Nuclear power

Russia Says AI Will Create a New ‘Nuclear Club’ of Global Powers

Russia is framing artificial intelligence as a geopolitical technology on par with nuclear weapons, with Sberbank First Deputy CEO Alexander Vedyakhin warning that only nations capable of building their own large language models will hold real influence in the 21st century. Speaking at Moscow’s flagship AI Journey event, Vedyakhin said Russia considers it a strategic achievement to be among the few countries with home-grown AI and insists the state must rely exclusively on domestic models for sensitive sectors like public services, healthcare, and education. His comments echo President Vladimir Putin’s recent remarks that indigenous AI is essential for Russian sovereignty. While Sberbank and Yandex lead Russia’s push to compete with U.S. and Chinese AI giants, sanctions and limited computing power continue to restrain Moscow’s capability.

Why It Matters

Russia’s framing of AI as a sovereignty-defining technology signals a hardening global divide in the race for digital power. By likening AI to nuclear capability, Moscow is underscoring the strategic leverage it believes advanced models can confer over national security, economic competitiveness, and societal infrastructure. For Western policymakers, the statement highlights how AI is increasingly entwined with geopolitical rivalry, sanctions regimes, and technological self-reliance. For markets, the message is more nuanced: despite the rhetoric, Russia admits it cannot match global leaders in compute or scale, and it warns investors that AI infrastructure spending may not repay itself quickly, raising questions about the economic viability of high-intensity AI development.

Russia’s state institutions, security apparatus, and public-service sectors are central consumers of domestic AI models as Moscow seeks digital autonomy. Sberbank and Yandex are the primary corporate developers, tasked with building national-scale models under sanctions constraints. Western governments and AI firms remain part of the geopolitical backdrop, as Russia’s push for self-sufficiency follows restricted access to advanced chips and cloud hardware. Russian businesses, from healthcare to education providers, will increasingly rely on domestic AI systems while international partners watch how far Russia can expand its capabilities without global supply chains.

What’s Next

Russia aims to expand from one or two national AI systems to several independent models, but its development will remain limited by restricted access to high-performance computing. Moscow will continue steering AI regulation toward data sovereignty, banning foreign models from handling state or sensitive information. As Russia ramps its rhetoric around AI power, expect greater global pressure for technological blocs, digital “non-alignment,” and AI export controls. Meanwhile, the Kremlin’s caution about an “AI bubble” hints that its investments will be narrower and more state-directed than those in the U.S. or China, potentially slowing innovation but avoiding the risk of overextension.

With information from Reuters.

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