- Nations are accelerating the construction of sovereign AI by investing in data centers, semiconductor chips, and energy infrastructure to operate advanced AI models.
- Ezra Gardner, co-founder of Varana Capital, notes that AI capabilities are now tightly bound to national security and are reshaping global alliance structures.
- The US-led Pax Silica alliance, which includes Japan, South Korea, India, the UK, Israel, the UAE, Qatar, and several EU countries, is expected to expand to 24 nations.
- The alliance focuses on strengthening critical mineral supply chains, semiconductor manufacturing, and high-density data centers serving large-scale AI.
- Gardner calls the data center the “new backbone of national resilience,” playing a vital role in national defense, intelligence, and the economy.
- Europe is pushing a sovereign technology package to reduce reliance on US and Chinese companies, prioritizing sovereign cloud, AI, open source, and chips.
- The Netherlands’ participation in Pax Silica places ASML at the center of AI supply chain coordination amid export controls to China.
- Energy is becoming the new bottleneck because advanced AI training consumes vast amounts of electricity, while power grids face increasing pressure.
- The state of Virginia is operating more than 10,500 diesel generators for data centers, causing environmental and regulatory strain.
- Phinergy introduced a zero-emission aluminum-air backup system providing 48 hours of continuous power, currently being validated by Google and Microsoft through a 500 kW, 10 MWh project.
- The global backup power market is forecast to reach 150–200 billion USD within 5 years.
- Israel, the UAE, and South Korea are deploying national AI strategies with sovereign computing clusters to protect critical data and models.
- Gardner also views quantum computing as a national security priority, amid the US issuing two executive orders aimed at updating its quantum strategy within 6 months and strengthening defenses against future cybersecurity risks.
- 📌 Conclusion: The global AI competition is shifting from model development to the control of foundational infrastructure, including chips, data centers, power, and quantum computing. The Pax Silica alliance along with sovereign AI strategies reflect the trend of nations building technological autonomy, reducing supply chain dependence, and ensuring national security ahead of the accelerating AI wave.
VIET NAM CONSULTING AND MEASUREMENT JOINT STOCK COMPANY
© 2026 Vietmetric