Is that AI / compute driven?

In part, sure. From drug discovery to crop yields to education, compute and AI have material benefits. It's kind of shocking that anyone could doubt this.

Evidence:

* https://arxiv.org/abs/2402.09809

* https://phys.org/news/2016-12-mobile-money-access-percent-ke...

* https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3893351

This being HN, I hasten to add they also have massive downsides, we're all doomed, nobody programs the right way anymore, those poor people just think compute & AI are improving their lives, etc, etc.

Absolutely computer driven. It's hard to say the impact of AI, let's give it the same 25 years of computer advancements.

AI in the sense of LLMs is too new to really make an impact yet. But it is compute driven. Modern science and engineering would be impossible as we do it now without high-end compute.