Graph written 2026-09-06
Supply Chain
Supplier–customer relationships between named firms, and the layers with only one supplier.
Supplier–customer relationships between named firms, and the layers with only one supplier.
Recorded data-centre capacity by build status, megawatts rounded to whole units one figure at a time, so a row’s segments need not sum to its total. Each company here owns the AI hardware at the sites counted against it, which Epoch AI states does not make it the facility’s owner or operator.
announced 2,800 MW
2 sites
H100-equivalents: — · no site states a count
operational 1 MW · announced 2,750 MW
4 sites
H100-equivalents: 816 · 1/4 sites
operational 703 MW · announced 100 MW
12 sites · 3 state no capacity
H100-equivalents: 1,158,959 · 10/12 sites
operational 510 MW
1 site
H100-equivalents: — · no site states a count
operational 9 MW · announced 424 MW
7 sites · 2 state no capacity
H100-equivalents: 493,682 · 7/7 sites
announced 400 MW
3 sites · 2 state no capacity
H100-equivalents: 846,387 · 3/3 sites
operational 6 MW · announced 86 MW
2 sites
H100-equivalents: 95,379 · 2/2 sites
operational 46 MW
1 site
H100-equivalents: 32,000 · 1/1 site
announced 34 MW
7 sites · 1 state no capacity
H100-equivalents: 25,528 · 7/7 sites
operational 5 MW
1 site
H100-equivalents: 3,964 · 1/1 site
megawatts operating, of 7,875 recorded across 10 fleets; the rest is announced. CoreWeave has the largest built fleet at 703 MW.
facilities across 4 countries, attributed by recorded AI-hardware ownership. Capacity is reported for 32.
reported H100-equivalent accelerators across 32 facilities.
Bars show recorded data-centre capacity in megawatts, split by build status: solid for operational sites, half-toned for construction and outlined for announcements. Segments and company totals are rounded separately, so the displayed segments may not sum to the total.
The role drawn is AI-hardware ownership, Epoch AI’s field for who owns the accelerators inside a data center, which Epoch states is not necessarily the facility’s owner or operator.
Sites without a reported capacity are counted in each row but contribute no megawatts. The accelerator column also reports how many sites have a recorded chip count.
AI-focused clouds add GPU capacity outside the hyperscalers. Announced capacity depends on future upstream supply; Chokepoints maps the production steps those projects depend on.
Providers that share critical suppliers can remain exposed to the same disruption, even as customers gain a choice of cloud services. Scrutica records 57 relationship rows involving these companies, and 16 of them (28 per cent) are publishable. The other 41 arrive from a licensed database held under subscription and not redistributed.
The public subset is too incomplete to establish how much these providers diversify their supply. The dependency graph reports aggregate counts that include licensed records; the relationships below use public sources.
The table summarises the public graph records. The diagram adds a separate set of individually sourced relationships; its lines and the table’s counts cover different records.