In a recent report by Forrester, the evolution of AI and technology sovereignty across 14 major global economies was analyzed, focusing on the period from 2025 to 2030. The research assessed countries' abilities to develop, operate, and secure critical technologies independently from foreign influence. The findings revealed that despite significant investments in sovereign AI, chip manufacturing, and cloud infrastructure, the overall tech sovereignty score across the assessed countries is projected to rise only minimally from 39% to 40% by 2030. China and the United States emerged as the leaders in tech sovereignty, with scores of 82% and 79%, respectively, indicating a concentration of technological power among a few nations.
The report highlighted that semiconductor manufacturing is expected to see the strongest improvement among the technology dimensions analyzed. The United States and South Korea are projected to increase their chip production scores significantly from 45% in 2025 to 79% in 2030. Other countries, such as Japan and China, are also expected to see improvements, although they will still face challenges due to concentrated supply chains and dominant software providers.
In North America, the disparity in tech sovereignty is evident, with the United States maintaining its position as a global leader while Canada and Mexico show modest improvements and remain at lower scores. Canada is expected to rise from 33% to 34%, while Mexico will remain the lowest at 20%. In Europe, major economies like Germany, Spain, and France are projected to see only slight increases in their sovereignty scores, reflecting their ongoing dependence on foreign technology resources.
Dario Maisto, a principal analyst at Forrester, emphasized the importance of understanding strategic dependencies and building partnerships to safeguard data and infrastructure. The report suggests that for countries to close capability gaps and reduce dependencies, they must commit to strategic alliances and partnerships, especially in light of ongoing geopolitical volatility and competition in AI and semiconductor supply chains.