arXiv:2606.07245cs.CYcs.AI2026-06

构建首个AI主权竞争定性模型,揭示国家如何通过关键资源博弈提升科技实力。

AI Sovereignty: A Qualitative Model of Strategic Competition as AI Becomes an Instrument of National Power

  • 提出AI主权定义,建立涵盖微观、中观、宏观因素的分析框架。
  • 识别电力、数据、人才等六大杠杆点,可直接或间接影响对手能力。
  • 适用于研究地缘战略、科技竞争与国家安全的决策者与学者。

AI主权指一国独立掌控人工智能技术的程度。随着前沿AI模型竞争日益成为国家战略重心,各国正探索如何利用AI提升经济状况、竞争优势与整体国力。然而,实现AI主权成本巨大,且缺乏有效概念框架以应对动态演变。本文提出与AI主权相关的定义,并构建首个涵盖微观、中观、宏观要素的定性模型。基于该模型的定性预测揭示了竞争格局及AI驱动国力的潜在演化路径。模型识别出若干关键杠杆点,包括电力、水资源、数据集、技能人才等,可通过战略与战术层面的直接(如伊朗用无人机攻击数据中心)或间接(如网络、太空、信息、经济施压、外交手段)方式激活,以促进自身发展或削弱对手。若假设成立,此类战略竞争或将塑造21世纪各国提升经济、竞争优势与国家实力的核心路径。

原文摘要 · Abstract (English)

AI sovereignty is the extent to which a nation independently controls its artificial intelligence (AI) technologies. The race toward ever-more-sophisticated frontier AI models is of increasing strategic importance, with nations considering how AI might improve their economic situations, competitive advantage, and overall national power. However, the costs of AI sovereignty are enormous, and we lack definitions and conceptual models to navigate evolving AI sovereignty dynamics. We address this gap with definitions relevant to AI sovereignty, along with a first-of-its-kind qualitative model that incorporates micro, meso, and macro contributors. Model-based qualitative forecasts highlight competitive dynamics and evolving potential for AI-driven national power. The model identifies key leverage points that nations can use to enhance their own growth or degrade an adversary's, including consideration of accelerators, electricity, water, data sets and skilled workforce. These leverage points can be activated at strategic and operational levels through both direct kinetic actions, such as Iran's targeting of data centers with drones, and indirect non-kinetic effects including cyber, space, information, economic coercion and diplomacy. If our assumptions and hypotheses are valid, this strategic competition may come to define how nations improve their economic situations, competitive advantage, and overall national power in the 21st Century.

AI主权战略竞争地缘政治国家权力

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