Epoch AI(@EpochAIResearch):Since 2022, 72% of the world’s AI compute has ended up in the US and about 10% in China. And the US share keeps growing. It acquired around 60% of new compute each year from 2022 to 2024, then 72% in 2025, and 78% in the first half of 2026. This data comes from our interactive AI Chip Imports explorer, which estimates and visualizes national compute shares using customs records. It’s the latest piece in our project to map the AI chip supply chain, which also provides data on the components used to manufacture chips, sales volumes, the data centers that house chips, and the companies that own and use them. More on this new data and what we’ve learned below.

2026.10.27 20:57

Since 2022, 72% of the world’s AI compute has ended up in the US and about 10% in China. And the US share keeps growing. It acquired around 60% of new compute each year from 2022 to 2024, then 72% in 2025, and 78% in the first half of 2026. This data comes from our interactive AI Chip Imports explorer, which estimates and visualizes national compute shares using customs records. It’s the latest piece in our project to map the AI chip supply chain, which also provides data on the components used to manufacture chips, sales volumes, the data centers that house chips, and the companies that own and use them. More on this new data and what we’ve learned below.