z: 33.2Anthropic, 2025-01-01T00:00:00.000Z: 21.4Open weights, 2025-01-01T00:00:00.000Z: 26.1OpenAI, 2025-02-01T00:00:00.000Z: 44.4Google, 2025-02-01T00:00:00.000Z: 34.5Anthropic, 2025-02-01T00:00:00.000Z: 22.2Open weights, 2025-02-01T00:00:00.000Z: 27.1OpenAI, 2025-03-01T00:00:00.000Z: 46.4Google, 2025-03-01T00:00:00.000Z: 36.1Anthropic, 2025-03-01T00:00:00.000Z: 23.2Open weights, 2025-03-01T00:00:00.000Z: 28.4OpenAI, 2025-04-01T00:00:00.000Z: 44.4Google, 2025-04-01T00:00:00.000Z: 34.5Anthropic, 2025-04-01T00:00:00.000Z: 22.2Open weights, 2025-04-01T00:00:00.000Z: 27.2OpenAI, 2025-05-01T00:00:00.000Z: 48.3Google, 2025-05-01T00:00:00.000Z: 37.5Anthropic, 2025-05-01T00:00:00.000Z: 24.1Open weights, 2025-05-01T00:00:00.000Z: 29.5OpenAI, 2025-06-01T00:00:00.000Z: 52.7Google, 2025-06-01T00:00:00.000Z: 41Anthropic, 2025-06-01T00:00:00.000Z: 26.3Open weights, 2025-06-01T00:00:00.000Z: 32.2OpenAI, 2025-07-01T00:00:00.000Z: 55.2Google, 2025-07-01T00:00:00.000Z: 42.9Anthropic, 2025-07-01T00:00:00.000Z: 27.6Open weights, 2025-07-01T00:00:00.000Z: 33.7OpenAI, 2025-08-01T00:00:00.000Z: 62.4Google, 2025-08-01T00:00:00.000Z: 48.5Anthropic, 2025-08-01T00:00:00.000Z: 31.2Open weights, 2025-08-01T00:00:00.000Z: 38.1OpenAI, 2025-09-01T00:00:00.000Z: 62.8Google, 2025-09-01T00:00:00.000Z: 48.9Anthropic, 2025-09-01T00:00:00.000Z: 31.5Open weights, 2025-09-01T00:00:00.000Z: 38.5OpenAI, 2025-10-01T00:00:00.000Z: 62.2Google, 2025-10-01T00:00:00.000Z: 48.4Anthropic, 2025-10-01T00:00:00.000Z: 31.1Open weights, 2025-10-01T00:00:00.000Z: 38OpenAI, 2025-11-01T00:00:00.000Z: 66.3Google, 2025-11-01T00:00:00.000Z: 51.6Anthropic, 2025-11-01T00:00:00.000Z: 33.2Open weights, 2025-11-01T00:00:00.000Z: 40.5OpenAI, 2025-12-01T00:00:00.000Z: 65.9Google, 2025-12-01T00:00:00.000Z: 51.3Anthropic, 2025-12-01T00:00:00.000Z: 33Open weights, 2025-12-01T00:00:00.000Z: 40.3OpenAI, 2026-01-01T00:00:00.000Z: 72.8Google, 2026-01-01T00:00:00.000Z: 56.6Anthropic, 2026-01-01T00:00:00.000Z: 36.3Open weights, 2026-01-01T00:00:00.000Z: 44.4OpenAI, 2026-02-01T00:00:00.000Z: 82Google, 2026-02-01T00:00:00.000Z: 63.8Anthropic, 2026-02-01T00:00:00.000Z: 41Open weights, 2026-02-01T00:00:00.000Z: 50.1OpenAI, 2026-03-01T00:00:00.000Z: 83.4Google, 2026-03-01T00:00:00.000Z: 64.9Anthropic, 2026-03-01T00:00:00.000Z: 41.7Open weights, 2026-03-01T00:00:00.000Z: 51OpenAI, 2026-04-01T00:00:00.000Z: 89.8Google, 2026-04-01T00:00:00.000Z: 69.8Anthropic, 2026-04-01T00:00:00.000Z: 44.9Open weights, 2026-04-01T00:00:00.000Z: 54.9OpenAI, 2026-05-01T00:00:00.000Z: 90.2Google, 2026-05-01T00:00:00.000Z: 70.2Anthropic, 2026-05-01T00:00:00.000Z: 45.2Open weights, 2026-05-01T00:00:00.000Z: 55.3OpenAI, 2026-06-01T00:00:00.000Z: 87.7Google, 2026-06-01T00:00:00.000Z: 68.3Anthropic, 2026-06-01T00:00:00.000Z: 43.9Open weights, 2026-06-01T00:00:00.000Z: 53.6OpenAI, 2026-07-01T00:00:00.000Z: 97.4Google, 2026-07-01T00:00:00.000Z: 75.7Anthropic, 2026-07-01T00:00:00.000Z: 48.7Open weights, 2026-07-01T00:00:00.000Z: 59.4Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26OpenAI: 97.4 on Jul '26. Google: 75.7 on Jul '26. Anthropic: 48.7 on Jul '26. Open weights: 59.4 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Hyperscaler AI-Related Capital Expenditure

Hyperscaler AI-Related Capital Expenditure

  • Microsoft
  • Alphabet
  • Amazon
  • Meta
Hyperscaler AI-Related Capital ExpenditureDemo preview through July 2026 (USD billions).$150$100$50$0Microsoft, 2023-08-01T00:00:00.000Z: $20.3Alphabet, 2023-08-01T00:00:00.000Z: $16.4Amazon, 2023-08-01T00:00:00.000Z: $18.3Meta, 2023-08-01T00:00:00.000Z: $11.6Microsoft, 2023-09-01T00:00:00.000Z: $21.8Alphabet, 2023-09-01T00:00:00.000Z: $17.6Amazon, 2023-09-01T00:00:00.000Z: $19.7Meta, 2023-09-01T00:00:00.000Z: $12.4Microsoft, 2023-10-01T00:00:00.000Z: $23.5Alphabet, 2023-10-01T00:00:00.000Z: $19Amazon, 2023-10-01T00:00:00.000Z: $21.3Meta, 2023-10-01T00:00:00.000Z: $13.4Microsoft, 2023-11-01T00:00:00.000Z: $22.5Alphabet, 2023-11-01T00:00:00.000Z: $18.2Amazon, 2023-11-01T00:00:00.000Z: $20.4Meta, 2023-11-01T00:00:00.000Z: $12.9Microsoft, 2023-12-01T00:00:00.000Z: $22.9Alphabet, 2023-12-01T00:00:00.000Z: $18.5Amazon, 2023-12-01T00:00:00.000Z: $20.7Meta, 2023-12-01T00:00:00.000Z: $13.1Microsoft, 2024-01-01T00:00:00.000Z: $22.6Alphabet, 2024-01-01T00:00:00.000Z: $18.3Amazon, 2024-01-01T00:00:00.000Z: $20.5Meta, 2024-01-01T00:00:00.000Z: $12.9Microsoft, 2024-02-01T00:00:00.000Z: $21.8Alphabet, 2024-02-01T00:00:00.000Z: $17.7Amazon, 2024-02-01T00:00:00.000Z: $19.7Meta, 2024-02-01T00:00:00.000Z: $12.5Microsoft, 2024-03-01T00:00:00.000Z: $24.3Alphabet, 2024-03-01T00:00:00.000Z: $19.6Amazon, 2024-03-01T00:00:00.000Z: $21.9Meta, 2024-03-01T00:00:00.000Z: $13.8Microsoft, 2024-04-01T00:00:00.000Z: $25.1Alphabet, 2024-04-01T00:00:00.000Z: $20.3Amazon, 2024-04-01T00:00:00.000Z: $22.7Meta, 2024-04-01T00:00:00.000Z: $14.4Microsoft, 2024-05-01T00:00:00.000Z: $25.8Alphabet, 2024-05-01T00:00:00.000Z: $20.9Amazon, 2024-05-01T00:00:00.000Z: $23.4Meta, 2024-05-01T00:00:00.000Z: $14.8Microsoft, 2024-06-01T00:00:00.000Z: $27.3Alphabet, 2024-06-01T00:00:00.000Z: $22.1Amazon, 2024-06-01T00:00:00.000Z: $24.7Meta, 2024-06-01T00:00:00.000Z: $15.6Microsoft, 2024-07-01T00:00:00.000Z: $25.5Alphabet, 2024-07-01T00:00:00.000Z: $20.7Amazon, 2024-07-01T00:00:00.000Z: $23.1Meta, 2024-07-01T00:00:00.000Z: $14.6Microsoft, 2024-08-01T00:00:00.000Z: $25.5Alphabet, 2024-08-01T00:00:00.000Z: $20.6Amazon, 2024-08-01T00:00:00.000Z: $23Meta, 2024-08-01T00:00:00.000Z: $14.5Microsoft, 2024-09-01T00:00:00.000Z: $26.5Alphabet, 2024-09-01T00:00:00.000Z: $21.5Amazon, 2024-09-01T00:00:00.000Z: $24Meta, 2024-09-01T00:00:00.000Z: $15.2Microsoft, 2024-10-01T00:00:00.000Z: $26.4Alphabet, 2024-10-01T00:00:00.000Z: $21.4Amazon, 2024-10-01T00:00:00.000Z: $23.9Meta, 2024-10-01T00:00:00.000Z: $15.1Microsoft, 2024-11-01T00:00:00.000Z: $29.4Alphabet, 2024-11-01T00:00:00.000Z: $23.8Amazon, 2024-11-01T00:00:00.000Z: $26.6Meta, 2024-11-01T00:00:00.000Z: $16.8Microsoft, 2024-12-01T00:00:00.000Z: $30.5Alphabet, 2024-12-01T00:00:00.000Z: $24.7Amazon, 2024-12-01T00:00:00.000Z: $27.7Meta, 2024-12-01T00:00:00.000Z: $17.5Microsoft, 2025-01-01T00:00:00.000Z: $29.7Alphabet, 2025-01-01T00:00:00.000Z: $24Amazon, 2025-01-01T00:00:00.000Z: $26.8Meta, 2025-01-01T00:00:00.000Z: $17Microsoft, 2025-02-01T00:00:00.000Z: $30.7Alphabet, 2025-02-01T00:00:00.000Z: $24.8Amazon, 2025-02-01T00:00:00.000Z: $27.8Meta, 2025-02-01T00:00:00.000Z: $17.5Microsoft, 2025-03-01T00:00:00.000Z: $29.1Alphabet, 2025-03-01T00:00:00.000Z: $23.5Amazon, 2025-03-01T00:00:00.000Z: $26.3Meta, 2025-03-01T00:00:00.000Z: $16.6Microsoft, 2025-04-01T00:00:00.000Z: $29.2Alphabet, 2025-04-01T00:00:00.000Z: $23.7Amazon, 2025-04-01T00:00:00.000Z: $26.4Meta, 2025-04-01T00:00:00.000Z: $16.7Microsoft, 2025-05-01T00:00:00.000Z: $32.2Alphabet, 2025-05-01T00:00:00.000Z: $26.1Amazon, 2025-05-01T00:00:00.000Z: $29.1Meta, 2025-05-01T00:00:00.000Z: $18.4Microsoft, 2025-06-01T00:00:00.000Z: $32.5Alphabet, 2025-06-01T00:00:00.000Z: $26.3Amazon, 2025-06-01T00:00:00.000Z: $29.4Meta, 2025-06-01T00:00:00.000Z: $18.6Microsoft, 2025-07-01T00:00:00.000Z: $34.8Alphabet, 2025-07-01T00:00:00.000Z: $28.2Amazon, 2025-07-01T00:00:00.000Z: $31.5Meta, 2025-07-01T00:00:00.000Z: $19.9Microsoft, 2025-08-01T00:00:00.000Z: $35.7Alphabet, 2025-08-01T00:00:00.000Z: $28.9Amazon, 2025-08-01T00:00:00.000Z: $32.3Meta, 2025-08-01T00:00:00.000Z: $20.4Microsoft, 2025-09-01T00:00:00.000Z: $33.2Alphabet, 2025-09-01T00:00:00.000Z: $26.9Amazon, 2025-09-01T00:00:00.000Z: $30.1Meta, 2025-09-01T00:00:00.000Z: $19Microsoft, 2025-10-01T00:00:00.000Z: $34.3Alphabet, 2025-10-01T00:00:00.000Z: $27.8Amazon, 2025-10-01T00:00:00.000Z: $31Meta, 2025-10-01T00:00:00.000Z: $19.6Microsoft, 2025-11-01T00:00:00.000Z: $34.3Alphabet, 2025-11-01T00:00:00.000Z: $27.8Amazon, 2025-11-01T00:00:00.000Z: $31.1Meta, 2025-11-01T00:00:00.000Z: $19.6Microsoft, 2025-12-01T00:00:00.000Z: $35Alphabet, 2025-12-01T00:00:00.000Z: $28.3Amazon, 2025-12-01T00:00:00.000Z: $31.7Meta, 2025-12-01T00:00:00.000Z: $20Microsoft, 2026-01-01T00:00:00.000Z: $39.4Alphabet, 2026-01-01T00:00:00.000Z: $31.9Amazon, 2026-01-01T00:00:00.000Z: $35.6Meta, 2026-01-01T00:00:00.000Z: $22.5Microsoft, 2026-02-01T00:00:00.000Z: $39.4Alphabet, 2026-02-01T00:00:00.000Z: $31.9Amazon, 2026-02-01T00:00:00.000Z: $35.7Meta, 2026-02-01T00:00:00.000Z: $22.6Microsoft, 2026-03-01T00:00:00.000Z: $39.7Alphabet, 2026-03-01T00:00:00.000Z: $32.2Amazon, 2026-03-01T00:00:00.000Z: $35.9Meta, 2026-03-01T00:00:00.000Z: $22.7Microsoft, 2026-04-01T00:00:00.000Z: $40.5Alphabet, 2026-04-01T00:00:00.000Z: $32.8Amazon, 2026-04-01T00:00:00.000Z: $36.7Meta, 2026-04-01T00:00:00.000Z: $23.2Microsoft, 2026-05-01T00:00:00.000Z: $37.6Alphabet, 2026-05-01T00:00:00.000Z: $30.4Amazon, 2026-05-01T00:00:00.000Z: $34Meta, 2026-05-01T00:00:00.000Z: $21.5Microsoft, 2026-06-01T00:00:00.000Z: $39.5Alphabet, 2026-06-01T00:00:00.000Z: $32Amazon, 2026-06-01T00:00:00.000Z: $35.7Meta, 2026-06-01T00:00:00.000Z: $22.5Microsoft, 2026-07-01T00:00:00.000Z: $42.1Alphabet, 2026-07-01T00:00:00.000Z: $34.1Amazon, 2026-07-01T00:00:00.000Z: $38.1Meta, 2026-07-01T00:00:00.000Z: $24Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Microsoft: $42.1 on Jul '26. Alphabet: $34.1 on Jul '26. Amazon: $38.1 on Jul '26. Meta: $24 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Neocloud AI Revenue

Neocloud AI Revenue

  • CoreWeave
  • Nebius
  • Lambda
  • Crusoe
Neocloud AI RevenueDemo preview through July 2026 (USD billions).$15$10$5$0CoreWeave, 2023-08-01T00:00:00.000Z: $2Nebius, 2023-08-01T00:00:00.000Z: $0.8Lambda, 2023-08-01T00:00:00.000Z: $0.5Crusoe, 2023-08-01T00:00:00.000Z: $0.4CoreWeave, 2023-09-01T00:00:00.000Z: $2Nebius, 2023-09-01T00:00:00.000Z: $0.8Lambda, 2023-09-01T00:00:00.000Z: $0.5Crusoe, 2023-09-01T00:00:00.000Z: $0.4CoreWeave, 2023-10-01T00:00:00.000Z: $2.1Nebius, 2023-10-01T00:00:00.000Z: $0.8Lambda, 2023-10-01T00:00:00.000Z: $0.6Crusoe, 2023-10-01T00:00:00.000Z: $0.4CoreWeave, 2023-11-01T00:00:00.000Z: $2.1Nebius, 2023-11-01T00:00:00.000Z: $0.8Lambda, 2023-11-01T00:00:00.000Z: $0.6Crusoe, 2023-11-01T00:00:00.000Z: $0.5CoreWeave, 2023-12-01T00:00:00.000Z: $2.1Nebius, 2023-12-01T00:00:00.000Z: $0.8Lambda, 2023-12-01T00:00:00.000Z: $0.5Crusoe, 2023-12-01T00:00:00.000Z: $0.4CoreWeave, 2024-01-01T00:00:00.000Z: $2.3Nebius, 2024-01-01T00:00:00.000Z: $0.8Lambda, 2024-01-01T00:00:00.000Z: $0.6Crusoe, 2024-01-01T00:00:00.000Z: $0.5CoreWeave, 2024-02-01T00:00:00.000Z: $2.4Nebius, 2024-02-01T00:00:00.000Z: $0.9Lambda, 2024-02-01T00:00:00.000Z: $0.6Crusoe, 2024-02-01T00:00:00.000Z: $0.5CoreWeave, 2024-03-01T00:00:00.000Z: $2.5Nebius, 2024-03-01T00:00:00.000Z: $0.9Lambda, 2024-03-01T00:00:00.000Z: $0.7Crusoe, 2024-03-01T00:00:00.000Z: $0.5CoreWeave, 2024-04-01T00:00:00.000Z: $2.8Nebius, 2024-04-01T00:00:00.000Z: $1Lambda, 2024-04-01T00:00:00.000Z: $0.7Crusoe, 2024-04-01T00:00:00.000Z: $0.6CoreWeave, 2024-05-01T00:00:00.000Z: $2.7Nebius, 2024-05-01T00:00:00.000Z: $1Lambda, 2024-05-01T00:00:00.000Z: $0.7Crusoe, 2024-05-01T00:00:00.000Z: $0.6CoreWeave, 2024-06-01T00:00:00.000Z: $2.7Nebius, 2024-06-01T00:00:00.000Z: $1Lambda, 2024-06-01T00:00:00.000Z: $0.7Crusoe, 2024-06-01T00:00:00.000Z: $0.6CoreWeave, 2024-07-01T00:00:00.000Z: $2.9Nebius, 2024-07-01T00:00:00.000Z: $1.1Lambda, 2024-07-01T00:00:00.000Z: $0.8Crusoe, 2024-07-01T00:00:00.000Z: $0.6CoreWeave, 2024-08-01T00:00:00.000Z: $2.9Nebius, 2024-08-01T00:00:00.000Z: $1.1Lambda, 2024-08-01T00:00:00.000Z: $0.8Crusoe, 2024-08-01T00:00:00.000Z: $0.6CoreWeave, 2024-09-01T00:00:00.000Z: $3.2Nebius, 2024-09-01T00:00:00.000Z: $1.2Lambda, 2024-09-01T00:00:00.000Z: $0.8Crusoe, 2024-09-01T00:00:00.000Z: $0.7CoreWeave, 2024-10-01T00:00:00.000Z: $3.5Nebius, 2024-10-01T00:00:00.000Z: $1.3Lambda, 2024-10-01T00:00:00.000Z: $0.9Crusoe, 2024-10-01T00:00:00.000Z: $0.7CoreWeave, 2024-11-01T00:00:00.000Z: $3.5Nebius, 2024-11-01T00:00:00.000Z: $1.3Lambda, 2024-11-01T00:00:00.000Z: $0.9Crusoe, 2024-11-01T00:00:00.000Z: $0.7CoreWeave, 2024-12-01T00:00:00.000Z: $3.7Nebius, 2024-12-01T00:00:00.000Z: $1.4Lambda, 2024-12-01T00:00:00.000Z: $1Crusoe, 2024-12-01T00:00:00.000Z: $0.8CoreWeave, 2025-01-01T00:00:00.000Z: $3.6Nebius, 2025-01-01T00:00:00.000Z: $1.3Lambda, 2025-01-01T00:00:00.000Z: $1Crusoe, 2025-01-01T00:00:00.000Z: $0.8CoreWeave, 2025-02-01T00:00:00.000Z: $3.6Nebius, 2025-02-01T00:00:00.000Z: $1.3Lambda, 2025-02-01T00:00:00.000Z: $0.9Crusoe, 2025-02-01T00:00:00.000Z: $0.8CoreWeave, 2025-03-01T00:00:00.000Z: $4Nebius, 2025-03-01T00:00:00.000Z: $1.5Lambda, 2025-03-01T00:00:00.000Z: $1.1Crusoe, 2025-03-01T00:00:00.000Z: $0.8CoreWeave, 2025-04-01T00:00:00.000Z: $4.1Nebius, 2025-04-01T00:00:00.000Z: $1.5Lambda, 2025-04-01T00:00:00.000Z: $1.1Crusoe, 2025-04-01T00:00:00.000Z: $0.9CoreWeave, 2025-05-01T00:00:00.000Z: $4.5Nebius, 2025-05-01T00:00:00.000Z: $1.6Lambda, 2025-05-01T00:00:00.000Z: $1.2Crusoe, 2025-05-01T00:00:00.000Z: $0.9CoreWeave, 2025-06-01T00:00:00.000Z: $4.8Nebius, 2025-06-01T00:00:00.000Z: $1.8Lambda, 2025-06-01T00:00:00.000Z: $1.3Crusoe, 2025-06-01T00:00:00.000Z: $1CoreWeave, 2025-07-01T00:00:00.000Z: $4.6Nebius, 2025-07-01T00:00:00.000Z: $1.7Lambda, 2025-07-01T00:00:00.000Z: $1.2Crusoe, 2025-07-01T00:00:00.000Z: $1CoreWeave, 2025-08-01T00:00:00.000Z: $4.8Nebius, 2025-08-01T00:00:00.000Z: $1.8Lambda, 2025-08-01T00:00:00.000Z: $1.3Crusoe, 2025-08-01T00:00:00.000Z: $1CoreWeave, 2025-09-01T00:00:00.000Z: $4.9Nebius, 2025-09-01T00:00:00.000Z: $1.8Lambda, 2025-09-01T00:00:00.000Z: $1.3Crusoe, 2025-09-01T00:00:00.000Z: $1CoreWeave, 2025-10-01T00:00:00.000Z: $4.9Nebius, 2025-10-01T00:00:00.000Z: $1.8Lambda, 2025-10-01T00:00:00.000Z: $1.3Crusoe, 2025-10-01T00:00:00.000Z: $1CoreWeave, 2025-11-01T00:00:00.000Z: $5.6Nebius, 2025-11-01T00:00:00.000Z: $2.1Lambda, 2025-11-01T00:00:00.000Z: $1.5Crusoe, 2025-11-01T00:00:00.000Z: $1.2CoreWeave, 2025-12-01T00:00:00.000Z: $5.9Nebius, 2025-12-01T00:00:00.000Z: $2.2Lambda, 2025-12-01T00:00:00.000Z: $1.6Crusoe, 2025-12-01T00:00:00.000Z: $1.3CoreWeave, 2026-01-01T00:00:00.000Z: $6.1Nebius, 2026-01-01T00:00:00.000Z: $2.2Lambda, 2026-01-01T00:00:00.000Z: $1.6Crusoe, 2026-01-01T00:00:00.000Z: $1.3CoreWeave, 2026-02-01T00:00:00.000Z: $6.5Nebius, 2026-02-01T00:00:00.000Z: $2.4Lambda, 2026-02-01T00:00:00.000Z: $1.7Crusoe, 2026-02-01T00:00:00.000Z: $1.4CoreWeave, 2026-03-01T00:00:00.000Z: $6.1Nebius, 2026-03-01T00:00:00.000Z: $2.3Lambda, 2026-03-01T00:00:00.000Z: $1.6Crusoe, 2026-03-01T00:00:00.000Z: $1.3CoreWeave, 2026-04-01T00:00:00.000Z: $6.3Nebius, 2026-04-01T00:00:00.000Z: $2.3Lambda, 2026-04-01T00:00:00.000Z: $1.7Crusoe, 2026-04-01T00:00:00.000Z: $1.3CoreWeave, 2026-05-01T00:00:00.000Z: $6.9Nebius, 2026-05-01T00:00:00.000Z: $2.5Lambda, 2026-05-01T00:00:00.000Z: $1.8Crusoe, 2026-05-01T00:00:00.000Z: $1.5CoreWeave, 2026-06-01T00:00:00.000Z: $7.1Nebius, 2026-06-01T00:00:00.000Z: $2.6Lambda, 2026-06-01T00:00:00.000Z: $1.9Crusoe, 2026-06-01T00:00:00.000Z: $1.5CoreWeave, 2026-07-01T00:00:00.000Z: $7.9Nebius, 2026-07-01T00:00:00.000Z: $2.9Lambda, 2026-07-01T00:00:00.000Z: $2.1Crusoe, 2026-07-01T00:00:00.000Z: $1.7Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26CoreWeave: $7.9 on Jul '26. Nebius: $2.9 on Jul '26. Lambda: $2.1 on Jul '26. Crusoe: $1.7 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026

Funding

AI company funding rounds, valuations, and acquisitions.

Venture

View all (1) →

AI Funding Rounds by Month

AI Funding Rounds by Month

  • Early stage
  • Late stage
AI Funding Rounds by MonthDemo preview through July 2026 (USD millions).$6K$4K$2K$0Early stage, 2025-08-01T00:00:00.000Z: $2.7KLate stage, 2025-08-01T00:00:00.000Z: $1.2KEarly stage, 2025-09-01T00:00:00.000Z: $3.1KLate stage, 2025-09-01T00:00:00.000Z: $1.3KEarly stage, 2025-10-01T00:00:00.000Z: $3.1KLate stage, 2025-10-01T00:00:00.000Z: $1.3KEarly stage, 2025-11-01T00:00:00.000Z: $3KLate stage, 2025-11-01T00:00:00.000Z: $1.3KEarly stage, 2025-12-01T00:00:00.000Z: $3.1KLate stage, 2025-12-01T00:00:00.000Z: $1.3KEarly stage, 2026-01-01T00:00:00.000Z: $3KLate stage, 2026-01-01T00:00:00.000Z: $1.3KEarly stage, 2026-02-01T00:00:00.000Z: $3.2KLate stage, 2026-02-01T00:00:00.000Z: $1.4KEarly stage, 2026-03-01T00:00:00.000Z: $3.5KLate stage, 2026-03-01T00:00:00.000Z: $1.5KEarly stage, 2026-04-01T00:00:00.000Z: $3.5KLate stage, 2026-04-01T00:00:00.000Z: $1.5KEarly stage, 2026-05-01T00:00:00.000Z: $3.8KLate stage, 2026-05-01T00:00:00.000Z: $1.6KEarly stage, 2026-06-01T00:00:00.000Z: $3.8KLate stage, 2026-06-01T00:00:00.000Z: $1.6KEarly stage, 2026-07-01T00:00:00.000Z: $3.6KLate stage, 2026-07-01T00:00:00.000Z: $1.5KAug '25Oct '25Dec '25Feb '26Apr '26Jun '26Early stage: $3.6K on Jul '26. Late stage: $1.5K on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026