GROWTH SCENARIO Technology rivalry instead of collaboration: the race for AI supremacy
Theme: AI Governance & Regulation

Theme 2 of 9

AI Governance & Regulation

The rules, institutions, and processes that shape how AI is developed, deployed, and held accountable — from national laws to international frameworks and multi-stakeholder agreements.


Trajectory

Fragmentation into bloc-based, corporate-shaped rules

Main driver

Corporate interests displacing democratic process

Leading actors

OECD (US bloc), SCO (China bloc), US Big Tech

State in 2040

No global framework; corporate norms dominate

AI governance takes place largely within the two geopolitical blocs. The OECD acts as the main platform for AI governance in the US-led bloc. China uses the Shanghai Cooperation Organisation to define political guidelines and AI standards for its partner countries. Governance is increasingly shaped by corporate interests rather than democratic processes, and international organisations struggle to keep pace.

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