Key Readings
- China — Only nation with all five dimensions filled. Loop-Closed column (red): domestic frontier model (DeepSeek V4) running on domestic silicon (Ascend 950) creating domestic chip demand at scale. Closed feedback. Every other nation has an open loop at some link.
- Singapore — Only amber cell in the Protocol Sovereignty column. IMDA Agentic AI Governance Framework (Jan 2026): world-first agentic AI governance framework. First-mover on a standard not yet binding. Full Capacity (S$1B NAIRD) + Full Regulatory = the clearest dual-layer non-China case.
- Saudi Arabia — Sharpest gap signal: one Full cell (Capital-Selection) surrounded by absent columns. Largest committed capital in the dataset ($115B+ Project Transcendence) with the thinnest sovereignty structure. Capital without loop-closure.
- South Korea — Full Capacity + Full Capital-Selection, Partial Regulatory. Dual-model track (SKT A.X K1 + LG K-EXAONE) confirmed capacity strength. No loop-closure yet — domestic silicon path (Rebellions) is still being established.
- EU (AI Act) — Regulatory-only node. Correct representation: governance body without capacity or capital-selection role. The compliance moat it creates benefits member states (Germany, France) rather than appearing in its own row.
* Protocol Sovereignty column is conditional: requires MCP/A2A standards to bind as a recognized sovereignty layer. NIST MCP/A2A convergence target Q4 2026. Singapore holds this position speculatively — no nation has confirmed protocol sovereignty yet.