Five companies, in a single year, will spend on AI infrastructure nearly twice what an economy of 240 million people produces in total annual output. By adapting small, low-cost AI tools to local conditions, they can bring better medical care, education, judicial services, and agricultural extension within reach of millions. AI tools that require consistent internet access cannot serve populations where that access is intermittent. The countries that adapt AI tools to local conditions first will capture the productivity gains. And the companies driving the AI transformation are spending nearly twice Pakistan’s entire GDP on AI infrastructure in a single year.