The outsource-prompting-to-India stage will almost entirely be skipped (it already has been).

Developing nations that were looking to tech to climb the economic ladder, are watching that ladder be pulled up.

Most of the upside will go to the US and China. Europe is lagging shockingly on AI spend, they're extremely far behind (but with constant plan announcements). If you didn't know any better, you'd think Europe believed the year was 2010.