1、N OV E M B E R 2 0 2 5Australian Academy of Technological Sciences&EngineeringUnleashing growthAustralias AI investment blueprintContentsExecutive summary 3Introduction 4Australia today 11Paths forward 14AI impact on GDP 17Risks and mitigations 27Conclusion 29Appendices 30Cover image:An artists illu

2、stration of artificial intelligence(AI).This image explores machine learning as a human-machine system,where AI has a symbiotic relationship with humans.It was created by Aurora Mititelu as part of the Visualising AI project launched by Google DeepMind.Unleashing growth:Australias AI investment blue

3、printAustralian Academy of Technological Sciences&Engineering 2 Executive summaryGlobal investment in AI is accelerating toward AU$3 trillion by 2026,paced by major initiatives such as the AU$760 billion Stargate AI infrastructure program in the United States.Australia has invested just over AU$300

4、million over the last five years.AI is now a source of national competitiveness.A few countries are racing ahead and shaping the global economy,while those that lag risk becoming dependent on foreign technology undermining their future prosperity,security and cultural identity.AI contributes to the

5、growth of gross domestic product(GDP)in two distinct but interconnected parts of the economy.The first is through increased productivity in what we refer to as“the existing economy”that is,products and services that are already in place.The second is through the creation of new products and services

6、 that would not have been conceivable without AI,such as applications,AI models,data centres and AI-specific chips,which together form what we call“the new AI economy”creating new economic value.The key to spurring either kind of growth is more government investments in sovereign AI,which means AI c