According to Epoch AI, the United States acquired 72% of the world’s newly acquired AI compute in 2025, matching its cumulative share since 2022. That proportion reached 78% in the first half of 2026, while China accounts for roughly 18% of AI chips but only 10% of actual compute capacity. The gap is attributed partly to China’s reliance on lower-performance chips and its compliance with US export restrictions. The analysis, based on customs records and the routing of chips through Taiwan, shows that US dominance in the global capacity to train and run advanced AI systems is widening.
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