Tap a highlighted country · grey = coming soon
United States
Frontier leader, deregulating and building fast
The US owns the frontier and now shows the revenue — and regulators start looking at incidents
- $16.8BAnthropic revenue in Q3 2026 (per the FT)
- $965BAnthropic valuation (May 2026)
- ~$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)
- 28%Huawei's share of China's AI accelerators, H1 2026 (Nvidia: 34%)
- 151,448Qwen derivatives on Hugging Face
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 switches on AI Act fines on 23 October — most of its companies are not ready
- 23 OctAI Act sanctions decree 179/2026 in force (fines up to €35M / 7%)
- 132/2025national AI law in force since 10 Oct 2025
- 2 in 3SMEs not using AI in a structured way
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's data-centre tax break is law but stuck in the election, and its AI law still waits
- ~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 now shows the revenue — and regulators start looking at incidents
46 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
14 signals
United Kingdom
Research and capital hub, compute ambitions stalling
Britain has the talent and the money, but its compute plans are slipping
10 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
6 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
12 signals
Italy
First national AI law in the EU, building sovereign compute
Italy switches on AI Act fines on 23 October — most of its companies are not ready
6 signals
Sweden
Europe's AI startup engine, with top-tier adoption
Sweden turns AI startups into unicorns faster than anyone in Europe
7 signals
Brazil
LatAm's data-centre magnet, AI law still pending
Brazil's data-centre tax break is law but stuck in the election, and its AI law still waits
4 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.
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