The signs are the world is splitting into 3 siloed zones, each dominated by different types of AI: American, European, and China/Rest of World.

For some time people have spoken of the concept of sovereign AI. Sovereign AI refers to a government's or organization's control over AI technologies and associated data. At the start of 2025 such an idea isn't just talk any more. It's rapidly happening.

It's most obvious in Europe. Just as the US gears up to become more autocratic, the EU has passed laws to ban the AI that enables it. This week the bloc banned AI it deems 'unacceptable risk'. Among other things, it bans AI that manipulates and deceives, targets minorities, allows biometric profiling, or predictive policing. Almost everything on the list is something American Big Tech is doing with the encouragement of the current administration. To make the point clearer, the EU is building its own AI for European governments, institutions and civil service to use.

China is building AI the equal of any, and in the case of DeepSeek, perhaps the best there is. Not only that, they are Open-Sourcing it. There's no reason to think they will slow down. In fact, China may accelerate in AI; they have a huge trove of public data to use for training that the Chinese government has recently decided to make available for the first time. China is many countries in South America and Africa's main trade and technology partner. Where that is the case they may be its main AI source too.

American Big Tech has historically been used to dominating globally, but there are all the signs that it isn't going to happen with AI.