IEA estimates of global electricity-use shares, not AI computing capacity.
| Geography | Share |
|---|---|
| United States | 45% |
| China | 25% |
| Europe | 15% |
| Rest of world | 15% (calculated residual) |
Source: IEA, Energy and AI (2025), executive summary. CC BY 4.0. Shares are rounded; Europe is a regional aggregate. Circles are geographic anchors, not data-centre sites. Original visualization by TACITUS.
Procurement question: Does a second cloud region actually diversify your power and jurisdiction exposure?
| Geography | Share |
|---|---|
| Mainland China | 24% |
| Taiwan | 18% |
| South Korea | 17% |
| Japan | 17% |
| United States | 10% |
| Europe | 8% |
| Other locations | 7% |
Published rounded shares total 101%. Europe and other locations are not assigned to countries; grey on the map means not disaggregated, not zero. Capacity is measured in 300mm-equivalent wafer starts; fabs below 5,000 wafer starts/month and wafers below 8 inches are excluded.
| Geography | Share |
|---|---|
| Taiwan | 69% |
| South Korea | 31% |
Source: BCG/SIA, Emerging Resilience in the Semiconductor Supply Chain (May 2024), Exhibits 6–7. Original map of attributed factual figures. Historical capacity baseline, not current output, AI-chip capacity or the whole supply chain.
Procurement question: Do your alternative chip suppliers still depend on the same fabrication geographies?
Both maps use Natural Earth public-domain geography. Geographic boundaries are shown for reference without a position on sovereignty.