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Home > Synthesis

Rising Tide of 'AI Nationalism' and 'National Dividend': All Eyes on U.S. Political Moves

Desk / Updated : 2026-07-13 20:06:49
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As Artificial Intelligence (AI) poised to generate unprecedented economic windfalls, a powerful wave of "AI Nationalism" is surfacing globally. In the United States, the world's leading hub for AI development, discussions are intensifying around an "AI National Dividend"—a concept where the government takes a stake in top tech firms to distribute profits directly to citizens. Meanwhile, Europe is shifting gears to secure technological sovereignty, and South Korea is forging its own path by launching a universal AI access project for all citizens.

69% of Americans Support Diverting 50% of AI Tech Wealth to a Sovereign Wealth Fund
The debate over redistributing tech wealth is gaining massive public traction in the U.S. According to a recent poll of 1,690 adults conducted by American polling firm Verasite, a staggering 69% of respondents favored a proposal requiring major AI companies to transfer 50% of their equity into a public fund. Breaking down the figures, 21% "strongly supported" the idea, while 48% "somewhat supported" it. Only 32% voiced opposition.

This overwhelming public sentiment aligns with the "U.S. AI Sovereign Wealth Fund Act," introduced last month on June 18 by Senator Bernie Sanders.

Key Provisions of the Act:

Target: AI-related companies with annual revenues exceeding $200 million.
Mechanism: A one-time stock tax levied through the issuance of new shares.
Outcome: The U.S. Department of the Treasury would secure a 50% equity stake in those firms.

The Sanders camp estimates that based on current market valuations, the fund could balloon to approximately $7 trillion. By distributing 5% of the asset value annually, the government could provide every American citizen with a dividend of over $1,000 per year.

This radical economic proposal is fueled by growing public anxiety over automation. Goldman Sachs previously projected that the AI transition could displace roughly 15 million jobs in the U.S. over the next decade. "The public views an AI public fund as a vital mechanism to redistribute the immense wealth generated by the AI industry back into broader society," noted Benjamin Leff, CEO of Verasite.

Silicon Valley Joins the Dialogue Amid Bipartisan Interest

Surprisingly, similar discussions are already happening within the tech industry itself. According to the Financial Times (FT), OpenAI CEO Sam Altman recently held talks with the Donald Trump administration regarding a proposal to grant a 5% equity stake in OpenAI to the U.S. government—a slice valued at roughly $42.6 billion under current valuations.

The discussions also touched upon expanding this framework to other leading AI pioneers, including Anthropic, Google, and Meta. The proposed blueprint mirrors the Alaska Permanent Fund, which famously distributes oil revenues directly to state residents.

The U.S. government has already set legal precedents for intervening in tech equity and corporate revenues. Washington previously secured a 9.9% stake in Intel and negotiated to receive 15% of certain China-bound AI chip revenues from Nvidia and AMD. President Trump publicly acknowledged these developments, stating that the administration has discussed blueprints where "the citizens become partners in AI corporations."

Europe Shifts from Regulation to 'AI Gigafactories'

Faced with a relatively weaker private AI sector, the European Union (EU) is aggressively deploying public capital to build its own infrastructure and secure technological self-reliance, commonly referred to as "Sovereign AI."

Under its "AI Continental Action Plan," the EU is spearheading "InvestAI," an initiative designed to mobilize up to €200 billion in total investments. A core €20 billion of this fund will be directly funneled into constructing up to five massive infrastructure hubs known as "AI Gigafactories."

Henna Virkkunen, the EU Commissioner for Tech Sovereignty, Security, and Democracy, sent a clear message regarding the bloc's geopolitical ambitions: "The majority ownership of these Gigafactories must remain within Europe." This massive pivot toward aggressive industrial funding marks a significant shift for the EU, which was previously known primarily for its regulatory guardrails, such as the EU AI Act. Amid intensifying trade and security frictions with the Trump administration, Europe is officially prioritizing tech autonomy.

South Korea’s Strategy: 'AI for All' via Universal Access Rights

South Korea is taking a hybrid approach that blends the infrastructure-building mindset of Europe with the wealth-redistribution goals of the United States.

Like Europe, Seoul has already committed to securing Sovereign AI by launching its own "Proprietary AI Foundation Model" project and establishing National AI Computing Centers. However, when it comes to returning AI benefits to the public, South Korea is charting a unique path. Rather than distributing corporate equity or cash dividends like the U.S., South Korea aims to institutionalize universal AI access rights through its "AI for All" initiative.

Furthermore, domestic debates are heating up over how to utilize the massive tax revenues collected from semiconductor giants like Samsung Electronics and SK Hynix, which have reaped historic profits from the global AI boom.

"The 'AI for All' initiative goes beyond providing a mere digital service," explained Bae Kyung-hoon, Vice Prime Minister and Minister of Science and ICT. "It is designed to be the calculators and computers of the AI era—enabling every citizen to seamlessly work, learn, and navigate daily life alongside AI. It will serve as a foundational platform ensuring that the economic fruits of the AI revolution are distributed equitably across the entire population."

[Copyright (c) Global Economic Times. All Rights Reserved.]

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