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AI’s Demand Is Moving South. Its Compute Is Not

AI’s Demand Is Moving South. Its Compute Is Not

What the compute asymmetry means for governments, institutions and the businesses that depend on them Executive summary Global corporate AI investment reached US$581.7 billion in 2025, up about 130 per cent on the previous year, according to Stanford HAI’s AI Index...

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AI’s Demand Is Moving South. Its Compute Is Not

AI’s Demand Is Moving South. Its Compute Is Not

What the compute asymmetry means for governments, institutions and the businesses that depend on them Executive summary Global corporate AI investment reached US$581.7 billion in 2025, up about 130 per cent on the previous year, according to Stanford HAI’s AI Index...

read more

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