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Infrastructure Investment, National AI Strategy, and the Geopolitics of Digital Capacity

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  • Olaniyi Evans

Abstract

A global race for sovereign artificial intelligence compute capacity is reshaping capital flows, industrial policy, and geopolitical leverage. This article examines four major initiatives announced in 2025-2026: India's $240 billion AI Impact Summit commitments, South Korea's 30-trillion-won Public Growth Fund allocation, Microsoft's $2.2 billion Malaysia deployment, and Africa's proposed $60 billion AI Fund. Using a dual policy-investment analytical lens, it finds that sovereign compute initiatives in the Global South remain structurally contingent on foreign hardware and hyperscaler platforms. The binding constraint is not capital pledges but execution capacity, institutional governance, and energy availability.

Suggested Citation

  • Olaniyi Evans, 2026. "Infrastructure Investment, National AI Strategy, and the Geopolitics of Digital Capacity," Hequation Review, Hequation, vol. 2(1), pages 13-18.
    • Handle: RePEc:heq:heqrev:v2y2026i1a3
    DOI: 10.6084/m9.figshare.32383881
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    JEL classification:

    • F52 - International Economics - - International Relations, National Security, and International Political Economy - - - National Security; Economic Nationalism
    • H24 - Public Economics - - Taxation, Subsidies, and Revenue - - - Personal Income and Other Nonbusiness Taxes and Subsidies
    • L86 - Industrial Organization - - Industry Studies: Services - - - Information and Internet Services; Computer Software
    • O25 - Economic Development, Innovation, Technological Change, and Growth - - Development Planning and Policy - - - Industrial Policy
    • O38 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Government Policy

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