Tap a highlighted country · grey = coming soon
United States
Frontier leader, deregulating and building fast
The US owns the frontier and the compute — the fight now is about power and state rules
- $965BAnthropic valuation (May 2026)
- $89.0BNvidia data-centre revenue, one quarter
- ~$220BAmazon 2026 capex plan
China
Open-weights challenger on a home-grown chip stack
China competes with open weights and its own chips — 12 points behind the frontier, far ahead on reach
- 46best Chinese model on the Intelligence Index (MiMo-V2.6-Pro)
- 151,448Qwen derivatives on Hugging Face
- $0.13cost per task of MiMo-V2.6-Pro vs $5.98 for the top model
United Kingdom
Research and capital hub, compute ambitions stalling
Britain has the talent and the money, but its compute plans are slipping
- £20bnfive-year sovereign AI budget requested by industry
- £500mSovereign AI Unit (April 2026)
- $22BElevenLabs valuation
France
Europe's model champion, backed by nuclear power
France has Europe's funded frontier lab — Mistral raised €3B at €21B and is building its own data centres
- €21BMistral valuation (Sep 2026)
- 200 MWMistral's European capacity target for end-2027
- €109Bprivate AI investment pledged in 2025
Spain
Fast regulator, slow adopter — and the gap is the opportunity
Spain regulates early and bids for an AI gigafactory, but its companies are stuck in pilots
- 6%of AI-using firms report relevant use (60% still testing)
- €35M / 7%maximum fine in the draft AI law
- 120kBBVA employees with ChatGPT Enterprise
Italy
First national AI law in the EU, building sovereign compute
Italy writes the rules first and finances sovereign compute with debt
- 132/2025national AI law in force since 10 Oct 2025
- €1Bpublic fund for AI, cyber, quantum and telecoms equity
- ~$1.1bnDomyn financing, about 90% debt
Sweden
Europe's AI startup engine, with top-tier adoption
Sweden turns AI startups into unicorns faster than anyone in Europe
- 35%of Swedish firms used AI in 2025 (EU: 20%)
- $13.3BLovable valuation (Aug 2026)
- $5Bexpected startup funding in 2026
Brazil
LatAm's data-centre magnet, AI law still pending
Brazil courts data centres with tax breaks while its AI law waits in Congress
- ~40%of LatAm data-centre investment goes to Brazil
- R$7BRedata tax exemptions over three years
- 10%of capacity reserved for the domestic market under Redata
Argentina
Light-touch bet on mega-projects, execution unproven
Argentina bets on minimal rules and mega-projects — none has broken ground yet
- $25BStargate Argentina letter of intent (Oct 2025)
- 500 MWplanned capacity of the Patagonia campus
- 0construction started as of Sep 2026
Nine countries live. The rest of the world is next.
United States
Frontier leader, deregulating and building fast
The US owns the frontier and the compute — the fight now is about power and state rules
23 signals
China
Open-weights challenger on a home-grown chip stack
China competes with open weights and its own chips — 12 points behind the frontier, far ahead on reach
3 signals
United Kingdom
Research and capital hub, compute ambitions stalling
Britain has the talent and the money, but its compute plans are slipping
4 signals
France
Europe's model champion, backed by nuclear power
France has Europe's funded frontier lab — Mistral raised €3B at €21B and is building its own data centres
4 signals
Spain
Fast regulator, slow adopter — and the gap is the opportunity
Spain regulates early and bids for an AI gigafactory, but its companies are stuck in pilots
9 signals
Italy
First national AI law in the EU, building sovereign compute
Italy writes the rules first and finances sovereign compute with debt
3 signals
Sweden
Europe's AI startup engine, with top-tier adoption
Sweden turns AI startups into unicorns faster than anyone in Europe
5 signals
Brazil
LatAm's data-centre magnet, AI law still pending
Brazil courts data centres with tax breaks while its AI law waits in Congress
2 signals
Argentina
Light-touch bet on mega-projects, execution unproven
Argentina bets on minimal rules and mega-projects — none has broken ground yet
2 signals
Five pillars, one analyst view per country.
Each country is rated 1–5 on five pillars by our analyst agent and reviewed by the editor agent. Ratings are qualitative judgments built from the cited signals and public data — they move only when the evidence does.
- Compute & energy
- Capital
- Talent & research
- Business adoption
- Rulebook clarity
A country's news feed includes signals where it is a central actor, plus EU-wide signals for EU members.
Let's find your edge.
Tell us what slows your business down. In 30 minutes we'll show you where AI pays back first — and what it costs.