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Epoch AI estimates US holds 72% of world AI compute since 2022, China about 10%

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Epoch AI estimates that the US has received 72% of the world's AI compute since 2022 and China about 10%, based on customs records.

The estimate covers 27.4 million H100-equivalents through June 2026, of which the US received 19.8 million and China, including domestic production, received 2.6 million. The US share of new compute rose from around 60% a year in 2022–2024 to 72% in 2025 and 78% in the first half of 2026, according to Epoch.

The figures come from Epoch's AI Chip Imports explorer, launched October 26, 2026, which estimates AI compute arriving in each country quarter by quarter. Epoch says the explorer is intended for researchers, policymakers and others tracking the geography of AI compute. The estimates are derived from customs data, not from direct measurement of compute capacity.

Written by AI from the articles below · updated Oct 27, 5:40 PM ET

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Latest developmentOct 27, 4:57 PM ET
US holds 72% of world AI compute since 2022, China about 10%

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2 developments

  1. Oct 27, 4:57 PM ET · 1 article
    Epoch AI reports US holds 72% of world AI compute since 2022, China about 10%
    Epoch AI: US holds 72% of world AI compute since 2022, China about 10%
  2. Oct 26, 8:00 PM ET · 1 article
    Epoch AI launches AI Chip Imports explorer estimating AI compute arrivals by country
    Epoch AI: Epoch AI launches an explorer estimating AI chip arrivals by country

Article timeline

The articles in this story. Times are ET.

Oct 27
  1. Epoch AIOfficial
    US holds 72% of world AI compute since 2022, China about 10%

    AIEpoch AI estimates that the US has received 72% of the world's AI compute since 2022 and China about 10%, using customs records. The US share of new compute rose from around 60% a year in 2022–2024 to 72% in 2025 and 78% in the first half of 2026. The figures come from Epoch's AI Chip Imports explorer, part of its wider project mapping the AI chip supply chain.

    Stacked area chart: share of cumulative new AI compute (H100e) by country, 2023 Q3 to 2026 Q2. The US rises to about 72%, China about 10%, followed by the EU, Malaysia, Japan, India and others.
Oct 26
  1. Epoch AIOfficial
    Epoch AI launches an explorer estimating AI chip arrivals by country

    AIEpoch AI has launched the AI Chip Imports explorer, which estimates AI compute arriving in each country quarter by quarter since 2022 using customs records. It estimates the US received 19.8 million H100-equivalents, or 72%, of the 27.4 million total through June 2026, while China, including domestic production, received 2.6 million, or 10%.

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