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AI Data Centers

Goal Who is building the biggest AI compute?

Companies, by verified stage

Amazon (AWS) AMZN
Not staged
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CoreWeave CRWV
Not staged
—
Nebius NBIS
Not staged
—
NVIDIA NVDA
Not staged
—
Oracle ORCL
Not staged
—
Vertiv VRT
Not staged
—

Metrics

Largest AI cluster power
Cluster power
~1 GW MW
GPUs in largest cluster
Cluster GPUs
200k GPUs
Annual AI capital spending
AI capex
$100B USD
Annual research output
Research output
— papers