Gross Domestic Intelligence, or GDI, is gaining attention as a new metric for judging national competitiveness in the AI era, Business Insider reported. The concept measures countries’ AI resource holdings by focusing on access to compute infrastructure such as GPUs, network equipment and data centres. Morgan Stanley analysts said investors may start assessing GDI resources at the national level. Epoch AI estimated the United States accounts for about 75 percent of global AI compute, with China at about 10 percent.

Mustafa Suleyman, chief executive of Microsoft’s AI group, said AI development is unlikely to hit limits any time soon, citing a surge in computing capacity. He wrote that compute used to train leading models has expanded sharply since 2010 and that gains come from chips, memory, networking and software efficiency. He said training times have fallen dramatically and forecast effective computing could rise 1,000-fold by 2028, while power remains a key constraint.