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AI Control Concentration: Research Report

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📊 14📈 0🔗 4📚 5•4%Score: 11/15
FindingKey DataImplication
Corporate concentration3-5 labs control frontierFew decision-makers
Geographic concentrationUS + China dominateLimited diversity
Compute concentrationTop 5 cloud providers: 90%+Infrastructure choke point
Decision concentrationSmall executive teamsLimited accountability
TrendConcentration increasingWorsening

Control over AI systems—who can develop, deploy, and direct powerful AI—is highly concentrated along multiple dimensions. A handful of companies (OpenAI, Anthropic, Google DeepMind, Meta) control virtually all frontier model development. Two countries (United States and China) dominate global AI capability. A few cloud providers control most AI compute infrastructure. And within these organizations, small groups of executives make decisions affecting billions.

This concentration has both risks and potential benefits. On the risk side: concentrated control means few actors’ values are embedded in systems affecting everyone, single points of failure could have catastrophic effects, and power could be abused for private benefit. On the potential benefit side: fewer actors may be easier to coordinate and regulate, and concentrated resources enable safety investment that distributed development might not.

The trend is toward increasing concentration. Capital requirements for frontier models are rising rapidly ($1B+ per training run), creating insurmountable barriers for most actors. Talent pools are limited and increasingly captured by major labs. And first-mover advantages compound, making leaders harder to challenge.


DimensionDescriptionConcentration Level
DevelopmentWho can build frontier AIVery High
DeploymentWho decides on releasesVery High
InfrastructureWho provides computeHigh
GovernanceWho makes rulesHigh
Research directionWho sets prioritiesHigh
StakeholderControl MechanismCurrent Influence
AI labsBuild and deploy modelsVery High
Cloud providersProvide computeHigh
GovernmentsRegulate, fundModerate but growing
ResearchersTechnical directionModerate
Civil societyAdvocacy, normsLow
General publicDemocratic pressureLow

CompanyEstimated Frontier Market ShareControl Mechanisms
OpenAI/Microsoft35-40%Models, API, Azure
Google DeepMind25-30%Models, Cloud, Search
Anthropic15-20%Models, API
Meta10-15%Open weights
Others<10%Fragmented
CountryShare of Frontier CapabilityTrend
United States60-70%Stable-Growing
China20-25%Growing
EU3-5%Limited
UK2-3%Stable
Others<5%Fragmented
ProviderAI Compute ShareAI Lab Partnerships
Microsoft Azure30%+OpenAI exclusive
Amazon AWS25%+Anthropic
Google Cloud20%+In-house DeepMind
NVIDIA80%+ of GPUsAll labs
TSMC90%+ advanced chipsAll providers
OrganizationKey Decision-MakersBoard Influence
OpenAI~5-10 executivesContested
Anthropic~5 executivesTrust structure
DeepMindSmall leadership + AlphabetParent company
Meta AIZuckerberg + small teamZuckerberg control

FactorMechanismTrend
Capital requirements$1B+ per frontier modelIncreasing
Talent scarcityLimited top researchersSlowly improving
Data advantagesProprietary datasetsPersistent
First-mover effectsLeaders attract resourcesStrong
Network effectsAPIs create lock-inIncreasing
FactorMechanismStatus
Open weightsDistribute capabilitiesActive but controversial
Efficiency gainsLower compute needsOngoing
Government investmentPublic alternativesLimited
AntitrustBreak up concentrationsMinimal action
New entrantsCompetitionHigh barriers

RiskMechanismMitigation
Value impositionFew actors’ values in AIDiverse development
Rent extractionMonopoly pricingCompetition, regulation
Political influenceConcentrated powerGovernance oversight
Coordination failureDon’t represent humanityDemocratic input
RiskMechanismMitigation
Lab failureIf leaders get safety wrongDiversity
Technical failureConcentrated systems fail togetherRedundancy
CaptureConcentrated easier to captureDistribution
CompromiseSecurity breach affects allIsolation

ChallengeDescriptionStatus
Democratic deficitPublic has no voicePersistent
Information asymmetryPublic can’t assessSevere
Regulatory captureLabs influence rulesRisk
Global reachNational regulation limitedStructural
OptionDescriptionFeasibility
AntitrustBreak up concentrationsDifficult
Public alternativesGovernment AI developmentSome interest
Mandate distributionRequired open weightsControversial
Enhanced oversightStrict regulation of concentrated powerGrowing

Related FactorConnection
Concentration of PowerAI control is power concentration
AI Ownership - CompaniesOwnership shapes control
AI GovernanceGovernance must address concentration
Racing IntensityRacing among concentrated actors