How much power the AI campuses Epoch AI tracks have, as Epoch estimates it.
- ① Crown Castle — Crown Castle reports Q3 2026; raises 2026 Adjusted EBITDA outlook
- ② Dell Technologies — Dell 8-K: General Counsel Rothberg to retire; Garcia named chief legal officer
- ③ Atkore — Atkore: 9 insiders dispose of shares at $95.00 in Prysmian merger
Epoch AI · daily · since 22 Oct 2026
we gathered it
Epoch estimates the AI campuses it tracks hold the equal of 0 Nvidia H100 chips.
Epoch AI's estimate of the chips at each campus, counted as how many Nvidia H100s would match their 8-bit computing power. A rule of thumb on paper, not a count of chips (CC BY 4.0).
| Day | H100e | Change |
|---|---|---|
| 2026-10-22 | 0 | — |
| 2026-10-21 | 0 | — |
| Day | Company | What |
|---|---|---|
| 2026-10-23 | Crown Castle | 2026-Q3 numbers |
| 2026-10-23 | GE Vernova | 2026-Q3 numbers |
| 2026-10-26 | Comfort Systems USA | 2026-Q3 numbers |
| 2026-10-26 | Digital Realty Trust | 2026-Q3 numbers |
| 2026-10-26 | Vertiv Holdings | 2026-Q3 numbers |
| 2026-10-29 | American Tower | 2026-Q3 numbers |
| 2026-10-29 | Carrier Global | 2026-Q3 numbers |
| 2026-10-29 | Corning | 2026-Q3 numbers |
| 2026-10-30 | Caterpillar | 2026-Q3 numbers |
| 2026-10-30 | Equinix | 2026-Q3 numbers |
| 2026-10-30 | Generac Holdings | 2026-Q3 numbers |
| 2026-10-30 | Hubbell | 2026-Q3 numbers |
- 2026-10-23Crown Castle
2026-Q3 numbers
- 2026-10-23GE Vernova
2026-Q3 numbers
- 2026-10-26Comfort Systems USA
2026-Q3 numbers
- 2026-10-26Digital Realty Trust
2026-Q3 numbers
- 2026-10-26Vertiv Holdings
2026-Q3 numbers
- 2026-10-29American Tower
2026-Q3 numbers
- 2026-10-29Carrier Global
2026-Q3 numbers
- 2026-10-29Corning
2026-Q3 numbers
- 2026-10-30Caterpillar
2026-Q3 numbers
- 2026-10-30Equinix
2026-Q3 numbers
- 2026-10-30Generac Holdings
2026-Q3 numbers
- 2026-10-30Hubbell
2026-Q3 numbers
What happened
the numbered ones are marked on the chart| Day | Company | What happened | Where we read it |
|---|---|---|---|
| ①2026-10-21 | Crown Castle | Crown Castle reports Q3 2026; raises 2026 Adjusted EBITDA outlook | agent:company-events · SEC EDGAR 8-K |
| ②2026-10-21 | Dell Technologies | Dell 8-K: General Counsel Rothberg to retire; Garcia named chief legal officer | agent:company-events · SEC EDGAR 8-K |
| ③2026-10-21 | Atkore | Atkore: 9 insiders dispose of shares at $95.00 in Prysmian merger | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-20 | Super Micro Computer | 8-K: Supermicro preliminary Q1 FY2027 revenue $18.5bn-$19.5bn | agent:company-events · SEC EDGAR 8-K |
| 2026-10-20 | Oklo | Form 4 cluster: 3 Oklo insiders report 6,882 RSUs settled and 3,047 shares sold, 13-19 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-19 | Ciena | Form 4s: 4 executives sold 10,494 shares under Rule 10b5-1 plans, 1-15 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-19 | Applied Digital | Form 4s: 3 insiders, purchases, one sale and RSU vest, 10-16 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-19 | Applied Digital | Form 4 cluster: 3 Applied Digital insiders report purchases and a sale, 13-16 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
- ① 2026-10-21Crown Castle
Crown Castle reports Q3 2026; raises 2026 Adjusted EBITDA outlook
- ② 2026-10-21Dell Technologies
Dell 8-K: General Counsel Rothberg to retire; Garcia named chief legal officer
- ③ 2026-10-21Atkore
Atkore: 9 insiders dispose of shares at $95.00 in Prysmian merger
- 2026-10-20Super Micro Computer
8-K: Supermicro preliminary Q1 FY2027 revenue $18.5bn-$19.5bn
- 2026-10-20Oklo
Form 4 cluster: 3 Oklo insiders report 6,882 RSUs settled and 3,047 shares sold, 13-19 Oct 2026
- 2026-10-19Ciena
Form 4s: 4 executives sold 10,494 shares under Rule 10b5-1 plans, 1-15 Oct 2026
- 2026-10-19Applied Digital
Form 4s: 3 insiders, purchases, one sale and RSU vest, 10-16 Oct 2026
- 2026-10-19Applied Digital
Form 4 cluster: 3 Applied Digital insiders report purchases and a sale, 13-16 Oct 2026
| Source | Cadence | Rows this month | Newest figure | Last fetch | Misses |
|---|---|---|---|---|---|
| Epoch AIIT power and H100-equivalents on the AI campuses Epoch AI tracks, as Epoch estimates them, captured daily so Epoch's revisions become our history | daily | 198 | 2026-10-22 | 2026-10-22 | 0 |
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