State of Decentralized AI 2026 – Analyzing AI and Infrastructure Centralization

Summary: This report examines the concentration of AI power, highlighting that 86% of AI and 94% of GPUs come from a few companies and countries. It explores the decentralized AI ecosystem as an alternative, analyzing key players and infrastructure to reveal current capabilities and future directions.

What it does

The report investigates AI and compute centralization, detailing the decentralized AI ecosystem through analysis of companies, interviews with stakeholders, and technical insights, including a chapter on foundational technologies.

Who it's for

It targets researchers, industry professionals, policymakers, and anyone interested in AI infrastructure and decentralization trends.

Why it matters

It addresses the risks of AI concentration controlled by few entities and presents decentralized AI as a potential solution to distribute compute and model access more broadly.