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Materias primas críticas, capacidad de semiconductores, aceleradores, memoria e infraestructura de cómputo.

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Precios históricos de GPU

Precios históricos de GPU

  • NVIDIA H100 (resale)
  • NVIDIA A100 (resale)
  • AMD MI300X
Precios históricos de GPUVista previa de demostración hasta julio de 2026 (USD).$30 mil$20 mil$10 mil$0jul '23ene '24jul '24ene '25jul '25ene '26jul '26NVIDIA H100 (resale): $19,6 mil on jul '26. NVIDIA A100 (resale): $6,7 mil on jul '26. AMD MI300X: $14,7 mil on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Precios históricos de CPU

Precios históricos de CPU

  • Intel Xeon Platinum 8480+
  • AMD EPYC 9654
Precios históricos de CPUVista previa de demostración hasta julio de 2026 (USD).$15 mil$10 mil$5 mil$0jul '23ene '24jul '24ene '25jul '25ene '26jul '26Intel Xeon Platinum 8480+: $7,7 mil on jul '26. AMD EPYC 9654: $6,6 mil on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Inventario histórico de DRAM

Inventario histórico de DRAM

  • HBM3E
  • DDR5
  • GDDR7
Inventario histórico de DRAMVista previa de demostración hasta julio de 2026 (inventory index).150100500jul '23ene '24jul '24ene '25jul '25ene '26jul '26HBM3E: 100,7 on jul '26. DDR5: 135,5 on jul '26. GDDR7: 118,6 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Comercio de materias primas críticas para infraestructura de LLM

Comercio de materias primas críticas para infraestructura de LLM

  • Gallium
  • Germanium
  • Rare earths
  • Copper (data-center grade)
Comercio de materias primas críticas para infraestructura de LLMVista previa de demostración hasta julio de 2026 (USD millions).$1,5 mil$1 mil$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 '23ene '24jul '24ene '25jul '25ene '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
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Capacidad histórica de obleas de TSMC

Capacidad histórica de obleas de TSMC

  • N3
  • N5
  • N7
  • Mature nodes
Capacidad histórica de obleas de TSMCVista previa de demostración hasta julio de 2026 (thousand wafer starts per month).1 mil7505002500N3, 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 '23ene '24jul '24ene '25jul '25ene '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
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Envíos de aceleradores NVIDIA por generación

Envíos de aceleradores NVIDIA por generación

  • Hopper
  • Blackwell
  • Rubin
Envíos de aceleradores NVIDIA por generaciónVista previa de demostración hasta julio de 2026 (thousand accelerators).4 mil3 mil2 mil1 mil0Hopper, 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: 1 milBlackwell, 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: 1,1 milBlackwell, 2024-04-01T00:00:00.000Z: 539,5Rubin, 2024-04-01T00:00:00.000Z: 77Hopper, 2024-05-01T00:00:00.000Z: 1,1 milBlackwell, 2024-05-01T00:00:00.000Z: 549,3Rubin, 2024-05-01T00:00:00.000Z: 78,5Hopper, 2024-06-01T00:00:00.000Z: 1,2 milBlackwell, 2024-06-01T00:00:00.000Z: 596Rubin, 2024-06-01T00:00:00.000Z: 85,1Hopper, 2024-07-01T00:00:00.000Z: 1,2 milBlackwell, 2024-07-01T00:00:00.000Z: 611,3Rubin, 2024-07-01T00:00:00.000Z: 87,4Hopper, 2024-08-01T00:00:00.000Z: 1,2 milBlackwell, 2024-08-01T00:00:00.000Z: 576,1Rubin, 2024-08-01T00:00:00.000Z: 82,3Hopper, 2024-09-01T00:00:00.000Z: 1,2 milBlackwell, 2024-09-01T00:00:00.000Z: 603,4Rubin, 2024-09-01T00:00:00.000Z: 86,2Hopper, 2024-10-01T00:00:00.000Z: 1,2 milBlackwell, 2024-10-01T00:00:00.000Z: 606,3Rubin, 2024-10-01T00:00:00.000Z: 86,7Hopper, 2024-11-01T00:00:00.000Z: 1,3 milBlackwell, 2024-11-01T00:00:00.000Z: 630,4Rubin, 2024-11-01T00:00:00.000Z: 90Hopper, 2024-12-01T00:00:00.000Z: 1,4 milBlackwell, 2024-12-01T00:00:00.000Z: 713,6Rubin, 2024-12-01T00:00:00.000Z: 101,9Hopper, 2025-01-01T00:00:00.000Z: 1,5 milBlackwell, 2025-01-01T00:00:00.000Z: 717,2Rubin, 2025-01-01T00:00:00.000Z: 102,5Hopper, 2025-02-01T00:00:00.000Z: 1,5 milBlackwell, 2025-02-01T00:00:00.000Z: 733,4Rubin, 2025-02-01T00:00:00.000Z: 104,8Hopper, 2025-03-01T00:00:00.000Z: 1,5 milBlackwell, 2025-03-01T00:00:00.000Z: 749,5Rubin, 2025-03-01T00:00:00.000Z: 107,2Hopper, 2025-04-01T00:00:00.000Z: 1,4 milBlackwell, 2025-04-01T00:00:00.000Z: 703,8Rubin, 2025-04-01T00:00:00.000Z: 100,6Hopper, 2025-05-01T00:00:00.000Z: 1,5 milBlackwell, 2025-05-01T00:00:00.000Z: 754Rubin, 2025-05-01T00:00:00.000Z: 107,6Hopper, 2025-06-01T00:00:00.000Z: 1,6 milBlackwell, 2025-06-01T00:00:00.000Z: 805,3Rubin, 2025-06-01T00:00:00.000Z: 115Hopper, 2025-07-01T00:00:00.000Z: 1,7 milBlackwell, 2025-07-01T00:00:00.000Z: 829,5Rubin, 2025-07-01T00:00:00.000Z: 118,4Hopper, 2025-08-01T00:00:00.000Z: 1,9 milBlackwell, 2025-08-01T00:00:00.000Z: 917,8Rubin, 2025-08-01T00:00:00.000Z: 131,1Hopper, 2025-09-01T00:00:00.000Z: 1,8 milBlackwell, 2025-09-01T00:00:00.000Z: 904Rubin, 2025-09-01T00:00:00.000Z: 129,3Hopper, 2025-10-01T00:00:00.000Z: 1,8 milBlackwell, 2025-10-01T00:00:00.000Z: 879,5Rubin, 2025-10-01T00:00:00.000Z: 125,7Hopper, 2025-11-01T00:00:00.000Z: 1,9 milBlackwell, 2025-11-01T00:00:00.000Z: 919,4Rubin, 2025-11-01T00:00:00.000Z: 131,4Hopper, 2025-12-01T00:00:00.000Z: 1,8 milBlackwell, 2025-12-01T00:00:00.000Z: 897,3Rubin, 2025-12-01T00:00:00.000Z: 128,2Hopper, 2026-01-01T00:00:00.000Z: 2 milBlackwell, 2026-01-01T00:00:00.000Z: 975,4Rubin, 2026-01-01T00:00:00.000Z: 139,2Hopper, 2026-02-01T00:00:00.000Z: 2,2 milBlackwell, 2026-02-01T00:00:00.000Z: 1,1 milRubin, 2026-02-01T00:00:00.000Z: 153,5Hopper, 2026-03-01T00:00:00.000Z: 2,2 milBlackwell, 2026-03-01T00:00:00.000Z: 1,1 milRubin, 2026-03-01T00:00:00.000Z: 153,1Hopper, 2026-04-01T00:00:00.000Z: 2,3 milBlackwell, 2026-04-01T00:00:00.000Z: 1,1 milRubin, 2026-04-01T00:00:00.000Z: 161,8Hopper, 2026-05-01T00:00:00.000Z: 2,2 milBlackwell, 2026-05-01T00:00:00.000Z: 1,1 milRubin, 2026-05-01T00:00:00.000Z: 159,1Hopper, 2026-06-01T00:00:00.000Z: 2,2 milBlackwell, 2026-06-01T00:00:00.000Z: 1,1 milRubin, 2026-06-01T00:00:00.000Z: 152,1Hopper, 2026-07-01T00:00:00.000Z: 2,4 milBlackwell, 2026-07-01T00:00:00.000Z: 1,2 milRubin, 2026-07-01T00:00:00.000Z: 165,8jul '23ene '24jul '24ene '25jul '25ene '26jul '26Hopper: 2,4 mil on jul '26. Blackwell: 1,2 mil on jul '26. Rubin: 165,8 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Capacidad global de cómputo de IA en equivalentes H100

Capacidad global de cómputo de IA en equivalentes H100

  • Global installed stock
Capacidad global de cómputo de IA en equivalentes H100Vista previa de demostración hasta julio de 2026 (million H100-equivalents).3020100jul '23ene '24jul '24ene '25jul '25ene '26jul '26Global installed stock: 24,1 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Capacidad

Progreso de modelos, sistemas, rendimiento, eficiencia, contexto y evaluaciones de agentes.

RendimientoModelos

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Rendimiento histórico de tokens por GPU

Rendimiento histórico de tokens por GPU

  • H100 FP8
  • H100 FP16
  • MI300X FP8
Rendimiento histórico de tokens por GPUVista previa de demostración hasta julio de 2026 (tokens per second).30 mil20 mil10 mil0jul '23ene '24jul '24ene '25jul '25ene '26jul '26H100 FP8: 25,5 mil on jul '26. H100 FP16: 14,4 mil on jul '26. MI300X FP8: 20,8 mil on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Velocidades históricas de inferencia

Velocidades históricas de inferencia

  • Groq
  • Google
  • OpenAI
  • Anthropic
Velocidades históricas de inferenciaVista previa de demostración hasta julio de 2026 (tokens per second).3 mil2 mil1 mil0jul '23ene '24jul '24ene '25jul '25ene '26jul '26Groq: 2,3 mil on jul '26. Google: 841,6 on jul '26. OpenAI: 621,2 on jul '26. Anthropic: 561,1 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Eficiencia histórica de tokens en modelos de frontera

Eficiencia histórica de tokens en modelos de frontera

  • GPT-5.5
  • Claude 4.5
  • Gemini 3
Eficiencia histórica de tokens en modelos de fronteraVista previa de demostración hasta julio de 2026 (benchmark points per 1M tokens).6420jul '23ene '24jul '24ene '25jul '25ene '26jul '26GPT-5.5: 4,4 on jul '26. Claude 4.5: 5 on jul '26. Gemini 3: 4 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Índice de Capacidades de Epoch (ECI)

Índice de Capacidades de Epoch (ECI)

  • Composite
  • Coding
  • Math
Índice de Capacidades de Epoch (ECI)Vista previa de demostración hasta julio de 2026 (index points).3002001000jul '23ene '24jul '24ene '25jul '25ene '26jul '26Composite: 175,8 on jul '26. Coding: 195,3 on jul '26. Math: 184,9 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Cómputo de entrenamiento de modelos de frontera

Cómputo de entrenamiento de modelos de frontera

  • Frontier maximum
  • Frontier median
Cómputo de entrenamiento de modelos de fronteraVista previa de demostración hasta julio de 2026 (FLOPs (×10²⁶)).20151050jul '23ene '24jul '24ene '25jul '25ene '26jul '26Frontier maximum: 18,4 on jul '26. Frontier median: 5,3 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Crecimiento de ventanas de contexto en modelos de frontera

Crecimiento de ventanas de contexto en modelos de frontera

  • Maximum shipped
  • Frontier median
Crecimiento de ventanas de contexto en modelos de fronteraVista previa de demostración hasta julio de 2026 (million tokens).107,552,50jul '23ene '24jul '24ene '25jul '25ene '26jul '26Maximum shipped: 8,4 on jul '26. Frontier median: 2,5 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Evaluaciones de agentes y uso de herramientas

Evaluaciones de agentes y uso de herramientas

  • SWE-bench Verified
  • OSWorld
  • GAIA
Evaluaciones de agentes y uso de herramientasVista previa de demostración hasta julio de 2026 (percent).100%75%50%25%0%jul '23ene '24jul '24ene '25jul '25ene '26jul '26SWE-bench Verified: 77,6% on jul '26. OSWorld: 51,3% on jul '26. GAIA: 68,8% on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Economía

Precios de tokens, API, modelos, entrenamiento y cómputo en toda la industria de IA.

Precios de modelosCosto de infraestructura

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Precios históricos de modelos de frontera (pesos cerrados)

Precios históricos de modelos de frontera (pesos cerrados)

  • GPT-5.5 output
  • Claude 4.5 output
  • Gemini 3 output
Precios históricos de modelos de frontera (pesos cerrados)Vista previa de demostración hasta julio de 2026 (USD per 1M tokens).$80$60$40$20$0jul '23ene '24jul '24ene '25jul '25ene '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
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Precios históricos de modelos de frontera (pesos abiertos)

Precios históricos de modelos de frontera (pesos abiertos)

  • Llama 4 405B
  • DeepSeek V4
  • Qwen3-Max
Precios históricos de modelos de frontera (pesos abiertos)Vista previa de demostración hasta julio de 2026 (USD per 1M tokens).$10$7,5$5$2,5$0jul '23ene '24jul '24ene '25jul '25ene '26jul '26Llama 4 405B: $4,4 on jul '26. DeepSeek V4: $2,2 on jul '26. Qwen3-Max: $2,9 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Precios históricos de API

Precios históricos de API

  • OpenAI
  • Anthropic
  • Google
  • Mistral
Precios históricos de APIVista previa de demostración hasta julio de 2026 (USD per 1M tokens).$30$20$10$0jul '23ene '24jul '24ene '25jul '25ene '26jul '26OpenAI: $12 on jul '26. Anthropic: $14 on jul '26. Google: $9 on jul '26. Mistral: $6 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Precio de salida por millón de tokens en modelos de frontera

Precio de salida por millón de tokens en modelos de frontera

  • GPT-5.5
  • Claude 4.5
  • Gemini 3
  • Grok 4
Precio de salida por millón de tokens en modelos de fronteraVista previa de demostración hasta julio de 2026 (USD per 1M output tokens).$80$60$40$20$0jul '23ene '24jul '24ene '25jul '25ene '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
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Costo histórico de cómputo

Costo histórico de cómputo

  • H100 on-demand
  • H100 reserved
  • B200 on-demand
Costo histórico de cómputoVista previa de demostración hasta julio de 2026 (USD per accelerator-hour).$6$4$2$0jul '23ene '24jul '24ene '25jul '25ene '26jul '26H100 on-demand: $2,1 on jul '26. H100 reserved: $1,3 on jul '26. B200 on-demand: $3,5 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Costos estimados de entrenamiento de modelos de frontera

Costos estimados de entrenamiento de modelos de frontera

  • Frontier maximum
  • Frontier median
Costos estimados de entrenamiento de modelos de fronteraVista previa de demostración hasta julio de 2026 (USD millions).$3 mil$2 mil$1 mil$0jul '23ene '24jul '24ene '25jul '25ene '26jul '26Frontier maximum: $2,5 mil on jul '26. Frontier median: $765,9 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Demanda

Consumo de tokens, inversión de hiperescaladores, ingresos de nube de IA y adopción del mercado.

UsoInversión

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Uso histórico de tokens

Uso histórico de tokens

  • OpenAI
  • Google
  • Anthropic
  • Open weights
Uso histórico de tokensVista previa de demostración hasta julio de 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 '23ene '24jul '24ene '25jul '25ene '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
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Gasto de capital relacionado con IA de hiperescaladores

Gasto de capital relacionado con IA de hiperescaladores

  • Microsoft
  • Alphabet
  • Amazon
  • Meta
Gasto de capital relacionado con IA de hiperescaladoresVista previa de demostración hasta julio de 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 '23ene '24jul '24ene '25jul '25ene '26jul '26Microsoft: $42,1 on jul '26. Alphabet: $34,1 on jul '26. Amazon: $38,1 on jul '26. Meta: $24 on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Ingresos de IA de neoclouds

Ingresos de IA de neoclouds

  • CoreWeave
  • Nebius
  • Lambda
  • Crusoe
Ingresos de IA de neocloudsVista previa de demostración hasta julio de 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 '23ene '24jul '24ene '25jul '25ene '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
FUENTE: The LatentACTUALIZADO: 1 jul 2026

Financiación

Rondas, valoraciones y adquisiciones de empresas de IA.

Capital riesgo

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Rondas de financiación de IA por mes

Rondas de financiación de IA por mes

  • Early stage
  • Late stage
Rondas de financiación de IA por mesVista previa de demostración hasta julio de 2026 (USD millions).$6 mil$4 mil$2 mil$0Early stage, 2025-08-01T00:00:00.000Z: $2,7 milLate stage, 2025-08-01T00:00:00.000Z: $1,2 milEarly stage, 2025-09-01T00:00:00.000Z: $3,1 milLate stage, 2025-09-01T00:00:00.000Z: $1,3 milEarly stage, 2025-10-01T00:00:00.000Z: $3,1 milLate stage, 2025-10-01T00:00:00.000Z: $1,3 milEarly stage, 2025-11-01T00:00:00.000Z: $3 milLate stage, 2025-11-01T00:00:00.000Z: $1,3 milEarly stage, 2025-12-01T00:00:00.000Z: $3,1 milLate stage, 2025-12-01T00:00:00.000Z: $1,3 milEarly stage, 2026-01-01T00:00:00.000Z: $3 milLate stage, 2026-01-01T00:00:00.000Z: $1,3 milEarly stage, 2026-02-01T00:00:00.000Z: $3,2 milLate stage, 2026-02-01T00:00:00.000Z: $1,4 milEarly stage, 2026-03-01T00:00:00.000Z: $3,5 milLate stage, 2026-03-01T00:00:00.000Z: $1,5 milEarly stage, 2026-04-01T00:00:00.000Z: $3,5 milLate stage, 2026-04-01T00:00:00.000Z: $1,5 milEarly stage, 2026-05-01T00:00:00.000Z: $3,8 milLate stage, 2026-05-01T00:00:00.000Z: $1,6 milEarly stage, 2026-06-01T00:00:00.000Z: $3,8 milLate stage, 2026-06-01T00:00:00.000Z: $1,6 milEarly stage, 2026-07-01T00:00:00.000Z: $3,6 milLate stage, 2026-07-01T00:00:00.000Z: $1,5 milago '25oct '25dic '25feb '26abr '26jun '26Early stage: $3,6 mil on jul '26. Late stage: $1,5 mil on jul '26
FUENTE: The LatentACTUALIZADO: 1 jul 2026