Sovereign AI is a bet on the economies of anti-scale
- Mar 16
- 1 min read
The closure of the Strait of Hormuz has thrown users of Middle Eastern oil for a loop. Relying on a single region for a critical commodity, as is more or less inevitable when it comes to fossil fuels, is a huge risk. But what if the commodity in question were not oil, but data?
This is a question governments have been wrestling with for some time. It gets an extra sense of urgency from the crisis unfolding in the Middle East.
The popular answer is “sovereign AI” — the governmental goal of securing a domestic base of servers, data centres and the stuff that goes in them, including even the AI models themselves. For companies, this is potentially a large profit opportunity.
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