Announced, not built
Signed orders, announced campuses, and gigawatts of substation capacity under construction. Larger than everything currently installed — and computing precisely nothing until it is energized. Power interconnects, not wafers, are the binding constraint.
Announced, not built over time
Installed compute in zettaFLOP/s, log scale, 2008 → present. A straight line on this axis means steady exponential growth; the slope is the doubling rate. History before the 2026 anchor is reconstructed — see the methodology.
Ordered and announced accelerator capacity not yet racked and powered — context only.
Roughly a year of forward shipments. Five individual AI datacenters are expected to cross 1 GW during 2026.
Why it is excluded: Becomes headline compute the day it is racked and powered; counting it now would double-count it then.