麦肯锡-主权人工智能：构建战略韧性和影响力的生态系统.pdfVIP

Technology,MediaTelecommunicationsPractice

SovereignAI:Building

ecosystemsforstrategic

resilienceandimpact

SovereignAIisachievableonlythroughanecosystemeffortthat

connectsenergy,compute,data,models,platforms,andapplications

acrossmultipleactors.

ThisarticleisacollaborativeeffortbyAliUstun,ArnaudTournesac,LucaBennici,andRubenSchaubroeck,

withJustindeNiese,KaaviniTakkar,MelanieKrawina,andNewfelDrahmoune,representingviewsfrom

McKinsey’sTechnology,Media,TelecommunicationsandPublicSectorPracticesandMcKinseyTechnology.

March2026

Disclaimer:

Thisarticleisdescriptiveandanalytical.Itdoesnotprovidepolicy,regulatory,ornationalsecurityadvice,and

itdoesnotrecommendspecificnationalstrategies.Examplesareincludedtoillustrateecosystempatterns

andshouldnotbeinterpretedasendorsementsorprescriptions.

SovereignAIismovingfromapolicydebatetoaneconomicandstrategicimperative.Across

governments,enterprises,andinvestors,leadersincreasinglyviewtheownershipofAIcapabilitiesas

centraltoeconomiccompetitiveness,strategicresilience,andsocietaltrust.

Yetdespitethisurgency,manysovereignAIinitiativesarestallingandfailingtodelivertheirexpected

results.Inthisarticle,weanalyzehowsovereignAIeffortsarebeingpursuedandwhatdifferentiates

sovereignecosystemsthatsuccessfullytranslateintentintoscaledadoptionanddurableadvantage.