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Necessary, Not Sufficient: What $42.8 Billion in AI Capital Doesn’t Buy Emerging Markets
We traced USD 42.8 billion in AI capital across five emerging-market regions. 94% of it funds compute infrastructure. That is worth celebrating, and compute is necessary. But it does not, by itself, produce a local AI company, a usable dataset, a skilled workforce or an institution capable of buying and governing an AI system. Those things have to be financed separately, and right now, they largely are not.
AI for Inclusive Growth
In less than 30 months, Artificial intelligence (AI) has become one of the most transformative technologies on Earth. This is also true in financial services, with the potential to extend financial access, reduce costs, and improve decision-making at an unprecedented scale. But this promise is not new. Those of us who have been building digital…
Compute Accounts for 91 Percent of Disclosed AI Commitments Tracked in Emerging Markets
Compute accounts for 91 percent of the USD 3.79 billion in AI commitments signed across five emerging-market regions from 1 August to 25 September 2026. One USD 3.1 billion loan drives the value; applications closed 15 of 25 deals.
