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

Hardware Pricing

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

Materials

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

Capacity

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