epoch_datacenters · 2026-11-08 sdk_downloads · 2026-11-08 news · 2026-11-08 openrouter · 2026-11-08 vercel_gateway · 2026-11-08 gpu_prices · 2026-11-08 arr · 2026-11-08
01Frontier Lab ARR 实时估算
Anthropic — estimated ARR
估算 2026-11-08$138,750,155,371
+$43,524,490/hr implied MoM +25.8% 形态 指数 最近披露 2026-07-31 · $65B
OpenAI — estimated ARR
估算 2026-11-08$56,521,182,042
+$7,763,354/hr implied MoM +10.5% 形态 指数 最近披露 2026-07-31 · $40B
ARR 轨迹：披露锚点（实心圆）· 拟合（实线）· 外推（虚线）· 置信带 · 实际年收入（空心菱形）· 第三方估算（空心三角，不入拟合）
2026-11-08对数轴。拟合只用公司披露的 run-rate 口径锚点（log 空间加权最小二乘，近期权重高），第三方面板估算只画不拟合；曲线形态在 linear / exponential / log_quadratic 中由滚动起点回测选出。虚线为外推区，沿用最后锚点处的瞬时增速直线延伸（曲率不外推），置信带随外推距离张开，仅供参考。
02Token 需求与采用度 OpenRouter · Vercel Gateway · SDK
重点模型 Token · 滚动 7 天 (B) — OpenRouter
2026-11-08口径：OpenRouter 平台切片（不含各 lab 直连流量）；序列由每日快照累积，自 2026-07-12 起。
Top Models — 最近一周合计 (T tokens) — OpenRouter
2026-11-08OpenRouter 周 Token 总量 (T · 全网含长尾)
2026-11-08SDK 周下载量 (M) — developer adoption proxy
2026-11-08npm + PyPI 官方口径；下载量≈开发者关注度 proxy，不等于 API 用量。
Vercel Gateway — Token 份额 Top 10 (%)
2026-11-08Vercel Gateway — $ Spend 份额 Top 10 (%)
2026-11-08Vercel Gateway — Token 份额走势 Top 5 (61 天)
2026-11-08份额百分比（Vercel 不公开绝对量）；仅 Gateway 客户切片。
KOL / Podcast — 专家观点摘录
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“The frontier labs, their scale -- their sales are skyrocketing, their margins are fantastic. They're generating profitable tokens.”
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“Our model APIs are now processing approximately 22 billion tokens per minute. That's up from 16 billion just a quarter ago.”
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“We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results.”
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“We tried to plan very well for a world of 10x growth per year. And yet we saw 80x. And so that is the reason we have had difficulties with compute.”
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“Not every token that's output by the model is worth the same amount.”
Top Sites by Power — Epoch AI Frontier Data Centers
2026-11-08| Site | Owner | Users | Country | MW | k H100-eq |
|---|---|---|---|---|---|
| Anthropic-Amazon New Carlisle | Amazon | Anthropic | United States | 1,037 | 818 |
| Colossus 2 | SpaceXAI | Anthropic, Cursor | United States | 946 | 1,112 |
| OpenAI Stargate Abilene | Oracle | OpenAI | United States | 824 | 1,019 |
| Microsoft Fairwater Atlanta | Microsoft | OpenAI, Microsoft | United States | 636 | 769 |
| DayOne Nusajaya | — | — | Malaysia | 473 | 584 |
| Meta Prometheus | Meta | Meta | United States | 471 | 536 |
| DayOne Kempas | — | — | Malaysia | 422 | 481 |
| Microsoft Fairwater Wisconsin | Microsoft | OpenAI, Microsoft | United States | 369 | 446 |
| Google Pryor (North) | Google DeepMind | United States | 368 | 637 | |
| Colossus 1 | SpaceXAI | Anthropic | United States | 340 | 276 |
03GPU 租赁价格 Vast.ai 市场
H100
2026-11-08$2.33/hr
p25–p75 $2.33–3.56 · 21 条报价
H200
2026-11-08$4.47/hr
p25–p75 $3.29–4.61 · 25 条报价
B200
2026-11-08$10.00/hr
p25–p75 $8.75–11.56 · 13 条报价
A100
2026-11-08$0.84/hr
p25–p75 $0.55–1.14 · 55 条报价
RTX 5090
2026-11-08$0.53/hr
p25–p75 $0.49–0.62 · 64 条报价
价格走势 ($/GPU-hr · 每日中位数)
2026-11-08口径：Vast.ai 市场 on-demand 报价中位数（低价市场切片，≠OCPI/超算云牌价）；序列自 2026-07-12 起每日累积。
04AI 数据中心建设 Epoch AI + News
站点 Sites
2026-11-0896
Epoch 追踪的 frontier 数据中心
Power
2026-11-0815.1 GW
当前投运功率合计
算力存量
2026-11-0815.8M H100-eq
H100 等效算力
资本开支
2026-11-08$573B
累计资本投入（2025 USD）
行业累计增长（样本内站点 · 按建设进度）
2026-11-08Source: Epoch AI Frontier Data Centers (CC-BY)。柱=累计功率 GW，线=累计 H100-eq（右轴）；截至构建日。与「当前投运」卡片的差异来自源头两张表（timelines vs sites）口径独立。
建设动态 — 相关新闻流
2026-11-08- 2026-11-07 AI Backlash Spreads Across Europe With Data Center Protests - Bloomberg.com Bloomberg.com
- 2026-11-07 The Blue Wave May Not Stop Musk’s Texas Data Center Ambitions - The Information The Information
- 2026-11-07 Anthropic IPO meets AI backlash after midterms show stinging rebuke of data centers - CNBC CNBC
- 2026-11-06 ‘These data centers are destroying our world’: Protesters break into Microsoft data center - The Washington Post The Washington Post
- 2026-11-06 Protesters slam AI and enter Microsoft data center site in Amsterdam - Reuters Reuters
- 2026-11-06 Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports - Reuters Reuters
- 2026-11-06 OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off - CNBC CNBC
- 2026-11-06 Everyone blames data centers for high electricity prices. But these are the real reasons. - The Washington Post The Washington Post
- 2026-11-06 SpaceXAI plans data center in Arizona, Musk's firm claims it will have 6GW capacity - Data Center Dynamics Data Center Dynamics
- 2026-11-06 Protesters enter Microsoft data centre site in Amsterdam - Reuters Reuters
- 2026-11-06 Activists breach Microsoft data centre construction site as protests spread in Europe - Reuters Reuters
- 2026-11-06 More than 100 protesters break into Microsoft data center construction site in Amsterdam - Data Center Dynamics Data Center Dynamics
- 2026-11-06 DCF Global: Britain’s New Bargain With the AI Data Center Industry - Data Center Frontier Data Center Frontier
- 2026-11-06 Protesters Break Into Microsoft Data Center in Amsterdam - Bloomberg.com Bloomberg.com
- 2026-11-06 Protesters storm Microsoft AI data center construction site — Amsterdam reportedly first of 85 targeted actions across Europe - Tom's Hardware Tom's Hardware
- 2026-11-06 Anti-AI protesters break into Microsoft data center site in Amsterdam - Business Insider Africa Business Insider Africa
- 2026-11-06 Anti-AI Protesters Break Into Microsoft Data Center Site in Amsterdam - Business Insider Business Insider
- 2026-11-06 Nvidia wants to repurpose over 130 old telco buildings as tiny data centers, report claims — company in talks with Brightspeed after pitching idea to parent company Apollo Global Management - Tom's Hardware Tom's Hardware
Methodology — 每个面板测的是什么、不是什么
- 01 ARR：披露锚点（run-rate 口径）对数空间加权最小二乘拟合 + 外推。曲线形态由数据决定： linear（恒定绝对增量）/ exponential（恒定月增速）/ log_quadratic（月增速在漂移）三种候选各自拟合， 用滚动起点回测挑预测下一个锚点最准的那个，卡片上标出选中形态。外推区沿用最后锚点处的瞬时增速直线延伸， 不把曲率外推出去。大数字是估算的演出效果（每秒按拟合小时增量累加），非实时财务数据； 置信带（随外推距离张开）与锚点散点展示估算地基。锚点混入全年预测/实际收入/第三方面板估算的，只画散点不入拟合（口径字段强制）。
- 02 OpenRouter：聚合路由平台切片，不含 Anthropic/OpenAI 直连 API 主力流量。 「滚动 7 天」为端点原生口径；日频序列由本站每日快照累积。
- 02 Vercel Gateway：仅 Gateway 客户流量的份额百分比，无绝对量；模型名为显示名。
- 02 SDK 下载：npm/PyPI 官方 API；下载量是开发者采用度 proxy（CI 重复安装会灌水）， 不等于 API 调用量。
- 03 GPU 价格：Vast.ai 市场 on-demand 报价分位数（含个人/小机房供给的低价切片）， 系统性低于超算云牌价，不可与 OCPI 等跨供应商指数直接比较。
- 04 数据中心：Epoch AI Frontier Data Centers 数据集（CC-BY，约每周更新）， 为样本内站点，非全行业普查。新闻流为 Google News RSS 白名单媒体，仅标题/链接。