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Trump is taking a page out of China’s sovereign AI playbook

Governments have long protected strategic industries — what is new is their willingness to become shareholders

The writer is an adjunct professor at NYU School of Law and former head of North America for CIC, China’s sovereign wealth fund

At the World Economic Forum in Davos in January, Nvidia chief executive Jensen Huang described AI as a five-layer infrastructure stack — energy, chips, cloud, models and applications. He argued that every nation must own the production of its own intelligence, naming the concept “sovereign AI”.

What began as a pitch to smaller nations seeking digital self-determination has now graduated into governing policy for the world’s two largest digital economies.

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