重新思考人工智能主权:通过战略投资提升竞争力的路径.pptxVIP

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重新思考人工智能主权:通过战略投资提升竞争力的路径.pptx

RethinkingAISovereignty:PathwaystoCompetitivenessthroughStrategicInvestments

WHITEPAPER

JANUARY2026

Images:AdobeStock

Contents

Foreword3

Executivesummary4

1InvestmentpatternsacrosstheAIvaluechain5

1.1HistoricalinvestmentsintheAIvaluechain6

1.2InvestmenttrendsinkeyAIvaluechainelements9

2AIinfrastructureasthebackbonefordrivingAIcompetitiveness11

2.1GlobalAIinfrastructureinvestmenttrends12

2.2AIinfrastructurechallengesandstrategicapproaches14

3DifferentpathstowardsAIcompetitiveness16

Pathway1:Fromselectiveplayerstoecosystembuilders21

Pathway2:Fromadoptionacceleratorstoecosystembuilders22

Pathway3:Fromemergingcollaboratorstoecosystembuilders

viaadoptionaccelerators22

Pathway4:Fromemergingcollaboratorstoecosystembuilders

viaselectiveplayers24

Pathway5:Fromemergingcollaboratorstoecosystembuilders24

4Keyconsiderationsforpolicy-makers25

Conclusion27

RethinkingAISovereignty2

Investwisely–noteverywhere–andwithalong-termvision

Decisionsmadeinthenextfewyearswillshapewhoremainsorbecomescompetitiveinan

AI-driveneconomy.Policy-makerscan

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