The useful read
hub vs hub
┌─ generated from funding, org, model, compute, and overlap signals ─────────────────────────────── ┐
London has more capital; Shanghai has the stronger notable-model count.
London's biggest carrier is Wayve: $3.5B (50.8% of tracked side funding). Shanghai's biggest carrier is SenseTime: $2.0B (39.7% 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.