Magdalena Stoklosa Director of Pan-Asia Research August 21, 2026 01:54 AM GMT Asia Compass | Asia Pacific M Idea Sovereign AI, more fragmented but also larger AI ecosystem As AI becomes more important to economic competitiveness and national security, countries are increasingly focused on securing reliable access to the technology and infrastructure that underpin it. That is driving demand for data centers, semiconductors, networking, power, cloud computing, and platforms that enable AI to be deployed local ...