- The concept of Gross Domestic Intelligence (GDI) has emerged as a new metric replacing GDP, focusing on a nation’s AI capabilities rather than just traditional economic output.
- Analysts from Morgan Stanley suggest that GDI will become a crucial criterion for evaluating national and industrial competitiveness in the future.
- GDI measures AI resources, specifically computing infrastructure such as GPUs, networks, and large-scale data centers.
- Research from Epoch AI shows that the US accounts for approximately 75% of global AI compute capacity, far surpassing China at around 10%, followed by the EU, Norway, and Japan.
- Q4/2025 data based on AI chip power equivalent to the Nvidia H100 reflects the maximum processing capacity of systems.
- Google leads overwhelmingly due to its ownership of both self-developed TPUs and massive quantities of Nvidia GPUs.
- Leading companies are all US-based, while China’s total AI capacity is only equivalent to a single company like Oracle.
📌 Conclusion: GDI is reshaping how the world perceives economic power, shifting the focus to AI infrastructure and compute capacity. The US currently dominates with a 75% market share, with Google leading through TPUs and GPUs, while China lags far behind at approximately 10%. This trend indicates that nations controlling AI resources will dominate economic growth and global competition in the era of generative AI.
