Policy Orbit: The Future of Global A.I.

As the global economy moves towards ubiquitous digitisation, the demand for and generation of data is experiencing exponential growth, as are computational requirements and user adoption of AI products and services. This growth is forcing big-tech incumbents to expand capital expenditure. Undergirding this dynamic is the confluence of increasing frontier model training costs and plummeting inference costs. Revenue streams of AI companies are further being strained due to the rise of open-source systems offering competitive performance. To explore this techno-economic matrix, this report analyses the findings of BOND’s ‘Trends in Artificial Intelligence’ report released in May 2025. The analysis is followed by recommendations for accelerating adoption through inclusive practices, supporting infrastructure development and strategic capacity-building in the Middle East and India.

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