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麦肯锡:2026构建主权AI生态系统:提升战略韧性与影响力研究报告(中译版)(12页).pdf

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1、Technology,Media&Telecommunications Practice Sovereign AI:Building ecosystems for strategic resilience and impactSovereign AI is achievable only through an ecosystem effort that connects energy,compute,data,models,platforms,and applications across multiple actors.March 2026This article is a collabor

2、ative effort by Ali Ustun,Arnaud Tournesac,Luca Bennici,and Ruben Schaubroeck,with Justin de Niese,Kaavini Takkar,Melanie Krawina,and Newfel Drahmoune,representing views from McKinseys Technology,Media,&Telecommunications and Public Sector Practices and McKinsey Technology.Sovereign AI is moving fro

3、m a policy debate to an economic and strategic imperative.Across governments,enterprises,and investors,leaders increasingly view the ownership of AI capabilities as central to economic competitiveness,strategic resilience,and societal trust.Yet despite this urgency,many sovereign AI initiatives are

4、stalling and failing to deliver their expected results.In this article,we analyze how sovereign AI efforts are being pursued and what differentiates sovereign ecosystems that successfully translate intent into scaled adoption and durable advantage.Drawing on a global survey of enterprises,providers,

5、governments,and investors,1 we then examine the roles different actors must play,the challenges actors face,the partnership models that consistently outperform,and a practical road map for building sovereign AI capabilities that compound over time.Sovereign AI refers to a nations or organizations ab

6、ility to develop and control its own AI capabilities to ensure strategic independence and alignment with domestic values and laws.That said,sovereign AI does not have a single definition;rather,it is the result of the interaction between four distinct components:territorial:where data and compute ph

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1. **核心定义与市场**:主权AI是连接能源、算力、数据、模型、平台和应用的多方生态系统,旨在确保战略独立与价值观对齐。麦肯锡预测,到2030年,主权AI市场规模将达5000亿至6000亿美元,占全球AI支出的30%-40%。 2. **成功生态要素**:有效主权AI需具备七项特征:需求驱动的锚定客户、主权基础设施、清晰的治理架构、可信数据政策、模块化模型策略、分层资本匹配及本地化人才。 3. **关键角色分工**:政府设定规则与需求;技术提供商构建平台并本地化信任;企业推动数据与工业化应用;投资者提供资本并管理风险。 4. **实施路径**:分三阶段推进——明确需求与基准、扩展共享基础设施、建立可持续优势。失败主因是次序错乱(如先建基础设施后解决治理)。
主权AI是什么? 如何构建AI生态? 谁主导AI未来?
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