New ways to measure the economy in the age of AI are emerging. It is Gross Domestic Intelligence (GDI).
“We believe that investors may begin to evaluate ‘domestic intelligence’ resources at the national level, which could become an important investment overlay in assessing the competitiveness of entire countries and industries,” Morgan Stanley analysts wrote in a recent note to investors.
GDI measures who has the most AI resources, especially access to AI computing infrastructure such as GPUs, networking gear, and data centers.
Epoch AI, a research group that tracks AI and its impact, took on this challenge last year by estimating the world’s share of AI computing power. The United States was overwhelmingly at about 75%. China came in second place with about 10%, followed by the EU, Norway, and Japan.
The organization, backed by Dustin Moskowitz’s philanthropic organization Coefficient Giving, released similar estimates this week. New data for Q4 2025 measures AI computing capabilities of various companies and countries. It is based on an AI chip that includes or is comparable to Nvidia’s H100 GPU. Computing power is the number of operations each AI chip can perform at peak times.
Google uses its own TPUs and lots of Nvidia GPUs to gain an advantage in surprising ways. All of the top companies are American companies. Epoch AI estimates that China only has as much AI computing as Oracle.
AI calculation ability ranking Epoch AI
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