The observation about electricity being useful for 140 years while 600 million people still lack access is sharp. Usefulness alone has never been sufficient to overcome the infrastructure barriers a technology needs to get deployed. Every technology splits into two layers infrastructure and application. Private capital flows toward application because ROI is higher. Infrastructure is a public good, returns are slower, and the funding it requires runs into political barriers most LMICs cannot overcome. The deeper problem is what is happening right now in governance. Every framework being built EU AI Act, national AI strategies, safety frameworks focuses heavily on deployment rules and model behaviour. The compute infrastructure layer where actual concentration is happening, remains completely ungoverned. No major governance framework treats compute concentration as its problem. This means LMIC exclusion is not just a market outcome. It is being locked in at the governance design stage. By the time LMICs have meaningful political leverage to demand infrastructure access the ownership structures will already be legally and commercially entrenched. Compute governance needs to be part of the development economics conversation not just the AI safety conversation. Right now these two fields are not talking to each other and that silence has consequences.
The observation about electricity being useful for 140 years while 600 million people still lack access is sharp. Usefulness alone has never been sufficient to overcome the infrastructure barriers a technology needs to get deployed.
Every technology splits into two layers infrastructure and application. Private capital flows toward application because ROI is higher. Infrastructure is a public good, returns are slower, and the funding it requires runs into political barriers most LMICs cannot overcome.
The deeper problem is what is happening right now in governance. Every framework being built EU AI Act, national AI strategies, safety frameworks focuses heavily on deployment rules and model behaviour. The compute infrastructure layer where actual concentration is happening, remains completely ungoverned. No major governance framework treats compute concentration as its problem.
This means LMIC exclusion is not just a market outcome. It is being locked in at the governance design stage. By the time LMICs have meaningful political leverage to demand infrastructure access the ownership structures will already be legally and commercially entrenched.
Compute governance needs to be part of the development economics conversation not just the AI safety conversation. Right now these two fields are not talking to each other and that silence has consequences.