Welcome to Relay Weekly No.2.
This month Indosat, Nokia and Nvidia launched Zankore — a full-stack AI infrastructure platform pitched at Southeast Asia, targeting up to one gigawatt of AI factory capacity, with an initial 200 megawatts targeted for the first half of 2027. Justin Hotard, President and CEO of Nokia, put the phrase on the record: countries and enterprises are increasingly focused on building sovereign AI capabilities that are secure, scalable and trusted — with compute, connectivity and control orchestrated across AI factories, data centres and the edge.
So what does sovereign AI actually mean? This week's Analysis breaks this down and looks at how sovereign AI in APAC is not about developing every aspect of AI infrastructure domestically, and at the different approaches Taiwan, Vietnam, Malaysia and Singapore take to language, data, compute, regulation and partnerships. Most markets still buy chips, models and cloud services from abroad, yet there are important choices on what they need to control, such as where data is held, who provides the compute, and which rules apply.