AI Industrial Policy & Geopolitics

Sovereign AI is public infrastructure for education Countries blend open models and public compute to localize and cut dependence Schools need shared data, transparent tests, and energy-smart procurement In late 2025, South Korea annou

Treat compute and clean power as strategic infrastructure for national security. Crowd in private capital with compute purchase agreements, capacity credits, and loan guarantees Tie support to open access, safety standards, and allied coordination as China accelerates

Build a third AI stack for education Adopt an Airbus-style consortium for procurement Prioritize teacher time-savings, multilingual access, and audited safety A single number highlights the stakes: in 2024, Airbus

Bootcamps produce tool users, not frontier researchers ASEAN needs a scientist-first AI talent strategy Fund PhDs, labs, and compute to invent, not import The statistic that should jolt us awake is simple: almost 40% of jobs

Europe’s schools rely on foreign AI infrastructure, creating vulnerability A neutral European stack with local compute and governance can secure continuity This ensures resilient, interoperable education under global tensions

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