AI innovation and governance remain concentrated within a small group of technologically advanced countries. As the United States and China emerge as the principal architects of competing AI ecosystems, their regulatory frameworks, policy approaches, and governance standards are increasingly shaping global AI adoption. Yet, relatively little attention has been paid to whether these domestically developed models are compatible with the priorities and capacities of Global South countries. This lecture introduces a four-dimensional framework for assessing Global South priorities in AI adoption, focusing on AI infrastructure access, digital sovereignty, governance capacity, and developmental outcomes. Through a comparative analysis of policy narratives and governance approaches in the United States and China, the lecture evaluates the extent to which their AI development models align with these priorities. The discussion further highlights areas of divergence by examining India's AI development strategy and its engagement with competing AI ecosystems.