Sky News technology correspondent Rowland Manthorpe examines why hardware is central to AI sovereignty, who designs and owns the AI chips and why the UK government is trying to back British hardware companies.
He examines the rise of Arm Holdings, now one of the UK's most valuable companies, and explains why its success in the AI boom does not necessarily give Britain control over the hardware powering artificial intelligence.
Rowland also speaks to Britain's AI minister Kanishka Narayan about why AI capability has become a national security issue, and asks whether the UK can build a serious sovereign AI strategy.
Chapters
00:00 Britain’s most valuable company
01:21 Who owns the world’s AI chips?
02:00 AI minister Kanishka Narayan on AI and national security
02:32 How many AI chips the UK owns
03:04 Isambard-AI and UK sovereign models
03:33 Who designs the world’s AI chips?
03:53 The UK’s AI hardware plan
04:37 The ownership issue
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