Issue Scenario: mandatory domestic supply chains force clouds to split AI workloads by bloc
Summary
One scenario has nations creating regional sovereign computing hubs with compulsory domestic supply chains, so cloud providers must distribute AI workloads along geopolitical lines, with the report asking whether national investment can reach competitive performance and whether data or models can move between zones at all.
Classification
Main topicGeopolitics & Security
Region menusGlobal
Impactscope:global
Time horizonnot assigned
Wildcardyes
Last updated2026-07-29 04:49:52
Evidence 3
- Technology Foresight 2026: Sustaining growth in the era of mass intelligence NTT DATA page=56;section=5 Sovereign silicon ecosystems / Future scenarios 2026-03 accessed 2026-07-26
- Technology Foresight 2026: Sustaining growth in the era of mass intelligence NTT DATA page=56;section=5 Sovereign silicon ecosystems / Future scenarios 2026-03 accessed 2026-07-26
- Technology Foresight 2026: Sustaining growth in the era of mass intelligence NTT DATA page=56;section=5 Sovereign silicon ecosystems / Future scenarios 2026-03 accessed 2026-07-26
Constituent trends 1
Directly linked signals 0
No objects.
Relation types: constitutes
Public id: fm-43cb0ec47248