OECD Digital Economy and Society Outlook 2026 | Spotlight on powering AI progress: The future of compute

This Spotlight discusses various dynamics affecting the future of AI compute and its role in advancing AI progress. It first examines anticipated technological advances and challenges across the compute layers of the AI stack. Second, it provides an overview of the economics of AI compute highlighting investment, appropriate access and market trends. Lastly, the Spotlight looks at key policy considerations to ensure the future of compute supports shared AI progress.