Maddy
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- RAISE Summit42 min
Sovereign AI: Piece by Piece | NetApp, Radiant, Hydra Host, Coatue & More | RAISE Summit 2026
George Kurian, Mahdi Yahya, Aaron Ginn, Max Cook, Benjamin Germin, Thomas Koehrer, Thomas Kova, Maddy, Ben
Industry leaders convened to define sovereign AI as a spectrum of national control over critical infrastructure, data residency, and model provenance rather than a binary state. While experts debated the feasibility of achieving true autonomy through hyperscalers, they agreed that geopolitical constraints and physical hardware limitations are driving significant investments in localized data centers and domestic chip ecosystems. The consensus projects a bifurcated future where the US and China maintain full-stack dominance, compelling other nations to navigate a complex landscape of duopoly dependency or costly independent infrastructure development.