Issue Scenario: mandatory domestic supply chains force clouds to split AI workloads by bloc

Summary

One of NTT DATA's future scenarios for sovereign silicon imagines regional computing zones reshaping the global cloud. In it, countries set up regional sovereign computing hubs and require domestic supply chains for them. Cloud providers would then be forced to spread AI workloads along geopolitical lines rather than purely by cost or performance. This would fragment what is today a largely global cloud footprint into blocs. The report names two main uncertainties, namely whether national investments can reach competitive performance and whether data or models can move reliably between sovereign zones. The scenario highlights a possible trade-off between sovereignty and efficiency.