As AI accelerates, so does the need for infrastructure that can keep pace. From high-density compute and advanced cooling for AI data centres to AI factories that transform raw data into intelligence, the backbone for AI processing is being built out at speed. We explore some of the key regulatory considerations which may affect decision-making around where to locate, use and/or monetise AI, AI data centres and AI factories, focusing on trade and tariffs, competition, foreign investment, data and data sovereignty. We also consider how government policy and regulation can shape choices for those investing in, building, monetising or using AI, AI factories and the underlying software, hardware and services.

Key takeaways

• Be clear about the strategic opportunities the business intends to monetise or obtain business advantage from and the countries/regions of focus
• Work with your business teams and your lawyers to understand the international trade and regulatory landscapes in those markets to ensure compliance and flexibility is built into the business model
• Consider your contracting approach. Well thought through contracts can be invaluable in dealing with business and regulatory uncertainty and change as well as supply chain resilience