Data
Three-quarters of the world's AI compute sits in one country
The United States holds about 75 percent of global GPU cluster performance. That concentration shapes pricing, latency, and policy for everyone building elsewhere.
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The United States holds about 75 percent of global GPU cluster performance. That concentration shapes pricing, latency, and policy for everyone building elsewhere.
Open-weight models went from a budget compromise to a default choice. On some benchmarks the gap to the best closed models shrank from 8 points to 1.7 in a year.