A new study by the Future Investment Initiative Institute in collaboration with Accenture reports that 87% of global investors plan to increase AI-related investments in the Global South—particularly India, Southeast Asia and the Middle East—over the next 12-24 months. The shift reflects a broader pivot from traditional tech hubs toward emerging markets where digital infrastructure and regulatory regimes are evolving rapidly. Key motivations include access to talent, large underserved populations and cost arbitrage. The trend could significantly alter the geography of AI innovation.