US holds 72% of world AI compute as EU's 5% share falls far below its 15% GDP weight

Jsevillamol · x · 2026-10-28

Epoch AI's new AI Chip Imports explorer, based on customs records, estimates 72% of global AI compute sits in the US and 10% in China since 2022 — with the US taking 60% of new compute annually in 2022–2024, 72% in 2025, and 78% in H1 2026. Commenters note the EU holds 15% of world GDP but only 5% of compute, punching below weight with no export restrictions to blame.

Original post →

More from Infra

Infra channel →