Keynote Panel: The Sovereign Stack: Nations, Enterprises & the Demand for Verifiable AI
summary
Panel details hardware and cloud progress: A100 and H100 support preliminary confidential modes, MI455 and upcoming Ver Rubin extend TEE protections across NVLink/Infinity Fabric, and vendors promise cryptographic attestation of code, provenance and even location claims. Nations push mandates (UAE orders 50% agentic workflows), clouds expose shielded VMs and transparency services, and industry builds confidential GPUs, workload-based identity and provenance chains (OCP Safe, chip provenance measurements) to prove what ran, where, who operated it and which policies were enforced.
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chapters (8)
- 0:00Introduction
- 1:07Confidential computing for GPUs
- 4:42Agentic AI challenges
- 11:05Missing pieces in confidential AI
- 17:42Trusting vendors in sovereign AI
- 23:01Hardware dependency concerns
- 27:13Balancing risk and trust
- 32:07Hopes for next year
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