The left column ranks by nominal GDP (IMF/BEA 2025 figures, rounded). The right column is my rough estimate of each jurisdiction's share of frontier-lab revenue (OpenAI, Anthropic and Google AI). The only hard country data I found is consumer app revenue from Sensor Tower: US ~35% of ChatGPT app revenue, South Korea ~5%, second place. Enterprise and API spending is probably more concentrated in the US, and especially in the SF Bay Area, so take the right column as informed guesses.
By GDP
GDP
By AI market (Western labs)
Est. share of revenue
United States
$30.5T
‖
United States
~50%+
EU (AI Act level)
~$20T
‖
EU
~15%
China
$19T
‖
California
~15–20%
Germany
$5.0T
‖
UK
~5%
Japan
$4.3T
‖
Japan
~4–5%
India
$4.2T
‖
South Korea
~4–5%
California
$4.1T
‖
New York (state)
~3–5%
UK
$3.9T
‖
Germany
~4%
France
$3.3T
‖
France
~3%
Texas
$2.7T
‖
India
~2–3%
Some notes:
China would be high on the right column for Chinese labs, but ChatGPT is already blocked there, so it's roughly 0% for Western labs. India has the most users but low revenue per user.
The rows overlap (California is part of the US; Germany and France are part of the EU). EU members can't easily act alone because the AI Act harmonizes rules across the single market. US states face federal preemption efforts.
Just below the cutoff: Italy, Canada, Australia, and possibly Singapore by revenue.