US Treasury Secretary Bessent Claims America Will Soon Control 80% of Global Computing Power

U.S. Treasury Secretary Bessent publicly claimed that the United States is about to control 80% of the world's computing power, positioning the dominance of computing power as the core pillar of the U.S. economic strategy. This statement comes from the highest policy level, providing a strong policy endorsement for the continued investment in U.S. AI infrastructure.

Recently, Bessent said on the Mike Rowe show that the United States currently accounts for about 50% to 60% of the global computing power share and expects this proportion to soon rise to 80%. (We probably used to have 50 or 60% of the compute power in the world. We’ll probably soon be at 80%.) He characterized this computing power race as a strategic game that the United States "must not lose" and stated that if an opponent takes the lead, the strategic leverage they would gain would be "unacceptable." He also said that the United States currently leads competitors in AI by about one year.

This statement quickly attracted market attention. Analysts pointed out that a policy statement at the level of Treasury Secretary actually provides a "national endorsement" for long-term capital expenditure on U.S. AI infrastructure, directly benefiting the demand prospects of chip companies such as Nvidia and the capital expenditure cycle of hyperscale cloud computing vendors.

Bessent's Core Argument: Computing Power is National Power

In the show, Bessent explicitly incorporated AI computing power into the strategic framework of national economic strength. He listed artificial intelligence, semiconductors, and quantum computing together, calling them the three pillars of U.S. national economic strength and security.

From the perspective of an economic historian, he defended the social impact of AI technology, citing historical precedents such as automobiles and Google Search, emphasizing that technological innovation brings short-term pain but always creates more opportunities in the long run. He specifically pointed out that AI will enable small businesses to compete on an equal footing with large enterprises and stated that no net job losses due to AI have been observed so far.

At the policy level, Bessent mentioned that the government is actively promoting deep cooperation between federal agencies and the private sector in the field of AI cybersecurity and supporting the implementation of relevant executive orders. White House AI director David Sacks has also held the same position, publicly advocating that the United States must maintain its leading edge in computing power and model capabilities at all costs.

Signals and Risks for Investors to Watch

For market participants, the policy signal of this statement is clear: the U.S. government will continue to support the construction of domestic AI infrastructure, and the related capital expenditure cycle has long-term support at the policy level.

However, analysts also caution to remain prudent. There is currently no publicly available authoritative statistical caliber for "computing power share," and the figure of 80% is a predictive judgment made by policy officials, not audited measured data. According to an analysis by Podcast Alpha, investors should focus on quantifiable physical indicators such as actual capacity expansion and power infrastructure construction, rather than making decisions solely based on policy statements about computing power share.

Verification data from independent third-party research institutions, as well as specific figures from semiconductor industry tracking reports and cloud infrastructure reports in the coming quarters, will be key evidence to test whether this policy expectation can be realized.

This article is from WeChat public account: Wall Street News , author: Zhao Ying