Industry71°

Epoch AI 统计:2022 年以来全球 72% 算力集中在美国,中国约占 10%

Why we picked it

Epoch AI 用海关数据算了笔账:全球 72% 算力在美国,中国只占 10%,而且差距还在拉大,数据可以交互查看。

Epoch AI 基于海关记录发布的 AI Chip Imports 数据显示,2022 年以来全球约 72% 的 AI 算力集中在美国,中国仅占约 10%。美国每年新增算力占比持续上升:2022 至 2024 年约 60%,2025 年达到 72%,2026 年上半年进一步升至 78%。该工具通过海关数据估算并可视化各国的算力份额,是其 AI 芯片供应链项目的一部分,还覆盖芯片制造组件、销量、数据中心及使用企业等数据。

Original · Epoch AI

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.