Microsoft Publishes Global AI Data Showing a Wider North-South Gap
Microsoft’s new diffusion report records gains in almost every economy, yet its regional split shows that generative-AI use remains uneven.
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3 key pointsMicrosoft’s June estimate points to broader generative-AI adoption, but access is becoming more uneven: usage reached 28.8% in the Global North versus 16.2% in the Global South. The data comes from anonymized, adjusted telemetry and measures product use—not outcomes—so it is directional rather than definitive. Education-focused Copilot activity appears more common in the South, while open-weight models could reduce...
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The UAE led reported adoption at 73.3%, followed by Singapore at 64.3%.
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South Korea posted the largest quarterly gain, up 3.5 percentage points; Japan rose 2.2 points.
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Microsoft expects broader tool coverage to raise measured adoption in nearly every economy, especially China.
Microsoft’s latest Global AI Diffusion Report puts generative-AI use at 18.8% of the world’s working-age population in June. That is about one percentage point higher than in the first quarter, but the report also finds the gap between the Global North and South has widened.
What Microsoft’s measure counts
The index measures diffusion: the share of people ages 15 to 64 who used a generative-AI product during the reporting period. Microsoft calculates the figure from aggregated, anonymized telemetry, adjusted for operating-system and device-market share, internet penetration and population.
Microsoft calls it the strongest cross-country measure available today, while acknowledging that no single metric is perfect. The company says it is continuing to refine how it measures country-level adoption and outcomes.
Microsoft estimates that 18.8% of people ages 15 to 64 worldwide used a generative-AI product in June, about one percentage point above the first quarter.
Generative-AI usage reached 28.8% in the Global North.
The Global South figure was 16.2%, and Microsoft characterizes the regional gap as widening.
Growth reached beyond the leaders
Usage increased in almost every economy in the second quarter. The United Arab Emirates led the reported rankings at 73.3%, followed by Singapore at 64.3%; South Korea posted the largest absolute increase, gaining 3.5 percentage points. Japan added 2.2 points, roughly a 10% rise from its first-quarter level of 22.5%.
Saudi Arabia made the largest move in the rankings, rising five places from 30th to 25th. The country results show growth is not confined to the markets already at the top.
Different patterns of use, and a possible lower-cost route
Microsoft’s analysis of consumer Copilot activity found a higher share of education and learning use in the Global South. The finding concerns Copilot use, not all generative-AI products, but it suggests that adoption rates can conceal differences in how tools are used.
The report identifies open-weight models as one possible route to broader access. Microsoft says they are taking a growing share of API token volume and could lower costs while supporting adaptation to local languages and needs. Infrastructure, connectivity and skills remain barriers.
The next reading will use a broader measure
Microsoft plans to expand its next diffusion measure to include newer AI tools and models. It expects the revision to raise measured user shares in nearly every economy, with larger projected increases in China. The next report will therefore capture a broader set of tools than this one.
Sources
- blogs.microsoft.comThe continued state of global AI diffusion in 2026
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