Friday, June 5, 2026

AI Strategy After the LLM Boom: Preserve Sovereignty, Avoid Capture

AI Strategy After the LLM Boom: Preserve Sovereignty, Avoid Capture

“That’s the biggest risk I see in the future of AI: the collection of information by a small number of companies through proprietary systems.”

This is a national security risk for states. There is a risk of dependency for investment managers and firms. When research and decision support processes are mediated through a limited variety of proprietary platforms, trust, resilience, data confidentiality and bargaining power weaken over time.

LeCun identified “federated learning” as a partial mitigating measure. In such systems, centralized models don’t require viewing the underlying data for training, but as an alternative depend on exchanged model parameters.

In principle, this permits a resulting model to “…perform as if it had been trained on the entire data set…without the data ever leaving (your domain).”

However, this isn’t a straightforward solution. Federated learning requires a brand new kind of setup with trusted orchestration between parties and central models in addition to a secure cloud infrastructure at a national or regional level. It reduces data sovereignty risk, but doesn’t eliminate the necessity for sovereign cloud capability, reliable energy supplies, or sustainable capital investments.

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