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Just 32 countries have an AI data center, but half are concentrated in just 5 of them

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.

Jon Keegan

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.

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Intel romps amid reported attempt to poach a 21-year Taiwan Semiconductor veteran

A report in the Taiwanese press that Intel is attempting to recruit a recently retired top Taiwan Semiconductor executive, Wei-Jen Lo, to lead R&D at Intel’s troubled foundry division may account for the bump in Intel shares Tuesday, one analyst told us.

A synopsis of the report from technology analysis and news outlet TrendForce News notes:

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

“If confirmed, the move could have significant implications for TSMC and the broader Taiwanese semiconductor industry, especially as Intel aggressively expands its foundry business with support from Washington and backing from tech giants like NVIDIA and SoftBank, the report adds.”

But some skepticism about Lo, 75 years old, returning to Intel, where he worked before joining TSMC in 2004, is also warranted, TrendForce says:

“Industry insiders cited by the report say it is unlikely he would join Intel again, given TSMC’s non-compete rules, Intel’s status as a direct competitor, Lo’s advanced age, health considerations, and his long-standing loyalty to TSMC founder Morris Chang. On the other hand, some industry observers warn that Lo, a U.S. citizen, would be difficult for TSMC to restrict, even with non-compete clauses.”

Intel shares have doubled over the last three months, since the US government took a 10% stake in the company in August. Intel is the best-performing stock in the S&P 500 over that period.

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