Rethinking AI Sovereignty: Pathways to Competitiveness through Strategic Investments

Foreword 3

Executive summary 4

1 Investment patterns across the AI value chain 5

　1.1 Historical investments in the AI value chain 6

　1.2 Investment trends in key AI value chain elements 9

2 AI infrastructure as the backbone for driving AI competitiveness 11

　2.1 Global AI infrastructure investment trends 12

　2.2 AI infrastructure challenges and strategic approaches 14

3 Different paths towards AI competitiveness 16

　Pathway 1: From selective players to ecosystem builders 21

　Pathway 2: From adoption accelerators to ecosystem builders 22

　Pathway 3: From emerging collaborators to ecosystem builders via adoption accelerators 22

　Pathway 4: From emerging collaborators to ecosystem builders via selective players 24

　Pathway 5: From emerging collaborators to ecosystem builders 24

4 Key considerations for policy-makers 25

Conclusion 27

Contributors 28

Endnotes 30