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How dominant is NVIDIA in AI research?

By Nathan Benaich (Air Street Capital)

2026 estimates · inputs through September 1

NVIDIA leads the chip-family series with 44,715 citations in the 2026 estimate, compared with 1,159 for Google TPUs and 472 for AMD.

How to read this finding

The 2026 estimates combine counts through September 1 with projections for the second half of the year. Citation counts are not revenue or shipment market share, and a paper can use more than one chip type.

Charts and sources

  1. Chip usage chart
  2. Zeta Alpha and methodology

Citation estimates use inputs through September 1, 2026; fleet counts have an October 1, 2026 cutoff. The research-topic sample covers January 1 to June 1, 2025. See each answer for its period and limitations.

All data sources

Cite this page

Benaich, Nathan. “How dominant is NVIDIA in AI research?” State of AI Report Compute Index. Web page updated 2026-10-11; data periods as specified above.

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