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Datos de IA

Oferta

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

Precios de hardware

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

Materiales

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 instalada

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