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Overview
But this sudden and often jarring wave begs a simple question: who wins? If AI were to become merely a profit engine for a few concentrated players, what would be the effects on industrial sovereignty, employment, and regional development ?
In other words, the challenge is not only technological it is political, economic and social.
This article deciphers the vision of “inclusive AI” promoted by UNCTAD 2025, putting into perspective sectoral analyses, key data and practical recommendations.
Quick Overview of the Report (UNCTAD, 2025) and Its Key Messages
UNCTAD is releasing in 2025 a report on "Inclusive Artificial Intelligence for Development" (source).
AI, as a general-purpose technology, presents significant opportunities for growth and structural transformation, but its diffusion is uneven, concentrated in a few countries and firms, and threatens to exacerbate inequalities, the paper says.
The report advocates for proactive public policies: infrastructure, data access, training, and international cooperation are at the heart of a strategy to harness AI in an equitable way.
What does the report say about risks and opportunities? UNCTAD warns: without corrective measures, AI may widen the North–South gap, since infrastructure, skills, and capital remain largely concentrated.
Conversely, with proper governance, AI can become a lever for productivity, service access, and smarter industrialization.
The rise of AI: Key figures and projections
Growth of the Global Market and Projections (2023–2033)
Several studies and syntheses, including references echoing UNCTAD’s report, estimate that the global AI market value could grow from about $189 billion in 2023 to nearly $4.8 trillion by 2033.
This projection, which varies depending on methodology, reflects the scale of investment in software, platforms, hardware (data centers, GPUs) and AI-related services.
These figures are not promises but scenarios and they explain why industries and governments are repositioning themselves today.
Adoption and Acceleration of Use: Who Wins, Who Loses?
Adoption is uneven. Large corporations and advanced economies capture most of the innovation, talent and infrastructure (computing centers, semiconductor supply chains).
The result: network effects and competitive advantages that may marginalize smaller players or less-equipped economies, unless industrial policies and cooperation efforts are implemented.
Opportunities offered by AI for industry and developing countries
Productivity gains and sectoral digital transformation
For industry, AI promises multiple gains: process optimization, predictive maintenance, better inventory management, reduced energy waste, automation of dangerous or repetitive tasks…
These cumulative gains enhance competitiveness but not automatically. Organizations, KPIs, and business models must be rethought.
A truly “AI-ready” factory is not one that automates everything, but one that combines human and digital intelligence to extract greater value.
Improving public and private services: Health, Education, Logistics
Beyond production, AI can transform services: faster medical diagnostics, smart vaccine supply chains, personalized learning to address the shortage of qualified teachers…
In developing countries, such applications can bring about remarkable qualitative leaps, if they are adapted to local contexts (languages, connectivity constraints, data culture).
Concrete use cases in emerging economies
Think of a logistics service that, thanks to advances in artificial intelligence, optimizes distribution in regions with limited infrastructure; or a precision agriculture platform that helps small farmers increase their yields; or offline educational tools that adapt learning pace to individual students.
These examples show that inclusive AI is not an abstract ideal it is a concrete strategy for building local value.
Challenges and risks: Concentration, jobs and the digital divide
Infrastructure and expertise concentration
The UNCTAD report reminds us of a fact that is often overlooked: the material and human capabilities needed for AI data centers, electronic chips, R&D teams are highly concentrated.
This asymmetry generates entry barriers and dependencies that impoverish less-endowed industrial ecosystems. Without industrial policies and skill export strategies, AI benefits will be concentrated in the hands of a few.
Risks for employment and transformation of work
Estimates reported by various international analyses indicate that up to 40% of jobs could be affected by automation or task reconfiguration in the medium term not just through job loss, but through a deep transformation of the required skillsets.
The challenge is twofold: protecting at-risk workers and massively supporting professional retraining.
The north–south digital divide and global governance
Without international coordination (rules, technology transfers, standards), the rise of AI could reproduce the exclusion patterns already seen in previous waves of technological globalization.
Issues such as data sovereignty, infrastructure access, and ethical standards become central to avoiding a “race for advantage” that traps some nations in secondary trajectories..
Toward inclusive AI: Practical (UNCTAD) recommendations for industry
UNCTAD does more than warn it offers a roadmap. Here’s how industries, particularly in emerging economies and among private partners, can translate these recommendations into action.
Fair access to technology and infrastructure
Invest jointly in regional infrastructures (shared computing centers, data hubs) instead of reproducing centralized architectures.
Promote “Edge + Cloud” models that reduce dependence on costly international connections.
These measures lower entry barriers and broaden the number of actors capable of industrializing AI locally.
Training, skills and capacity-building strategies
The true engine of inclusive AI is neither algorithms nor data centers but human skills: those who design, adapt and operate them.
AI only holds value insofar as it integrates into professions, decisions and the daily gestures of industry.
That’s why UNCTAD insists: without large-scale skill development, AI risks becoming a factor of exclusion rather than progress.
But what does “capacity-building” actually mean in practice?
1.Train differently, train together
Companies can no longer rely on top-down or generic training. What’s needed are targeted, operationally grounded programs: upskilling technicians, industrial bootcamps for engineers, hands-on workshops for managers.
These initiatives have the greatest impact when co-created with economic actors manufacturers, technical schools, professional associations.
2.Learning by doing and building
Here comes the well-known principle of “learning by doing”: experiment, test, iterate.
Put employees at the center of pilot projects, allow them to handle data, explore real use cases of automation or predictive analysis.
Sectoral incubators — laboratories where engineers, data scientists, and business leaders meet — play a key role. They turn curiosity into competence, and competence into innovation.
In truth, the best way to learn AI is to make it speak to your profession.
- How can a line operator use a predictive interface?
- How can a logistician interpret a model’s recommendations?
- How can a plant manager balance automation with the preservation of know-how?
Such questions find answers only through practice not manuals.
3.Rethinking Organization and HR Pathways
The challenge is also organizational.
Integrating AI into existing structures requires rethinking HR pathways, evaluation systems, and career plans.
An “AI-ready” company is not one that hires data scientists by the dozen, but one that develops hybrid skills at the intersection of domain expertise and data literacy.
We’re talking about training internal translators: profiles able to understand on-the-ground constraints while communicating effectively with technical experts. These intermediaries become essential conduits for intelligence.
4.Building a Culture of Continuous Learning
Finally, AI evolves too quickly for training to remain a one-off event.
A culture of continuous learning must be built one that encourages curiosity, views experimentation not as a risk but as a necessity.
Leaders play a decisive role here: they must embody openness, support internal initiatives, and value atypical career paths.
Because ultimately, an inclusive AI is not measured by the number of deployed models, but by the quality of the humans who accompany them.
And that quality must be cultivated, patiently, collectively.
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Conclusion
Artificial intelligence is undeniably a powerful lever for industrial and social transformation.
But the true choice is about direction: do we want an AI that centralizes wealth and power or one that empowers, builds local industries, and upholds common values?
The UNCTAD (2025) report asks us to take the second road - by policy, cooperation and investment.
For companies, the takeaway is this: AI is a strategic opportunity, but it's only a strategic opportunity when it's inclusive and responsible.
What role do you want to play in this story?
Building bridges in infrastructure, training and partnerships rather than walls, proves not only moral but also… good economic sense.