What happens when AI stops being just infrastructure—and becomes a matter of national identity and global power?

In this episode, a16z’s Anjney Midha and Guido Appenzeller explore the rise of sovereign AI—the idea that countries must own their own AI models, data centers, and value systems.

From Saudi Arabia’s $100B+ AI ambitions to the cultural stakes of model alignment, we examine:

Why nations are building local “AI factories” instead of relying on U.S. cloud providers
How foundation models are becoming instruments of soft power
What the DeepSeek release tells us about China’s AI strategy
Whether the world needs a “Marshall Plan for AI”
And how open-source models could reshape the balance of power

AI isn’t just a technology anymore - it’s geopolitical infrastructure. This conversation maps the new battleground.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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