Sovereign AI capability is now non-negotiable

Recently, Washington ordered America’s leading artificial intelligence laboratory to cut every foreign national off from its most advanced models, and the company complied within a day. The lesson is not about one company or product. It spans from chips and rare earths to advanced materials, and AI is now its sharpest instance. Technology and the supply chains beneath it have become instruments of statecraft, switched on the moment trade or diplomatic tension rises. Any nation that runs its AI economy on borrowed foundations inherits that exposure, and it inherits it at a layer far deeper than hardware ever reached. When…