The geography of AI firms

2026

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AI-generated summary

1) This paper provides a comprehensive overview of the global AI industry, mapping AI-producing firms across 32 economies and analyzing their economic characteristics and geographic distribution.
2) * A new database of 1,246 AI-producing firms across 32 economies is presented, categorized by five layers of the AI supply chain.
* The study identifies the US and China as the largest markets for AI production and examines the factors correlated with AI firm density, such as GDP, AI preparedness, R&D expenditure, and venture capital inflows.
* The paper analyzes the investment activity of AI firms, revealing a strong home bias and a focus on the applications sub-market, while also exploring supply chain specialization and diversification.
3) AI, firm geography, AI supply chain, AI measurement, venture capital

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