
This image from EPOCH’s new database reveals the physical geography of AI progress. The map shows AI clusters worldwide, with bubble size indicating computational performance. NVIDIA hardware (teal) dominates Western infrastructure, whilst China’s systems remain largely “unknown” (pink) highlighting strategic opacity in the AI race. The US hosts 75% of global AI compute, with China holding 15%, and Europe falling behind. The dotted liens show the significant projects planned for the middle east. As companies now control 80% of these systems (up from 40% in 2019), this visualisation captures how GPU power has become a new geopolitical resource, with access determining who shapes AI and economic futures.
