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According to the report, global investment is increasingly shifting towards AI infrastructure and digital technologies. Between 2021 and 2025, AI infrastructure and AI-related technologies increased their share of global investment from 30 to 59 per cent.

Meanwhile, the share of semiconductors fell from 38 to 26 per cent and energy transition technologies from 24 to just nine per cent. The UN report attributes this shift to growing demand for data centres, cloud infrastructure, and computing capacity needed to support AI.

India has emerged as a key destination for AI infrastructure investment. The largest announced greenfield project in Asia in 2025 was Alphabet's $14.5-billion data-centre investment in India. The report attributes India's growing appeal to its large digital market, expanding cloud services, skilled workforce, and rapidly developing digital ecosystem.