The Sovereign AI Race

Who controls the compute, the models, and the energy behind national AI ambition, and where the capital is moving next.

• $1.4T: Projected sovereign AI capex through 2030
• 47: National AI strategies tracked
• 92GW: New data center power demand
• 6: Tier-1 compute blocs

May 2026 Edition · Capital Markets · High confidence · 32 min read.

Cite this: Gravitywell Research. "The Sovereign AI Race." May 2026. https://www.gravitywellresearch.xyz/research/sovereign-ai

Source: Gravitywell Research, https://www.gravitywellresearch.xyz/research/sovereign-ai