Epoch AI 估计，2022 年以来全球新增 AI 算力约 72% 落在美国，中国约 10%。美国每年新增算力占比从 2022 至 2024 年的约 60% 升至 2025 年的 72%，2026 年上半年达 78%。数据来自其交互式 AI Chip Imports 工具，基于海关记录估算各国算力份额，包含跨境贸易芯片和中国国产芯片（华为、寒武纪），不含台湾制造并在台湾使用的芯片。
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.
来源：Epoch AI · x.com