Making the case for a third AI technology stack

Making the case for a third AI technology stack

Report

Making the case for a third AI technology stack

This report explores the escalating global race for "Sovereign AI" and the strategic importance of controlling the full technology stack. As of 2025, the debate over digital sovereignty has intensified, with the United States and China currently dominating the primary components of AI—from rare earth minerals and semiconductor design to frontier algorithms and cloud infrastructure. The U.S.

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