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New concept called Gross Domestic Intelligence (GDI) is gaining attention as a way to measure economic strength in the AI era.
Morgan Stanley introduced Gross Domestic Intelligence (GDI) to measure national AI compute capacity.
KEY POINTS
- GDI assesses resources like GPUs, data centers, and advanced chips as economic strength indicators.
- Epoch AI research shows the US holds 75% of global AI computing power, China about 10%.
- Google leads in AI compute by combining proprietary TPUs with Nvidia GPUs for greater capacity.
- China's total AI compute capacity is estimated to match that of Oracle, highlighting a significant gap.
COMPANIES
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