Trend Securing national technology sovereignty becomes the key to winning the AI race

Summary

The report sees AI rising beyond industrial innovation into a core element of security and economic order, pushing major countries to secure independence and control over AI technology. As AI becomes recognised as core infrastructure for national security, the economy and society, sovereignty over AI capability and operating systems is treated as essential for national survival. Intensifying US-China rivalry is politicising global supply chains for AI chips, core software and data and splitting them into blocs. Countries are pursuing vertical integration that keeps infrastructure, models, platforms and services under domestic control. As global big tech firms dominate infrastructure and model ecosystems, dependence on specific platforms and the risk of data leakage are rising sharply.