O-0208

Epoch AI

A research institute studying the trajectory of AI; its AI data centers hub estimates AI data-centre capacity from satellite imagery and permits.

Source reviewed 2026-09-25Provider-reported evidence

01 / The mechanism and its boundary

What is being described

Epoch AI describes itself as a data-first research nonprofit investigating the future of AI S-3613. Its public dataset of large AI data centres is an example of remote detection of data centres:

  • Epoch's AI data centers hub S-3301, launched in November 2025 as the Frontier Data Centers Hub S-1411, identifies chillers and cooling towers in satellite images and corroborates them with permits and public disclosures to infer each facility's power capacity S-1411. It then estimates the compute installed, in H100-equivalents S-1411.
  • At its launch in November 2025 the hub tracked 13 large US data centres S-1411. Epoch estimated that they held about 2.5 million, or about 15%, of the roughly 15 million H100-equivalents delivered to customers worldwide in the preceding several years S-1411. The data are released under a Creative Commons Attribution licence S-1411.
  • By September 2026 the database still mostly covered US sites, and Epoch estimated its coverage of global deployed AI computing capacity at 44% (90% CI 24–81%) S-3301.
  • A Federation of American Scientists report on tracking AI data centres with satellite imagery draws on the hub, to which its author contributed S-1409. An AI 2040 supplement on covert AI projects names Epoch's methods among those that intelligence services could use to locate AI data centres that are not specifically concealed S-1410.

Organization website ↗

Connections in the research map

Related research

Sources and provenance

  1. S-3613 / Tier B

    About Epoch AI ↗

    · 2026 · Epoch AI

    Supports: data-first research nonprofit investigating the future of AI

    Version and catalogue details
  2. S-1411 / Tier C

    Introducing the Frontier Data Centers Hub ↗

    Epoch AI · 2025 · Epoch AI

    Supports: launch of the hub as the Frontier Data Centers Hub: method, coverage at launch, licence

    Version and catalogue details
  3. S-3301 / Tier B

    AI Data Centers Documentation – Methodology ↗

    Epoch AI · 2026 · Epoch AI

    Supports: the hub's current name; coverage estimate as of September 2026; mostly US sites

    Version and catalogue details
  4. S-1409 / Tier B

    Tracking Hyperscale AI Data Center Growth with Satellite Imagery ↗

    C. Krawec · 2026 · Federation of American Scientists

    Supports: FAS satellite-tracking report draws on the hub

    Version and catalogue details
  5. S-1410 / Tier C

    Covert AI Projects ↗

    B. Halstead, T. Larsen · 2026 · AI 2040

    Supports: Epoch's methods named among ways to locate AI data centres

    Version and catalogue details
Source review date
2026-09-25
Drafted by (source map)
ai
Review handles (source map)
codex-review