Code for estimating quantities of AI chips
For more information, see: https://epoch.ai/data/ai-chip-sales https://epoch.ai/data/ai-chip-owners
nvidia_estimates, tpu_estimates, amd_estimates, etc generate estimates for chip sales by designer
nvidia_owners allocates Nvidia chips to hyperscaler and official Chinese owners using a revenue-based model. Other Nvidia owners are modeled separately in nvidia_owners_other, with the exception of smuggled Chinese chips, which are handled separately in v_diversion_and_resale.