Our Scans · Technology Sovereignty & Stack Control · Weekly Summary

• [New] IDC projects AI infrastructure spending will reach $487 billion in 2026, more than triple 2024's level. Digital Applied
• [New] Goldman Sachs now projects approximately $7.6 trillion in cumulative AI infrastructure capital expenditure from 2026 to 2031, covering compute, data centers, and power. American Enterprise Institute - AEI
• [New] Without answers, companies will slow releases, foreign governments will invest more aggressively in sovereign alternatives, and non-U.S. researchers will assume that American AI is not a dependable platform. Educational Technology and Change Journal
• [New] For companies that develop, license, or integrate AI products for U.S. government customers, NSPM-11 presents new opportunities while foreshadowing heightened expectations around reliability, security, multi-vendor access, and support for national security uses. Fluet
• [New] More than 20 countries will sign a joint statement outlining the need for trusted partners to create an AI ecosystem, and opined that Pax Silica would shape a US alternative to initiatives such as the UN's Global Digital Compact, which emphasises digital sovereignty. FTI Strategic Communications
• [New] 88% of IT decision-makers view data sovereignty as critical to competitiveness, and nearly all expect it to remain a priority over the next five years. Lenovo StoryHub
• [New] The Digital Infrastructure Project (2024-2028) is further supporting climate-resilient, secure, and inclusive broadband connectivity by investing in government fiber optic backbone and expanding connectivity to rural schools and health facilities. World Bank Group
• [New] Dominant Deployment Model: Cloud-based platforms are anticipated to lead with an estimated 55% share in 2026, while hybrid deployments are slated to be the fastest-growing segment through 2033, reflecting the enterprise transition toward multi-cloud and legacy-integrated environments. Persistence Market Research
• [New] Dominant Platform Components: AI analytics engines are set to command around 28% of the revenue share in 2026, while automation modules are likely to grow the fastest through 2033, driven by rising demand for self-healing and autonomous IT operations. Persistence Market Research
• [New] Vendors across the US are prioritizing standardized security protocols, AI-driven anomaly detection tools, and remote incident response capabilities to enhance threat resilience. Polaris
• [New] Global growth in 2026 will remain sluggish overall, but a surge in AI-related investment - especially in data centers, chips, and digital infrastructure - will provide a significant boost that helps offset weakness elsewhere. The Idea Farm
• [New] Across multiple U.S. Senate hearings, lawmakers from both parties have compared the risks of advanced AI systems to nuclear proliferation and other national-security threats. / USA Emerj Artificial Intelligence Research
• A broad, constantly changing strategy could accelerate exactly what Washington fears: Chinese chip independence, allied hedging, and a non-U.S. AI hardware ecosystem. Educational Technology and Change Journal
• AllianceBernstein expects a more uneven credit landscape in 2026, with dispersion rising as AI infrastructure spending reshapes winners and losers. The Idea Farm
• AI is changing our world in ways we have only begun to imagine, becoming increasingly integral not just to online research and business productivity, but also to defence systems, cybersecurity, logistics networks, and critical infrastructure. SpaceNews
• The series of unprecedented investment-for-access agreements with the three Northeast Asian technological powers commits them on paper to $1.4 trillion of investment by 2030 to onshore semiconductor production and related infrastructure in the United States. Institut Montaigne
• Experts predict a surge in adoption of next generation robotics by 2026, with investments focusing on AI-driven autonomy, flexible manufacturing, and sustainable operations. Automate X
• Chinese investments in ports, airports, and infrastructure have generated both economic opportunities and concerns regarding sovereignty and debt dependency. Khabarhub
• North America is expected to be the dominant region during the forecast period owing to the strong presence of major aerospace companies, advanced space infrastructure, and growing investments in satellite deployment and deep space exploration programs. stratviewresearch.com
• Amazon has promised a $13 billion chunk of its mammoth capex plans to build AI and cloud infrastructure in India. theregister
• By adopting more protectionist economic policies, the so-called technology sovereignty package could further strain Europe's relationship with the Trump administration after past disagreements over trade, the war in Ukraine and control of Greenland. MIT Initiative for New Manufacturing Substack
• French President Macron warns Europe risks becoming an AI colony without significant investment, emphasizing AI's strategic importance for national sovereignty. Forbes

Last updated: 07 July 2026