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Capacity, region and power now count as much as the chip.
Capacity, region and energy terms count as much as chip performance. Where AI chips and capacity come from, what the market offers and the energy terms by jurisdiction.

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GOOD AI PRISM · TECHNOLOGY BRIEF 2026/27 · CHIPS & COMPUTE
Capacity, region and power now count as much as the chip.
Capacity, region and energy terms count as much as chip performance. Where AI chips and capacity come from, what the market offers and the energy terms by jurisdiction.
TODAYin 16 days
12 Nov 2026
deadline of the EU call for up to seven AI gigafactories
Source · EuroHPC, Jul 2026
KMBNTN
US$89bn
NVIDIA data-centre revenue in one quarter, up 117% year on year (Q2 FY2027)
Source · NVIDIA, Aug 2026
19
AI chip and compute offerings mapped, plus 3 provider records (NVIDIA, AMD, Cerebras)
Source · Good AI Prism, Oct 2026
https://ethority.ai/research/publications/compute-global-en · GLOBAL EDITION · EN · v1.5 · OCT 2026 · Good AI Prism artwork © 2026 ETHORITY & STEN.AI LLC · CC BY-NC-ND 4.0 · data and third-party marks not covered
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