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NewsTopic · 主权AI模型之争Material2 min readDisconfirmAI Editorial

Former NSO Group CEO Shalev Hulio: Urges Governments to Build Their Own AI Models

Shalev Hulio, former CEO of NSO Group, is promoting 'sovereign AI' through his AI cybersecurity company Dream. He advocates for narrow models running on one to three GPUs to avoid reliance on US cloud providers. Dream has raised $400 million and is valued at $3 billion, with clients in over a dozen countries across Europe, Asia, and the Middle East. However, Singapore’s Coordinating Minister for National Security K. Shanmugam publicly stated that governments do not need to build their own models for every use case; instead, they should evaluate and adapt existing best-in-class models.

2026-10-27 11:05 GMT+8

Shalev Hulio, former CEO of the Israeli spyware company NSO Group, now runs an AI cybersecurity firm called Dream, which he co-founded in 2022 with former Austrian Chancellor Sebastian Kurz. Dream sells 'sovereign AI' solutions to various governments—using narrow, specialized models that run on one to three GPUs, trained on customer-specific data, without relying on external cloud infrastructure.

Hulio’s core argument is straightforward: AI is critical infrastructure, and governments should not risk the scenario where 'someone wakes up one day and shuts off your model.' In an interview with the UK’s Financial Times, he said, 'Every government should have its own model.' This statement comes from someone actively selling models to governments, making the conflict of interest obvious, but the argument points to a genuine procurement concern—if national security data runs on US companies’ clouds, the supplier’s willingness and availability become external dependencies.

Dream’s market data supports the existence of demand in this sector: the company has raised $400 million in funding and was valued at $3 billion earlier this year, having sold products to more than twelve countries across Europe, Asia, and the Middle East. Dream also gained attention for detecting the 'world’s first end-to-end autonomous AI attack,' reportedly involving Chinese hackers using open-source AI models to discover and chain vulnerabilities to breach Taiwan government systems, including those of the nuclear safety agency.

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However, actual government procurement logic does not always point toward self-building. At the Singapore International Cyber Week on October 13, Singapore’s Coordinating Minister for National Security K. Shanmugam explicitly stated: 'We do not need to develop our own AI models for every use case. What we really need is the capability to evaluate the best available models and adapt them.' Singapore is exploring models such as Anthropic’s Claude to strengthen cyber defenses and has signed a memorandum of understanding with Anthropic.

The divergence between these two approaches represents the core supply-demand tension in the sovereign AI track. Hulio’s argument holds if governments truly cannot bear the risk of service interruption by external suppliers and if the cost of building narrow models internally is lower than relying on external platforms. Shanmugam’s stance suggests that for most governments, evaluating and adapting existing models is more pragmatic than building from scratch. Who is closer to real-world needs depends on each country’s statutory requirements for data sovereignty, available GPU budgets, and ability to recruit sufficient AI engineering talent—conditions that vary significantly across nations. Dream’s client base of over twelve countries illustrates that at least some governments have chosen the path Hulio recommends.

Sources

  • techradar.comTechRadar↗
  • scmp.comSouth China Morning Post↗
Topic

主权AI模型之争

围绕“主权AI”的定义与实施路径,全球主要经济体正展开激烈博弈。以色列前 NSO Group CEO Shalev Hulio 创立的网络安全公司 Dream 向多国政府推销基于少量 GPU 运行的窄模型主权 AI 方案,主张避免依赖美国云…

5 steps1 piecesUpdated 2026-10-27 12:10

How it got here

  1. 2025-09-03英国上议院讨论建立主权开放AI服务的可能性,大臣确认已设立主权AI单元并获最高5亿英镑支持,强调构建硬件、软件和数据层面的主权能力。hansard.parliament.uk ↗
  2. 2026-03-10英国下议院就“技术主权”进行辩论,指出地缘政治不安全加剧了对科技控制的担忧,政府启动AI主权单元并投入5亿英镑,旨在确保英国在AI领域的全球领导地位。hansard.parliament.uk ↗
  3. 2026-06-16针对美国政府限制外国国民访问 Anthropic 的 Claude 模型(Mythos 5 和 Fable 5),英国上议院质询其对国家安全的影响;政府回应称将投资16亿英镑用于主权AI能力,包括5亿直接投资和11亿硬件计划。hansard.parliament.uk ↗

What is still unsettled

  • 各国政府在“完全自建主权模型”与“评估适配第三方模型”之间的成本与安全权衡是否有统一标准?
  • 随着美国进一步收紧前沿AI模型的出口管制,欧洲和亚洲国家是否会加速转向开源或本土替代方案?
  • Dream 等私营公司提出的“窄模型主权AI”方案在实际部署中能否满足国家级关键基础设施的安全需求?
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