arXiv:2606.07536cs.CYcs.AI2026-06

欧盟构建前沿AI主权框架,破解对外依赖困局

Beware of GeeksBearing Gifts: Building True EU Frontier AI Sovereignty

  • 以五层技术栈+五大主权支柱构建统一分析框架
  • 指出欧盟能力短板:美超算能力是欧16倍,数据中心仅占全球15%
  • 为政策制定提供多维度评估工具,避免片面追求经济收益

前沿人工智能正深刻重塑社会各领域,包括经济产出、军事能力与民主制度。欧盟在这一变革中处于结构性依赖地位:前沿模型几乎全部源自美国或中国,美国的AI超算能力约为欧盟的16倍,全球超大规模数据中心容量仅有15%位于欧盟境内。尽管欧盟委员会加速推进政策响应,现有举措仍零散且缺乏对前沿AI全价值链战略自主的统筹规划。本文提出一个统一框架,将五大主权支柱(经济竞争力、韧性、安全与国防、欧洲价值观、外交关系)与前沿AI架构的五层、26个组件及29个子组件相联结。该框架揭示了当前政策隐含的关键缺口、冗余与跨支柱权衡。通过对AI Gigafactory计划的分析,发现以主权为中心的视角能暴露狭隘经济视角所忽视的矛盾。此外,该框架为政策制定者提供了结构化基础,可对来自四大委员会文件的92项倡议及其他行动进行设计、评估与优先排序,全面支撑欧洲战略自主。

原文摘要 · Abstract (English)

Frontier artificial intelligence is reshaping all aspects of society, from economic output or military capability to democratic institutions. The EU is entering this transformation from a position of structural dependence: frontier models originate almost exclusively from the United States or China, the US holds approximately sixteen times the EU's AI supercomputing capacity, and only 15% of global hyperscale data centre capacity resides within EU borders. Although the European Commission has accelerated its policy response, existing initiatives remain fragmented and lack a cohesive vision for securing strategic autonomy across the full frontier AI value chain. Here we propose a unified framework connecting five sovereignty pillars (economic competitiveness, resilience, security and defence, European values, and foreign relations) to a decomposition of the frontier AI stack comprising five layers, 26 components, and 29 sub-components. This framework allows the identification of critical gaps, redundancies, and inter-pillar trade-offs that current EU policy leaves implicit. Our analysis of the AI Gigafactory Initiative illustrates how a sovereignty-centred lens reveals conflicts that narrowly economic framings obscure. Moreover, this framework offers policymakers a structured basis for designing, evaluating, and prioritising frontier AI interventions across multiple dimensions of European strategic autonomy across the 92 initiatives from four major Commission communications we. identify, and beyond.

AI主权战略自主欧盟政策前沿AI

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