AI 주권과 전략적 투자

AI Global
  Alliance


In collaboration with Bain & Company

Rethinking AI Sovereignty:
Pathways to Competitiveness
through Strategic Investments

W H I T E P A P E R
J A N U A R Y  2 0 2 6

Images: Adobe Stock

Contents


Foreword                                                     3

Executive summary                                              4

1 Investment patterns across the AI value chain                       5

     1.1  Historical investments in the AI value chain                    6

     1.2  Investment trends in key AI value chain elements               7

2  AI infrastructure as the backbone for driving AI competitiveness          9

     2.1  Global AI infrastructure investment trends                   10

     2.2  AI infrastructure challenges and strategic approaches          12

3  Different paths towards AI competitiveness                         14

     Pathway 1: From selective players to ecosystem builders           19

     Pathway 2: From adoption accelerators to ecosystem builders       20

     Pathway 3: From emerging collaborators to ecosystem builders      20
                    via adoption accelerators

     Pathway 4: From emerging collaborators to ecosystem builders      22
                    via selective players

     Pathway 5: From emerging collaborators to ecosystem builders      22

4 Key considerations for policy-makers                             23

Conclusion                                                   25

Contributors                                                  26

Endnotes                                                    28





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                                                                                             Rethinking AI Sovereignty   2

January 2026    Rethinking AI Sovereignty:
               Pathways to Competitiveness through Strategic Investments



   Foreword





                                        Cathy Li