Morgan Stanley Introduces ‘GDI’ Metric for AI-Driven Economic Strength

New concept Gross Domestic Intelligence (GDI) gaining traction as measure for economic strength in AI era. Developed by Morgan Stanley analysts, GDI evaluates national performance through access to AI resources like computing power, data centers, and advanced chips.

Discussion of GDI revealing insights into global tech and finance sectors as investors seek new ways to assess competitiveness amid increasing AI-driven world.

GDI measures AI compute capacity including graphics processing units (GPUs), networking systems, and data infrastructure. Morgan Stanley analysts suggest that investors may begin assessing GDI at a national level when evaluating economies and industries.

Current situation shows AI development’s impact on business operations matching importance of traditional economic performance measures. Research by Epoch AI indicates United States maintains 75% share of global AI computing power, while China controls about 10%, with Europe, Norway, and Japan holding the remaining portion.

Market competition continues to grow according to December 2025 figures, which evaluate AI chips that match Nvidia’s H100 GPUs’ performance in terms of total computational output capacity. Notably, Google leads market by combining proprietary Tensor Processing Units (TPUs) with Nvidia GPUs for major advantage in AI computing power; leading competitors also operating within US borders.