{"id":48939,"date":"2026-04-10T22:41:09","date_gmt":"2026-04-10T22:41:09","guid":{"rendered":"https:\/\/agooka.com\/news\/usa\/forget-gdp-meet-gdi-the-new-economic-scorecard-for-ai-power\/"},"modified":"2026-04-10T22:41:09","modified_gmt":"2026-04-10T22:41:09","slug":"forget-gdp-meet-gdi-the-new-economic-scorecard-for-ai-power","status":"publish","type":"post","link":"https:\/\/agooka.com\/news\/usa\/forget-gdp-meet-gdi-the-new-economic-scorecard-for-ai-power\/","title":{"rendered":"Forget GDP. Meet GDI: The new economic scorecard for AI power"},"content":{"rendered":"<figure><img decoding=\"async\" src=\"https:\/\/i.insider.com\/69d97518f976785dcb1906b5?format=jpeg\" alt=\"Attendees during a media event at the Google Midlothian Data Center in Midlothian, Texas.\"\/><figcaption>Attendees during a media event at the Google Midlothian Data Center in Midlothian, Texas.<\/p>\n<p>Bloomberg\/Getty Images<\/p>\n<\/figcaption><\/figure>\n<ul>\n<li>A version of this story originally appeared in the BI Tech Memo newsletter.<\/li>\n<li>Sign up for the weekly BI Tech Memo newsletter here.<\/li>\n<\/ul>\n<p>There&#039;s an emerging new way to measure economies in the AI era: Gross Domestic Intelligence, or GDI.<\/p>\n<p>&quot;We believe investors may begin to assess &#039;Gross Domestic Intelligence&#039; resources at the national level, and this may well become an important investment overlay when assessing the competitiveness of entire nations and industries.&quot; Morgan Stanley analysts wrote in a note to investors recently.<\/p>\n<p>GDI measures who has the most AI resources, especially access to AI compute infrastructure including GPUs, networking gear, and data centers.<\/p>\n<p>Epoch AI, a research group that tracks AI and its impact, took a stab at this last year by estimating the share of AI computational power globally. The US dominated, with roughly 75%. China was second with about 10%, followed by the EU, then Norway and Japan.<\/p>\n<p>This group, backed by Dustin Moskovitz&#039;s Coefficient Giving charity, came out with similar estimates this week. The new data, from Q4 2025, measures the AI compute capacity of various companies and countries. It&#039;s based on AI chips that include, and are equivalent to, Nvidia&#039;s H100 GPUs. Compute capacity is how many operations each AI chip can perform at its peak.<\/p>\n<p>Google dominates in a mind-blowing way, with its own TPUs and a lot of Nvidia GPUs. Every top company is American. China only has as much AI compute as Oracle, according to Epoch AI estimates.<\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/i.insider.com\/69d972caf976785dcb1906a2?format=jpeg\" alt=\"a chart from Epoch AI\"\/><figcaption>A ranking of AI computing power<\/p>\n<p>Epoch AI<\/p>\n<\/figcaption><\/figure>\n<p><strong><em>Sign up for BI&#039;s Tech Memo newsletter <\/em><\/strong>here<strong><em>. Reach out to me via email at <\/em><\/strong>abarr@businessinsider.com<strong><em>.<\/em><\/strong><\/p>\n<p>Read the original article on Business Insider<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Attendees during a media event at the Google Midlothian Data Center in Midlothian, Texas. Bloomberg\/Getty Images A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here. There&#039;s an emerging new way to measure economies in the AI era: Gross Domestic Intelligence, or [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":{"0":"post-48939","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-usa"},"_links":{"self":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts\/48939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/comments?post=48939"}],"version-history":[{"count":0,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts\/48939\/revisions"}],"wp:attachment":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/media?parent=48939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/categories?post=48939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/tags?post=48939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}