2025年主权AI：拥有你的AI未来报告（英文版）

SovereignAI:Ownyour

AI

futureFrommanagingrisktoacceleratinggrowthDavid

WoodSeniorManaging

Director–Global

TechnologyConsultingLead,GlobalSovereignAILeadBryanRichSeniorManaging

Director–Global

AILead–

Health,

Public

Servicesand

DefenseSuryaMukherjeeSeniorPrincipal,SovereignAI

GlobalResearch

LeadMauroMacchiCEO–Europe,

Middle

East

andAfrica(EMEA)MauroCapoManagingDirector–

DigitalSovereigntyLead–

Europe,

MiddleEast

and

Africa

(EMEA)

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

2KunalShahManagingDirector–SovereignAILead–Asia

PacificEurope,Middle

East,AfricaAuthorsAsia

PacificGlobalIntroductionArtificialintelligencehasmovedbeyondbeingatechnologicalmarvel.Ithasbecomethefoundationfornationalcompetitivenessandbusinesssurvival.Yetitsfoundations—models,computingpoweranddata—areconcentratedinafewhands.In2024,nearly70%ofleadingAImodelsoriginatedintheUnitedStatesandanotherquarterinChina1.Theresultisalevelofdependenceforsomecountriesthatraisesimportantquestionsaboutresilience,competitivenessandlong-term

innovation.Thispathtoriskmitigationandresiliencealso

revealsagrowthopportunity:SovereignAI.Thegoodnews?Onlyone-thirdofanorganization’sAIworkloadsneedtobesovereign.Workingwithamixofglobalandlocalprovidersleadstomoreopportunitiesfor

innovationandgrowth.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

3SovereignAIreferstoa

country’s

abilitytoindependentlydevelopanddeployAIbyrelyingonitsown

infrastructure,data,modelsandtalent.Thisenablesacountry

tofosterinnovation,driveeconomic

growthandadvancestrategicgoals—whileretainingfullcontrol

overtheentire

AIlifecycle.Sovereigntyallowscountriesandenterprisestocreateandparticipate

innewtrustedAIecosystemsandbuildsecurewaystosharedatawhilehedgingagainstgeopoliticalriskandstrengtheningresilience.It

fuelslocalindustrygrowth,fostersself-relianceandacceleratesAI-ledeconomicexpansion.Inessence,sovereignAIturnsstrategic

vulnerabilityintoanengineforinnovation,competitivenessand

nation-buildingmeasuredthroughGDPexpansion.SovereignAIisnotaboutisolationismor

everynation/companybuildingtheentireAIstackfromscratch—

veryfewcan.It’saboutinteroperabilityonone’sownterms.Thegoalistomaketechnologicalchoicesthatareflexibleand

secureandcreateafit-for-purposeAIstackthatblendsglobal

andlocalcomponents,eachgovernedbytheright

levelofoversightdependingontheusecaseandnationalpriorities.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

4IntroductionOngoinggeopoliticaluncertaintiesareincreasingconcernsthatrelyingheavilyonalimited

numberof

providers

mayintroducevulnerabilitiesintosupplychains,potentiallyaffectinginnovationandnationalinterests.Proprietary

models

mayembedculturalorregulatorybiasesmisalignedwith

local

norms.Mostcritically,dataandcomputesovereigntydeterminewhocapturesthemajorityofthevaluefromAIinnovation.Fornations,itcandefineeconomicgrowthand

increasecontroloverpublicinfrastructure;forenterprises,it

canacceleratecompetitiveadvantageandexpandprofitpools.Asaresult,signsofarapidlyexpandingdemandforsovereign

AIareeverywhere.Oursurveyofalmost2,000businessandgovernmentleadersacross28countriesfoundthat61%are

nowmorelikelytoseeksovereigntechnologysolutionsas

geopoliticalrisksriseandastheeconomicvalueassociated

withAIisabundantlyclear(see

Figure1).Analystsofferdifferingestimatesofthetotalopportunityasthemarketevolvesandoverlapswithadjacentsectors—butmomentumisclearlybuilding.Oppenheimer’sEquity

Research

firmputsthepotentialsovereignAIinfrastructureopportunity

at$1.5trillion,including$120billioninEurope2.AccordingtoGartner®,“by2027,35%of

countries

will

be

locked

intoregion-specificAIplatformsusingproprietarycontextualdata.”Additionally,by2028,65%ofgovernmentsworldwide

willaddsometechnologicalsovereigntyrulestoimprovetheir

independenceandprotectthemfromoutsideregulators3.Morelikelyto

adoptNochangeSignificantly

morelikely

to

adopt41%31%Figure1:Geopolitical

turmoil

ignites

the

race

for

tech

sovereigntyQ:Inlightoftherecentgeopoliticalturmoil—includingtariffs,tradetensions,andsovereigntydebates—howhasyour

organization’sattitudechangedtowardstechnologieswithsovereigncapabilities?

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

5Significantlyless

likelyto

adopt2%50%40%30%20

%10%0%Lesslikely

to

adopt6%Source:Accenture

Sovereign

AI

survey,July-August2025,N=1,928Introduction20%Nowonderthatmostnationsgloballyareembeddingsovereignty

intotheirAIstrategies.FromSwitzerland’scompliantcloud4

and

theEU’sAIContinentActionPlan,

India’sSovereignAI

plan5,totherecentSaudiArabia’sHUMAINinitiative6,theshift

isunmistakable:SovereignAIisnowadefiningpillar

of

globaldigitalstrategy.Ontheenterpriseside,respondentsoverwhelminglyseegovernmentsasakeycatalyst:73%saygovernments,statesorinstitutionsliketheEU

havea

key

roleto

playinincreasingdigitalandAIsovereignty—throughregulation,

subsidiesorinvestments.So,whatnow?CompaniesthatintendtoexploittheemergingopportunitiescreatedbysovereignAIaremovingfast,thinkingbigandplayingbothoffenseanddefense.

Basedonour

research

andworkwithleadingorganizations,fourimperativesseparateleadersfromtherest.These

leaders:1.Makesovereigntya

CEO-led

prioritytoalignAI

strategywith

enterpriseresilience,growthandgeopoliticalrealities2.Reframesovereigntyasasourceofvaluecreation,notjust

riskmitigationorcompliance3.

Buildhybridecosystemsthatcombinelocaltrustwithglobalinnovationandscale4.ArchitectAIensuringflexibilityacross

infrastructure,data

and

modelsTheracetocreatesovereignsolutionsprovidesopportunitiesfor

bothglobalcloudprovidersandlocalsupplierstooffercloud-basedinfrastructure,data,cybersecurityandAImodels.Forcompanies,itcreatesatrustedstackthatincentivizesregionalindustryandcross-industrycollaborationanddatamonetization.

Fornations,sovereignAIalsopresentsanopportunitytoempowerpeopleandsafeguardtheirrights,therebyenabling

systemsthatreflectlocallanguage,cultureandvalues.

Itgives

citizensrecourseifalgorithmsmisstepandallows

localinstitutionstocapturemoreofthevalue.TherealityisthatsovereignAIturnsAIfromsomethingimposedonpeopleinto

somethingbuiltforthem.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

6IntroductionImperative01CEO

Ownership:MakesovereignAI

leadership’s

newpowerplayWhenNVIDIA’schiefexecutiveJensenHuangstoodbesideDenmark’skinginCopenhagenlastOctoberandswitchedon

thecountry’sfirstAI

supercomputer,

themessagewasunmistakable:TheraceforAI

sovereigntyhasbegun.Andit’snolonger

justamatterforgovernments—it’saCEO

andboard-levelconcern.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

7Why

it

matters:SovereignAIdecideswhohasoversightoverdata,whoshapesmarketsandwhowritestherulesofdigitalengagement.Itinfluencestrust,growthandgeopolitics.That’swhythestrategymuststartatthetop.Themoreregulatedtheindustry,thehigher

thestakes.Infinancialservices,sovereigntydetermineswhocontrolstransactiondata,tradingmodelsandcustomeridentities—coreassetsthatdefinecompetitiveadvantageandtrust.Inhealthcareandlifesciences,

itgovernsaccessto

patient

records,genomicdata,andclinicalmodels—areasboundbystrict

regulationandnationaloversight.Indefenseandcriticalinfrastructure,itdictateswhetherAIsystemscansafelyoperate

onsovereigncompute,freefromforeigndependenciesorinterference.Bycontrast,sectorssuchasretail,media

andconsumerservicesfacefewersovereigntyconstraints,though

eventhere,customerprofilingdataandrecommendationmodelsraisegrowingconcernsaboutcontrolandcompliance.Take

action:Yettoday,only15%oforganizationshavemadeAIsovereigntyaCEOorboard-levelconcern(Figure2).Thisisacriticalblind

spot.

Withoutexecutiveownership,sovereigntyrisksbecominganother

complianceboxtotick—ratherthanaleverofdifferentiationand

valuecreation.Governmentscanleadbyexample—creatingrolessuchasanAISovereigntyOfficerinthepublicsectortosignalthe

importanceofexecutiveownershipandencouragebusinessesto

followsuit.Ourresearchshowsthat20%ofgovernmentsoftenhaveaboardlevel/senior

levelheadfor

sovereign

AI.Top-levelownershipisnon-negotiable.Herearethethree

decisiveactions.1.Pick

suppliers

based

on

complex

geopolitics

and

resilience:Thequestionisnolongerwhetherto

useglobal

playerscontributingtotheAIsupplychain.Itiswhere,whenandhowtobestassemblethesetechnologiestocaptureandretainthemostvalue.ThesearenotIT-leveldecisions.They

involveweighinginnovationspeedagainstgeopoliticalrisk,

supplychainresilienceandlong-termcosts.Onlythe

CEO

andboardshavetheauthorityandperspectiveto

makethosecallsattheenterpriselevel.2.Coordinate

across

all

business

units:AI

sovereignty

cutsacrosslegal,financial,technologicalandreputationalboundaries.WithoutC-suitecoordinationandboard-level

oversight,organizationsriskfragmentedexecution.CEOs

mustensuregovernanceframeworksaligninvestment,partnershipsandcompliancewithnationalprioritiesand

corporateandnationalgrowthstrategies.3.

Engage

policy

and

industry

leaders:Sovereign

AI

is

not

just

beingbuilt—it’sbeingnegotiated.Asgovernmentpoliciesarebeingdevelopedaroundtheworld,itisimportantfor

corporateandindustryleaders'voicestobepart

ofthe

process.Leadershipmustmoveswiftly.ThecompaniesthattreatsovereigntyasstrategywillshapethetermsoftheAIera.Those

thatdon’twillinherittheruleswrittenbyothers.19%29%37%IT

/CloudInfrastructure

TeamChief

ComplianceorRisk

OfficerChiefDataOfficer

/ChiefAIOfficerCEOor

Board-level

leadership15%Figure2:Sovereign

AI

responsibility

lags

at

theCEO/BoardlevelQ:Whoinyourorganizationisprimarily

responsibleforAI

sovereigntydecisions?

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

8Imperative1

|

CEO

Ownership:Make

sovereign

AI

leadership’s

new

power

playSource:Accenture

Sovereign

AI

survey,July-August2025,N=1,928Imperative02Reframesovereignty:Fromriskmanagement

tovalue

creationMostorganizationsapproachsovereignAIwith

adefensiveposture—motivatedbycompliancerequirements(46%),controlovercriticaldata(28%)and

cybersecurity

concerns(27%).Fewerthan13%citemonetizationorculturalalignmentas

strategicmotivators(Figure3).Theprevailingview:Sovereigntymitigatesriskrather

thangeneratesvalue.Yettreatingsovereigntypurely

as

asafeguardleavesvastvalueuntapped.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

9Imperative2

|

Reframe

sovereignty:From

risk

management

to

value

creationFigure3:Sovereign

AI

drivers

are

still

largely

defensiveQ:Whatwere/wouldbethekeymotivationsforyourorganizationtoconsidersovereignAI?46%

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

1028%21%Monetizingdataand

/

orcollaborating

with

otherorganizations

whoare

alsoleveragingthesamesovereignAI

technologystack15%12%Increasingcompetitiveadvantageasitimprovescustomer

/consumer

trustEnsuringoperationalcontinuityamid

geopoliticalor

traderisksAddressingnationalsecurityor

industry-specificrequirementsTailoringAIcapabilitiesto

align

withlocalcontextsandvaluesDrivinginnovation

andmaintaininglocalcompetitivenessCompliance

withlocalregulations(e.g.,GDPR,AI

Act)Reducingreliance

onglobal

AIprovidersGainingcontrol

overcritical

data

andAImodelsSource:Accenture

Sovereign

AI

survey,July-August2025,N=1,92820%27%16%12%Why

it

matters:WhencompaniesbuildAIthatspeakstheirmarket’slanguage—

literallyandfiguratively—theycapturecustomerconfidenceand

regulatoryapprovalsimultaneously.Thistrustunlockscollaborationthatwouldotherwisebeimpossible.TaketheOpenBindConsortium7—supportedby£8millionfromtheSovereignAIUnitoftheUKGovernment—which

is

buildinga

UK-

baseddatasetforAI-drivendrugdiscovery,20xlargerthananythingbefore.Thiskindofdatasharingcanonlyhappenwith

trustatalocallevel,illustratinghowsovereign

AIcan

directlyempowernationalindustriesandcitizens.SovereignAIplatformsenableparticipantswithinthesameecosystem—acrossanation,aregion,anindustry

ora

supplychain—toshareandactondatasecurely.In

regulatedenvironments,thismeansorganizationscancollaborateonAImodels,dataandinsightswithoutriskingcompliancebreachesor

exposingsensitiveassets.It’salevelof

cross-enterprisecooperationthatonlybecomesviablewithinatrustedsovereign

framework.Leadingfirmsarealreadyprovingthatsovereigntycanextendbeyondprotectiontoparticipation.Someareinvestinginecosystem

readinessbybecomingproviders—helpingsuppliers,customersand

governmentsadoptsovereignsolutions.Two-thirdsofleaderssaytheirecosystemsneedthissupport.Doneright,sovereigntycansparkdatamarketplaces,attracttalent,createlocalmodelstunedto

culturalnuanceandnurturelocalinnovationecosystems—turningcomplianceintonationbuilding.Thisisnow

happeningacross

sectors.TelecomoperatorssuchasIndosatOoredooHutchisonin

Indonesia

arebuildingthecountry’sfirstsovereignAIcloudwithAccentureand

NVIDIA8—supportinglocalstartupsandgovernmentclientswhileensuringnationaldatastaysonshore.Insoftwareand

platforms,Oracle’sEUSovereignCloud9

isenablingEuropeanorganizationsto

runsensitiveworkloadsfullyunderEUlaw.And

in

healthcare,projectssuchastheSovereignAIFactoryFrankfurt10

offercompliant

environmentsforhospitalsandresearchinstitutestotrainanddeploy

modelsunderGDPRandtheAI

Act.Companiesshouldflip

thescript.SovereignAIcanunlock

newvaluebyturninglocaltrustandculturalalignment

intocompetitiveadvantage.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

11Imperative2

|

Reframe

sovereignty:From

risk

management

to

value

creationTake

action:Governments,fortheirpart,playapivotal

roleinturningsovereignambitionintoeconomicimpact.Theycanreinforcethismomentumbyfundinglocalinfrastructure,subsidizingtrustedprovidersandopeningpublicdatasetsincriticalsectors

tosparkinnovationbysmallandmedium-sizedenterprises(SMEs),startupsandresearchorganizations.Partneringwithacademiaisequallyvital—buildingapipelineofnext-generation

AItalent,developingnewmodelslocallyandanchoringinnovationathome.Providers,inturn,shouldactasecosystemanchors,enabling

smallerplayerstoparticipateandthrive—coveredingreater

detailin

Imperative3below.Aclearexampleis

STACKIT,the

cloudproviderofSchwarzDigits,theIT

anddigitaldivision

of

ShwartzGroup.STACKITbeganasaninternalsovereigncloudtoservethegroup’sownbusinessessuchasLidland

Kaufland,and

hassince

evolvedintoafull-fledgedproviderforexternalorganizations.Today,STACKITextendsitsinfrastructureanddata-sovereign

cloudservicestobothcommercialecosystemsandpublicinstitutions11.Tosustainmomentum,organizationsmustparticipate

insovereigntyforlong-termrelevanceandsurvival,notjustsecurityandcompliance.Whatnewvaluewillyoucapture?What

newcustomersormarketswillyoutargetbecauseyouhavesovereignrelevanceandmaturity?Embeddingsovereigntyaspartofbusinessstrategychangeshowcompaniescompete.Today,theraceforcompetitivenessisinseparablefromspeedingupsovereignty,asorganizationsseekgreaterassurance,autonomyandtrustinthetechnologiesthatunderpintheirgrowth.Sovereigntynowshapesaccesstomarkets,

customertrustandrevenueperformance.Governmentscannormalizethisshiftbyembeddingsovereigntyin

national,digitalandindustrialstrategies,settingthetonethrough

policythatrequiressupplierstomeetsovereigntystandards.They

canshow—throughtangibleexamples—how,ifenterprisescapture

AI’svalue,itcantranslateintonationaladvantage.Similarly,ifenergycompaniesapplylocallygovernedAItogrids,it

strengthensresilienceandlowersnationalcosts.Suchproof

points

canmakeclearthatenterprisevaluecreationandnation-buildingmovein

lockstep.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

12Imperative2

|

Reframe

sovereignty:From

risk

management

to

value

creationImperative03Expand

yourecosystem:NavigatethesovereigntycontinuumSovereigntyisnotbinary—it’sacontinuum.Companiesmustdeterminewheresovereigntytrulymatters,andhow

todialitupordowndepending

onrisk

and

value.Thegoodnewsisthatparticipating

insovereignmarketsandbenefitingfrom

nationalsovereignagendasdoesn’trequirechangingeverythingormakingevery

workloadsovereign.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

13Figure4:The

move

toward

a

greater

provider

mix

fuelsflexibilityQ:Whichofthefollowingsovereignsolutionprovidersareyou

considering?56%

55%3x27%24%19%16%3%Onlyglobalproviders(AWS,Google,Microsoft,Oracle) Sovereign

Cloud2022Sovereign

Al-

2025ConsideringWhy

it

matters:Noteverythingdemandstransformationalchangeorheavy

investment.Someusecasesneedonly

localdata

residency

andoversightofglobalinfrastructure,whileotherscallfor

full-stacksovereignty—localdataandinfrastructure,multi-

cloudandmulti-modelaccess,confidentialcomputing,advancedencryptionorevenair-gappedsystemswhen

necessary.Similarly,thefutureofAIinfrastructurewillbeacontinuumof

choicesthatwillalloworganizationstofluidlycombineglobal

scalewithlocaloversighttocreatefit-for-purposesolutions.Considertherapidgrowthofsmalllanguageandindustry-alignedmodels.Whilemanyofthelarger

language

modelswillcomefromglobalproviders,smalllanguagemodelsorindustrymodelsmayincreasinglyoriginatefromlocalvendorsdevelopingdomain-specificandculturallytunedcapabilities.Enterprisesneedtheabilitytoadaptquickly,selectingandfine-tuningthemodelsthatdeliverthehighest

relevance,performanceandcostefficiencyfortheircontext.Similarly,whilecloudcomputeinfrastructureatagloballevel

willstillbebestservedbyaglobalcloud

provider,

regionalproviderscanaugmentthemseamlesslyforworkloadsthat

needhigh-intensityAItrainingwithoutmovingdata,oredge

processingandlow-latencyinferencing.Ourresearchshowsthatcompaniescanmeaningfully

participateandcapturesovereignopportunitiesby

applyingsovereigntymeasuresto

justone-thirdof

theirAIinitiatives.Evenwithin

thatthird,

therequireddegreeof

strictlocalizationneeded

varies.

SovereignAI|OwnyourAIfuture:Frommanagingrisktoacceleratinggrowth

14Imperative3

|

Expandyourecosystem:NavigatethesovereigntycontinuumSources:AccentureSovereignCloudSurveyinEurope,October

2022;

N=300

|Accenture

Sovereign

AI

survey,July-August2025,N=1,928Only

localprovidersA

mixofbothNone3xNeocloudsareAI-nativeprovidersbuiltfortheneweraofcompute.Theydeliverhigh-performanceinfrastructuretailoredtoAIworkloads,combininglocalcapacitybuiltonamodernstack

createdforAIworkloads.PlayerssuchasNebius,

Nscale,CoreWeaveandLambdaexemplifythismodel—offeringrapiddeployment,modernarchitecturesandtrustedoperationsthatlet

enterprisesscaleAIsecurelyandatspeed.Federatedconsortiaarealliancesofgovernments,industriesand

technologyprovidersthatco-developsharedsovereigninfrastructuresolutionsandgovernanceframeworks.EarlierinitiativessuchasCatena-Xdemonstratedthevalueoftrusted

datacollaborationacrossorganizations.Thenextwave—exemplifiedbyAIGigafactory-styleconsortiaemergingacross

Europe,andnationalprogramssuchasSaudiArabia’s

HUMAIN

initiativeandIndonesia’sSovereignAITechCo—movesfromfederatedgovernancetofederatedcapability.Theyoperateabovetheinfrastructurelayeraswell—turningtrust,interoperabilityandcomplianceintosharedcapabilityandnew

marketopportunities.Eachbringsdistinct,c