Just 32 countries have an AI data center, but half are concentrated in just 5 of them
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A new study found a concentration of AI data centers in the US, Europe, and China, leaving most countries with no domestic AI computing resources.
Only 32 countries in the world host AI computing data centers, resulting in an uneven distribution of resources for AI researchers, according to a new study from Oxford University. This leaves entire continents like South America and Africa with scarce AI resources, each with data centers in the single digits.
The researchers ran a census of the world’s publicly available AI data centers by looking at the regions where providers offered access. America and China effectively control access to the world’s AI infrastructure, and a majority of the data centers for training and inference (running AI models) are owned by US companies like Microsoft, Amazon, and Google.
Adding to the uneven distribution are limitations on the specialized hardware needed to develop and run AI models. Nvidia’s specialized GPUs are in high demand around the world, and export controls are limiting who has access. The New York Times profiled several AI researchers around the world who are desperate for the hardware to build their own domestic AI computing centers.
The study also looked at the distribution of computing resources through the lens of AI sovereignty. The study notes that the US and China are the only countries that host AI accelerators sourced from domestic chip suppliers.
The US has a major advantage when it comes to domestic chips. Thanks to market leader Nvidia’s dominance in the field, the study estimates that 95.5% of the AI accelerators in the world are powered by chips from US companies.
Tesla is soaring on successful robotaxi launch
Tesla’s stock is currently surging more than 9% this morning and leading the S&P 500, after what was by most accounts a successful robotaxi launch this weekend.
Though way smaller and more restricted than what normal people would consider autonomous driving, no one got hurt, and that’s very good news for Tesla, which opened up the app in Austin to about 20 or so pro-Tesla influencers who broadcast their rides.
After taking a couple of rides in the robotaxis yesterday, Wedbush Securities analyst and Tesla bull Dan Ives reiterated his belief that the service could add another $1 trillion to the company’s $1 trillion market cap. “Overall, these Robotaxis exceeded our expectations and offered a seamless and personalized travel experience that has lit the spark for autonomous driving,” he wrote.
The launch is very important to Tesla, which has been struggling due to weak demand for its regular vehicles. Indeed, CEO Elon Musk has repeatedly said that most of the company is riding on the success of its autonomous products.
“The future of the company is fundamentally based on large-scale autonomous cars and large scale and large volume, vast numbers of autonomous humanoid robots,” Musk said during the company’s last earnings call.
After taking a couple of rides in the robotaxis yesterday, Wedbush Securities analyst and Tesla bull Dan Ives reiterated his belief that the service could add another $1 trillion to the company’s $1 trillion market cap. “Overall, these Robotaxis exceeded our expectations and offered a seamless and personalized travel experience that has lit the spark for autonomous driving,” he wrote.
The launch is very important to Tesla, which has been struggling due to weak demand for its regular vehicles. Indeed, CEO Elon Musk has repeatedly said that most of the company is riding on the success of its autonomous products.
“The future of the company is fundamentally based on large-scale autonomous cars and large scale and large volume, vast numbers of autonomous humanoid robots,” Musk said during the company’s last earnings call.
SoftBank CEO and founder Masayoshi Son wants to build such a hub in the US, according to a report from Bloomberg. Never one for modest plans, Son is suggesting what he calls “Project Crystal Land,” a massive industrial park in Arizona to build robots and AI.
Son is apparently pitching the concept to the Trump administration and wants to partner with TSMC and Samsung, but the report said those companies haven’t confirmed anything.
SoftBank is already the lead backer of the $500 billion Stargate AI data center project it’s building with OpenAI and Oracle, and is seeking loans to fund the project, which has been off to a slow start.
SoftBank CEO and founder Masayoshi Son wants to build such a hub in the US, according to a report from Bloomberg. Never one for modest plans, Son is suggesting what he calls “Project Crystal Land,” a massive industrial park in Arizona to build robots and AI.
Son is apparently pitching the concept to the Trump administration and wants to partner with TSMC and Samsung, but the report said those companies haven’t confirmed anything.
SoftBank is already the lead backer of the $500 billion Stargate AI data center project it’s building with OpenAI and Oracle, and is seeking loans to fund the project, which has been off to a slow start.
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