1、Rethinking AI Sovereignty:Pathways to Competitiveness through Strategic InvestmentsW H I T E P A P E RJ A N U A R Y 2 0 2 6In collaboration with Bain&CompanyAI Global AllianceImages:Adobe StockDisclaimer This document is published by the World Economic Forum as a contribution to a project,insight ar

2、ea or interaction.The findings,interpretations and conclusions expressed herein are a result of a collaborative process facilitated and endorsed by the World Economic Forum but whose results do not necessarily represent the views of the World Economic Forum,nor the entirety of its Members,Partners o

3、r other stakeholders.2026 World Economic Forum.All rights reserved.No part of this publication may be reproduced or transmitted in any form or by any means,including photocopying and recording,or by any information storage and retrieval system.ContentsForeword 3Executive summary 41 Investment patter

4、ns across the AI value chain 51.1 Historical investments in the AI value chain 61.2 Investment trends in key AI value chain elements 92 AI infrastructure as the backbone for driving AI competitiveness 112.1 Global AI infrastructure investment trends 122.2 AI infrastructure challenges and strategic a

5、pproaches 143 Different paths towards AI competitiveness 16Pathway 1:From selective players to ecosystem builders 21Pathway 2:From adoption accelerators to ecosystem builders 22Pathway 3:From emerging collaborators to ecosystem builders viaadoption accelerators 22Pathway 4:From emerging collaborator

6、s to ecosystem builders viaselective players 24Pathway 5:From emerging collaborators to ecosystem builders 244 Key considerations for policy-makers 25Conclusion 27Contributors 28Endnotes 30Rethinking AI Sovereignty2ForewordArtificial intelligence(AI)is rapidly becoming the defining capability of the