China vs US: Who is winning the AI race, in four charts
Summary
President Donald Trump and China’s President Xi Jinping will meet in Washington to discuss trade, AI, Taiwan, and the US-Israel war on Iran. The United States currently leads China in AI computing power, data centers, and spending, but Chinese AI models are growing more competitive and widely used.Key Facts
- The US holds nearly 75% of the world’s AI computing power; China holds just over 14%.
- US company Nvidia provides over 60% of global AI computing capacity among major chip makers; China’s Huawei has a smaller share.
- The US has more than 5,400 data centers, about 10 times more than any other country, and leads in AI-specific data centers.
- Top AI models from both US and China are closely matched in quality according to user comparisons.
- Chinese AI models are often cheaper and openly available to developers, increasing their use.
- Chinese AI is estimated to be only months behind US frontier AI models, narrowing the gap.
- US tech giants are expected to spend around $764 billion on AI infrastructure in 2026, much more than China’s estimated $102 billion.
- A proposed US-China AI “notification mechanism” aims to alert each side about AI threats to national security before the summit meeting.
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