The AI Chip Imports Explorer

A new AI Chip Imports explorer estimates how much AI compute has arrived in different countries quarter by quarter since 2022, built from customs records from 16 major destinations and used to split global chip sales estimates by destination. It estimates that of 27.4 million H100-equivalents arriving from 2022 through June 2026, 19.8 million (72%) went to the United States, followed by China at 2.6 million (10%), the EU at 1.4 million (5%) and Malaysia at 0.7 million (2%). The authors note limitations including mixed customs codes, uncertainty in the China estimate (ranging from 1.9 to 4.2 million H100e under alternative assumptions), and the exclusion of chips made and used within the same country.