The indispensable Gary Price directed my attention recently to a really interesting paper from the Organization for Economic Co-Operation and Development (OECD) titled "A Blueprint for Building National Compute Capacity for Artificial Intelligence". This is the first thinking I've seen that explicitly considers national AI compute capacity planning (including some look at issues like environmental impact and sustainability), as distinct from more general discussions of high performance computing infrastructure (particularly to support research).  The report can be found at

https://www.oecd-ilibrary.org/docserver/876367e3-en.pdf

Clifford Lynch
Director, CNI