Humane partners with US AI startups like Grok by deploying their hardware in Saudi data centers. This gives the startup immediate global reach, while the startup's cloud entity manages the service to ensure U.S. compliance. This creates a win-win for revenue share and global distribution.

A new biotech model attracting global VCs is emerging in Japan. It pairs the country's high-quality, surprisingly low-cost R&D talent with US management and venture funding. The Japanese government is accelerating this trend with powerful incentives, like a non-dilutive "two-for-one" matching grant program for accredited investors.

To bypass stringent Western regulations, medical pioneers are establishing operations in Special Economic Zones. By striking deals with governments for more flexible rules, these zones, like the one in Roatán, Honduras, become crucial testbeds for controversial interventions like gene therapy.

Beyond the US and China, Saudi Arabia is positioned to become the third-largest AI infrastructure country. The national strategy leverages its abundance of land and power not just for oil exports, but to lead the world in "energy exports via tokens," effectively selling compute power globally.

Recent billion-dollar successes in the French biotech ecosystem, such as Abivax and Medincel, are largely credited to their management teams. These leaders often have significant experience working in the US and other countries. This global perspective enables them to develop assets for a worldwide market, navigate different regulatory environments, and attract international funding, breaking the mold of previously localized French biotechs.

In stark contrast to the US, Chinese investors are accelerating funding for early-stage cell and gene therapies, which now account for 29% of seed/Series A rounds. These firms are specifically backing technologies like NK cell therapies, which have fallen out of favor in the West, creating a divergent global innovation strategy.

An ideologically driven and inconsistent FDA is eroding investor confidence, turning the U.S. into a difficult environment for investment in complex biologics like gene therapies and vaccines, potentially pushing innovation to other countries.

BeiGene's success demonstrates a new model for biotech growth. It started in China and expanded globally, but critically maintains China as a core hub for innovation. This challenges the traditional view that biotech innovation flows primarily from the West and must be built from a US headquarters.

Amidst growing uncertainty at the US FDA, biotech companies are using a specific de-risking strategy: conducting early-stage clinical trials in countries like South Korea and Australia. This global approach is not just about cost but a deliberate move to get fast, reliable early clinical data to offset domestic regulatory instability and gain a strategic advantage.