Yonah Welker's Recent LinkedIn Posts

Echoing our delegation’s participation in the India AI Impact Summit, which actively raised discussions around critical infrastructure, investments, dependencies, the role of middle powers, and the AI technological triad, with our input focused on digital public infrastructure (DPI), technology transfer, and embodied, physical and industrial AI investments, thank you to the Oxford Martin AI Governance Initiative team for the analysis on financing the AI triad: compute, data and algorithms. The report highlights how global AI capacity is becoming a structural development divide, and what it takes to build sovereign AI ecosystems. In particular, it highlights: • AI could reach a $4.8 trillion market by 2033, roughly the size of Germany’s economy. • AI infrastructure remains highly concentrated: U.S. institutions produced 40 notable AI models in 2024, compared with 15 in China and only 3 in Europe. • Compute inequality is stark: Africa hosts <1% of global data-centre capacity despite 17% of the world’s population. • Connectivity gaps persist: least-developed countries average 27% internet access vs ~63% globally, limiting participation in AI ecosystems. • Major public and private investments are accelerating: - $400M Current AI initiative for open datasets and tools - $60B proposed Africa AI Fund - $300M-$1.7B cloud investments announced across several emerging markets. Overall, AI capacity depends on building the full “AI triad”, data, algorithms, and compute, and financing them as an integrated ecosystem rather than isolated projects. Acknowledgements: Lucia Velasco Sumaya Nur Adan Robert Trager Katrina Kalcic Daniela M. Matthew Sharp Luise Eder Jake Okechukwu Effoduh and others.