Live DB — analyst tables
Test
Shipment units

ClusterDB — Summary

Per-hyperscaler chip totals by section and quarter (uploaded truth). Expand a row to peek its cluster lines; do detailed allocation on the per-section pages. Quantities are in XPUs.

test_analyst (test_mode)
255 totals · 24 unassigned lines

Totals are read-only here — the only way to change a chip total is the Excel upload (last: AI Networking Model June 11 - ClusterDB.values.xlsx). Open a section from the rail to edit cluster allocations by hyperscaler.

Tag / ClusterCluster SKU1Q232Q233Q234Q231Q242Q243Q244Q241Q252Q253Q254Q251Q262Q263Q264Q261Q272Q273Q274Q271Q282Q283Q284Q281Q292Q293Q294Q291Q302Q303Q304Q30Total
Section ASection A: Hyperscaler & Cloud Install Base149 totals
Anthropic2 totals
(2 lines)················321,000300,000···············621,000
(1 line)··················250,000400,000650,000700,000···········2,000,000
Cerebras5 totals
(1 line)·31118157·························36
(1 line)········22801361451175007501,1476,8751,2001,7001,1001,351············15,123
(1 line)················10301131,3761,4371,4251,4761,6021,8022,5002,5002,000696····16,967
(1 line)·······················10301504008002,8003,2003,5004,0003,50018,390
(1 line)······························205002,0002,520
Microsoft18 totals
(3 lines)·210,480·······························210,480
(3 lines)·1,6481,97627,27247,56083,01660,040159,912146,728210,000230,000200,000150,000····················1,318,152
(1 line)·········6,4249,088······················15,512
(1 line)···········26,92843,92048,9607,20015,840·················142,848
(2 lines)···········40,39265,88073,44010,80023,760·················214,272
(2 lines)·············79,20093,600115,200151,200101,200100,00030,000·············670,400
(1 line)···········6,38063,8285,00010,000··················85,208
(0 lines)················14,400108,000200,000260,000260,00040,15817,1008,100·········907,758
(12 lines)····················1,736············1,736
(2 lines)·····1,45322,20030,00064,854························118,507
(0 lines)·································0
(0 lines)·················5,00010,00015,00015,000············45,000
(1 line)····1,0002,0005,0005,0005,0005,0005,0005,0005,0005,0001,408··················44,408
(1 line)···········1,7524,5207,71210,37615,7203,312················43,392
(1 line)···················10,00030,000············40,000
(1 line)···························30,00060,00080,000120,000120,00080,000490,000
(1 line)·······························10,00030,00040,000
(0 lines)·································0
Meta17 totals
(2 lines)·105,984·······························105,984
(5 lines)·12,3604,58422,27224,97672,26478,92099,912105,384110,000100,00025,000·····················655,672
(1 line)·········20,00053,000······················73,000
(0 lines)·································0
(1 line)··········6,62457,27645,9365,148···················114,984
(4 lines)·············72,000165,600126,000151,200104,80050,00020,000·············689,600
(1 line)············5,00010,00030,00030,00030,00020,0002,000··············127,000
(0 lines)················14,40086,400100,000140,000170,00040,15817,1008,100·········576,158
(12 lines)····················2,251············2,251
(1 line)·····2883,70412,00020,00024,00020,00024,00015,000····················118,992
(2 lines)···········5,00010,00015,00045,00050,00035,000················160,000
(1 line)················6,984180,000210,000210,00095,983············702,967
(1 line)····10,00030,00030,00030,00030,00040,00040,00075,00075,00075,00075,00040,00040,00040,00040,000··············670,000
(1 line)············3,0007,40016,00040,00022,7088,0004,489··············101,597
(1 line)···············5,0004,796················9,796
(0 lines)······················1401,40031,50043,40044,80020,00010,0005,000···156,240
(0 lines)···························1,5009,00015,00027,00056,00060,000168,500
Google17 totals
(2 lines)·70,00010,000······························80,000
(2 lines)·5,7683,26419,54420,81635,00020,00030,00030,00015,000·······················179,392
(1 line)·········5,00017,04023,00013,000····················58,040
(1 line)··········1,11640,24830,9604,680···················77,004
(0 lines)·································0
(1 line)·············25,200108,000115,20079,20064,80040,00020,000·············452,400
(1 line)·················40,00090,000120,000150,00040,15817,1008,100·········465,358
(12 lines)····················643············643
(1 line)·103,00535,00029,60025,00013,160···························205,765
(1 line)·90,0175,000······························95,017
(1 line)·1,0005,00015,85637,04840,00088,000125,000126,000270,000170,00038,00040,00040,00012,1341,3902,6524,861···············1,016,941
(1 line)·106,000100,000100,000175,000205,000250,000250,000200,000200,000272,8084,259·····················1,863,067
(1 line)·········1,000350,000550,000600,000350,000350,000250,00099,948················2,550,948
(1 line)···········8,00070,000245,000350,000450,000800,000559,000525,000500,000300,000200,000200,000··········4,207,000
(1 line)················35,00070,000100,000275,000725,000850,000900,0001,300,000299,164········4,554,164
(1 line)················5,00090,000160,000311,205362,139963,073963,073430,000240,00046,68060,000······3,631,170
(0 lines)·································0
Amazon29 totals
(1 line)·158,968·······························158,968
(1 line)·4,1203,95211,81611,23253,80881,13699,912105,38448,54430,00020,000·····················469,904
(1 line)·········37,13640,68846,75216,8087,0003,000··················151,384
(1 line)··········2161,80043,52440,17610,800··················96,516
(2 lines)·············8,208115,200172,800172,800122,80080,00050,000·············721,808
(1 line)···········3,9601,8724,0641,9681,656·················13,520
(1 line)················14,40086,400120,000150,000150,00040,15817,1008,100·········586,158
(12 lines)····················643············643
(0 lines)·································0
(1 line)·········5,00025,000145,000205,000375,000320,000269,630315,00019,020·42,370·············1,721,020
(0 lines)·································0
(0 lines)·································0
(1 line)··············123,690··················123,690
(0 lines)·································0
(1 line)··············5004,60021,50033,40035,00035,000·············130,000
(1 line)··············5004,60021,50033,40035,00035,000·············130,000
(0 lines)··············8,00073,600344,000534,400560,000560,000634,500651,539378,000207,000·········3,951,039
(0 lines)··············1,0009,20043,00066,80070,00070,00070,50072,39342,00023,000·········467,893
(1 line)·····················7,125114,000228,000485,000513,500532,500350,00095,00038,500···2,363,625
(1 line)·····················7,125114,000228,000485,000513,500532,500350,00095,00038,500···2,363,625
(1 line)··························5,700100,000250,000350,000400,000130,00060,0001,295,700
(1 line)··························5,700100,000250,000350,000400,000130,00060,0001,295,700
(1 line)·····························50045,000170,000325,000540,500
(1 line)·····························50045,000170,000325,000540,500
(3 lines)·70,56055,928101,848134,256112,960161,576220,000190,000140,0007,053······················1,194,181
(1 line)·········1,5446,072······················7,616
(0 lines)·································0
(1 line)············12,0008,000···················20,000
(1 line)·············25213845464647············248
Oracle11 totals
(2 lines)·61,824·······························61,824
(1 line)·4,9442,63210,90418,32818,05615,00033,00030,00025,00020,000······················177,864
(1 line)·········4,42412,80011,7204,936····················33,880
(2 lines)··········36081,720163,584215,568104,40021,600·················587,232
(1 line)·············36,00090,000108,000122,400139,20080,00050,000·············625,600
(1 line)···········2,5047,50012,5042,504··················25,012
(0 lines)··················36,40070,000100,00040,1585,349850·········252,758
(12 lines)····················1,672············1,672
(1 line)·····2613,3305,4009,0008,0094,0683,6002,520····················36,189
(1 line)············12,00016,50015,000··················43,500
(1 line)·················8,00032,00050,00095,000············185,000
Tesla8 totals
(1 line)·12,288·······························12,288
(1 line)··2,0482,0489,21610,14010,140·44,188························77,780
(1 line)···········10,00025,00012,000···················47,000
(0 lines)·································0
(1 line)··128101476431972·························2,000
(1 line)···109,900122,400195,400224,300467,800500,800490,800582,2001,004,700905,4001,049,4001,129,4001,224,4001,291,8001,277,6001,347,9001,000,000700,000············13,624,200
(1 line)···················225,000375,000············600,000
(0 lines)·································0
X AI6 totals
(2 lines)······63,00037,000·100,000·······················200,000
(1 line)···········57,60059,76063,360···················180,720
(2 lines)·············115,200165,600208,800259,20070,00050,00050,00030,000············948,800
(1 line)·················20,00050,000130,000180,000130,000130,00075,000·········715,000
(2 lines)······4,0004,0004,0004,0004,000······················20,000
(2 lines)············12,00012,000···················24,000
Apple4 totals
(0 lines)····10,000····························10,000
(0 lines)·············7,5007,500··················15,000
(0 lines)···············20,016·················20,016
(0 lines)················7,488················7,488
Stargate3 totals
(0 lines)·································0
(0 lines)·································0
(0 lines)·································0
CoreWeave9 totals
(0 lines)····8,00014,000···························22,000
(2 lines)·19,0002,5001,00012,5003,000···························38,000
(2 lines)···2,5007,50013,50070,00064,00061,50044,00032,000······················295,000
(1 line)·········10,00040,000······················50,000
(0 lines)·································0
(2 lines)··········9,36026,640104,40043,200···················183,600
(2 lines)·············43,20079,20086,40093,60070,00050,00030,000·············452,400
(0 lines)·················20,00050,000100,000150,00012,75815,69422,725·········371,177
(10 lines)····················1,56473,30640,6866,7651,737········124,058
Crusoe Cloud7 totals
(2 lines)·256·······························256
(2 lines)··1,0141,014··1,0141,0144,09612,288·······················20,440
(1 line)···········1,6001,840540···················3,980
(2 lines)···········1,0442,9522,0162,988··················9,000
(0 lines)·································0
(0 lines)·················10,00020,00040,00060,000············130,000
(0 lines)············13,000····················13,000
Lambda Labs7 totals
(2 lines)·256·······························256
(2 lines)·322562,0482,0483,0008,00010,00010,00010,000·······················45,384
(1 line)···········6,12011,77215,000···················32,892
(1 line)·············8,6408,64030,24030,240················77,760
(1 line)············15,0087,504···················22,512
(0 lines)·················2,6341,3171,3171,7741,2613,7681,306·········13,378
(10 lines)····················1,7634,4106,575503·········13,252
Nebius6 totals
(2 lines)·····4002,6002,00012,00013,000·······················30,000
(1 line)·········3,21619,76024,1202,832····················49,928
(2 lines)···········2,52027,00015,120···················44,640
(2 lines)·············20,88044,64045,36072,72060,00050,00030,00010,000············333,600
(0 lines)·················10,00020,00050,00080,0005,2403,2112,718·········171,170
(10 lines)····················2,88116,14212,4782,0503,680········37,230
Section BSection B: Neoclouds/AI Labs/SovAI (Spillover Demand from Allocations)35 totals
Neoclouds/AI Lab/SovAI35 totals
(1 line)····21,24841,38479,25673,08884,96045,18420,43215,66416,392····················397,608
(1 line)·306,824163,908232,336212,780202,632206,664207,408193,496163,44045,72040,000·····················1,975,208
(1 line)·6,32034,37587,24885,85640,576···························254,375
(1 line)·7,5926,08245,51859,860152,176256,534212,881331,13930,702······300,000300,000···············1,702,484
(1 line)···40,000100,00025,000···························165,000
(1 line)······19,528166,528320,000330,000454,00059,5284,200832···················1,354,616
(1 line)·········104,20062,400······················166,600
(1 line)·········27,0001,565······················28,565
(1 line)·········59,83229,592······················89,424
(1 line)············28,948159,612108,03668,34470,00020,000130,504112,504112,504112,50450,00030,000·········1,002,956
(1 line)···········199,368583,776235,368246,608343,904·················1,609,024
(1 line)············200,000250,000280,936350,000450,000450,000450,000450,000450,000100,000···········3,430,936
(0 lines)················423,896446,566615,563596,563195,866319,25458,577··········2,656,284
(10 lines)···················16,704499,198············515,902
(0 lines)·································0
(1 line)·8,5002,0001,000500····························12,000
(1 line)····5,68045,90210,76614,6003,24287,27979,54027,10010,48067,00038,00035,00025,000················449,588
(1 line)···········15,00021,00053,50045,00043,00069,00015,000···············261,500
(1 line)················16,492217,000253,000260,000205,983310,000305,000300,000255,000100,000·······2,222,475
(1 line)·101·1918192142·······················94
(1 line)······161830364647657990827057606·············702
(1 line)·················109208895218233230230230200150100···1,813
(1 line)·······················501501701702002502503002002001,940
(1 line)·····························30200300300830
(1 line)····2111·························5
(1 line)····2122·························7
(1 line)················300150···············450
(1 line)················5,0005,00020,00030,00030,00030,00011,252··········131,252
(1 line)······················1,40025,75035,75042,50069,50059,50030,550····264,950
(1 line)···························1,4002,80024,50059,50087,50087,500263,200
(1 line)················2522,155···············2,407
(1 line)················2021,05810,00010,00010,00010,00010,0004,524·········55,784
(1 line)······················20,00020,00020,00020,00020,00010,0005,000····115,000
(1 line)··2,59214,51221,62222,88033,62640,00010,000························145,232
(1 line)······2,0003,67060830,00030,00020,000·····················86,278
Section CSection C: Neoclouds + Hyperscalers, Unallocated due to lack of visibility21 totals
Neoclouds/AI Lab/SovAI21 totals
(22 lines)·····················1,397,8881,981,0002,240,0002,550,0002,390,0001,450,000880,000315,00075,00050,000··13,328,888
(1 line)················231,276448,228883,5001,220,9761,553,0921,614,9081,525,5001,385,0001,375,0001,295,000825,000475,514157,50037,50025,000··13,052,994
(1 line)················100,000180,00070,000··············350,000
(1 line)················20,00050,000230,000300,000300,000300,000200,000100,00050,000········1,550,000
(1 line)·······················30,00075,000295,000400,000450,000500,000500,000525,000500,000450,0003,725,000
(1 line)····························10,00040,000180,000350,000400,000980,000
(33 lines)························5,00080,000625,000935,0001,280,0001,420,0001,170,000400,000325,0006,240,000
(1 line)·····························30,000250,000840,000980,0002,100,000
(0 lines)·································0
(1 line)·························70,000300,000650,000700,000750,000750,000750,000750,0004,720,000
(1 line)·······················150,00053,040········203,040
(1 line)·······················30,000360,000560,000575,000597,000525,000365,000129,600··3,141,600
(1 line)······················30,000470,000750,000975,0001,075,0001,125,000620,000103,186···5,148,186
(1 line)····························60,000160,000320,000405,000395,0001,340,000
(1 line)···························20,000170,000360,000470,000505,000525,0002,050,000
(0 lines)·································0
(0 lines)·································0
(1 line)························10,00070,000153,000170,000180,000120,000120,000120,000120,0001,063,000
(1 line)·····················7003,50030,00090,000200,000270,720290,000290,000280,000150,00040,000·1,644,920
(1 line)····························7,00017,000110,000190,000240,000564,000
(0 lines)·································0
Section DSection D: Chinese Clouds50 totals
Chinese Hyperscaler50 totals
(1 line)····5,00010,00030,00050,000100,000175,000150,000125,00075,00050,00020,00010,0005,0005,000···············810,000
(1 line)·········30,00050,00070,000130,000150,000180,000120,00080,00020,000···············830,000
(0 lines)·································0
(1 line)··············30,000150,000250,000250,000250,000200,000200,000150,000···········1,480,000
(1 line)················10,00070,000100,000200,000200,000200,000···········780,000
(1 line)·····················50,000···········50,000
(0 lines)·································0
(1 line)··········5,0007,5007,5007,5005,0005,000·················37,500
(1 line)·····3045007002,20020,00020,00020,00020,00030,00050,00060,00080,00025,00010,000··············338,704
(1 line)··············5,00010,00020,000100,000120,000150,000180,000120,000···········705,000
(1 line)······10,00020,00030,00040,00050,00060,00070,00080,00090,000105,000150,000120,00030,000··············855,000
(1 line)···············5,00010,000100,000200,000250,000250,000160,000···········975,000
(1 line)····················10,000100,000···········110,000
(0 lines)·································0
(1 line)··1,8001,1007006006003004002002,0001,400·····················9,100
(1 line)··2006001,0001,0001,0001,0001,7001,8001,4001,4003,5006,50010,00010,00010,00010,000···············61,100
(1 line)··············2004008001,00015,00020,0005,000············42,400
(1 line)···················5,00020,00030,000···········55,000
(1 line)··5001,0001,7002,000750350·························6,300
(1 line)··501001502001,0002,0002,7003,0004,0005,50010,0009,40010,00010,00030,00030,00020,00020,00020,00020,000···········198,100
(1 line)··301,0001,0001,2001,6003,3003,0001,0001,000500·····················13,630
(1 line)··········1,0003,0005,0007,0007,0005,0005,0005,0002,0002,0002,0001,000···········45,000
(1 line)·················2,0005,0006,0007,00010,000···········30,000
(1 line)·····3004001,0002,0003,0007,50015,00010,00010,0005,0003,0001,0001,000···············59,200
(1 line)······2001,0001,0002,500500······················5,200
(1 line)············5,00010,00013,00018,00025,00023,00010,0008,0003,000············115,000
(1 line)·················2,00015,00025,00025,00025,000···········92,000
(1 line)··3,0005,0005,00010,00015,00020,00015,00010,000·······················83,000
(1 line)········2,0005,00010,000······················17,000
(1 line)········2,0005,00015,00030,00030,00030,00035,00025,00010,000················182,000
(1 line)···············10,00035,00050,00060,00020,000·············175,000
(1 line)··················10,00050,000100,00080,000···········240,000
(1 line)·········29822······················320
(1 line)··501002002403003003,0005,7445,0002,000·····················16,934
(1 line)···········1,0003,5005,0005,0004,0004,0002,000800500·············25,800
(1 line)···············5002,0005,0005,0005,0001,000············18,500
(1 line)···················1,5007,0007,000···········15,500
(1 line)·1,000120······························1,120
(1 line)·1,000120······························1,120
(1 line)·1002,0008,0007,0005,0002,000··························24,100
(1 line)······5005,0008,00013,00015,00015,0005,0003,0003,0002,000·················69,500
(1 line)··············2,0007,50015,00020,00020,00018,00015,0005,000···········102,500
(1 line)···················2,00010,00020,000···········32,000
(1 line)················20,000100,000150,000180,000150,000100,000···········700,000
(1 line)··15,00015,0005,000····························35,000
(1 line)····90150300450450300150······················1,890
(1 line)····3,0005,00015,00020,00020,00010,0005,000······················78,000
(1 line)··········7,00010,00012,0008,0005,000··················42,000
(1 line)··········8,00011,00013,00015,00020,00025,00020,0008,0005,0005,000·············130,000
(1 line)···············10,00020,00030,00040,00050,00050,00030,000···········230,000