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AI Compute: US Dominates Global Race
11 Apr
Summary
- Gross Domestic Intelligence (GDI) measures AI resources like compute infrastructure.
- US leads with 75% of global AI compute capacity, China trails significantly.
- Google's AI compute capacity is substantial, exceeding some nations.
A new metric, Gross Domestic Intelligence (GDI), is emerging to gauge economies in the Artificial Intelligence era. Morgan Stanley analysts suggest investors may soon assess national GDI to evaluate the global competitiveness of entire nations and industries.
GDI specifically measures a country's AI resources, with a particular focus on access to critical AI compute infrastructure such as GPUs, networking equipment, and data centers.
Recent estimates from Epoch AI, a research group backed by Coefficient Giving, indicate that the United States leads significantly in global AI compute power. As of Q4 2025, the US commanded approximately 75% of the world's AI compute capacity.
China followed with about 10% of global AI compute, with the European Union, Norway, and Japan trailing. The data is based on AI chips equivalent to Nvidia's H100 GPUs, measuring their peak operational capacity.
Google stands out with a substantial AI compute capacity, leveraging its own TPUs and a large number of Nvidia GPUs. The report notes that every top-ranking company in this domain is American. Epoch AI estimates China's AI compute capacity is comparable to that of Oracle.
