Socio-Economic
Building and operating local AI infrastructure, leveraging data for
national
benefit, and creating country-specific models and services to create new kinds of value
“Every country needs to own the production of their own
intelligence…The AI factory will become the bedrock of modern economies across the world”
– Jensen Huang, NVIDIA
Geopolitical
Tech de-globalization, export controls, and restrictive policies on trade
and talent driving acceleration of domestically owned and operated HPC compute infrastructure locally
“Countries do not want to rely on others for AI and cloud computing
capabilities due to the economic value at stake”
Independence
Countries view localized AI (infra, data, models) as critical for
protecting
national interests, bolstering national security, and aligning with regional regulations
“Sovereign AI is a natural extension of the Sovereign Cloud movement
we
saw play out in EMEA post-COVID ”
Interoperability
Trusted AI offerings are a proxy to share, monetize, and unlock new
economic
value for industries leveraging an endorsed sovereign tech stack in-country
“Sovereign AI Clouds will amplify data sharing as industries
collaborate in a country or region to outcompete”
By 2027, local data center providers will account for nearly a quarter of new computing capacity coming online (40% hyperscalers, 30% global DC providers)
NVIDIA projecting $10B in near-term revenue from government-endorsed Sovereign AI investments
Nearly 40% of APAC Government Agencies are Already Using or Planning to Use Sovereign Cloud or Sovereign AI platforms by 2025
United States of America
- Executive Order on the Safe, Secure, and Trustworthy Development and Use of Artificial Intelligence
- Project Stargate, a $500bn private collaboration, to build large AI data centers
- Integrate AI agents into military operations under the Thunderforge program
EU
- Charted a 7-tier strategy to foster AI Sovereignty
- InvestAI - a €200 billion investment to bolster AI development
- Artificial Intelligence Act to establish a comprehensive regulatory framework
Germany
- Established an AI Action Plan to achieve technological sovereignty
- Deutsche Telekom has committed to expanding its data center infrastructure for AI
French
- Committed €109 billion to AI development
- Established National Strategy for AI
Netherlands
- Building its own LLM: GPT-NL
Saudi Arabia
- Unveiled National Strategy for Data & AI (NSDAI) and National Centre for AI (NCAI)
- Saudi Data and AI Authority (SDAIA) Established to oversee AI initiatives; Saudi.ai: Vision 2030 AI.
United Arab Emirates
- Unveiled 2 open-source LLMs namely Falcon and Jais
- AI, Digital Economy and remote work app. Ministry established to drive the UAE's AI initiatives
- Established a National Strategy for AI 2031; Launched MGX fund to invest in AI
Qatar
- Ooredoo: Localized cloud, AI services
- Merger of QNBN and GBI to create a leading digital and AI infrastructure entity
India
- Plan to add 18,693 GPUs (10,000 GPUs already procured)
- Launched India AIDataset Platform for Open Data ; Pursuing National AI Strategy
Japan
- Comprehensive AI regulation; Defense: Basic Policy for AI usage
- Developing a Gen AI supercomputer ($200mn)
Singapore
- HTX now positioned as 'AI-first' org.; allocated SGD 400mn for AI research
- Building its own LLM as a part of its National AI Strategy 2.0
Thailand
- Driving AI adoption with National AI Strategy
- Google and TikTok announced $1bn & $3.7bn to set up data centres to support AI advancements
Indonesia
- Launch of Stranas KA – National Strategy on AI
- Indosat Ooredoo Hutchinson (IOH) sets up Sovereign AI TechCo as NVIDIA Cloud Partner for nation
Future winners of AI will pursue different approaches, since each layer will require a different winning criteria
Solutions
Industry specific solutions to drive value for end customer
Industry Specific E2E Solution
Global Regulation
& Compliance
Legacy
Integration
Global De facto
Standards
Agents
Required Agents to establish an Intelligent Architecture
Lowest Cost
Utility Agents
Best Agent
Orchestrators
Industry Specific
Agents
Agent
Rights & Protection
Model Layer
All necessary modeling tools and relevant capabilities
Hyper-relevant
(language,
culture, country
specific, regulations)
Most Energy
& Data Efficient
Industry Specific
SLMs
Dynamic
Switchboards
Data Layer
All relevant data to be consolidated to create AI
Largest Original
Data Sources
Best Dynamic
Data Ontology
Best Data
Operations
Best Data
Protection
AI Infrastructure Layer
All enabling infra to run AI Operations
Latest Chip
Capabilities
Lowest
Power and best
connectivity
Best Location
Edge & Center
Hyperscaler
like Infra management
capabilities