The useful read
country vs country
┌─ generated from funding, org, model, compute, and overlap signals ─────────────────────────────── ┐
South Africa leads on AI funding; Japan leads on operational compute.
Japan's biggest carrier is Sakana AI: $479M (71.7% of tracked side funding). South Africa's biggest carrier is Cassava Technologies: $720M (99.7% of tracked side funding).
The org chart switches to a carrier board because a treemap would exaggerate sparse or heavily skewed data.
Funding is HQ-based and limited to AI-native orgs. Compute is counted by datacenter location, so it can disagree with headquarters funding.