Plus sideways CPI
The increasing geopolitical competition for technological leadership and the criticality of AI infrastructure are driving nations to secure their own AI capabilities.
The emergence of 'state-owned AI' directly challenges the current tech dominance of a few private companies and major powers, creating new market dynamics and national security considerations.
Nations are increasingly viewing AI as a strategic asset, leading to direct state investment and control over its development and deployment rather than relying solely on private enterprise.
- · National AI champions
- · Governments with strong industrial policies
- · Domestic compute and data infrastructure providers
- · Multinational AI giants (without state partnerships)
- · Small nations without domestic AI capabilities
- · Open-source AI models (if restricted by national interest)
Increased national spending on AI research, development, and infrastructure will occur.
This will likely lead to fragmentation of the global AI ecosystem, with different national AI stacks emerging.
Geopolitical rivalries could intensify as nations weaponize or leverage their sovereign AI capabilities for strategic advantage.
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Read at Financial Times — Technology