The useful read
country vs region
┌─ generated from funding, org, model, compute, and overlap signals ─────────────────────────────── ┐
China and Europe are close on tracked AI funding, so the interesting split is models, compute, and org depth.
China's biggest carrier is Moonshot AI: $3.9B (16.6% of tracked side funding). Europe's biggest carrier is Wayve: $3.5B (15.4% of tracked side funding).
The org treemap is shown because both sides have enough funded orgs for area to mean something.
Funding is HQ-based and limited to AI-native orgs. Compute is counted by datacenter location, so it can disagree with headquarters funding.