{
  "slug": "global-ai-infra",
  "name": "Global AI Infrastructure",
  "updated": "2026-09-21",
  "page": "https://godofstartups.com/atlas/markets/global-ai-infra",
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "facts": [
    {
      "metric": "Amazon quarterly capital expenditure (AI-infrastructure demand proxy)",
      "value": "44.2",
      "unit": "USD billion",
      "geo": "US",
      "period": "2026-03",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/the-ai-buildout-and-the-economy-publicly-available-data-to-assess-ais-impact-20260717.html"
    },
    {
      "metric": "Share of AI infrastructure equipment sourced from East Asia",
      "value": "90",
      "unit": "percent",
      "geo": "Global",
      "period": "2026",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/technology-shocks-the-ai-boomandthe-u-s-current-account-20260714.html"
    },
    {
      "metric": "Samsung and SK Hynix combined share of global DRAM supply",
      "value": "70",
      "unit": "percent",
      "geo": "Global",
      "period": "2026",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/the-ai-buildout-and-the-economy-publicly-available-data-to-assess-ais-impact-20260717.html"
    },
    {
      "metric": "United States share of world AI computing capacity",
      "value": "75",
      "unit": "percent",
      "geo": "US",
      "period": "2026",
      "tier": 1,
      "status": "ready",
      "url": "https://www.ecb.europa.eu/press/key/date/2026/html/ecb.sp260914_2~a3f0efbee4.en.html"
    },
    {
      "metric": "Computers and semiconductors as a share of US goods imports",
      "value": "16",
      "unit": "percent",
      "geo": "US",
      "period": "2026",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/technology-shocks-the-ai-boomandthe-u-s-current-account-20260714.html"
    },
    {
      "metric": "Combined annual capital expenditure of major US technology firms (AI/cloud infrastructure)",
      "value": "412",
      "unit": "USD billion",
      "geo": "US",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/monitoring-ai-adoption-in-the-u-s-economy-accessible-20260403.htm"
    },
    {
      "metric": "US labor force working at firms that have adopted AI",
      "value": "78",
      "unit": "percent",
      "geo": "US",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/monitoring-ai-adoption-in-the-u-s-economy-20260403.html"
    },
    {
      "metric": "Potential annual labour-productivity growth from AI over next decade (adoption-scenario range)",
      "value": "0.2–1.3",
      "unit": "percentage points/year",
      "geo": "G7",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/12/ai-adoption-by-small-and-medium-sized-enterprises_9c48eae6/426399c1-en.pdf"
    },
    {
      "metric": "US workforce reporting work-related generative AI use",
      "value": "41",
      "unit": "percent",
      "geo": "US",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/monitoring-ai-adoption-in-the-u-s-economy-20260403.html"
    },
    {
      "metric": "Major US technology-firm capital expenditure as a share of US GDP",
      "value": "1.31",
      "unit": "percent of US GDP",
      "geo": "US",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/monitoring-ai-adoption-in-the-u-s-economy-accessible-20260403.htm"
    },
    {
      "metric": "US firms that have adopted AI",
      "value": "18",
      "unit": "percent",
      "geo": "US",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.federalreserve.gov/econres/notes/feds-notes/monitoring-ai-adoption-in-the-u-s-economy-20260403.html"
    },
    {
      "metric": "Share of generative-AI-using SMEs with a recent skill gap reporting genAI helped compensate for it",
      "value": "39",
      "unit": "percent",
      "geo": "G7",
      "period": "2025",
      "tier": 1,
      "status": "ready",
      "url": "https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/12/ai-adoption-by-small-and-medium-sized-enterprises_9c48eae6/426399c1-en.pdf"
    },
    {
      "metric": "Global growth of AI-Native startup ecosystem value",
      "value": "161",
      "unit": "percent",
      "geo": "Global",
      "period": "H2 2021-23 vs H2 2023-25",
      "tier": 2,
      "status": "proxy",
      "url": "https://startupgenome.com/ecosystems/tokyo"
    },
    {
      "metric": "Organizations using generative AI in at least one business function",
      "value": "70",
      "unit": "percent of organizations",
      "geo": "global",
      "period": "2026",
      "tier": 2,
      "status": "proxy",
      "url": "https://hai.stanford.edu/ai-index/2026-ai-index-report/economy"
    },
    {
      "metric": "Worldwide AI infrastructure spending, Q4 2025",
      "value": "89.9",
      "unit": "US$ billion",
      "geo": "World",
      "period": "2025-Q4",
      "tier": 2,
      "status": "proxy",
      "url": "https://www.idc.com/resource-center/blog/ai-infrastructure-spending-caps-historic-year-at-90-billion-in-q4-2025-2029-spending-to-eclipse-1-trillion/"
    },
    {
      "metric": "Global private AI investment, year-over-year growth",
      "value": "127.5",
      "unit": "percent YoY",
      "geo": "Global",
      "period": "2025",
      "tier": 2,
      "status": "proxy",
      "url": "https://hai.stanford.edu/ai-index/2026-ai-index-report/economy"
    },
    {
      "metric": "Global AI private investment events sized under USD 50 million",
      "value": "4464",
      "unit": "events",
      "geo": "GLOBAL",
      "period": "2025",
      "tier": 2,
      "status": "proxy",
      "url": "https://hai.stanford.edu/assets/files/ai_index_report_2026_chapter_4_economy.pdf"
    },
    {
      "metric": "Growth in number of newly funded AI companies globally",
      "value": "71",
      "unit": "percent YoY",
      "geo": "Global",
      "period": "2025",
      "tier": 2,
      "status": "proxy",
      "url": "https://hai.stanford.edu/ai-index/2026-ai-index-report/economy"
    },
    {
      "metric": "Average size of a global AI private investment event",
      "value": "66.52",
      "unit": "USD million",
      "geo": "GLOBAL",
      "period": "2025",
      "tier": 2,
      "status": "proxy",
      "url": "https://hai.stanford.edu/assets/files/ai_index_report_2026_chapter_4_economy.pdf"
    },
    {
      "metric": "Private investment in AI infrastructure, models, research and governance",
      "value": "143.2",
      "unit": "USD billion",
      "geo": "GLOBAL",
      "period": "2025",
      "tier": 2,
      "status": "proxy",
      "url": "https://hai.stanford.edu/assets/files/ai_index_report_2026_chapter_4_economy.pdf"
    }
  ],
  "note": "status: ready = two or more independent sources or an official series; proxy = one source; context = macro background, not a validation figure."
}